Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Fidelity Total Bond Etf (FBND)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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. 84 - 2023-12-31 3,123,697 $143,847,000 -708
   Comprehensive Portfolio Management LLC 7 - 2024-03-31 1,697,764 $76,926,000 -61,357
   Capital Analysts Inc. 4 - 2023-12-31 1,599,363 $73,635,000 -75,094
   COMMONWEALTH EQUITY SERVICES LLC. 182 - 2024-03-31 1,380,042 $62,530,000 -156,659
   Sunburst Financial Group LLC 1 - 2024-03-31 893,970 $40,184,000 -15,427
   AXXCESS WEALTH MANAGEMENT LLC 26 - 2023-12-31 518,997 $23,895,000 -1,724
   Coyle Financial Counsel Inc. 3 - 2023-12-31 442,203 $20,359,000 -4,027
   MERCER GLOBAL ADVISORS INC /ADV 205 - 2023-12-31 395,571 $18,212,000 -6,493
   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
   Summit X LLC 3 - 2023-12-31 290,836 $13,390,000 -41,215
   IAM Advisory LLC 7 - 2024-03-31 269,182 $12,197,000 -2,525
   Ameritas Advisory Services LLC 44 - 2023-12-31 252,135 $11,599,000 -40,481
   HANSON MCCLAIN, INC. 112 - 2024-03-31 238,198 $10,793,000 -34,895
   ROYAL BANK OF CANADA 1427 - 2023-12-31 227,465 $10,473,000 -218,943
   AE Wealth Management LLC 438 - 2023-12-31 185,753 $8,454,000 -100,342
   Great Point Wealth Advisors LLC - 2023-12-31 179,326 $8,256,000 -6,963
   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
   LINSCOMB & WILLIAMS INC 65 - 2023-12-31 153,872 $7,084,000 -48,853
   BAKER AVENUE ASSET MANAGEMENT, LP 84 - 2023-12-31 137,025 $6,309,000 -1,715,659
   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
   CALIBER WEALTH MANAGEMENT LLC 8 - 2024-03-31 97,175 $4,403,000 -2,494
   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
   Paul Damon & Associates Inc. 10 - 2024-03-31 77,139 $3,495,000 -2,240
   ANCHOR CAPITAL ADVISORS INC 108 - 2023-12-31 73,770 $3,396,000 -1,725
   CREATIVE PLANNING 693 - 2023-12-31 73,257 $3,373,000 -13,162
   Buckingham Strategic Partners 69 - 2023-12-31 71,788 $3,305,000 -8,422
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 165 - 2023-12-31 70,882 $3,263,000 -1,425
   Retirement Network 43 - 2023-12-31 65,476 $3,015,000 -8,996
   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
   COZAD ASSET MANAGEMENT INC 87 - 2023-12-31 60,620 $2,791,000 -460
   Rockefeller Capital Management L.P. 830 - 2023-12-31 55,439 $2,552,000 -4,968
   EisnerAmper Wealth Management Corporate Benefits L 28 - 2023-12-31 55,052 $2,535,000 -3,357
   Orion Portfolio Solutions LLC 699 - 2023-12-31 38,363 $1,751,000 -600
   Burns Matteson Capital Management LLC 19 - 2023-12-31 34,849 $1,604,000 -6,121
   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
   ANCORA ADVISORS, LLC 314 - 2023-12-31 30,101 $1,386,000 -14,160
   KING WEALTH MANAGEMENT GROUP, LLC 49 - 2023-12-31 27,953 $1,287,000 -3,703
   DAVIDSON D A & CO 626 - 2023-12-31 27,618 $1,272,000 -23,985
   J.W. COLE ADVISORS INC. 302 - 2024-03-31 26,866 $1,217,000 -1,930
   IFP Advisors Inc 347 - 2023-12-31 24,979 $1,150,000 -4,240
   THOROUGHBRED FINANCIAL SERVICES LLC 211 - 2023-12-31 24,941 $1,148,000 -2,205
   HALLMARK CAPITAL MANAGEMENT INC 123 - 2024-03-31 25,114 $1,138,000 -242
   Abbot Financial Management Inc. 44 - 2023-12-31 24,369 $1,122,000 -17
   NATIONAL ASSET MANAGEMENT, INC. 517 - 2023-12-31 22,153 $1,024,000 -1,083
   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
   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
   AMG NATIONAL TRUST BANK 309 - 2023-12-31 15,590 $718,000 -3,395
   REGATTA CAPITAL GROUP LLC 95 - 2024-03-31 14,976 $679,000 -2,381
   Compass Advisory Group LLC 48 - 2024-03-31 12,824 $581,000 -54
   Waterfront Wealth Inc. 158 - 2023-12-31 12,315 $567,000 -561
   Kerntke Otto McGlone Wealth Management Group 33 - 2023-12-31 10,672 $491,000 -3,244
   SAGE FINANCIAL GROUP INC 66 - 2024-03-31 10,632 $482,000 -2,002
   Prosperity Financial Group Inc. 74 - 2023-12-31 9,345 $430,000 -2,249
   Rise Advisors LLC 50 - 2024-03-31 8,701 $394,000 -242
   SlateStone Wealth LLC 217 - 2024-03-31 8,616 $390,000 -513
   Heritage Wealth Management Inc./Texas 29 - 2024-03-31 7,737 $351,000 -7,440
   Redwood Financial Network Corp 109 - 2024-03-31 6,997 $317,000 -128
   REGAL INVESTMENT ADVISORS, LLC 415 - 2023-12-31 6,670 $307,000 -2,368
   D.B. Root & Company LLC 155 - 2024-03-31 5,929 $269,000 -459
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 119 - 2023-12-31 5,655 $260,000 -1,948
   James J. Burns & Company LLC 76 - 2024-03-31 5,499 $247,000 -10,053
   Intelligence Driven Advisers LLC 89 - 2024-03-31 4,600 $208,000 -3,047
   BENJAMIN F. EDWARDS & COMPANY INC. 1043 - 2024-03-31 2,623 $119,000 -51
   Sound Income Strategies LLC 432 - 2024-03-31 946 $43,000 -660
   Stone House Investment Management LLC 108 - 2023-12-31 592 $27,000 -1,013
   Smartleaf Asset Management LLC 718 - 2024-03-31 446 $21,000 -964
   Larson Financial Group LLC 1126 - 2024-03-31 164 $7,000 -720
  81 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us