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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
   FMR LLC 400 - 2023-12-31 11,450,118 $527,163,000 9,363,276
   BANK OF AMERICA CORP /DE/ 419 - 2023-12-31 7,183,679 $330,737,000 1,252,654
   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
   Advisor Group Holdings Inc. 84 - 2023-12-31 3,123,697 $143,847,000 -708
   J P MORGAN CHASE & CO 692 - 2023-12-31 3,007,775 $138,478,000 591
   LEGACY WEALTH MANAGEMENT, INC 4 - 2024-03-31 2,808,495 $127,253,000 101,951
   ENVESTNET ASSET MANAGEMENT INC 355 - 2023-12-31 2,647,000 $121,868,000 628,777
   UBS Group AG 386 - 2023-12-31 2,440,424 $112,357,000 18,964
   Sequoia Financial Advisors LLC - 2023-12-31 2,189,941 $100,825,000 237,581
   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
   Blue Chip Partners Inc. 1 - 2023-12-31 2,098,130 $96,598,000 -55,647
   MORGAN STANLEY 1237 - 2023-12-31 1,926,742 $88,707,000 1,158,540
   JANE STREET GROUP LLC 147 - 2023-12-31 1,827,688 $84,147,000 114,587
   Comprehensive Portfolio Management LLC 6 - 2023-12-31 1,759,121 $80,990,000 130,012
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 165 - 2023-12-31 1,612,569 $74,243,000 174,481
   Capital Analysts Inc. 4 - 2023-12-31 1,599,363 $73,635,000 -75,094
   COMMONWEALTH EQUITY SERVICES LLC. 155 - 2023-12-31 1,536,701 $70,750,000 697,993
   LPL FINANCIAL CORP 407 - 2023-12-31 1,466,433 $67,515,000 204,881
   Octavia Wealth Advisors LLC 2 - 2024-03-31 1,264,258 $57,498,000 839,068
   MML INVESTORS SERVICES LLC 74 - 2023-12-31 1,248,565 $57,484,000 290,491
   Kestra Advisory Services LLC 38 - 2023-12-31 1,034,764 $47,641,000 302,577
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 202 - 2023-12-31 934,976 $43,046,000 548,396
   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 487 - 2023-12-31 809,645 $37,276,000 138,211
   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
   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
   PFG FINANCIAL ADVISORS 8 - 2024-03-31 694,769 $31,480,000 32,947
   CREATIVE FINANCIAL DESIGNS INC /ADV 4 - 2023-12-31 668,631 $30,784,000 206,223
   THRIVENT FINANCIAL FOR LUTHERANS 336 - 2023-12-31 647,329 $29,803,000 77,054
   COLONY GROUP, LLC 66 *New 2023-12-31 639,096 $29,424,000 639,096
   Pallas Capital Advisors LLC 6 *New 2024-03-31 639,612 $28,981,000 639,612
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 161 - 2023-12-31 627,108 $28,872,000 51,693
   Spire Wealth Management 16 - 2023-12-31 590,163 $26,824,000 -23,118
   Taddei Ludwig & Associates Inc. 5 - 2023-12-31 577,283 $26,578,000 3,290
   Navalign LLC 1 - 2024-03-31 557,356 $25,254,000 99,017
   Brookstone Capital Management 52 - 2024-03-31 550,275 $24,933,000 212,869
   W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO 3 *New 2023-12-31 539,480 $24,838,000 539,480
   Baird Financial Group Inc. 279 - 2023-12-31 538,899 $24,811,000 255,969
   Goodwin Investment Advisory 3 - 2023-12-31 536,624 $24,706,000 14,326
   Wealth Alliance Advisory Group LLC 3 - 2024-03-31 533,825 $24,188,000 41,146
   CPA Asset Management LLC 1 - 2023-12-31 525,160 $24,178,000 33,562
   AXXCESS WEALTH MANAGEMENT LLC 26 - 2023-12-31 518,997 $23,895,000 -1,724
   HIGHTOWER ADVISORS, LLC 420 - 2023-12-31 518,322 $23,875,000 4,981
   REGIMEN WEALTH LLC 3 - 2023-12-31 505,727 $23,437,000 7,099
   Presidio Capital Management LLC 1 - 2023-12-31 502,804 $23,149,000 1,502
   Cetera Investment Advisers 102 - 2023-12-31 498,048 $22,930,000 24,101
   SHAKESPEARE WEALTH MANAGEMENT INC. 4 - 2023-12-31 497,631 $22,911,000 9,059
   Drake & Associates LLC 1 - 2023-12-31 482,010 $22,192,000 18,431
   WEATHERLY ASSET MANAGEMENT LP 9 - 2024-03-31 474,635 $21,585,000 68,156
   Gratus Capital LLC 19 - 2023-12-31 451,301 $20,778,000 127,713
   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
   Coyle Financial Counsel Inc. 3 - 2023-12-31 442,203 $20,359,000 -4,027
   VALLEY NATIONAL ADVISERS INC 7 - 2024-03-31 442,735 $20,059,000 43,256
   RETIREMENT PLANNING GROUP 11 - 2024-03-31 441,069 $19,985,000 17,283
   WAGNER CAPITAL MANAGEMENT CORP 11 - 2024-03-31 422,493 $19,143,000 72,776
   AFS Financial Group LLC - 2023-12-31 415,014 $19,107,000 400,022
   Mascoma Wealth Management LLC - 2023-12-31 414,936 $19,104,000 54,692
   Compass Ion Advisors LLC 6 - 2024-03-31 413,958 $18,756,000 16,705
   Atria Wealth Solutions Inc. 97 - 2023-12-31 399,296 $18,431,000 38,833
   MERCER GLOBAL ADVISORS INC /ADV 205 - 2023-12-31 395,571 $18,212,000 -6,493
   Vantage Financial Partners Ltd. Inc. 2 - 2023-12-31 387,205 $17,827,000 302,672
   CI Private Wealth LLC 412 - 2023-12-31 378,236 $17,414,000 368,602
   TCG Advisory Services LLC 17 *New 2023-12-31 374,080 $17,223,000 374,080
   HORIZON INVESTMENTS, LLC/SC 33 - 2023-12-31 374,469 $17,173,000 26,869
   POWER WEALTH MANAGEMENT LLC 1 - 2023-12-31 370,876 $17,075,000 0
   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
   Main Street Financial Solutions LLC 8 - 2023-12-31 360,268 $16,587,000 -5,462
   Beta Wealth Group Inc. 1 - 2023-12-31 349,599 $16,096,000 49,305
   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
   H D Vest Advisory Services 109 - 2023-12-31 334,353 $15,394,000 95,672
   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
   Occidental Asset Management LLC 8 - 2024-03-31 330,766 $14,987,000 -8,845
   EnRich Financial Partners LLC 7 - 2023-12-31 323,963 $14,915,000 0
   Windsor Group LTD 10 - 2023-09-30 333,692 $14,536,000 47,126
   Financial & Tax Architects LLC *New 2023-12-31 296,876 $13,668,000 296,876
   WADE G W & INC 62 *New 2023-12-31 290,986 $13,397,000 290,986
   Summit X LLC 3 - 2023-12-31 290,836 $13,390,000 -41,215
   Riverpoint Wealth Management Holdings LLC 8 - 2023-12-31 277,563 $12,779,000 10,861
   HANSON MCCLAIN, INC. - 2023-12-31 273,093 $12,573,000 69,195
   IAM Advisory LLC 7 - 2024-03-31 269,182 $12,197,000 -2,525
   CAPITAL WEALTH MANAGEMENT LLC 6 - 2024-03-31 265,624 $12,035,000 22,063
   BAKER ELLIS ASSET MANAGEMENT LLC 11 - 2024-03-31 258,917 $11,732,000 3,890
   Ameritas Advisory Services LLC 44 - 2023-12-31 252,135 $11,599,000 -40,481
   KICKSTAND VENTURES LLC. 9 - 2023-12-31 249,224 $11,474,000 242,676
   MULTIFINANCIAL SECURITIES CORP 137 - 2023-12-31 244,945 $11,277,000 9,382
   Resolute Wealth Strategies LLC 2 - 2023-12-31 242,783 $11,178,000 25,582
   OPPENHEIMER & CO INC 104 *New 2023-12-31 242,755 $11,176,000 242,755
  100 Records found
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