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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
   J P MORGAN CHASE & CO 695 - 2024-03-31 3,403,654 $154,220,000 395,879
   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
   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 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
   MORGAN STANLEY 1237 - 2023-12-31 1,926,742 $88,707,000 1,158,540
   LPL FINANCIAL CORP 362 - 2024-03-31 1,918,664 $86,935,000 452,231
   JANE STREET GROUP LLC 147 - 2023-12-31 1,827,688 $84,147,000 114,587
   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
   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
   THRIVENT FINANCIAL FOR LUTHERANS 336 - 2023-12-31 647,329 $29,803,000 77,054
   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
   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
   Baird Financial Group Inc. 279 - 2023-12-31 538,899 $24,811,000 255,969
   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
   REGIMEN WEALTH LLC 3 - 2023-12-31 505,727 $23,437,000 7,099
   Drake & Associates LLC 1 - 2024-03-31 514,130 $23,295,000 32,120
   Cetera Investment Advisers 102 - 2023-12-31 498,048 $22,930,000 24,101
   Presidio Capital Management LLC 1 - 2024-03-31 505,921 $22,923,000 3,117
   SHAKESPEARE WEALTH MANAGEMENT INC. 4 - 2023-12-31 497,631 $22,911,000 9,059
   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
   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
   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
   Main Street Financial Solutions LLC 7 - 2024-03-31 408,916 $18,528,000 48,648
   Atria Wealth Solutions Inc. 97 - 2023-12-31 399,296 $18,431,000 38,833
   Vantage Financial Partners Ltd. Inc. 2 - 2023-12-31 387,205 $17,827,000 302,672
   H D Vest Advisory Services 108 - 2024-03-31 381,542 $17,288,000 47,189
   HORIZON INVESTMENTS, LLC/SC 33 - 2023-12-31 374,469 $17,173,000 26,869
   BAKER BOYER NATIONAL BANK 5 - 2024-03-31 371,226 $16,820,000 27,094
   DeDora Capital Inc. 4 - 2024-03-31 366,928 $16,625,000 44,115
   Financial & Tax Architects LLC 7 - 2024-03-31 365,913 $16,580,000 69,037
   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
   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
   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
   Riverpoint Wealth Management Holdings LLC 8 - 2024-03-31 297,662 $13,487,000 20,099
   Global Retirement Partners LLC 38 - 2024-03-31 294,368 $13,338,000 286,583
   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
   OPPENHEIMER & CO INC 116 - 2024-03-31 257,218 $11,655,000 14,463
   Certified Advisory Corp 10 - 2024-03-31 255,792 $11,590,000 248,826
   KICKSTAND VENTURES LLC. 9 - 2023-12-31 249,224 $11,474,000 242,676
   Destiny Capital Corp/CO 4 - 2024-03-31 252,040 $11,420,000 25,832
   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
   FINANCIAL NETWORK 325 - 2023-12-31 234,973 $10,818,000 182,134
   LEVEL FOUR ADVISORY SERVICES LLC 23 - 2023-12-31 233,881 $10,768,000 13,079
   SENTINEL PENSION ADVISORS INC 8 - 2023-12-31 231,751 $10,670,000 11,187
   Pasadena Private Wealth LLC 9 - 2024-03-31 233,813 $10,594,000 7,625
   WealthCare Investment Partners LLC 3 - 2024-03-31 220,257 $9,980,000 42,730
   LPF Advisors LLC 5 - 2024-03-31 219,404 $9,941,000 5,276
   HUNTER ASSOCIATES INC. 12 - 2024-03-31 215,939 $9,784,000 43,374
   MJP ASSOCIATES INC /ADV 12 - 2024-03-31 215,011 $9,742,000 159,013
   UMA Financial Services Inc. 13 - 2024-03-31 209,933 $9,250,000 37,225
   STEPHENSON NATIONAL BANK & TRUST 9 - 2024-03-31 201,822 $9,145,000 2,294
   Leo Wealth LLC 23 - 2024-03-31 201,694 $9,066,000 18,660
   Bridgewealth Advisory Group LLC 6 - 2024-03-31 198,136 $8,978,000 166,291
   VALMARK ADVISERS INC 64 - 2024-03-31 195,066 $8,838,000 3,028
   Allegheny Financial Group LTD 10 - 2024-03-31 188,911 $8,560,000 13,743
   Buttonwood Financial Advisors Inc. 7 - 2024-03-31 187,042 $8,475,000 41,324
   MARINER WEALTH ADVISORS, LLC 527 - 2023-12-31 183,017 $8,426,000 117,246
  100 Records found
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