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Disclosery

FBND FIDELITY MERRIMACK STR TR

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TOTAL BD ETF (fund)

597 managers (605 13F filers) reported a position in FBND shares at 2024-12-31, 317,011,066 shares in all. 73 filers opened a position and 29 filers sold out during the quarter.

Managers
597
13F filers
605
New
73
Added
325
Reduced
124
Sold out
29
Shares held by filers
317,011,066

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SCHMIDT P J INVESTMENT MANAGEMENT INC146,824$6.59M1.14%+7,14013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding146,558$6.58M+38,906Timeline
Lokken Investment Group LLC144,471$6.48M2.8%+18,75413F-HRTimeline
Hofer & Associates. Inc142,867$6.41M4.3%+20,30713F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC142,483$6.39M4.87%+81513F-HRTimeline
Advisory Services Network, LLC141,258$6.34M0.12%+24,09013F-HRTimeline
CMH Wealth Management LLC138,891$6.26M1.43%+10,09713F-HRTimeline
KEYVANTAGE WEALTH, LLC137,793$6.18M4.42%13F-HRTimeline
Strategic Blueprint, LLC137,346$6.16M0.37%+26,12113F-HRTimeline
Clarity Wealth Advisors, LLC136,725$6.13M1.67%+23,90613F-HRTimeline
Parcion Private Wealth LLC136,122$6.11M0.47%+5,09813F-HRTimeline
Madison Wealth Partners, Inc134,917$6.05M1.69%+31,77713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC131,649$5.91M0.15%+84,22913F-HRTimeline
Janney Montgomery Scott LLC130,516$5.86M0.02%+17,60913F-HRTimeline
Cooper Financial Group129,780$5.82M0.7%+6,74213F-HRTimeline
Accelerate Investment Advisors LLC129,393$5.81M5.12%+8,73813F-HRTimeline
OmniStar Financial Group, Inc.128,641$5.77M4.64%+5,50913F-HRTimeline
Allen Capital Group, LLC126,110$5.66M0.69%+96713F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC123,567$5.54M1.43%+51,19113F-HR/ATimeline
Landmark Wealth Management, LLC123,267$5.53M2.45%+5,08413F-HRTimeline
Masso Torrence Wealth Management Inc.122,472$5.5M2.89%+4,25013F-HRTimeline
Prime Capital Investment Advisors, LLC121,516$5.45M0.08%+11,48613F-HRTimeline
SPINNAKER TRUST120,748$5.42M0.34%+1,60513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT118,585$5.32M0.05%-4,13113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC115,745$5.19M0.39%-20,54313F-HRTimeline
Merkkuri Wealth Advisors LLC114,688$5.15M4.07%+10,38413F-HRTimeline
TD Capital Management LLC114,270$5.13M0.52%+11,66313F-HRTimeline
TrueWealth Advisors, LLC114,224$5.13M1.71%+15,43113F-HRTimeline
BOS Asset Management, LLC113,324$5.08M1.82%new13F-HRTimeline
Paragon Advisors, LLC113,110$5.08M1.74%+23,72813F-HRTimeline
Peterson Wealth Advisors, LLC112,366$5.04M0.91%+80,97013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.111,350$5M0.35%-5,00313F-HRTimelineGroup
Orion Porfolio Solutions, LLC110,481$4.96M0.05%+11,43513F-HRTimeline
Orion Portfolio Solutions, LLC110,481$4.96M0.05%+11,43513F-HRTimeline
Sowell Financial Services LLC109,512$4.91M0.26%+38,32113F-HRTimeline
CFO4Life Group, LLC108,847$4.88M0.86%+82,52513F-HRTimeline
Crumly & Associates Inc.107,889$4.84M1.32%-23313F-HRTimeline
Waverly Advisors, LLC106,935$4.8M0.07%+10,89113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC106,683$4.79M0.4%+44,76713F-HRTimeline
Accredited Wealth Management, LLC105,776$4.77M4.17%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP103,266$4.63M<0.01%+30,75513F-HRTimelineGroup
PKS Advisory Services, LLC102,989$4.62M1.16%13F-HRTimeline
Axis Wealth Partners, LLC102,379$4.59M3.87%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP101,716$4.56M<0.01%-152,79513F-HRTimelineGroup
TD Waterhouse Canada Inc.98,192$4.41M0.04%-41813F-HRTimeline
Forbes Financial Planning, Inc.98,052$4.4M2.13%new13F-HRTimeline
Avidian Wealth Enterprises, LLC96,696$4.34M0.19%-54713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP93,800$4.21M0.06%+13,35013F-HRTimeline
Spectrum Investment Advisors, Inc.92,356$4.14M2.77%new13F-HRTimeline
SilverOak Wealth Management LLC92,023$4.13M0.89%+23,66413F-HRTimeline
Slagle Financial, LLC91,649$4.11M1.85%+4,76913F-HRTimeline
ADAPT WEALTH ADVISORS, LLC90,087$4.04M1.99%new13F-HRTimeline
Robertson Stephens Wealth Management, L…89,610$4.04M0.14%-2,65413F-HRTimeline
Red Mountain Financial, LLC89,691$4.02M4.33%+4,40513F-HRTimeline
D.A. DAVIDSON & CO.89,384$4.01M0.03%-9,74913F-HRTimeline
Maple Capital Management, Inc.88,462$3.97M0.29%+4,93513F-HRTimeline
RDA Financial Network87,343$3.92M1.14%+35,61613F-HRTimeline
Ashton Thomas Private Wealth, LLC86,339$3.89M0.15%+10,01013F-HRTimeline
Carnegie Investment Counsel86,616$3.89M0.11%+10,51713F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.86,119$3.86M1.71%-1,14813F-HRTimeline
Quad-Cities Investment Group, LLC85,680$3.84M1.88%+21,76913F-HRTimeline
Soltis Investment Advisors LLC84,770$3.8M0.35%+5,14013F-HRTimeline
IFP Advisors, Inc83,838$3.76M0.12%+11,06313F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY83,476$3.75M4.12%13F-HRTimeline
Ipsen Advisor Group LLC83,459$3.74M3.2%13F-HRTimeline
Envision Financial Planning, LLC82,315$3.69M1.91%+3,75913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC81,826$3.67M0.96%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…81,543$3.66M0.1%+2,85113F-HRTimelineGroup
FIRST UNITED BANK & TRUST81,461$3.66M1.33%+25,47713F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC80,911$3.63M4.67%+4,82213F-HRTimeline
LINCOLN CAPITAL CORP79,967$3.59M1.47%+1,67713F-HRTimeline
Prosperity Consulting Group, LLC78,378$3.52M0.26%+30213F-HRTimeline
Opal Wealth Advisors, LLC77,126$3.46M1.04%+10,49413F-HRTimeline
Horizon Investment Services, LLC76,619$3.44M1.46%-31,20013F-HRTimeline
Chesley Taft & Associates LLC76,230$3.42M0.16%+15,58013F-HRTimeline
Executive Wealth Management, LLC75,199$3.37M0.26%+1,00313F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC73,400$3.29M3.27%13F-HRTimeline
Greykasell Wealth Strategies, Inc.73,394$3.29M1.83%13F-HRTimeline
Ausdal Financial Partners, Inc.73,381$3.29M0.28%+2,23213F-HRTimeline
Investment Advisory Group, LLC72,632$3.26M1.09%+12,65413F-HRTimeline
WEALTHSPAN PARTNERS, LLC71,549$3.21M1.53%+20,14513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC71,402$3.2M0.37%+91113F-HRTimeline
Family Capital Management, Inc.70,818$3.18M1.92%-1,43413F-HRTimeline
Davis Wealth Advisors, LLC69,357$3.11M3.42%13F-HRTimeline
COZAD ASSET MANAGEMENT INC68,783$3.09M0.29%+71513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS68,441$3.07M0.01%-11,61113F-HRTimeline
Mascagni Wealth Management, Inc.67,102$3.06M3.05%13F-HR/ATimeline
Capital Planning LLC67,562$3.05M0.8%+37,14913F-HRTimeline
Arkadios Wealth Advisors67,383$3.02M0.17%+39,27013F-HRTimeline
CRA Financial Services, LLC67,181$3.01M0.52%+25,08413F-HRTimeline
Tower Wealth Partners, Inc.66,707$2.99M1.57%new13F-HRTimeline
Delta Financial Group, Inc.65,518$2.94M0.69%new13F-HRTimeline
Financial Synergies Wealth Advisors, In…61,697$2.77M0.34%+19,30113F-HRTimeline
QUADRANT CAPITAL GROUP LLC61,518$2.76M0.19%+11,87713F-HRTimeline
Roof Eidam Maycock Peralta, LLC60,557$2.72M0.7%-3,12813F-HRTimeline
Shore Point Advisors, LLC60,276$2.7M1.45%-1,62213F-HRTimeline
AdvisorNet Financial, Inc60,255$2.7M0.23%-1,31313F-HRTimeline
Betterment LLC59,107$2.65M0.01%+8,99413F-HRTimeline
Savvy Advisors, Inc.59,092$2.65M0.32%+54,76913F-HRTimeline
Leelyn Smith, LLC58,149$2.61M0.46%+2,50813F-HRTimeline
&PARTNERS56,431$2.53M0.03%-2,64013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC56,230$2.52M0.52%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN55,295$2.48M<0.01%+24,71113F-HRTimelineGroup
Barry Investment Advisors, LLC54,115$2.44M0.78%+12,88913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC54,178$2.43M0.13%-34,16513F-HRTimeline
TFB Advisors LLC53,295$2.39M0.68%+26,35513F-HRTimeline
Capital Asset Advisory Services LLC52,946$2.38M0.12%+4,84313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC52,331$2.35M<0.01%+113F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC51,920$2.33M0.19%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC51,537$2.31M0.03%+3,76313F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC50,898$2.28M0.07%-23,45013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC48,905$2.19M0.36%+3,44613F-HRTimeline
Galvin, Gaustad & Stein, LLC48,479$2.18M0.19%+38613F-HRTimeline
Eley Financial Management, Inc48,177$2.16M0.84%new13F-HRTimeline
Cornerstone Wealth Group, LLC47,789$2.14M0.18%+4,90013F-HRTimeline
LEGACY SOLUTIONS, LLC47,399$2.13M2.32%13F-HRTimeline
AGILIS PARTNERS LLC46,645$2.09M0.63%-1,08213F-HRTimeline
IRON Financial LLC46,628$2.09M1.18%-94613F-HRTimeline
Professional Financial Advisors, LLC45,849$2.06M0.53%+1,75213F-HRTimeline
Bangor Savings Bank45,535$2.04M0.19%-2,19213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…43,479$1.95M0.01%+3,48013F-HRTimelineGroup
ORG Partners LLC43,300$1.94M0.26%+3,89213F-HRTimeline
Triangle Securities Wealth Management42,077$1.89M0.48%+13,96413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Graney & King, LLC41,495$1.86M1.41%13F-HRTimeline
SMITH, MOORE & CO.40,859$1.83M0.17%+7,54813F-HRTimeline
NWAM LLC39,969$1.79M0.11%-3,50313F-HRTimeline
Interchange Capital Partners, LLC42,906$1.77M0.64%-1413F-HRTimeline
Mutual Advisors, LLC39,150$1.76M0.05%+5,17313F-HRTimeline
Legacy Financial Advisors, Inc.39,079$1.75M0.29%-13,16013F-HRTimeline
Riverbend Wealth Management, LLC39,045$1.75M1.56%13F-HRTimeline
Cassady Schiller Wealth Management, LLC38,841$1.74M0.64%-26113F-HRTimeline
NewEdge Wealth, LLC38,818$1.74M0.03%+15,95213F-HRTimeline
Warwick Investment Management, Inc.38,442$1.72M0.36%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC37,348$1.68M1.41%13F-HR/ATimeline
UNIQUE WEALTH, LLC37,073$1.66M0.35%-10,84013F-HRTimeline
JFS WEALTH ADVISORS, LLC35,356$1.59M0.11%+5,42013F-HRTimeline
Transcendent Capital Group LLC34,705$1.56M0.81%+3,47613F-HRTimeline
InTrack Investment Management Inc34,796$1.55M1.08%+10,28013F-HRTimeline
Berger Financial Group, Inc34,140$1.53M0.11%-25213F-HRTimeline
Cedar Point Capital Partners, LLC34,139$1.53M1.04%+2,04313F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC34,118$1.53M1.01%+13913F-HRTimeline
Northwest Capital Management Inc34,012$1.53M0.65%-1,06813F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC33,445$1.51M0.07%+5213F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI33,564$1.51M0.11%+4,10313F-HRTimeline
Benchmark Financial Wealth Advisors, LLC33,506$1.5M0.48%new13F-HRTimeline
Bryant Woods Investment Advisors, LLC33,398$1.5M0.73%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC32,004$1.44M0.61%-3,16613F-HRTimeline
Kuhn & Co Investment Counsel31,667$1.42M1.21%+86313F-HRTimeline
CONDOR CAPITAL MANAGEMENT31,596$1.42M0.12%new13F-HRTimeline
PITTENGER & ANDERSON INC31,180$1.4M0.05%+5,40313F-HRTimeline
SageView Advisory Group, LLC31,148$1.4M0.06%-9,12513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC30,160$1.35M0.04%+3,94713F-HRTimeline
Bay Capital Advisors, LLC29,730$1.33M1.07%13F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC29,412$1.32M0.95%+2,38013F-HRTimeline
B. Riley Wealth Advisors, Inc.28,834$1.3M0.04%+3,25313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…28,120$1.27M0.07%+4,03913F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.28,116$1.26M0.09%+6,25713F-HRTimelineGroup
Canvas Wealth Advisors, LLC27,648$1.25M0.31%-33,39713F-HRTimeline
Waterfront Wealth Inc.27,898$1.25M0.3%+24213F-HRTimeline
IBEX WEALTH ADVISORS26,955$1.21M0.14%new13F-HRTimeline
OneDigital Investment Advisors LLC26,761$1.2M0.01%+1113F-HRTimeline
Valley Financial Group, Inc.26,700$1.2M0.83%-63413F-HRTimeline
Chris Bulman Inc26,621$1.19M0.76%+1,63013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC26,219$1.18M0.9%+8,51513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding25,974$1.17M+15,202Timeline
EWG Elevate Inc.25,639$1.15M0.35%+5,11513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC25,021$1.12M0.07%-31513F-HRTimeline
TOWNSQUARE CAPITAL LLC24,732$1.11M0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC24,104$1.08M<0.01%new13F-HRTimelineGroup
King Wealth Management Group23,930$1.07M0.16%+24013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.23,228$1.04M0.66%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV23,154$1.04M0.08%+3,53613F-HRTimeline
Curtis Advisory Group, LLC23,065$1.03M0.27%+13,10013F-HRTimeline
GERBER, LLC23,011$1.03M0.75%+6213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…22,991$1.03M0.15%-1,64913F-HRTimeline
ERn Financial, LLC22,747$1.02M0.15%+58913F-HRTimeline
Drucker Wealth 3.0, LLC22,580$1.01M0.23%new13F-HR/ATimeline
Post Resch Tallon Group Inc.22,246$999K0.96%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC22,117$992K0.02%-9,76413F-HRTimelineGroup
United Advisor Group, LLC22,033$989K0.2%+10,02613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,960$940K0.03%+2,68713F-HRTimelineGroup
Cosner Financial Group, LLC20,927$939K0.59%-813F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC20,687$928K0.72%13F-HRTimeline
CGN Advisors LLC20,429$917K0.09%+5,27113F-HRTimeline
Cape Investment Advisory, Inc.20,362$914K0.36%new13F-HRTimeline
Hoxton Planning & Management, LLC20,335$912K0.35%+3,54413F-HRTimeline
Fairvoy Private Wealth, LLC19,963$896K0.24%13F-HRTimeline
Abbot Financial Management, Inc.19,947$895K0.45%+5,12213F-HRTimeline
Insight Advisors, LLC/ PA19,479$875K0.15%+4,36013F-HRTimeline
Register Financial Advisors LLC19,507$875K0.44%+1,03213F-HRTimeline
Cornell Pochily Investment Advisors, In…19,256$864K0.3%+3,55813F-HRTimeline
Next Level Wealth Planning, LLC19,037$854K0.67%13F-HRTimeline
Koshinski Asset Management, Inc.18,955$850K0.08%-27013F-HRTimeline
International Private Wealth Advisors L…18,935$850K0.85%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC18,718$844K0.08%+31113F-HRTimelineGroup
ONE PLUS ONE WEALTH MANAGEMENT, LLC18,340$823K0.48%+70413F-HRTimeline
J.W. COLE ADVISORS, INC.18,224$818K0.03%-7,05213F-HRTimeline
WealthBridge Capital Management, LLC18,170$815K0.23%+3,45013F-HRTimeline
Capital Square, LLC17,820$802K0.46%013F-HRTimeline
Marshall Financial Group, LLC17,817$799K0.19%-22213F-HRTimeline