FIDELITY TOTAL BOND ETF (FBND) Institutional Ownership Changes & 13F Activity
FIDELITY TOTAL BOND ETF (FBND). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Gallagher Fiduciary Advisors, Llc, Bank Of America Corp, Henderson Brothers Financial Partners, Llc, Corient Private Wealth Llc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Henderson Brothers Financial Partners, Llc | Buy | +803,405 | — | 803,405 | $36.65M | Q1 2026 | Nov 03, 2026 |
| Dakota Wealth Management | Buy | +5,199 | +2.5% | 212,021 | $9.67M | Q1 2026 | Aug 26, 2026 |
| Brighton Jones Llc | Buy | +6,370 | — | 6,370 | $290.58K | Q1 2026 | Aug 07, 2026 |
| Wells Fargo & Company/Mn | Buy | +199,276 | +11.2% | 1,986,174 | $90.61M | Q1 2026 | Jul 08, 2026 |
| Leigh Baldwin & Co., Llc | Buy | +11,677 | +14.9% | 90,051 | $4.11M | Q1 2026 | May 20, 2026 |
| Cadia Private Client Llc | Buy | +1,550 | +1.5% | 103,489 | $4.72M | Q1 2026 | May 20, 2026 |
| Cornerstone Wealth, Llc/Tn | Buy | +111,058 | — | 111,058 | $5.09M | Q1 2026 | May 19, 2026 |
| Sonoma Allocations Llc | Sell | -5,950 | -3.0% | 193,762 | $8.86M | Q1 2026 | May 19, 2026 |
| Western Wealth Management, Llc | Buy | +2,745 | — | 2,745 | $125.23K | Q1 2026 | May 19, 2026 |
| Mascagni Wealth Management, Inc. | Sell | -1,308 | -2.0% | 63,058 | $2.88M | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +871,672 | +6.3% | 14,706,838 | $670.93M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Sell | -302,758 | -24.7% | 921,641 | $17.21M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +218,020 | +21.7% | 1,223,952 | $55.84M | Q1 2026 | May 18, 2026 |
| Arete Wealth Advisors, Llc | Buy | +208,518 | +36.0% | 787,482 | $35.95M | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Buy | +92,219 | +21.1% | 529,510 | $24.16M | Q1 2026 | May 18, 2026 |
| Graney & King, Llc | Buy | +13,601 | +4.5% | 315,006 | $14.37M | Q1 2026 | May 18, 2026 |
| Talon Private Wealth, Llc | Buy | +4,463 | — | 4,463 | $203.61K | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Sell | -4,018 | -25.0% | 12,055 | $549.96K | Q1 2026 | May 18, 2026 |
| Alexander Labrunerie & Co., Inc. | Sell | -818 | -1.0% | 79,473 | $3.63M | Q1 2026 | May 18, 2026 |
| Barnes Wealth Management Group, Inc | Buy | +496 | +3.0% | 17,281 | $788.36K | Q1 2026 | May 18, 2026 |
| Gallagher Fiduciary Advisors, Llc | Buy | +1,974,276 | +3456.2% | 2,031,399 | $732.41K | Q1 2026 | May 15, 2026 |
| Corient Private Wealth Llc | Buy | +783,685 | +84.1% | 1,715,275 | $78.14M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +774,465 | +2.2% | 35,490,785 | $1.62B | Q1 2026 | May 15, 2026 |
| Horizon Investments, Llc | Buy | +692,833 | +119.1% | 1,274,360 | $57.92M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -604,618 | -25.6% | 1,760,763 | $109.58M | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +558,668 | +4.0% | 14,479,853 | $660.57M | Q1 2026 | May 15, 2026 |
| Peapack Gladstone Financial Corp | Buy | +333,490 | +29.6% | 1,459,194 | $66.57M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +322,342 | +73.0% | 763,988 | $34.85M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -283,820 | -5.8% | 4,607,046 | $210.22M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +282,627 | +57.0% | 778,778 | $35.38M | Q1 2026 | May 15, 2026 |
Frequently asked questions about FBND activity
Which institutional owners are buying FBND?
Institutional owners buying FBND include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FBND activity?
"Buy" means an investor increased their reported position in FBND compared to the prior reporting period. This reflects growing exposure to FIDELITY TOTAL BOND ETF (FBND) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FBND increasing?
Institutional interest in FBND can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.