Who Owns Fidelity Total Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Fidelity Total Bond ETF.
Who crossed 5% of FBND →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Valeo Financial Advisors, LLCETF2M shadded | $83.5M |
| Sunburst Financial Group, LLCTOTAL BD ETF1.3M shadded | $56M |
| Farther Finance Advisors, LLCETF687.5K shadded | $29.8M |
| KFA Private Wealth Group, LLCTOTAL BD ETF511K shadded | $22.1M |
| TrueWealth Advisors, LLCTOTAL BD ETF428.1K shtrimmed | $18.5M |
| Apella Capital, LLCTOTAL BD ETF342K shadded | $14.8M |
| STEPH & COTOTAL BD ETF316.8K shadded | $13.7M |
| Dickmeyer Boyce Financial Management, Inc.TOTAL BD ETF263.4K shadded | $11.4M |
| Weaver Consulting GroupTOTAL BD ETF198.2K shadded | $8.6M |
| BOS Asset Management, LLCTOTAL BD ETF188.6K shadded | $8.2M |
| TITLEIST ASSET MANAGEMENT, LLCTOTAL BD ETF178.1K shadded | $7.7M |
| FINANCIAL MANAGEMENT NETWORK INCTOTAL BD ETF176.2K shadded | $7.6M |
| Cooper Financial GroupTOTAL BD ETF169K shadded | $7.3M |
| VALLEY WEALTH MANAGERS, INC.ETF145.7K shadded | $6.3M |
| Williams & Novak Wealth Management, LLCTOTAL BD ETF136.6K shtrimmed | $5.9M |
| FELL CAPITAL MANAGEMENT /ADVTOTAL BD ETF103.9K shadded | $4.5M |
| Kearns & Associates LLCTOTAL BD ETF68K shadded | $2.9M |
| LEGACY SOLUTIONS, LLCTOTAL BD ETF64.9K shadded | $2.8M |
| Peterson Wealth Advisors, LLCTOTAL BD ETF61.9K shtrimmed | $2.7M |
| Worth Asset Management, LLCETF58.2K shadded | $2.5M |
| Galvin, Gaustad & Stein, LLCTOTAL BD ETF48.4K shtrimmed | $2.1M |
| Bangor Savings BankTOTAL BD ETF48K shheld | $2.1M |
| Plan A Wealth LLCTOTAL BD ETF44.6K shadded | $1.9M |
| Avidian Wealth Enterprises, LLCTOTAL BD ETF33.7K shtrimmed | $1.5M |
| CoreCap Advisors, LLCETF33.6K shadded | $1.5M |
| Asempa Wealth AdvisorsTOTAL BD ETF25.5K shadded | $1.1M |
| Insight Wealth Strategies, LLCTOTAL BD ETF23.9K shtrimmed | $1M |
| Post Resch Tallon Group Inc.TOTAL BD ETF22.5K shheld | $975.2K |
| Dupree Financial Group, LLCTOTAL BD ETF13.9K shadded | $603.9K |
| First Heartland Consultants, Inc.TOTAL BD ETF12.1K shtrimmed | $523.9K |
| WINEBRENNER CAPITAL MANAGEMENT LLCTOTAL BD ETF11.2K shadded | $486.1K |
| BOYUM WEALTH ARCHITECTS LLCTOTAL BD ETF9.2K shtrimmed | $399.7K |
| Breakwater Capital GroupTOTAL BD ETF9.2K shtrimmed | $398.6K |
| Sound Income Strategies, LLCTOTAL BD ETF6.5K shadded | $283.5K |
| Venture Visionary Partners LLCTOTAL BD ETF5.5K shtrimmed | $238.1K |
| Kure Advisory, LLCTOTAL BD ETF5.1K shtrimmed | $220.3K |
| Investors Research CorpTOTAL BD ETF395 shheld | $17.1K |
| General Partner, Inc.CL230 shheld | $10K |
| Trust CoETF136 shheld | $5.9K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on FBND
Follow Fidelity Total Bond ETF (FBND) by email
New trades in Fidelity Total Bond ETF (FBND) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.