FIDELITY TOTAL BOND ETF (FBND) Institutional Shareholders
FIDELITY TOTAL BOND ETF (FBND) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $17.24B in FBND holdings during the latest filing period.
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 $1.65B, representing an estimated loss of -1.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 37% 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
772
Total Reported Value
$17.24B
Largest Holder
Morgan Stanley
Largest Position
$1.67B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
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 | $1,654,888,550 | -$19,880,791 | -1.19% | |
| Bank Of America Corp | 0.05% | 15,740,788 | $716,048,454 | $707,548,421 | -$8,500,033 | -1.19% | |
| Fmr Llc | 0.03% | 15,305,769 | $696,259,418 | $687,994,317 | -$8,265,101 | -1.19% | |
| Jpmorgan Chase & Co | 0.04% | 13,982,930 | $638,600,460 | $628,532,704 | -$10,067,757 | -1.58% | |
| Lpl Financial Llc | 0.13% | 13,045,220 | $593,427,012 | $586,382,639 | -$7,044,373 | -1.19% | |
| Dynasty Wealth Management, Llc | 3.71% | 10,970,047 | $499,027,423 | $493,103,613 | -$5,923,810 | -1.19% | |
| Raymond James Financial Inc | 0.11% | 9,016,360 | $410,154,220 | $405,285,382 | -$4,868,838 | -1.19% | |
| Modern Wealth Management, Llc | 4.41% | 8,110,234 | $368,934,561 | $364,555,018 | -$4,379,543 | -1.19% | |
| Envestnet Asset Management Inc | 0.09% | 8,059,617 | $366,631,995 | $362,279,784 | -$4,352,211 | -1.19% | |
| Cetera Investment Advisers | 0.30% | 7,296,054 | $331,897,493 | $327,957,627 | -$3,939,866 | -1.19% | |
| Country Trust Bank | 5.46% | 6,857,648 | $311,954,408 | $308,251,278 | -$3,703,130 | -1.19% | |
| Ubs Group Ag | 0.05% | 6,750,589 | $307,084,294 | $303,438,976 | -$3,645,318 | -1.19% | |
| Quotient Wealth Partners, Llc | 7.23% | 6,729,858 | $306,141,231 | $302,507,117 | -$3,634,114 | -1.19% | |
| Legacy Wealth Management, Llc | 13.08% | 5,495,432 | $249,987,205 | $247,019,668 | -$2,967,537 | -1.19% | |
| Osaic Holdings, Inc. | 0.29% | 5,491,783 | $249,883,153 | $246,855,646 | -$3,027,507 | -1.21% | |
| Commonwealth Equity Services, Llc | 0.29% | 5,113,836 | $232,628,410 | $229,866,928 | -$2,761,482 | -1.19% | |
| Sax Wealth Advisors, Llc | 8.33% | 4,491,470 | $204,900,855 | $201,891,577 | -$3,009,279 | -1.47% | |
| Royal Bank Of Canada | 0.03% | 4,397,539 | $200,045,000 | $197,669,378 | -$2,375,622 | -1.19% | |
| Mather Group, Llc. | 1.63% | 4,110,125 | $186,969,581 | $184,750,119 | -$2,219,462 | -1.19% | |
| Ritholtz Wealth Management | 2.76% | 4,066,886 | $185,002,653 | $182,806,526 | -$2,196,127 | -1.19% | |
| Kestra Advisory Services, Llc | 0.59% | 3,994,283 | $181,699,939 | $179,543,021 | -$2,156,918 | -1.19% | |
| Cwm, Llc | 0.46% | 3,864,523 | $176,301,268 | $173,710,309 | -$2,590,959 | -1.47% | |
| Waverly Advisors, Llc | 1.01% | 3,836,584 | $174,526,211 | $172,454,451 | -$2,071,760 | -1.19% | |
| Retirement Planning Group, Llc | 3.64% | 3,153,325 | $143,444,742 | $141,741,959 | -$1,702,783 | -1.19% | |
| Blue Chip Partners, Llc | 8.86% | 3,081,830 | $140,192,459 | $138,528,259 | -$1,664,201 | -1.19% | |
| Sagespring Wealth Partners, Llc | 2.13% | 3,049,078 | $138,702,542 | $137,056,056 | -$1,646,486 | -1.19% | |
| Forvis Mazars Wealth Advisors, Llc | 2.26% | 2,968,727 | $135,047,715 | $133,444,279 | -$1,603,436 | -1.19% | |
| Truwealth Advisors, Llc | 6.26% | 2,857,865 | $130,375,803 | $128,461,032 | -$1,914,771 | -1.47% | |
| Focus Partners Wealth | 0.11% | 2,463,277 | $112,054,498 | $110,724,301 | -$1,330,197 | -1.19% | |
| Mml Investors Services, Llc | 0.23% | 2,459,061 | $111,862,689 | $110,534,792 | -$1,327,897 | -1.19% | |
| Mckinley Carter Wealth Services, Inc. | 5.75% | 2,446,971 | $111,312,694 | $109,991,346 | -$1,321,348 | -1.19% | |
| Summit Financial Strategies, Inc. | 7.61% | 2,384,200 | $108,457,272 | $107,169,790 | -$1,287,482 | -1.19% | |
| Corient Private Wealth Llc | 0.12% | 2,128,519 | $96,832,066 | $95,676,929 | -$1,155,137 | -1.19% | |
| Wells Fargo & Company/Mn | 0.02% | 2,127,446 | $96,777,517 | $95,628,698 | -$1,148,819 | -1.19% | |
| Integrated Wealth Concepts Llc | 0.47% | 2,125,784 | $96,702,124 | $95,553,991 | -$1,148,133 | -1.19% | |
| Octavia Wealth Advisors, Llc | 8.10% | 2,053,945 | $93,780,416 | $92,324,828 | -$1,455,588 | -1.55% | |
| Hightower Advisors, Llc | 0.09% | 2,007,999 | $91,343,884 | $90,259,555 | -$1,084,329 | -1.19% | |
| Valeo Financial Advisors, Llc | 1.80% | 1,985,582 | $85,325,886 | $89,251,911 | +$3,926,025 | +4.60% | |
| Falcon Wealth Planning | 4.70% | 1,634,738 | $74,364,226 | $73,481,473 | -$882,753 | -1.19% | |
| Wealthcare Advisory Partners Llc | 1.35% | 1,565,006 | $71,192,119 | $70,347,020 | -$845,099 | -1.19% | |
| Private Advisor Group, Llc | 0.32% | 1,530,984 | $69,644,423 | $68,817,731 | -$826,692 | -1.19% | |
| Ameritas Advisory Services, Llc | 1.39% | 1,517,610 | $69,036,086 | $68,216,570 | -$819,517 | -1.19% | |
| Ullmann Wealth Partners Group, Llc | 6.13% | 1,482,823 | $67,453,615 | $66,652,894 | -$800,721 | -1.19% | |
| Concurrent Investment Advisors, Llc | 0.56% | 1,435,649 | $65,307,691 | $64,532,423 | -$775,268 | -1.19% | |
| Hub Investment Partners, Llc | 1.19% | 1,421,650 | $64,670,879 | $63,903,168 | -$767,711 | -1.19% | |
| Syntegra Private Wealth Group, Llc | 4.89% | 1,388,561 | $63,165,640 | $62,415,817 | -$749,823 | -1.19% | |
| Arkadios Wealth Advisors | 0.91% | 1,307,314 | $59,469,710 | $58,763,764 | -$705,946 | -1.19% | |
| Rehmann Capital Advisory Group | 3.08% | 1,296,014 | $59,103,776 | $58,255,829 | -$847,947 | -1.43% | |
| Aptus Capital Advisors, Llc | 0.43% | 1,298,147 | $59,052,707 | $58,351,708 | -$700,999 | -1.19% | |
| Huntington National Bank | 0.28% | 1,268,451 | $57,701,857 | $57,016,872 | -$684,985 | -1.19% |
Frequently asked questions about FBND
Who owns the most FBND stock?
The largest holders of FBND are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIDELITY TOTAL BOND ETF (FBND).
Is FBND widely held by superinvestors?
Many widely followed stocks like FBND appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FBND is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.