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Disclosery

FBND FIDELITY MERRIMACK STR TR

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TOTAL BD ETF (fund)

621 managers (629 13F filers) reported a position in FBND shares at 2025-06-30, 357,509,865 shares in all. 57 filers opened a position and 48 filers sold out during the quarter.

Managers
621
13F filers
629
New
57
Added
326
Reduced
199
Sold out
48
Shares held by filers
357,509,865

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
WealthCare Investment Partners, LLC174,146$7.95M2.86%-95113F-HRTimeline
Gladstone Institutional Advisory LLC172,304$7.88M0.33%-1,71313F-HRTimeline
Keystone Wealth Services, LLC171,573$7.85M1.89%+7413F-HRTimeline
OneDigital Investment Advisors LLC165,610$7.58M0.08%new13F-HRTimeline
TrueWealth Advisors, LLC165,338$7.56M2.24%+15,77613F-HRTimeline
Greykasell Wealth Strategies, Inc.165,126$7.55M3.62%+40,26713F-HRTimeline
Parallel Advisors, LLC165,088$7.55M0.15%+9,83813F-HRTimeline
Advisory Services Network, LLC164,827$7.5M0.12%+18,82313F-HRTimeline
TD Capital Management LLC162,702$7.44M0.7%+3,85513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.161,680$7.4M0.06%+5,13813F-HRTimelineGroup
Dentgroup LLC159,500$7.3M5.06%+9,86113F-HRTimeline
OmniStar Financial Group, Inc.158,797$7.26M5.44%+14,48813F-HRTimeline
Sigma Planning Corp157,455$7.2M0.22%+2,45213F-HRTimeline
Mutual Advisors, LLC155,464$7.09M0.18%+3,06513F-HRTimeline
TD Waterhouse Canada Inc.153,078$7M0.05%+37,83413F-HRTimeline
Parcion Private Wealth LLC152,622$6.98M0.5%+8,31013F-HRTimeline
Clarity Wealth Advisors, LLC151,881$6.95M1.71%+6,78513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…150,385$6.86M0.01%+2,64213F-HRTimeline
CMH Wealth Management LLC146,774$6.74M1.57%+6,44313F-HRTimeline
CW Advisors, LLC144,076$6.59M0.06%-2,61313F-HRTimeline
Baker Avenue Asset Management, LP142,324$6.51M0.19%-12,13013F-HRTimeline
Accelerate Investment Advisors LLC141,664$6.48M4.82%+8,14813F-HRTimeline
Holos Integrated Wealth LLC141,327$6.47M3.89%+17,14813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC140,317$6.42M1.62%+2,14013F-HRTimeline
SilverOak Wealth Management LLC140,183$6.41M1.2%+8,21513F-HRTimeline
Visionary Wealth Advisors138,301$6.33M0.32%-18,08413F-HRTimeline
Masso Torrence Wealth Management Inc.137,220$6.28M2.9%+9,19913F-HRTimeline
Sequoia Financial Advisors, LLC134,468$6.15M0.04%-37,86513F-HRTimeline
Madison Wealth Partners, Inc133,676$6.12M1.33%+10,94513F-HRTimeline
BOS Asset Management, LLC130,578$5.97M1.91%+56613F-HRTimeline
COMERICA BANK130,100$5.95M0.02%-24,74713F-HRTimeline
Accredited Wealth Management, LLC129,431$5.94M4.82%+8,34513F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.129,430$5.94M5.48%13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC127,193$5.82M3.97%-13,78413F-HRTimeline
Crumly & Associates Inc.126,756$5.8M1.41%+15,44813F-HRTimeline
SPINNAKER TRUST123,863$5.67M0.34%-4,99913F-HRTimeline
Onyx Bridge Wealth Group LLC122,535$5.61M0.74%+5,44513F-HRTimeline
Axis Wealth Partners, LLC121,820$5.57M3.66%+6,97413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…120,900$5.53M0.2%+111,84613F-HRTimelineGroup
Allen Capital Group, LLC119,183$5.45M0.57%-8,45313F-HRTimeline
Landmark Wealth Management, LLC118,559$5.42M2.31%-2,52413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC117,244$5.36M1.58%new13F-HRTimeline
TSFG, LLC116,547$5.33M0.96%+115,92113F-HRTimeline
Orion Porfolio Solutions, LLC116,478$5.33M0.05%-4,65713F-HR/ATimeline
PKS Advisory Services, LLC113,779$5.21M1.32%+5,55513F-HRTimeline
CFO4Life Group, LLC113,616$5.2M0.81%-2,06913F-HRTimeline
B. Riley Wealth Advisors, Inc.111,850$5.12M0.25%+15,26813F-HRTimeline
Strategic Blueprint, LLC111,581$5.1M0.25%-18,63813F-HRTimeline
UNIQUE WEALTH, LLC110,725$5.07M0.82%+25,33213F-HRTimeline
Andrew Hill Investment Advisors, Inc.110,380$5.05M4.06%-10,89213F-HRTimeline
Tradewinds, LLC.110,251$5.04M3.83%new13F-HRTimeline
Merkkuri Wealth Advisors LLC110,251$5.04M3.83%+4,85513F-HRTimeline
Financial Synergies Wealth Advisors, In…110,148$5.04M0.55%+21,90713F-HRTimeline
IFP Advisors, Inc109,463$5.01M0.14%+6,16613F-HRTimeline
Waverly Advisors, LLC108,643$4.97M0.05%-3,74013F-HRTimeline
IHT Wealth Management, LLC108,496$4.96M0.14%+92,45013F-HRTimeline
CRA Financial Services, LLC106,350$4.87M0.74%+7,17213F-HRTimeline
Allegheny Financial Group104,919$4.8M1.07%-79,67413F-HRTimeline
FIRST UNITED BANK & TRUST104,394$4.78M1.66%+2,03513F-HRTimeline
Quad-Cities Investment Group, LLC104,052$4.76M2.16%+8,01113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.102,234$4.68M0.31%-5,78513F-HRTimelineGroup
Spectrum Investment Advisors, Inc.99,834$4.57M2.65%+5,20013F-HRTimeline
Peterson Wealth Advisors, LLC99,756$4.56M0.75%-7,09413F-HRTimeline
Carnegie Investment Counsel99,335$4.54M0.09%+10,74013F-HRTimeline
Betterment LLC97,501$4.46M0.01%+2,59713F-HRTimeline
WEALTHSPAN PARTNERS, LLC97,322$4.45M1.85%+8,22913F-HRTimeline
Maple Capital Management, Inc.97,294$4.45M0.3%+1,41013F-HRTimeline
Prosperity Consulting Group, LLC94,674$4.33M0.32%+3,09413F-HRTimeline
Sowell Financial Services LLC94,542$4.33M0.18%+1,89713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC93,122$4.25M0.76%+14,09113F-HRTimeline
Envision Financial Planning, LLC91,959$4.21M1.97%+6,16213F-HRTimeline
D.A. DAVIDSON & CO.91,798$4.2M0.03%+74,87713F-HRTimeline
Opal Wealth Advisors, LLC91,472$4.18M1.16%+3,21613F-HRTimeline
RDA Financial Network91,410$4.18M1.13%+2,73013F-HRTimeline
Triangle Securities Wealth Management90,041$4.12M1.01%+28,57413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ipsen Advisor Group LLC89,901$4.11M3.13%+4,66013F-HRTimeline
Chesley Taft & Associates LLC89,400$4.09M0.18%+5,10013F-HRTimeline
Ashton Thomas Private Wealth, LLC87,628$4.02M0.14%-32613F-HRTimeline
Red Mountain Financial, LLC87,210$3.99M4.43%-2,50713F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…85,292$3.9M0.72%-7,44413F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY82,623$3.79M3.33%+11313F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.82,791$3.79M1.55%-1,42013F-HRTimeline
LINCOLN CAPITAL CORP81,947$3.75M1.44%+2,08213F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC80,989$3.71M4.67%-1,73013F-HRTimeline
TFB Advisors LLC79,453$3.63M0.95%+12,99913F-HRTimeline
Savvy Advisors, Inc.77,899$3.56M0.24%-1,53113F-HRTimeline
VestGen Advisors, LLC76,377$3.51M0.14%new13F-HRTimeline
Barry Investment Advisors, LLC76,150$3.5M0.87%+14,87713F-HRTimeline
InTrack Investment Management Inc75,506$3.45M2.32%+39,35813F-HRTimeline
Horizon Investment Services, LLC74,424$3.4M1.49%-4,13713F-HRTimeline
Ausdal Financial Partners, Inc.73,516$3.36M0.22%-6,27313F-HRTimeline
Family Capital Management, Inc.73,066$3.34M1.75%+2,16313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC72,963$3.34M0.33%-1,01713F-HRTimeline
Fiduciary Alliance LLC72,454$3.31M0.25%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC70,683$3.23M0.15%+52213F-HRTimeline
Mainsail Financial Group, LLC71,396$3.23M1.51%new13F-HRTimeline
Soltis Investment Advisors LLC70,164$3.21M0.25%-9,03313F-HRTimeline
Investment Advisory Group, LLC69,846$3.2M0.97%+2613F-HRTimeline
NewEdge Wealth, LLC69,493$3.19M0.05%+35,62113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC69,629$3.19M0.04%new13F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC69,345$3.17M2.09%+19,69113F-HRTimeline
Paragon Advisors, LLC67,449$3.09M0.81%-39,25513F-HRTimeline
COZAD ASSET MANAGEMENT INC67,218$3.08M0.27%+45513F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS66,474$3.04M0.01%-2,94413F-HRTimeline
Warwick Investment Management, Inc.66,294$3.03M0.59%+6,78813F-HRTimeline
Davis Wealth Advisors, LLC66,076$3.02M3.21%+13,29413F-HRTimeline
Golden State Wealth Management, LLC66,057$3.02M0.37%+17,81513F-HRTimeline
21 West Wealth Management LLC65,592$3M3.03%13F-HRTimeline
Mascagni Wealth Management, Inc.65,300$2.99M2.54%-1,80213F-HRTimeline
Tower Wealth Partners, Inc.65,024$2.97M1.76%-2,53513F-HRTimeline
Shore Point Advisors, LLC63,001$2.88M1.38%+7113F-HRTimeline
Beta Wealth Group, Inc.62,337$2.85M1.04%+2,19513F-HRTimeline
Powell Investment Advisors, LLC61,406$2.82M1.06%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT61,569$2.82M0.02%-53,38413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…61,365$2.81M0.05%+16,85113F-HRTimelineGroup
Capital Asset Advisory Services LLC59,704$2.73M0.13%+2,91713F-HRTimeline
Professional Financial Advisors, LLC58,287$2.67M0.62%+5,95513F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC58,256$2.67M0.42%+7,35013F-HRTimeline
Future Financial Wealth Managment LLC58,191$2.66M1.81%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC56,926$2.61M0.24%+1,23913F-HRTimelineGroup
AdvisorNet Financial, Inc56,751$2.6M0.17%+17413F-HRTimeline
Koshinski Asset Management, Inc.56,247$2.57M0.19%-70,96513F-HRTimeline
Janney Montgomery Scott LLC56,129$2.57M0.01%-52,04313F-HRTimeline
Leelyn Smith, LLC54,988$2.52M0.41%-1,83213F-HRTimeline
Atria Wealth Solutions, Inc.54,523$2.5M0.06%-324,39213F-HRTimeline
Simplicity Wealth,LLC54,442$2.49M0.1%+43,90413F-HRTimeline
FORONJY FINANCIAL LLC53,030$2.43M1.14%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC52,358$2.4M<0.01%013F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC52,130$2.38M0.23%-249,48813F-HRTimelineGroup
NORRIS PERNE & FRENCH LLP/MI51,995$2.38M0.17%+4,00713F-HRTimeline
Canvas Wealth Advisors, LLC51,395$2.34M0.46%+23,06713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.50,973$2.34M0.11%+42,35513F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC50,456$2.31M0.16%-6,41113F-HRTimeline
Graney & King, LLC50,169$2.3M1.54%+3,40213F-HRTimeline
NWAM LLC49,362$2.25M0.13%+10,86313F-HR/ATimeline
LEGACY SOLUTIONS, LLC49,122$2.25M2.15%+38213F-HRTimeline
Wingate Wealth Advisors, Inc.48,408$2.21M1.97%+19,42313F-HRTimeline
OLD MISSION CAPITAL LLC47,151$2.16M0.06%new13F-HRTimeline
PITTENGER & ANDERSON INC46,230$2.12M0.08%+4,79513F-HRTimeline
DecisionMap Wealth Management, LLC46,213$2.11M1.45%-58813F-HRTimeline
Eley Financial Management, Inc46,160$2.11M0.81%-51613F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC45,732$2.09M1.77%-28,97713F-HRTimeline
SMITH, MOORE & CO.45,722$2.09M0.18%+2,53213F-HRTimeline
Lakeshore Capital Group, Inc.44,953$2.06M1.82%+6,71013F-HRTimeline
Bangor Savings Bank44,198$2.02M0.18%-1,33713F-HRTimeline
IRON Financial LLC43,808$2M1.06%+4213F-HRTimeline
Bryant Woods Investment Advisors, LLC42,244$1.93M0.83%+6,33713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…42,242$1.93M<0.01%-7,87613F-HR/ATimelineGroup
John W. Brooker & Co., CPAs42,304$1.93M4.52%-353,90313F-HRTimeline
Fermata Advisors, LLC41,477$1.9M0.51%-326,94013F-HRTimeline
Transcendent Capital Group LLC41,263$1.89M0.97%+1,51413F-HRTimeline
Interchange Capital Partners, LLC40,842$1.87M0.43%+89813F-HR/ATimeline
Intrua Financial, LLC40,813$1.87M0.27%+29,61913F-HRTimeline
Woodside Wealth Management LLC40,697$1.86M1.6%+2,12513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC40,079$1.83M<0.01%+32,07113F-HRTimelineGroup
McAdam, LLC40,036$1.83M0.1%+17,42613F-HRTimeline
Federation des caisses Desjardins du Qu…39,607$1.81M0.01%-23213F-HRTimeline
Scott Capital Advisors, LLC39,527$1.8M0.49%+30,43413F-HRTimeline
Slagle Financial, LLC39,135$1.79M0.72%-60,31013F-HRTimeline
Kuhn & Co Investment Counsel39,125$1.79M1.35%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC37,790$1.73M0.06%-7,71913F-HRTimeline
Galvin, Gaustad & Stein, LLC37,636$1.72M0.15%+3,67113F-HRTimeline
Rinkey Investments37,498$1.72M0.52%+25,85913F-HRTimeline
Riverbend Wealth Management, LLC37,423$1.71M1.3%-3,77813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding36,864$1.69M+23,529Timeline
Hartmann Taylor Wealth Management, LLC36,273$1.66M1.38%-5,47413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC34,720$1.59M0.06%+28,78013F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC34,342$1.57M0.71%-5,71713F-HRTimeline
Berger Financial Group, Inc34,264$1.57M0.1%-63713F-HRTimeline
IFG Advisory, LLC34,124$1.56M0.08%+6,55013F-HRTimeline
Essential Planning, LLC.34,032$1.56M0.58%+9,80713F-HRTimeline
&PARTNERS32,293$1.55M0.01%-6,30313F-HRTimeline
JFS WEALTH ADVISORS, LLC33,984$1.55M0.1%+6413F-HRTimeline
Legacy Financial Advisors, Inc.33,917$1.55M0.24%-3,59613F-HRTimeline
Northwest Capital Management Inc33,360$1.53M0.83%-71413F-HRTimeline
Robertson Stephens Wealth Management, L…32,974$1.51M0.05%-24,01613F-HRTimeline
ORG Partners LLC31,434$1.44M0.31%+15,10613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…31,396$1.44M0.04%+5,61213F-HRTimelineGroup
Rise Advisors, LLC30,593$1.4M0.56%+16,72913F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.30,338$1.39M0.77%+4,01513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC30,264$1.38M0.11%+18,78513F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC29,969$1.37M0.04%-19,04913F-HRTimeline
Bond & Devick Financial Network, Inc.29,933$1.37M0.46%+2,48313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC29,799$1.36M0.04%+2,90013F-HRTimeline
Valley Financial Group, Inc.29,564$1.35M0.82%+3,32113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC29,553$1.35M1.03%+12413F-HRTimeline
EWG Elevate Inc.28,533$1.31M0.4%-23,28113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC27,148$1.24M0.4%-19513F-HRTimeline
Strata Wealth Advisors, LLC26,371$1.21M0.33%+15,90213F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC26,064$1.19M0.8%-91213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,376$1.16M0.08%+1,07413F-HRTimeline
Compound Planning, Inc.25,338$1.16M0.04%+6,74513F-HRTimeline
IBEX WEALTH ADVISORS25,124$1.15M0.12%-71613F-HRTimeline
Next Level Wealth Planning, LLC25,027$1.14M0.73%+5,02913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.24,914$1.14M0.01%+12,93013F-HRTimelineGroup
DEFINED WEALTH MANAGEMENT, LLC24,639$1.13M0.7%-3,22313F-HRTimeline
Curtis Advisory Group, LLC24,138$1.1M0.28%-2,40313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC24,106$1.1M<0.01%+113F-HRTimelineGroup
Fairvoy Private Wealth, LLC24,075$1.1M0.27%-32213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.24,053$1.1M0.08%+30213F-HRTimelineGroup