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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
ATMOS ADVISORY, LLC17,711$795K0.55%new13F-HRTimeline
Integrity Financial Corp /WA17,275$775K0.45%+29913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC17,161$770K0.17%+3,25413F-HRTimeline
IFG Advisory, LLC16,447$738K0.04%new13F-HRTimeline
Steward Partners Investment Advisory, L…16,438$738K0.01%+12,92213F-HRTimeline
Insight Wealth Strategies, LLC16,317$732K0.1%+1,76713F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.16,226$728K0.29%-5,92613F-HRTimeline
Sanctuary Advisors, LLC15,935$718K<0.01%-2,66913F-HRTimeline
Bond & Devick Financial Network, Inc.15,124$707K0.3%013F-HRTimeline
IHT Wealth Management, LLC15,690$704K0.02%+5,73713F-HRTimeline
Trust Investment Advisors15,592$700K0.45%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,490$695K<0.01%-737,60413F-HRTimelineGroup
Dupree Financial Group, LLC15,086$677K0.31%+23813F-HRTimeline
DecisionMap Wealth Management, LLC15,053$675K0.54%13F-HRTimeline
KOM Wealth Management Group, LLC15,028$674K0.5%+5,84913F-HRTimeline
MidAtlantic Capital Management, Inc.14,983$672K0.49%+19713F-HRTimeline
Independent Advisor Alliance14,742$661K0.01%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…14,732$661K0.22%new13F-HRTimeline
Gateway Wealth Partners, LLC14,631$657K0.17%+2,11613F-HRTimeline
Sunbelt Securities, Inc.14,422$648K0.06%+1,25613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding14,258$640K+13,305Timeline
Rise Advisors, LLC13,982$627K0.3%+14013F-HRTimeline
Burns Matteson Capital Management, LLC13,920$625K0.35%-1,42313F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV13,569$613K0.6%+3,61413F-HRTimeline
AMG National Trust Bank13,578$609K0.02%+42513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13,560$608K<0.01%-1,64813F-HRTimelineGroup
MontVue Capital Management, Inc.13,511$606K0.46%-1,71613F-HRTimeline
Vantage Financial Partners, LLC13,379$600K0.15%+13613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,334$598K0.01%-3,51813F-HRTimelineGroup
Miller Financial Services LLC13,251$595K0.5%13F-HRTimeline
REGATTA CAPITAL GROUP, LLC13,242$594K0.12%-47113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,153$590K0.01%-1,67213F-HRTimelineGroup
William Howard & Co Financial Advisors …12,964$582K0.53%+6,02913F-HRTimeline
Focus Financial Network, Inc.12,519$565K0.02%-81113F-HRTimeline
OPTIMA CAPITAL LLC12,520$563K0.39%13F-HRTimeline
Compass Advisory Group LLC12,436$561K0.2%-43113F-HRTimeline
MMA ASSET MANAGEMENT LLC12,479$560K0.24%-2,51613F-HRTimeline
Kraft, Davis & Associates, LLC12,171$546K0.16%new13F-HRTimeline
Cadent Capital Advisors, LLC11,911$534K0.19%+1,41113F-HRTimeline
BOSTON FAMILY OFFICE LLC11,799$529K0.04%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.11,776$528K0.24%new13F-HRTimeline
McAdam, LLC11,699$525K0.03%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC11,225$504K0.1%13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/11,160$501K0.11%new13F-HRTimeline
Rinkey Investments11,087$497K0.16%new13F-HRTimeline
SAGE FINANCIAL GROUP INC10,711$481K0.04%+1813F-HRTimeline
HOWE & RUSLING INC10,709$481K0.04%new13F-HRTimeline
FSM Wealth Advisors, LLC10,658$479K0.12%+67613F-HRTimeline
Towercrest Capital Management10,616$476K0.08%013F-HRTimeline
Traynor Capital Management, Inc.10,615$476K0.04%-1,83413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,464$470K0.02%-20713F-HRTimelineGroup
Wheelhouse Advisory Group LLC10,279$461K0.27%-34013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,208$458K0.04%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,993$448K<0.01%-2,52613F-HRTimelineGroup
McElhenny Sheffield Capital Management,…9,880$443K0.15%+713F-HRTimeline
Breakwater Capital Group9,870$443K0.09%-1,01813F-HRTimeline
Fortitude Advisory Group L.L.C.9,734$437K0.26%+40913F-HRTimeline
Aviso Financial Inc.9,710$436K0.02%013F-HRTimeline
PCA Investment Advisory Services Inc.9,689$435K0.2%-59313F-HRTimeline
Regal Investment Advisors LLC9,683$434K0.03%+95813F-HRTimeline
Consolidated Portfolio Review Corp9,576$430K0.07%+87213F-HRTimeline
NOVEM GROUP9,554$429K0.06%13F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.9,550$429K0.06%013F-HRTimeline
Aprio Wealth Management, LLC9,403$422K0.06%+6113F-HRTimeline
Wingate Wealth Advisors, Inc.9,391$421K0.41%13F-HRTimeline
Keystone Financial Group9,344$419K0.04%+99813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co9,330$419K0.01%013F-HRTimelineGroup
Barnes Wealth Management Group, Inc8,919$400K0.27%13F-HRTimeline
Canal Capital Management, LLC8,909$400K0.06%+1,21713F-HRTimeline
PFG Investments, LLC8,900$399K0.02%+513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,814$395K0.02%+8213F-HRTimelineGroup
Strata Wealth Advisors, LLC8,777$394K0.12%+1,75413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,776$394K<0.01%+3,77613F-HRTimelineGroup
Scott Capital Advisors, LLC8,626$383K0.11%-10413F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC8,523$382K0.2%013F-HRTimeline
Keel Point, LLC8,436$379K0.03%+2,33213F-HRTimeline
NCM Capital Management, LLC8,413$377K0.17%+1113F-HRTimeline
Cardinal Point Capital Management ULC8,315$375K0.06%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,218$369K<0.01%+3,88213F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC8,155$366K0.05%+2,75013F-HRTimeline
SlateStone Wealth, LLC8,094$363K0.04%-36813F-HRTimeline
Seelaus Asset Management LLC8,060$362K0.33%+1,15013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC7,935$356K0.04%+23113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT7,798$350K0.03%013F-HRTimeline
Northeast Financial Consultants Inc7,538$338K0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC7,304$328K0.01%-4,05613F-HRTimeline
Capital CS Group, LLC7,261$326K0.44%+1,09013F-HRTimeline
Trademark Financial Management, LLC7,203$323K0.26%-67613F-HRTimeline
Kovack Advisors, Inc.7,074$317K0.03%-1,06413F-HRTimeline
Moloney Securities Asset Management, LLC7,006$314K0.04%+1,13213F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC6,958$312K0.16%+2,58613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,910$310K0.01%-23,10013F-HRTimelineGroup
Hardy Reed LLC6,717$301K0.03%013F-HRTimeline
ROCKLAND TRUST CO6,577$295K0.02%013F-HRTimeline
TWO SIGMA SECURITIES, LLC6,527$293K0.05%new13F-HRTimeline
Synergy Investment Management, LLC6,500$292K0.13%13F-HRTimeline
CGC Financial Services, LLC6,440$289K0.12%-3,15913F-HRTimeline
New England Private Wealth Advisors LLC6,389$287K0.05%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,279$282K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC6,116$274K0.01%+1,59213F-HRTimeline
CW Advisors, LLC6,081$273K<0.01%-24813F-HRTimeline
Intelligence Driven Advisers, LLC5,987$269K0.05%-1,92313F-HRTimeline
EP Wealth Advisors, LLC5,948$267K<0.01%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,940$267K0.02%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,638$253K<0.01%+1,97013F-HRTimelineGroup
Redwood Financial Network Corp5,503$247K0.18%-1,26313F-HRTimeline
SAXON INTERESTS, INC.5,465$245K0.11%-2,56813F-HRTimeline
AE Wealth Management LLC5,384$242K<0.01%-4,18013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,296$238K0.01%-39413F-HR/ATimeline
American Trust5,233$235K0.02%new13F-HRTimeline
Fisher Asset Management, LLC5,145$231K<0.01%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,886$228K0.04%-2,15013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC5,049$227K0.04%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,983$224K<0.01%+37713F-HRTimeline
WealthShield Partners, LLC4,807$217K0.03%-11513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC4,830$217K0.07%-45213F-HRTimeline
JT Stratford LLC4,827$217K0.04%new13F-HRTimeline
D.B. Root & Company, LLC4,816$216K0.07%-77913F-HRTimeline
Capital Investment Advisors, LLC4,775$214K<0.01%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,743$213K0.01%+4613F-HRTimeline
Performance Wealth Partners, LLC4,549$204K0.01%013F-HRTimeline
GeoWealth Management, LLC4,436$199K0.01%-29,98813F-HRTimeline
Advisors Asset Management, Inc.4,319$194K<0.01%-2,44413F-HR/ATimeline
Glass Jacobson Investment Advisors llc3,949$177K0.06%+7513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERIFLEX GROUP, INC.3,132$141K0.06%13F-HRTimeline
Aspect Partners, LLC3,096$139K0.08%new13F-HRTimeline
Private Wealth Management Group, LLC2,823$127K0.05%new13F-HRTimeline
Financial Freedom, LLC2,452$110K0.06%-42713F-HRTimeline
IAG Wealth Partners, LLC2,438$109K0.02%013F-HRTimeline
Financial Management Professionals, Inc.2,330$105K0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,213$99.3K<0.01%+1313F-HRTimeline
Wilmington Savings Fund Society, FSB1,857$83.3K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,837$82.4K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA1,835$82.3K0.01%+12813F-HRTimeline
Glassman Wealth Services1,567$70.3K0.01%new13F-HRTimeline
Grant/GrossMendelsohn, LLC24,445$67.9K0.04%-10013F-HRTimeline
Pinnacle Bancorp, Inc.1,479$66.4K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,393$62.5K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,352$60.7K0.03%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,318$59.1K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC1,277$57.3K<0.01%013F-HRTimeline
Creative Capital Management Investments…1,241$55.7K0.02%013F-HRTimeline
Bell Investment Advisors, Inc1,233$55.3K0.01%013F-HRTimeline
Darwin Wealth Management, LLC1,167$52.4K0.02%+1013F-HR/ATimeline
Beacon Capital Management, LLC1,076$48.3K0.01%+1113F-HRTimeline
Federation des caisses Desjardins du Qu…1,010$45.3K<0.01%013F-HRTimeline
Investors Research Corp1,000$44.9K0.01%-22213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC793$35.6K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC704$31.6K<0.01%new13F-HRTimeline
Householder Group Estate & Retirement S…666$29K0.02%-77013F-HRTimeline
MAI Capital Management603$27.1K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…549$24.6K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC545$24.5K<0.01%-1,81513F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC538$24.1K0.01%+413F-HRTimeline
TRUST CO OF VERMONT507$22.7K<0.01%-36913F-HRTimeline
SIGNATUREFD, LLC502$22.5K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC485$21.7K<0.01%new13F-HRTimeline
Pineridge Advisors LLC482$21.6K0.01%-24213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.480$21.5K<0.01%+813F-HRTimelineGroup
Golden State Wealth Management, LLC457$20.5K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC446$20K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC431$19.4K0.02%new13F-HRTimeline
CoreCap Advisors, LLC377$16.9K<0.01%new13F-HRTimeline
Venturi Wealth Management, LLC356$16K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.354$15.9K0.01%+11613F-HRTimeline
MCF Advisors LLC330$14.8K<0.01%013F-HRTimeline
Crews Bank & Trust325$14.6K<0.01%13F-HRTimeline
Spectrum Wealth Counsel, LLC319$14.3K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc257$11.5K<0.01%new13F-HRTimeline
Caldwell Trust Co246$11K<0.01%013F-HRTimeline
Hemington Wealth Management266$11K<0.01%new13F-HRTimeline
Blue Trust, Inc.236$10.6K<0.01%new13F-HR/ATimeline
General Partner, Inc.230$10.3K0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.213$9.56K0.01%+2313F-HRTimeline
Salomon & Ludwin, LLC162$7.27K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC142$6.37K<0.01%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.103$5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WR Wealth Planners, LLC103$4.62K<0.01%013F-HRTimeline
Transce3nd, LLC83$3.72K<0.01%13F-HRTimeline
Nemes Rush Group LLC82$3.66K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC88$3K<0.01%-913F-HRTimeline
FSA Wealth Management LLC66$2.97K<0.01%013F-HRTimeline
Arax Advisory Partners59$2.63K<0.01%+1213F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …58$2.6K<0.01%013F-HRTimelineGroup
Archer Investment Corp56$2.51K<0.01%013F-HRTimeline
St. Johns Investment Management Company…52$2.33K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…37$1.66K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA29$1.3K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS21$942<0.01%new13F-HRTimelineGroup
Kozak & Associates, Inc.13$562<0.01%+113F-HRTimeline
HighMark Wealth Management LLC10$426<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7$314<0.01%-1513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6$269<0.01%new13F-HRTimelineGroup
Van Hulzen Asset Management, LLC0$21<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Evolution Advisers, Inc.17$00%013F-HRTimelineValue filed as zero, left out of ratios.
Activest Wealth Management0$00%-10713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Noble Wealth Management PBC0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.