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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
   BANK OF NEW YORK MELLON CORP 919 *New 2024-03-31 1,363,736 $61,791,000 1,363,736
   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
   Arden Trust Co 12 *New 2024-03-31 370,872 $16,804,000 370,872
   WADE G W & INC 62 *New 2023-12-31 290,986 $13,397,000 290,986
   Unique Wealth Strategies LLC 1 *New 2024-03-31 284,659 $12,898,000 284,659
   Souders Financial Advisors 19 *New 2024-03-31 192,999 $8,745,000 192,999
   tru Independence LLC 3 *New 2024-03-31 186,540 $8,452,000 186,540
   Falcon Wealth Planning 22 *New 2024-03-31 180,750 $8,190,000 180,750
   CMG Global Holdings LLC 2 *New 2023-12-31 148,741 $6,720,000 148,741
   QUADRANT CAPITAL GROUP LLC 33 *New 2023-12-31 106,946 $4,924,000 106,946
   Foundations Investment Advisors LLC 130 *New 2023-12-31 98,721 $4,543,000 98,721
   Streettalk Advisors LLC 69 *New 2024-03-31 88,323 $4,002,000 88,323
   Onyx Bridge Wealth Group LLC 36 *New 2024-03-31 83,469 $3,680,000 83,469
   Legacy Financial Advisors Inc. 34 *New 2023-12-31 53,145 $2,447,000 53,145
   GOTHAM ASSET MANAGEMENT, LLC 575 *New 2023-12-31 47,255 $2,176,000 47,255
   Canvas Wealth Advisors LLC 31 *New 2024-03-31 47,325 $2,095,000 47,325
   Galvin Gaustad & Stein LLC 72 *New 2024-03-31 40,804 $1,849,000 40,804
   KFA Private Wealth Group LLC 29 *New 2024-03-31 34,796 $1,577,000 34,796
   CFO4Life L.P. 56 *New 2022-12-31 27,183 $1,224,000 27,183
   Global Assets Advisory LLC 219 *New 2024-03-31 48,231 $1,073,000 48,231
   Barry Investment Advisors LLC 44 *New 2024-03-31 21,480 $977,000 21,480
   HARTLINE INVESTMENT CORP/ 125 *New 2024-03-31 21,441 $971,000 21,441
   One + One Wealth Management LLC 49 *New 2024-03-31 16,535 $749,000 16,535
   EWG Elevate Inc. 74 *New 2024-03-31 15,385 $697,000 15,385
   KFG WEALTH MANAGEMENT LLC 68 *New 2024-03-31 15,262 $692,000 15,262
   AQR CAPITAL MANAGEMENT LLC 1776 *New 2023-12-31 13,987 $644,000 13,987
   Concurrent Investment Advisors LLC 525 *New 2024-03-31 11,972 $542,000 11,972
   AFFINIA FINANCIAL GROUP LLC 19 *New 2023-06-30 10,030 $450,000 10,030
   MILESTONE ASSET MANAGEMENT LLC 118 *New 2024-03-31 8,981 $407,000 8,981
   PFG Investments LLC 613 *New 2024-03-31 8,986 $407,000 8,986
   Betterment LLC 291 *New 2024-03-31 7,972 $361,000 7,972
   CRA Financial Services LLC 166 *New 2024-03-31 7,179 $325,000 7,179
   PCA Investment Advisory Services Inc. 85 *New 2024-03-31 6,870 $311,000 6,870
   We Are One Seven LLC 713 *New 2023-12-31 6,200 $285,000 6,200
   Merit Financial Group LLC 733 *New 2024-03-31 6,321 $282,000 6,321
   BARNES PETTEY FINANCIAL ADVISORS LLC 74 *New 2024-03-31 5,886 $267,000 5,886
   MISSION WEALTH MANAGEMENT LLC 550 *New 2024-03-31 5,645 $256,000 5,645
   Portfolio Strategies Inc. 101 *New 2024-03-31 5,498 $249,000 5,498
   Gateway Wealth Partners LLC 183 *New 2023-12-31 5,260 $242,000 5,260
   Keystone Financial Group 293 *New 2024-03-31 5,352 $242,000 5,352
   HRT FINANCIAL LLC 1564 *New 2023-12-31 5,098 $234,000 5,098
   CAPITAL INSIGHT PARTNERS LLC 158 *New 2024-03-31 5,049 $229,000 5,049
   Integrity Financial Corp /WA 101 *New 2024-03-31 4,994 $226,000 4,994
   WASHINGTON TRUST CO 268 *New 2024-03-31 4,816 $218,000 4,816
   9258 Wealth Management LLC 329 *New 2024-03-31 4,565 $207,000 4,565
   Belpointe Asset Management LLC 734 *New 2024-03-31 4,456 $202,000 4,456
   STRATEGIC PLANNING GROUP LLC 115 *New 2024-03-31 4,446 $201,000 4,446
   EverSource Wealth Advisors LLC 526 *New 2023-12-31 3,013 $139,000 3,013
   COCONUT GROVE BANK 265 *New 2024-03-31 2,966 $134,000 2,966
   Atlantic Trust Group LLC 1433 *New 2024-03-31 2,015 $91,000 2,015
   ICA Group Wealth Management LLC 378 *New 2023-12-31 1,925 $89,000 1,925
   Grant/GrossMendelsohn LLC 129 *New 2024-03-31 32,566 $80,000 32,566
   Centerpoint Advisors LLC 191 *New 2024-03-31 816 $37,000 816
   Nelson Van Denburg & Campbell Wealth Management Gr 1608 *New 2024-03-31 443 $20,000 443
   JONES FINANCIAL COMPANIES LLLP 599 *New 2023-12-31 405 $19,000 405
   LifeSteps Financial Inc. 262 *New 2024-03-31 326 $15,000 326
   Aspire Private Capital LLC 383 *New 2024-03-31 256 $12,000 256
   Steward Partners Investment Advisory LLC 2746 *New 2023-12-31 206 $9,000 206
   Salomon & Ludwin LLC 594 *New 2024-03-31 162 $7,000 162
   VisionPoint Advisory Group LLC 514 *New 2024-03-31 136 $6,000 136
   CULLEN FROST BANKERS INC 896 *New 2024-03-31 63 $3,000 63
   FSA Wealth Management LLC 482 *New 2023-12-31 66 $3,000 66
  63 Records found
  1    
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