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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Henderson Brothers Financial Partners, LlcBuy+803,405—803,405$36.65MQ1 2026Nov 03, 2026
Dakota Wealth ManagementBuy+5,199+2.5%212,021$9.67MQ1 2026Aug 26, 2026
Brighton Jones LlcBuy+6,370—6,370$290.58KQ1 2026Aug 07, 2026
Wells Fargo & Company/MnBuy+199,276+11.2%1,986,174$90.61MQ1 2026Jul 08, 2026
Leigh Baldwin & Co., LlcBuy+11,677+14.9%90,051$4.11MQ1 2026May 20, 2026
Cadia Private Client LlcBuy+1,550+1.5%103,489$4.72MQ1 2026May 20, 2026
Cornerstone Wealth, Llc/TnBuy+111,058—111,058$5.09MQ1 2026May 19, 2026
Sonoma Allocations LlcSell-5,950-3.0%193,762$8.86MQ1 2026May 19, 2026
Western Wealth Management, LlcBuy+2,745—2,745$125.23KQ1 2026May 19, 2026
Mascagni Wealth Management, Inc.Sell-1,308-2.0%63,058$2.88MQ1 2026May 19, 2026
Bank Of America CorpBuy+871,672+6.3%14,706,838$670.93MQ1 2026May 18, 2026
Newedge Advisors, LlcSell-302,758-24.7%921,641$17.21MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+218,020+21.7%1,223,952$55.84MQ1 2026May 18, 2026
Arete Wealth Advisors, LlcBuy+208,518+36.0%787,482$35.95MQ1 2026May 18, 2026
Centaurus Financial, Inc.Buy+92,219+21.1%529,510$24.16MQ1 2026May 18, 2026
Graney & King, LlcBuy+13,601+4.5%315,006$14.37MQ1 2026May 18, 2026
Talon Private Wealth, LlcBuy+4,463—4,463$203.61KQ1 2026May 18, 2026
Sunbelt Securities, Inc.Sell-4,018-25.0%12,055$549.96KQ1 2026May 18, 2026
Alexander Labrunerie & Co., Inc.Sell-818-1.0%79,473$3.63MQ1 2026May 18, 2026
Barnes Wealth Management Group, IncBuy+496+3.0%17,281$788.36KQ1 2026May 18, 2026
Gallagher Fiduciary Advisors, LlcBuy+1,974,276+3456.2%2,031,399$732.41KQ1 2026May 15, 2026
Corient Private Wealth LlcBuy+783,685+84.1%1,715,275$78.14MQ1 2026May 15, 2026
Morgan StanleyBuy+774,465+2.2%35,490,785$1.62BQ1 2026May 15, 2026
Horizon Investments, LlcBuy+692,833+119.1%1,274,360$57.92MQ1 2026May 15, 2026
Focus Partners WealthSell-604,618-25.6%1,760,763$109.58MQ1 2026May 15, 2026
Fmr LlcBuy+558,668+4.0%14,479,853$660.57MQ1 2026May 15, 2026
Peapack Gladstone Financial CorpBuy+333,490+29.6%1,459,194$66.57MQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+322,342+73.0%763,988$34.85MQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-283,820-5.8%4,607,046$210.22MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+282,627+57.0%778,778$35.38MQ1 2026May 15, 2026
Showing 30 of 728

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.