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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FMR LLC 412 - 2024-03-31 12,645,210 $572,954,000 1,195,092
   BANK OF AMERICA CORP /DE/ 399 - 2024-03-31 8,767,804 $397,269,000 1,584,125
   COUNTRY TRUST BANK 1 - 2024-03-31 5,287,872 $239,593,000 901,651
   RFG Advisory Group LLC 4 - 2024-03-31 3,578,128 $162,125,000 1,093,311
   J P MORGAN CHASE & CO 695 - 2024-03-31 3,403,654 $154,220,000 395,879
   UBS Group AG 372 - 2024-03-31 3,105,962 $140,731,000 665,538
   ENVESTNET ASSET MANAGEMENT INC 359 - 2024-03-31 2,998,675 $135,870,000 351,675
   Advisor Group Holdings Inc. 61 - 2024-03-31 2,841,164 $128,756,000 -282,533
   MORGAN STANLEY 1035 - 2024-03-31 2,809,990 $127,321,000 883,248
   LEGACY WEALTH MANAGEMENT, INC 4 - 2024-03-31 2,808,495 $127,253,000 101,951
   Spire Wealth Management 8 - 2024-03-31 601,099 $122,925,000 10,936
   Sequoia Financial Advisors LLC 12 - 2024-03-31 2,437,462 $110,441,000 247,521
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 136 - 2024-03-31 2,333,512 $105,731,000 720,943
   Blue Chip Partners Inc. 1 - 2024-03-31 2,229,001 $100,996,000 130,871
   Kowal Investment Group LLC 1 - 2024-03-31 2,142,440 $97,074,000 51,773
   BKD WEALTH ADVISORS LLC 5 - 2024-03-31 2,136,692 $96,814,000 292,436
   LPL FINANCIAL CORP 362 - 2024-03-31 1,918,664 $86,935,000 452,231
   Capital Analysts Inc. 4 - 2024-03-31 1,756,682 $79,595,000 157,319
   Comprehensive Portfolio Management LLC 7 - 2024-03-31 1,697,764 $76,926,000 -61,357
   MML INVESTORS SERVICES LLC 69 - 2024-03-31 1,422,274 $64,443,000 173,709
   COMMONWEALTH EQUITY SERVICES LLC. 182 - 2024-03-31 1,380,042 $62,530,000 -156,659
   BANK OF NEW YORK MELLON CORP 919 *New 2024-03-31 1,363,736 $61,791,000 1,363,736
   Kestra Advisory Services LLC 34 - 2024-03-31 1,338,674 $60,656,000 303,910
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 150 - 2024-03-31 1,312,984 $59,491,000 378,008
   Octavia Wealth Advisors LLC 2 - 2024-03-31 1,264,258 $57,498,000 839,068
   JANE STREET GROUP LLC 237 - 2024-03-31 1,045,548 $47,374,000 -782,140
   THRIVENT FINANCIAL FOR LUTHERANS 278 - 2024-03-31 980,714 $44,437,000 333,385
   CWM LLC 96 - 2024-03-31 925,487 $41,934,000 242,029
   Sunburst Financial Group LLC 1 - 2024-03-31 893,970 $40,184,000 -15,427
   RAYMOND JAMES & ASSOCIATES 482 - 2024-03-31 875,122 $39,652,000 65,477
   Harbor Group Inc. 3 - 2024-03-31 797,278 $36,125,000 40,789
   McGlone Suttner Wealth Management Inc. 5 - 2024-03-31 793,290 $35,944,000 29,253
   Wealthcare Advisory Partners LLC 18 - 2024-03-31 767,774 $34,788,000 88,513
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 144 - 2024-03-31 758,971 $34,389,000 131,863
   Dynamic Advisors Solutions LLC 9 - 2024-03-31 755,003 $34,209,000 83,654
   Sherrill & Hutchins Financial Advisory Inc 2 - 2024-03-31 745,072 $33,759,000 17,317
   TCG Advisory Services LLC 8 - 2024-03-31 726,750 $32,929,000 352,670
   CREATIVE FINANCIAL DESIGNS INC /ADV 3 - 2024-03-31 708,280 $32,092,000 39,649
   PFG FINANCIAL ADVISORS 8 - 2024-03-31 694,769 $31,480,000 32,947
   Pallas Capital Advisors LLC 6 *New 2024-03-31 639,612 $28,981,000 639,612
   Taddei Ludwig & Associates Inc. 5 - 2024-03-31 620,039 $28,094,000 42,756
   HIGHTOWER ADVISORS, LLC 392 - 2024-03-31 612,443 $27,751,000 94,121
   Shorepoint Capital Partners LLC 1 *New 2024-03-31 610,314 $27,653,000 610,314
   Cetera Investment Advisers 62 - 2024-03-31 574,974 $26,052,000 76,926
   W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO 4 - 2024-03-31 568,359 $25,752,000 28,879
   Goodwin Investment Advisory 3 - 2024-03-31 562,032 $25,466,000 25,408
   Navalign LLC 1 - 2024-03-31 557,356 $25,254,000 99,017
   Mascoma Wealth Management LLC 4 - 2024-03-31 553,988 $25,101,000 139,052
   Brookstone Capital Management 52 - 2024-03-31 550,275 $24,933,000 212,869
   CPA Asset Management LLC 1 - 2024-03-31 546,536 $24,764,000 21,376
   SHAKESPEARE WEALTH MANAGEMENT INC. 4 - 2024-03-31 539,640 $24,451,000 42,009
   Wealth Alliance Advisory Group LLC 3 - 2024-03-31 533,825 $24,188,000 41,146
   REGIMEN WEALTH LLC 3 - 2024-03-31 526,162 $23,840,000 20,435
   Drake & Associates LLC 1 - 2024-03-31 514,130 $23,295,000 32,120
   Presidio Capital Management LLC 1 - 2024-03-31 505,921 $22,923,000 3,117
   COLONY GROUP, LLC 143 - 2024-03-31 482,892 $21,880,000 -156,204
   Gratus Capital LLC 23 - 2024-03-31 481,149 $21,801,000 29,848
   WEATHERLY ASSET MANAGEMENT LP 9 - 2024-03-31 474,635 $21,585,000 68,156
   Vantage Financial Partners Ltd. Inc. 3 - 2024-03-31 473,530 $21,456,000 86,325
   MERCER GLOBAL ADVISORS INC /ADV 192 - 2024-03-31 465,016 $21,040,000 69,445
   Coyle Financial Counsel Inc. 3 - 2024-03-31 460,789 $20,878,000 18,586
   TruWealth Advisors LLC 21 - 2024-03-31 456,332 $20,676,000 25,274
   Fermata Advisors LLC 2 - 2024-03-31 451,500 $20,457,000 440,497
   VALLEY NATIONAL ADVISERS INC 7 - 2024-03-31 442,735 $20,059,000 43,256
   Ameritas Advisory Services LLC 23 - 2024-03-31 445,178 $20,057,000 193,043
   RETIREMENT PLANNING GROUP 11 - 2024-03-31 441,069 $19,985,000 17,283
   POWER WEALTH MANAGEMENT LLC 1 - 2024-03-31 435,933 $19,752,000 65,057
   WAGNER CAPITAL MANAGEMENT CORP 11 - 2024-03-31 422,493 $19,143,000 72,776
   Compass Ion Advisors LLC 6 - 2024-03-31 413,958 $18,756,000 16,705
   Atria Wealth Solutions Inc. 99 - 2024-03-31 409,035 $18,579,000 9,739
   Main Street Financial Solutions LLC 7 - 2024-03-31 408,916 $18,528,000 48,648
   Beta Wealth Group Inc. 1 - 2024-03-31 405,572 $18,376,000 55,973
   Baird Financial Group Inc. 355 - 2024-03-31 381,605 $17,291,000 -157,294
   H D Vest Advisory Services 108 - 2024-03-31 381,542 $17,288,000 47,189
   BAKER BOYER NATIONAL BANK 5 - 2024-03-31 371,226 $16,820,000 27,094
   Arden Trust Co 12 *New 2024-03-31 370,872 $16,804,000 370,872
   DeDora Capital Inc. 4 - 2024-03-31 366,928 $16,625,000 44,115
   CI Private Wealth LLC 423 - 2024-03-31 366,701 $16,615,000 -11,535
   Financial & Tax Architects LLC 7 - 2024-03-31 365,913 $16,580,000 69,037
   MULTIFINANCIAL SECURITIES CORP 150 - 2024-03-31 355,851 $16,124,000 110,906
   Edmonds Duncan Registered Investment Advisors LLC 6 - 2024-03-31 354,931 $16,082,000 23,465
   Rooted Wealth Advisors Inc. 2 - 2024-03-31 354,144 $15,919,000 40,503
   KOCHIS FITZ/QUINTILE LLC 26 - 2024-03-31 342,410 $15,515,000 23,606
   John W. Brooker & Co. CPAs 2 - 2024-03-31 341,950 $15,494,000 40,539
   FOUNDERS FINANCIAL SECURITIES LLC 12 - 2024-03-31 336,815 $15,261,000 -52,226
   WEALTH MANAGEMENT RESOURCES INC. 5 - 2024-03-31 336,281 $15,237,000 20,588
   EnRich Financial Partners LLC 8 - 2024-03-31 336,014 $15,225,000 12,051
   Occidental Asset Management LLC 8 - 2024-03-31 330,766 $14,987,000 -8,845
   Triad Wealth Partners LLC 2 - 2024-03-31 328,748 $14,896,000 0
   Advisor OS LLC 12 - 2024-03-31 324,637 $14,709,000 168,960
   Windsor Group LTD 10 - 2023-09-30 333,692 $14,536,000 47,126
   HORIZON INVESTMENTS, LLC/SC 37 - 2024-03-31 316,099 $14,262,000 -58,370
   SENTINEL PENSION ADVISORS INC 6 - 2024-03-31 308,324 $13,970,000 76,573
   CITADEL ADVISORS LLC 1041 - 2024-03-31 304,725 $13,807,000 304,725
   Riverpoint Wealth Management Holdings LLC 8 - 2024-03-31 297,662 $13,487,000 20,099
   WADE G W & INC 62 *New 2023-12-31 290,986 $13,397,000 290,986
   Global Retirement Partners LLC 38 - 2024-03-31 294,368 $13,338,000 286,583
   ROYAL BANK OF CANADA 1349 - 2024-03-31 292,088 $13,234,000 64,623
   Unique Wealth Strategies LLC 1 *New 2024-03-31 284,659 $12,898,000 284,659
   FINANCIAL NETWORK 322 - 2024-03-31 277,658 $12,581,000 42,685
  100 Records found
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