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Disclosery

FBND FIDELITY MERRIMACK STR TR

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TOTAL BD ETF (fund)

615 managers (622 13F filers) reported a position in FBND shares at 2025-03-31, 351,890,412 shares in all. 62 filers opened a position and 47 filers sold out during the quarter.

Managers
615
13F filers
622
New
62
Added
335
Reduced
175
Sold out
47
Shares held by filers
351,890,412

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LongView Wealth Management164,488$7.51M2.25%+8,05813F-HRTimeline
TD Capital Management LLC158,847$7.25M0.73%+44,57713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.156,542$7.15M0.07%-156,90513F-HRTimelineGroup
Visionary Wealth Advisors156,385$7.14M0.43%+5,96313F-HRTimeline
Parallel Advisors, LLC155,250$7.09M0.16%-6,83413F-HRTimeline
Sigma Planning Corp155,003$7.08M0.23%-14,32313F-HRTimeline
COMERICA BANK154,847$7.07M0.03%-2,55313F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC154,554$7.06M1.29%+7,73013F-HRTimeline
Baker Avenue Asset Management, LP154,454$7.05M0.22%+5,39913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP154,840$7.05M0.01%+51,57413F-HR/ATimelineGroup
Mutual Advisors, LLC152,399$6.93M0.2%+113,24913F-HRTimeline
Dentgroup LLC149,639$6.83M5.12%-37,11713F-HRTimeline
TrueWealth Advisors, LLC149,562$6.83M2.24%+35,33813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…147,743$6.74M0.01%-9,45313F-HRTimeline
CW Advisors, LLC146,689$6.69M0.08%+140,60813F-HRTimeline
Hofer & Associates. Inc146,316$6.68M4.53%+3,44913F-HRTimeline
Advisory Services Network, LLC146,004$6.67M0.13%+4,74613F-HRTimeline
Clarity Wealth Advisors, LLC145,096$6.62M1.84%+8,37113F-HRTimeline
Arkadios Wealth Advisors144,670$6.6M0.25%+77,28713F-HRTimeline
OmniStar Financial Group, Inc.144,309$6.6M5.2%+15,66813F-HRTimeline
Parcion Private Wealth LLC144,312$6.59M0.54%+8,19013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC140,977$6.44M4.98%-1,50613F-HRTimeline
CMH Wealth Management LLC140,331$6.41M1.61%+1,44013F-HRTimeline
Mayfair Advisory Group, LLC138,304$6.31M3.64%-10,79813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC138,177$6.31M1.71%+14,61013F-HRTimeline
Accelerate Investment Advisors LLC133,516$6.1M5.1%+4,12313F-HRTimeline
SilverOak Wealth Management LLC131,968$6.02M1.3%+39,94513F-HRTimeline
Strategic Blueprint, LLC130,219$5.94M0.32%-7,12713F-HRTimeline
BOS Asset Management, LLC130,012$5.94M2.04%+16,68813F-HRTimeline
SPINNAKER TRUST128,862$5.88M0.38%+8,11413F-HRTimeline
Masso Torrence Wealth Management Inc.128,021$5.84M3.12%+5,54913F-HRTimeline
Allen Capital Group, LLC127,636$5.83M0.67%+1,52613F-HRTimeline
Koshinski Asset Management, Inc.127,212$5.81M0.49%+108,25713F-HRTimeline
Greykasell Wealth Strategies, Inc.124,859$5.7M3.04%+51,46513F-HRTimeline
Holos Integrated Wealth LLC124,179$5.67M3.72%new13F-HRTimeline
Madison Wealth Partners, Inc122,731$5.6M1.38%-12,18613F-HRTimeline
FWG Holdings, LLC122,569$5.59M2.75%-38,25513F-HRTimeline
Accredited Wealth Management, LLC121,086$5.55M4.69%+15,31013F-HRTimeline
Andrew Hill Investment Advisors, Inc.121,272$5.54M5.36%new13F-HRTimeline
Orion Porfolio Solutions, LLC121,135$5.53M0.05%+10,65413F-HRTimeline
Orion Portfolio Solutions, LLC121,135$5.53M0.05%+10,65413F-HR/ATimeline
Landmark Wealth Management, LLC121,083$5.53M2.44%-2,18413F-HRTimeline
Onyx Bridge Wealth Group LLC117,090$5.35M0.77%-51,87113F-HRTimeline
Forbes Financial Planning, Inc.117,209$5.35M3.96%+19,15713F-HRTimeline
CFO4Life Group, LLC115,685$5.28M0.89%+6,83813F-HRTimeline
TD Waterhouse Canada Inc.115,244$5.27M0.04%+17,05213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT114,953$5.25M0.05%-3,63213F-HRTimeline
Axis Wealth Partners, LLC114,846$5.24M3.87%+12,46713F-HRTimeline
Waverly Advisors, LLC112,383$5.13M0.06%+5,44813F-HRTimeline
Crumly & Associates Inc.111,308$5.08M1.4%+3,41913F-HRTimeline
PKS Advisory Services, LLC108,224$4.94M1.35%+5,23513F-HRTimeline
Janney Montgomery Scott LLC108,172$4.94M0.01%-22,34413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.108,019$4.93M0.36%-3,33113F-HRTimelineGroup
Paragon Advisors, LLC106,704$4.87M1.84%-6,40613F-HRTimeline
Peterson Wealth Advisors, LLC106,850$4.84M0.94%-5,51613F-HRTimeline
Merkkuri Wealth Advisors LLC105,396$4.81M4.12%-9,29213F-HRTimeline
IFP Advisors, Inc103,297$4.72M0.15%+19,45913F-HRTimeline
FIRST UNITED BANK & TRUST102,359$4.67M1.75%+20,89813F-HRTimeline
Slagle Financial, LLC99,445$4.54M2.02%+7,79613F-HRTimeline
CRA Financial Services, LLC99,178$4.53M0.77%+31,99713F-HRTimeline
B. Riley Wealth Advisors, Inc.96,582$4.41M0.13%+67,74813F-HRTimeline
Quad-Cities Investment Group, LLC96,041$4.38M2.16%+10,36113F-HRTimeline
Maple Capital Management, Inc.95,884$4.38M0.34%+7,42213F-HRTimeline
Betterment LLC94,904$4.33M0.01%+35,79713F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC94,783$4.33M2.83%new13F-HRTimeline
Spectrum Investment Advisors, Inc.94,634$4.32M2.79%+2,27813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…92,736$4.23M0.84%new13F-HRTimelineGroup
Sowell Financial Services LLC92,645$4.23M0.19%-16,86713F-HRTimeline
Prosperity Consulting Group, LLC91,580$4.18M0.32%+13,20213F-HRTimeline
Red Mountain Financial, LLC89,717$4.1M4.99%+2613F-HRTimeline
WEALTHSPAN PARTNERS, LLC89,093$4.07M1.88%+17,54413F-HRTimeline
RDA Financial Network88,680$4.05M1.21%+1,33713F-HRTimeline
Ashton Thomas Private Wealth, LLC87,954$4.03M0.15%+1,61513F-HRTimeline
Opal Wealth Advisors, LLC88,256$4.03M1.24%+11,13013F-HRTimeline
Financial Synergies Wealth Advisors, In…88,241$4.03M0.49%+26,54413F-HRTimeline
Carnegie Investment Counsel88,595$4.01M0.1%+1,97913F-HRTimeline
Envision Financial Planning, LLC85,797$3.92M2%+3,48213F-HRTimeline
UNIQUE WEALTH, LLC85,393$3.9M0.74%+48,32013F-HRTimeline
Ipsen Advisor Group LLC85,241$3.89M3.35%+1,78213F-HRTimeline
Chesley Taft & Associates LLC84,300$3.85M0.19%+8,07013F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.84,211$3.84M1.66%-1,90813F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC82,719$3.78M5.04%+1,80813F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY82,510$3.77M3.83%-96613F-HRTimeline
Yukon Wealth Management, Inc.80,652$3.68M1.53%13F-HRTimeline
LINCOLN CAPITAL CORP79,865$3.65M1.52%-10213F-HRTimeline
Ausdal Financial Partners, Inc.79,789$3.64M0.27%+6,40813F-HRTimeline
Savvy Advisors, Inc.79,430$3.63M0.36%+20,33813F-HRTimeline
Soltis Investment Advisors LLC79,197$3.62M0.32%-5,57313F-HRTimeline
Horizon Investment Services, LLC78,561$3.59M1.74%+1,94213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC79,031$3.58M0.81%+22,80113F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC74,709$3.41M3.4%+1,30913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC73,980$3.38M0.39%+2,57813F-HRTimeline
Capital Planning LLC72,333$3.31M0.93%+4,77113F-HRTimeline
Family Capital Management, Inc.70,903$3.24M2%+8513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC70,161$3.2M0.17%+15,98313F-HRTimeline
Delta Financial Group, Inc.70,305$3.2M0.73%+4,78713F-HRTimeline
Investment Advisory Group, LLC69,820$3.19M1.07%-2,81213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS69,418$3.17M0.01%+97713F-HRTimeline
Tower Wealth Partners, Inc.67,559$3.08M1.65%+85213F-HRTimeline
Mascagni Wealth Management, Inc.67,102$3.06M3.05%013F-HR/ATimeline
COZAD ASSET MANAGEMENT INC66,763$3.05M0.3%-2,02013F-HRTimeline
TFB Advisors LLC66,454$3.03M0.87%+13,15913F-HRTimeline
Shore Point Advisors, LLC62,930$2.87M1.52%+2,65413F-HRTimeline
Barry Investment Advisors, LLC61,273$2.81M0.75%+7,15813F-HRTimeline
Triangle Securities Wealth Management61,467$2.81M0.72%+19,39013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Beta Wealth Group, Inc.60,142$2.75M0.99%-441,76213F-HRTimeline
Warwick Investment Management, Inc.59,506$2.72M0.56%+21,06413F-HRTimeline
Robertson Stephens Wealth Management, L…56,990$2.61M0.1%-32,62013F-HRTimeline
Capital Asset Advisory Services LLC56,787$2.6M0.13%+3,84113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC56,867$2.6M0.21%+4,94713F-HRTimeline
Leelyn Smith, LLC56,820$2.59M0.46%-1,32913F-HRTimeline
AdvisorNet Financial, Inc56,577$2.58M0.19%-3,67813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC55,687$2.55M0.24%+36,96913F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC54,333$2.48M0.03%+2,79613F-HRTimeline
Davis Wealth Advisors, LLC52,782$2.41M2.72%-16,57513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC52,358$2.39M<0.01%+2713F-HRTimelineGroup
Professional Financial Advisors, LLC52,332$2.39M0.61%+6,48313F-HRTimeline
EWG Elevate Inc.51,814$2.37M0.9%+26,17513F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC50,906$2.32M0.4%+2,00113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…50,118$2.29M0.01%+6,63913F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC49,654$2.27M1.82%+12,30613F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC49,018$2.24M0.07%-1,88013F-HRTimeline
LEGACY SOLUTIONS, LLC48,740$2.22M2.45%+1,34113F-HRTimeline
Golden State Wealth Management, LLC48,242$2.2M0.33%+47,78513F-HR/ATimeline
NORRIS PERNE & FRENCH LLP/MI47,988$2.19M0.16%+14,42413F-HRTimeline
Apex Wealth Management, LLC47,850$2.18M1.96%-154,47713F-HRTimeline
DecisionMap Wealth Management, LLC46,801$2.14M1.63%+31,74813F-HRTimeline
Graney & King, LLC46,767$2.13M1.59%+5,27213F-HRTimeline
Eley Financial Management, Inc46,676$2.13M0.86%-1,50113F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…46,696$2.13M0.07%new13F-HRTimelineGroup
Bangor Savings Bank45,535$2.08M0.2%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC45,509$2.08M0.08%-16,00913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…44,514$2.03M0.05%-37,02913F-HRTimelineGroup
IRON Financial LLC43,766$2M1.12%-2,86213F-HRTimeline
Bridgewealth Advisory Group, LLC43,229$1.97M2.59%-361,15913F-HRTimeline
SMITH, MOORE & CO.43,190$1.97M0.18%+2,33113F-HRTimeline
Hartmann Taylor Wealth Management, LLC41,747$1.91M1.71%13F-HRTimeline
PITTENGER & ANDERSON INC41,435$1.89M0.07%+10,25513F-HRTimeline
Riverbend Wealth Management, LLC41,201$1.88M1.68%+2,15613F-HRTimeline
KEYVANTAGE WEALTH, LLC40,059$1.83M0.89%-97,73413F-HRTimeline
Interchange Capital Partners, LLC39,944$1.82M0.51%-2,96213F-HRTimeline
Federation des caisses Desjardins du Qu…39,839$1.82M0.01%+38,82913F-HRTimeline
Transcendent Capital Group LLC39,749$1.81M1.02%+5,04413F-HRTimeline
Kuhn & Co Investment Counsel39,125$1.79M1.51%+7,45813F-HRTimeline
Woodside Wealth Management LLC38,572$1.76M1.63%13F-HRTimeline
NWAM LLC38,499$1.76M0.15%-1,47013F-HRTimeline
&PARTNERS38,596$1.76M0.02%-17,83513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,245$1.75M<0.01%-331,08513F-HRTimelineGroup
Lakeshore Capital Group, Inc.38,243$1.75M1.68%new13F-HRTimeline
Legacy Financial Advisors, Inc.37,513$1.71M0.29%-1,56613F-HRTimeline
InTrack Investment Management Inc36,148$1.65M1.5%+1,35213F-HRTimeline
Bryant Woods Investment Advisors, LLC35,907$1.64M0.79%+2,50913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…35,137$1.6M0.03%+28,22713F-HRTimelineGroup
Berger Financial Group, Inc34,901$1.59M0.11%+76113F-HRTimeline
Bay Capital Advisors, LLC34,670$1.58M1.32%+4,94013F-HRTimeline
Cedar Point Capital Partners, LLC34,200$1.56M1.05%+6113F-HRTimeline
Mission Financial Group, LLC34,218$1.56M1.44%13F-HRTimeline
Northwest Capital Management Inc34,074$1.56M0.64%+6213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,994$1.55M<0.01%new13F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC33,965$1.55M0.14%-14,51413F-HRTimeline
JFS WEALTH ADVISORS, LLC33,920$1.55M0.1%-1,43613F-HRTimeline
NewEdge Wealth, LLC33,872$1.55M0.03%-4,94613F-HRTimeline
Catawba River Capital33,636$1.54M0.93%new13F-HRTimeline
NCM Capital Management, LLC33,261$1.52M0.68%+24,84813F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC29,429$1.34M1.09%+1713F-HRTimeline
GWN SECURITIES INC.29,012$1.32M0.07%new13F-HRTimeline
Wingate Wealth Advisors, Inc.28,985$1.32M1.52%+19,59413F-HRTimeline
ERn Financial, LLC28,836$1.32M0.21%+6,08913F-HRTimeline
Canvas Wealth Advisors, LLC28,328$1.27M0.33%+68013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC27,862$1.27M0.86%-6,25613F-HRTimeline
IFG Advisory, LLC27,574$1.26M0.07%+11,12713F-HRTimeline
Bond & Devick Financial Network, Inc.27,450$1.25M0.45%+12,32613F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC26,976$1.23M0.96%+75713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC27,343$1.23M0.56%-4,66113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC26,899$1.23M0.04%-3,26113F-HRTimeline
United Advisor Group, LLC26,627$1.22M0.25%+4,59413F-HRTimeline
Curtis Advisory Group, LLC26,541$1.21M0.36%+3,47613F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.26,323$1.2M0.74%+3,09513F-HRTimeline
Valley Financial Group, Inc.26,243$1.2M0.79%-45713F-HRTimeline
IBEX WEALTH ADVISORS25,840$1.18M0.16%-1,11513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…25,784$1.18M0.04%-19013F-HRTimelineGroup
SageView Advisory Group, LLC25,737$1.17M0.05%-5,41113F-HRTimeline
Brookwood Investment Group LLC24,640$1.12M0.19%13F-HRTimeline
Fairvoy Private Wealth, LLC24,397$1.11M0.31%+4,43413F-HRTimeline
Chris Bulman Inc24,389$1.11M0.7%-2,23213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,302$1.11M0.08%+1,14813F-HRTimeline
Steward Partners Investment Advisory, L…24,243$1.11M0.01%+7,80513F-HRTimeline
Essential Planning, LLC.24,225$1.11M0.45%-546,04013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC24,105$1.1M<0.01%+113F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.23,751$1.08M0.08%-4,36513F-HRTimelineGroup
Waterfront Wealth Inc.23,741$1.08M0.26%-4,15713F-HRTimeline
McAdam, LLC22,610$1.03M0.06%+10,91113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC22,559$1.03M0.01%+9,22513F-HRTimelineGroup
King Wealth Management Group22,373$1.02M0.15%-1,55713F-HRTimeline
Post Resch Tallon Group Inc.22,086$1.01M1.03%-16013F-HRTimeline
CGN Advisors LLC21,765$994K0.1%+1,33613F-HRTimeline
Wealth Watch Advisors, INC21,754$993K0.81%new13F-HRTimeline
GERBER, LLC21,600$986K0.82%-1,41113F-HRTimeline
Hoxton Planning & Management, LLC21,506$982K0.37%+1,17113F-HRTimeline
Register Financial Advisors LLC21,471$980K0.51%+1,96413F-HRTimeline