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Get Institutions for : 
Fidelity Total Bond Etf (FBND)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 391    22
Total shares held : 
 110,466,829  
% of shares held : 
 38.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   148  
Amount of shares held : 
 21,766,903  
% of shares held change : 
   7.54%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
47
 4,447,458
 4.03%
 
Increased Positions :
215
 23,499,483
 21.27%
 
Unchanged Positions :
40
 2,498,315
 2.26%
 
Decreased Positions :
89
-4,683,052
-4.24%
 
Closed Positions :
25
-1,496,986
-1.36%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Advisor Group Holdings Inc. 61 - 2024-03-31 2,841,164 $128,756,000 -282,533
   Comprehensive Portfolio Management LLC 7 - 2024-03-31 1,697,764 $76,926,000 -61,357
   COMMONWEALTH EQUITY SERVICES LLC. 182 - 2024-03-31 1,380,042 $62,530,000 -156,659
   JANE STREET GROUP LLC 237 - 2024-03-31 1,045,548 $47,374,000 -782,140
   Sunburst Financial Group LLC 1 - 2024-03-31 893,970 $40,184,000 -15,427
   COLONY GROUP, LLC 143 - 2024-03-31 482,892 $21,880,000 -156,204
   Baird Financial Group Inc. 355 - 2024-03-31 381,605 $17,291,000 -157,294
   CI Private Wealth LLC 423 - 2024-03-31 366,701 $16,615,000 -11,535
   FOUNDERS FINANCIAL SECURITIES LLC 12 - 2024-03-31 336,815 $15,261,000 -52,226
   Occidental Asset Management LLC 8 - 2024-03-31 330,766 $14,987,000 -8,845
   HORIZON INVESTMENTS, LLC/SC 37 - 2024-03-31 316,099 $14,262,000 -58,370
   IAM Advisory LLC 7 - 2024-03-31 269,182 $12,197,000 -2,525
   HANSON MCCLAIN, INC. 112 - 2024-03-31 238,198 $10,793,000 -34,895
   Summit X LLC 8 - 2024-03-31 226,284 $10,253,000 -64,552
   USAdvisors Wealth Management LLC 4 - 2024-03-31 174,373 $7,908,000 -11
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 538 - 2024-03-31 173,080 $7,842,000 -323,384
   Goss Wealth Management LLC 345 - 2024-03-31 129,383 $5,862,000 -23,606
   OLIO Financial Planning 11 - 2024-03-31 111,897 $5,158,000 -4,103
   Private Advisor Group LLC 482 - 2024-03-31 102,154 $4,629,000 -1,450
   Lokken Investment Group LLC 12 - 2024-03-31 102,016 $4,622,000 -80,439
   CALIBER WEALTH MANAGEMENT LLC 8 - 2024-03-31 97,175 $4,403,000 -2,494
   CAPTRUST FINANCIAL ADVISORS 539 - 2024-03-31 93,285 $4,227,000 -33,134
   AFS Financial Group LLC 1 - 2024-03-31 90,991 $4,123,000 -324,023
   Powell Investment Advisors LLC 11 - 2024-03-31 83,621 $3,803,000 -4,548
   Paragon Advisors LLC 18 - 2024-03-31 78,948 $3,577,000 -23,936
   Soltis Investment Advisors LLC 84 - 2024-03-31 78,804 $3,571,000 -3,167
   Adviser Investments LLC 180 - 2024-03-31 77,494 $3,511,000 -5,720
   SILVER OAK SECURITIES Inc 42 - 2024-03-31 77,318 $3,503,000 -41,264
   Paul Damon & Associates Inc. 10 - 2024-03-31 77,139 $3,495,000 -2,240
   Slagle Financial LLC 12 - 2024-03-31 72,998 $3,307,000 -69,256
   CREATIVE PLANNING 761 - 2024-03-31 72,640 $3,291,000 -617
   Buckingham Strategic Partners 119 - 2024-03-31 67,805 $3,072,000 -3,983
   Retirement Network 48 - 2024-03-31 62,815 $2,846,000 -2,661
   Forthright Family Wealth Advisory LLC 12 - 2024-03-31 62,118 $2,815,000 -1,628
   Crumly & Associates Inc. 36 - 2024-03-31 61,959 $2,807,000 -1,353
   EisnerAmper Wealth Management Corporate Benefits L 28 - 2023-12-31 55,052 $2,535,000 -3,357
   Legacy Financial Advisors Inc. 40 - 2024-03-31 52,701 $2,388,000 -444
   Cassady Schiller Wealth Management LLC 22 - 2024-03-31 44,444 $2,014,000 -2,078
   AXXCESS WEALTH MANAGEMENT LLC 257 - 2024-03-31 41,765 $1,892,000 -477,232
   QUADRANT CAPITAL GROUP LLC 105 - 2024-03-31 38,205 $1,731,000 -68,741
   Traynor Capital Management Inc. 72 - 2024-03-31 32,898 $1,491,000 -4,189
   Peterson Wealth Advisors LLC 27 - 2024-03-31 31,787 $1,440,000 -2,822
   Resources Investment Advisors Inc. 411 - 2024-03-31 31,295 $1,418,000 -90
   CFO4Life Group LLC 55 - 2024-03-31 27,440 $1,243,000 -118,067
   J.W. COLE ADVISORS INC. 302 - 2024-03-31 26,866 $1,217,000 -1,930
   KING WEALTH MANAGEMENT GROUP, LLC 52 - 2024-03-31 26,438 $1,198,000 -1,515
   Burns Matteson Capital Management LLC 27 - 2024-03-31 25,826 $1,170,000 -9,023
   IFP Advisors Inc 347 - 2023-12-31 24,979 $1,150,000 -4,240
   HALLMARK CAPITAL MANAGEMENT INC 123 - 2024-03-31 25,114 $1,138,000 -242
   Rockefeller Capital Management L.P. 1234 - 2024-03-31 23,057 $1,045,000 -32,382
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 125 - 2024-03-31 21,441 $971,000 -2,181
   CGC Financial Services LLC 16 - 2024-03-31 20,110 $911,000 -216,989
   THOROUGHBRED FINANCIAL SERVICES LLC 211 - 2024-03-31 19,880 $900,000 -5,061
   ROCKLAND TRUST CO 156 - 2024-03-31 18,682 $846,000 -6,056
   PITTENGER & ANDERSON INC 161 - 2024-03-31 18,594 $842,000 -598
   Hoxton Planning & Management LLC 49 - 2024-03-31 16,762 $759,000 -504
   Cornell Pochily Investment Advisors Inc. 85 - 2024-03-31 16,442 $745,000 -5,801
   MontVue Capital Management Inc. 26 - 2024-03-31 16,148 $732,000 -1,226
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 784 - 2024-03-31 15,395 $698,000 -1,016
   REGATTA CAPITAL GROUP LLC 95 - 2024-03-31 14,976 $679,000 -2,381
   AMG NATIONAL TRUST BANK 319 - 2024-03-31 14,715 $667,000 -875
   Qube Research & Technologies Ltd 2088 - 2024-03-31 12,952 $587,000 -567
   Compass Advisory Group LLC 48 - 2024-03-31 12,824 $581,000 -54
   SAGE FINANCIAL GROUP INC 66 - 2024-03-31 10,632 $482,000 -2,002
   AE Wealth Management LLC 843 - 2024-03-31 9,837 $446,000 -175,916
   ZACKS INVESTMENT MANAGEMENT 496 - 2024-03-31 9,236 $418,000 -1,915
   Rise Advisors LLC 50 - 2024-03-31 8,701 $394,000 -242
   SlateStone Wealth LLC 217 - 2024-03-31 8,616 $390,000 -513
   BANK OF MONTREAL /CAN/ 2293 - 2024-03-31 7,820 $354,000 -1,791
   Heritage Wealth Management Inc./Texas 29 - 2024-03-31 7,737 $351,000 -7,440
   Great Point Wealth Advisors LLC 49 - 2024-03-31 7,227 $327,000 -172,099
   Redwood Financial Network Corp 109 - 2024-03-31 6,997 $317,000 -128
   D.B. Root & Company LLC 155 - 2024-03-31 5,929 $269,000 -459
   James J. Burns & Company LLC 76 - 2024-03-31 5,499 $247,000 -10,053
   We Are One Seven LLC 796 - 2024-03-31 5,116 $232,000 -1,084
   Intelligence Driven Advisers LLC 89 - 2024-03-31 4,600 $208,000 -3,047
   Financial Gravity Wealth Inc. 136 - 2024-03-31 2,841 $129,000 -239,725
   BENJAMIN F. EDWARDS & COMPANY INC. 1043 - 2024-03-31 2,623 $119,000 -51
   Pineridge Advisors LLC 139 - 2024-03-31 975 $44,000 -25
   Sound Income Strategies LLC 432 - 2024-03-31 946 $43,000 -660
   Smartleaf Asset Management LLC 718 - 2024-03-31 446 $21,000 -964
   SRS Capital Advisors Inc. 729 - 2024-03-31 312 $14,000 -1,722
   Farther Finance Advisors LLC 1669 - 2024-03-31 274 $12,000 -29
   Larson Financial Group LLC 1126 - 2024-03-31 164 $7,000 -720
   Clarity Asset Management Inc. 160 - 2024-03-31 135 $6,000 -167
  85 Records found
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