FBND Institutional Ownership & Shareholders
FIDELITY TOTAL BOND ETF (FBND) is currently held by 766 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $17.72B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FBND tracked by InsiderSet, reporting ownership valued at approximately $1.67B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.63B, representing an estimated loss of -2.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 36% of the total disclosed FBND value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Fmr Llc, and several other long-term asset managers with concentrated positions in FIDELITY TOTAL BOND ETF (FBND).
This page ranks the largest institutional FBND shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
766
Total Reported Value
$17.72B
Largest Holder
Morgan Stanley
Largest Position
$1.67B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
16
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.09% | 36,816,208 | $1,674,769,341 | $1,625,803,745 | -$48,965,596 | -2.92% | |
| Bank Of America Corp | 0.05% | 15,740,788 | $716,048,454 | $695,113,198 | -$20,935,256 | -2.92% | |
| Fmr Llc | 0.03% | 15,305,769 | $696,259,418 | $675,902,759 | -$20,356,659 | -2.92% | |
| Jpmorgan Chase & Co | 0.04% | 13,982,930 | $638,600,460 | $617,486,189 | -$21,114,271 | -3.31% | |
| Lpl Financial Llc | 0.13% | 13,045,220 | $593,427,012 | $576,076,915 | -$17,350,097 | -2.92% | |
| Dynasty Wealth Management, Llc | 3.71% | 10,970,047 | $499,027,423 | $484,437,276 | -$14,590,147 | -2.92% | |
| Raymond James Financial Inc | 0.11% | 9,016,360 | $410,154,220 | $398,162,458 | -$11,991,762 | -2.92% | |
| Modern Wealth Management, Llc | 4.41% | 8,110,234 | $368,934,561 | $358,147,933 | -$10,786,628 | -2.92% | |
| Envestnet Asset Management Inc | 0.09% | 8,059,617 | $366,631,995 | $355,912,687 | -$10,719,308 | -2.92% | |
| Commonwealth Equity Services, Llc | 0.45% | 7,914,713 | $342,707,081 | $349,513,726 | +$6,806,645 | +1.99% | |
| Cetera Investment Advisers | 0.30% | 7,296,054 | $331,897,493 | $322,193,745 | -$9,703,748 | -2.92% | |
| Country Trust Bank | 5.48% | 7,309,570 | $316,504,381 | $322,790,611 | +$6,286,230 | +1.99% | |
| Ubs Group Ag | 0.05% | 6,750,589 | $307,084,294 | $298,106,010 | -$8,978,284 | -2.92% | |
| Quotient Wealth Partners, Llc | 7.23% | 6,729,858 | $306,141,231 | $297,190,529 | -$8,950,702 | -2.92% | |
| Sax Wealth Advisors, Llc | 8.31% | 6,727,943 | $291,319,912 | $297,105,963 | +$5,786,051 | +1.99% | |
| Osaic Holdings, Inc. | 0.29% | 5,491,783 | $249,883,153 | $242,517,137 | -$7,366,016 | -2.95% | |
| Kestra Advisory Services, Llc | 0.58% | 4,720,946 | $204,416,958 | $208,476,975 | +$4,060,017 | +1.99% | |
| Royal Bank Of Canada | 0.03% | 4,397,539 | $200,045,000 | $194,195,322 | -$5,849,678 | -2.92% | |
| Legacy Wealth Management, Llc | 10.40% | 4,559,893 | $197,443,356 | $201,364,875 | +$3,921,519 | +1.99% | |
| Ritholtz Wealth Management | 2.76% | 4,066,886 | $185,002,653 | $179,593,686 | -$5,408,967 | -2.92% | |
| Mather Group, Llc. | 1.50% | 4,097,784 | $177,434,067 | $180,958,141 | +$3,524,074 | +1.99% | |
| Cwm, Llc | 0.46% | 3,864,523 | $176,301,268 | $170,657,336 | -$5,643,932 | -3.20% | |
| Waverly Advisors, Llc | 1.01% | 3,836,584 | $174,526,211 | $169,423,549 | -$5,102,662 | -2.92% | |
| Capital Analysts, Llc | 3.68% | 3,506,392 | $159,506,000 | $154,842,271 | -$4,663,729 | -2.92% | |
| Retirement Planning Group, Llc | 3.58% | 3,317,717 | $143,657,145 | $146,510,383 | +$2,853,238 | +1.99% | |
| Blue Chip Partners, Llc | 8.86% | 3,081,830 | $140,192,459 | $136,093,613 | -$4,098,846 | -2.92% | |
| Sagespring Wealth Partners, Llc | 2.08% | 3,229,834 | $139,851,803 | $142,629,469 | +$2,777,666 | +1.99% | |
| Thrivent Financial For Lutherans | 0.23% | 3,036,872 | $138,147,000 | $134,108,268 | -$4,038,732 | -2.92% | |
| Forvis Mazars Wealth Advisors, Llc | 2.15% | 3,025,737 | $131,014,729 | $133,616,546 | +$2,601,817 | +1.99% | |
| Truwealth Advisors, Llc | 6.26% | 2,857,865 | $130,375,803 | $126,203,318 | -$4,172,485 | -3.20% | |
| Focus Partners Wealth | 0.11% | 2,463,277 | $112,054,498 | $108,778,312 | -$3,276,186 | -2.92% | |
| Mml Investors Services, Llc | 0.23% | 2,459,061 | $111,862,689 | $108,592,134 | -$3,270,555 | -2.92% | |
| Summit Financial Strategies, Inc. | 7.64% | 2,546,072 | $110,244,921 | $112,434,540 | +$2,189,619 | +1.99% | |
| Mckinley Carter Wealth Services, Inc. | 5.58% | 2,523,780 | $109,279,679 | $111,450,125 | +$2,170,446 | +1.99% | |
| Wells Fargo & Company/Mn | 0.02% | 2,127,446 | $96,777,517 | $93,948,015 | -$2,829,502 | -2.92% | |
| Octavia Wealth Advisors, Llc | 8.10% | 2,053,945 | $93,780,416 | $90,702,211 | -$3,078,205 | -3.28% | |
| Concurrent Investment Advisors, Llc | 0.64% | 2,139,542 | $92,642,158 | $94,482,175 | +$1,840,017 | +1.99% | |
| Valeo Financial Advisors, Llc | 1.76% | 2,047,605 | $83,472,595 | $90,422,237 | +$6,949,642 | +8.33% | |
| Corient Private Wealth Llc | 0.11% | 1,808,251 | $82,258,555 | $79,852,364 | -$2,406,191 | -2.93% | |
| Ullmann Wealth Partners Group, Llc | 7.20% | 1,856,413 | $80,382,689 | $81,979,198 | +$1,596,509 | +1.99% | |
| Falcon Wealth Planning | 4.70% | 1,634,738 | $74,364,226 | $72,190,030 | -$2,174,196 | -2.92% | |
| Peapack Gladstone Financial Corp | 0.84% | 1,602,623 | $72,903,000 | $70,771,832 | -$2,131,168 | -2.92% | |
| Syntegra Private Wealth Group, Llc | 5.43% | 1,630,290 | $70,591,556 | $71,993,606 | +$1,402,050 | +1.99% | |
| Private Advisor Group, Llc | 0.32% | 1,530,984 | $69,644,423 | $67,608,253 | -$2,036,170 | -2.92% | |
| Ameritas Advisory Services, Llc | 1.39% | 1,517,610 | $69,036,086 | $67,017,658 | -$2,018,428 | -2.92% | |
| Wealthcare Advisory Partners Llc | 1.11% | 1,513,363 | $65,528,637 | $66,830,110 | +$1,301,473 | +1.99% | |
| Hub Investment Partners, Llc | 1.15% | 1,476,011 | $63,911,292 | $65,180,646 | +$1,269,354 | +1.99% | |
| Rehmann Capital Advisory Group | 2.84% | 1,363,514 | $62,092,518 | $60,212,778 | -$1,879,740 | -3.03% | |
| Rfg Advisory, Llc | 0.85% | 1,395,124 | $60,408,850 | $61,608,676 | +$1,199,826 | +1.99% | |
| Arkadios Wealth Advisors | 0.91% | 1,307,314 | $59,469,710 | $57,730,986 | -$1,738,724 | -2.92% |
Frequently asked questions about FBND
Who are the largest institutional holders of FBND?
The largest institutional holders of FBND reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Fmr Llc, Jpmorgan Chase & Co, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported FBND position.
What is FBND institutional ownership?
This page tracks FBND positions reported by institutional investment managers through SEC Form 13F. FIDELITY TOTAL BOND ETF (FBND) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FBND?
InsiderSet currently tracks 766 institutional managers reporting FBND holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FBND shareholders.
How much FBND stock do institutions own?
Institutional investment managers disclosed approximately $17.72B in FBND holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FBND institutional ownership last updated?
The latest FBND institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FBND holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FBND position after the reporting date.
Are institutions buying or selling FBND?
Institutional buying and selling can be analyzed by comparing FBND positions across consecutive 13F reporting periods. InsiderSet's FBND Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FBND ownership changes.
How has FBND institutional ownership changed over time?
InsiderSet tracks FBND institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.