Skip to content

FBND FIDELITY MERRIMACK STR TR

Follow

TOTAL BD ETF (fund)

745 managers (757 13F filers) reported a position in FBND shares at 2026-03-31, 459,026,975 shares in all. 65 filers opened a position and 38 filers sold out during the quarter.

Managers
745
13F filers
757
New
65
Added
455
Reduced
169
Sold out
38
Shares held by filers
459,026,975

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Golden State Wealth Management, LLC58,751$2.68M0.29%-4,63313F-HRTimeline
Summit Wealth Partners, LLC58,685$2.68M0.42%+22,50013F-HRTimeline
Retirement Management Systems Inc.58,134$2.65M0.64%-72413F-HRTimeline
HARMONY ASSET MANAGEMENT LLC57,944$2.64M0.81%new13F-HRTimeline
Powell Investment Advisors, LLC57,371$2.63M0.91%-2,59213F-HRTimeline
Professional Financial Advisors, LLC56,831$2.59M0.53%+3,59013F-HRTimeline
NWAM LLC55,889$2.55M0.15%+3,73513F-HRTimeline
Sugar Maple Asset Management, LLC55,170$2.52M1.53%+4,17013F-HRTimeline
LEGACY SOLUTIONS, LLC55,126$2.51M2.33%+3,33013F-HRTimeline
Transcendent Capital Group LLC54,447$2.48M1.13%+1,35513F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC54,393$2.48M1.84%+5,40113F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding54,291$2.48M+38,010Timeline
StoneX Group Inc.in group StoneX Group Inc.53,800$2.46M0.13%+2,49413F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC52,359$2.39M<0.01%013F-HRTimelineGroup
Kuhn & Co Investment Counsel51,897$2.37M1.52%+7,27413F-HRTimeline
Woodside Wealth Management LLC49,544$2.26M1.77%+4,65013F-HRTimeline
Bond & Devick Financial Network, Inc.48,710$2.22M0.62%+12,99513F-HRTimeline
Galvin, Gaustad & Stein, LLC47,969$2.19M0.18%+1,22713F-HRTimeline
WCG Wealth Advisors LLC47,547$2.17M0.06%+2,32113F-HRTimeline
Berger Financial Group, Inc46,345$2.11M0.12%+11,49713F-HRTimeline
Rinkey Investments46,147$2.11M0.54%+16,89613F-HRTimeline
Eley Financial Management, Inc45,864$2.09M0.76%+53713F-HR/ATimeline
Riverbend Wealth Management, LLC44,499$2.03M1.26%+1,38713F-HRTimeline
SMITH, MOORE & CO.44,425$2.03M0.15%+5,23813F-HRTimeline
Bangor Savings Bank44,198$2.02M0.16%013F-HRTimeline
Fullerton Advisors, LLC44,083$2.01M2.08%-4,78013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.43,951$2.01M0.92%+6,41413F-HRTimeline
Apex Wealth Management, LLC43,910$2M1.37%-48,35513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC43,578$2M0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC43,691$1.99M<0.01%-8,47213F-HRTimelineGroup
GERBER, LLC42,770$1.95M1.1%+10,64513F-HRTimeline
Connecticut Wealth Management, LLC41,932$1.91M0.08%-1,80813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…40,379$1.84M0.05%+6,82913F-HRTimelineGroup
KINTRA WEALTH, LLC40,211$1.83M0.13%new13F-HRTimeline
Interchange Capital Partners, LLC39,944$1.82M0.58%-6,92813F-HRTimeline
Avidian Wealth Enterprises, LLC39,941$1.82M0.06%+6,96913F-HRTimeline
IRON Financial LLC39,465$1.8M0.79%-81113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC39,427$1.8M0.06%+5,41113F-HRTimelineGroup
Slagle Financial, LLC39,317$1.79M0.59%+38713F-HRTimeline
Next Level Wealth Planning, LLC39,241$1.79M0.92%+10,31513F-HRTimeline
Vise Technologies, Inc.38,567$1.78M0.03%013F-HRTimeline
McAdam, LLC37,628$1.72M0.08%-1,96713F-HRTimeline
Centurion Wealth Management LLC37,489$1.71M0.39%+10,62113F-HRTimeline
QUADRANT CAPITAL GROUP LLC37,450$1.71M0.05%-56013F-HR/ATimeline
Gaddis Premier Wealth Advisors LLC37,246$1.7M1.26%-513F-HRTimeline
Federation des caisses Desjardins du Qu…37,050$1.69M0.01%-53313F-HRTimeline
Abbot Financial Management, Inc.36,259$1.65M0.7%+7,02913F-HRTimeline
National Wealth Management Group, LLC36,109$1.65M0.61%+11,11313F-HRTimeline
WealthBridge Capital Management, LLC34,777$1.59M0.37%+3,75713F-HRTimeline
Ballast Financial Advisors LLC34,744$1.59M1.63%+3,48013F-HRTimeline
SPINNAKER TRUST34,564$1.58M0.09%-94,36413F-HRTimeline
JFS WEALTH ADVISORS, LLC34,175$1.56M0.09%+6813F-HRTimeline
Rede Wealth, LLC34,005$1.55M0.56%-2,60913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC33,950$1.55M0.03%-1,45913F-HR/ATimeline
Capital Asset Managemnet, LLC33,865$1.54M1.74%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC33,814$1.54M1.1%+1,39213F-HRTimeline
Financial Freedom, LLC33,653$1.54M0.76%+5,69013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT33,565$1.53M0.01%-2,33013F-HRTimeline
United Advisor Group, LLC33,558$1.53M0.19%+2,00213F-HRTimeline
John W. Brooker & Co., CPAs33,543$1.53M2.41%-1,53813F-HRTimeline
First Bank & Trust33,526$1.53M0.25%+14,99213F-HRTimeline
Robertson Stephens Wealth Management, L…33,071$1.51M0.04%-66,09113F-HRTimeline
Hoxton Planning & Management, LLC33,104$1.51M0.45%+14,20113F-HRTimeline
Hartmann Taylor Wealth Management, LLC32,188$1.47M0.97%+6813F-HRTimeline
Merit Financial Group, LLC31,072$1.42M0.01%+18,73913F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV30,554$1.39M1.33%+14,89413F-HRTimeline
Worth Asset Management, LLC30,238$1.38M0.51%new13F-HRTimeline
Wealth Watch Advisors, INC29,715$1.36M0.57%+4,54613F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC29,424$1.34M0.04%+2,31513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…28,915$1.32M0.02%-2,52913F-HRTimelineGroup
Steward Partners Investment Advisory, L…28,680$1.31M0.01%+3,22613F-HRTimeline
VestGen Advisors, LLC27,837$1.27M0.04%+4,29613F-HRTimeline
Box Hill Private Wealth LLC27,371$1.25M1.23%+5,08113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC27,082$1.24M0.31%-21413F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC26,988$1.23M0.13%013F-HRTimeline
Waterfront Wealth Inc.26,833$1.22M0.22%+50713F-HRTimeline
KEYVANTAGE WEALTH, LLC26,805$1.22M0.54%-5,00213F-HRTimeline
Pasadena Private Wealth, LLC26,796$1.22M0.17%+18,77713F-HRTimeline
BFSG, LLC26,501$1.21M0.11%+2,76913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC26,333$1.2M<0.01%+47313F-HRTimelineGroup
Indie Asset Partners, LLC25,858$1.18M1.34%+5,07213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC25,436$1.16M0.68%+61713F-HRTimeline
Independent Advisor Alliance25,406$1.16M0.01%new13F-HRTimeline
Curtis Advisory Group, LLC25,343$1.16M0.25%+12313F-HRTimeline
Asempa Wealth Advisors25,338$1.16M1.01%+4413F-HRTimeline
Forum Private Client Group LLC25,159$1.15M0.38%+2,19513F-HRTimeline
Daybright Advisory Services, Inc.25,040$1.14M0.32%+29913F-HRTimeline
NWF Advisory Services Inc.24,672$1.13M0.13%+6,34813F-HRTimeline
Fairvoy Private Wealth, LLC24,132$1.1M0.26%-15713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC24,109$1.1M<0.01%-513F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC23,775$1.08M0.16%+1,22913F-HRTimeline
IBEX WEALTH ADVISORS23,747$1.08M0.1%+3613F-HRTimeline
Insight Wealth Strategies, LLC23,458$1.07M0.12%+2,05413F-HRTimeline
Valley Financial Group, Inc.23,181$1.06M0.57%+1,20213F-HRTimeline
Post Resch Tallon Group Inc.22,772$1.04M0.84%+26613F-HRTimeline
Lakeshore Capital Group, Inc.22,509$1.03M0.84%+11,47913F-HRTimeline
CoreCap Advisors, LLC22,403$1.02M0.03%+4,49913F-HRTimeline
LaSalle St. Investment Advisors, LLC22,349$1.02M0.14%+6,73913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22,172$1.01M0.01%+2,37813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,005$1M<0.01%-11413F-HRTimelineGroup
Traveka Wealth, LLC21,891$999K0.38%-9,47813F-HRTimeline
TWO SIGMA SECURITIES, LLC21,844$997K0.12%+3,00413F-HRTimeline
Gateway Wealth Partners, LLC21,582$985K0.04%+10,93313F-HRTimeline
NCM Capital Management, LLC21,141$964K0.35%+80013F-HRTimeline
Cedar Point Capital Partners, LLC21,084$962K0.62%+77013F-HRTimeline
MMA ASSET MANAGEMENT LLC20,840$951K0.33%+2,57313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…20,518$936K0.14%+2,27813F-HRTimeline
Qube Research & Technologies Ltd20,339$928K<0.01%-92313F-HRTimeline
Cosner Financial Group, LLC20,336$928K0.51%-94513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,279$925K0.02%-1,89013F-HRTimelineGroup
Latitude Advisors, LLC20,255$924K0.42%-4413F-HRTimeline
Register Financial Advisors LLC20,236$923K0.34%-33413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,170$920K<0.01%+8,20613F-HRTimelineGroup
Benchmark Financial Wealth Advisors, LLC19,690$898K0.25%+3,93713F-HRTimeline
King Wealth Management Group19,357$883K0.11%-1,17213F-HRTimeline
Beacon Pointe Advisors, LLC19,217$877K<0.01%+6,53413F-HRTimeline
Camelot Portfolios, LLC18,849$860K0.65%+10213F-HRTimeline
RCW Management, LLC18,807$858K0.88%+1,08413F-HRTimeline
Regal Investment Advisors LLC18,743$855K0.05%-69313F-HRTimeline
Patriot Financial Group Insurance Agenc…18,730$854K0.05%+9,28213F-HRTimeline
CGN Advisors LLC18,375$838K0.07%-3,92313F-HRTimeline
Trust Investment Advisors18,292$834K0.49%013F-HRTimeline
Chris Bulman Inc18,239$832K0.36%-2,61513F-HRTimeline
Kearns & Associates LLC18,235$832K0.45%+20013F-HRTimeline
Allegheny Financial Group18,151$828K0.11%-11,65713F-HRTimeline
Insight Advisors, LLC/ PA17,988$821K0.16%+29113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP17,881$816K0.05%+4,08613F-HRTimeline
Brookwood Investment Group LLC17,850$814K0.1%+1,44113F-HRTimeline
WORLD EQUITY GROUP, INC.17,434$795K0.21%+1,54313F-HRTimeline
GWN SECURITIES INC.17,342$791K0.15%-8,07213F-HRTimeline
Barnes Wealth Management Group, Inc17,281$788K0.4%+49613F-HRTimeline
Venture Visionary Partners LLC16,648$759K0.03%-32313F-HRTimeline
Trademark Financial Management, LLC16,619$758K0.37%+6,80913F-HRTimeline
First Heartland Consultants, Inc.16,618$758K0.06%-253,10713F-HRTimeline
Clearstead Trust, LLC16,525$754K0.12%013F-HRTimeline
Plan A Wealth LLC16,508$753K0.36%+813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,031,399$732K0.03%+1,974,27613F-HRTimelineGroup
AMG National Trust Bank15,444$705K0.02%+69613F-HRTimeline
BIP Wealth, LLC15,273$697K0.03%-11,82213F-HRTimeline
Traynor Capital Management, Inc.15,183$691K0.04%-5,39213F-HRTimeline
MidAtlantic Capital Management, Inc.15,034$686K0.47%-50713F-HRTimeline
Landing Point Financial Group, LLC14,915$680K0.33%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,511$662K0.01%+32713F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK14,387$656K<0.01%new13F-HRTimelineGroup
KOM Wealth Management Group, LLC14,383$656K0.45%+2,11113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…14,327$654K0.02%-8813F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,036$640K<0.01%-1,21513F-HRTimelineGroup
Dupree Financial Group, LLC13,846$632K0.25%-28913F-HRTimeline
Fortitude Advisory Group L.L.C.13,567$619K0.28%-399,84513F-HRTimeline
Compass Advisory Group LLC13,478$617K0.17%+3,81413F-HRTimeline
Asset One Wealth Management LLC13,281$610K0.07%-76713F-HRTimeline
REGATTA CAPITAL GROUP, LLC13,337$608K0.09%-51213F-HRTimeline
Csenge Advisory Group13,213$603K0.03%new13F-HRTimeline
Elevation Wealth Management LLC13,072$599K0.55%+1,68413F-HRTimeline
William Howard & Co Financial Advisors …12,964$591K0.51%013F-HRTimeline
Burns Matteson Capital Management, LLC12,943$590K0.23%013F-HRTimeline
PFG Investments, LLC12,678$578K0.03%+1,42713F-HRTimeline
BEAM WEALTH ADVISORS, INC.12,591$577K0.14%new13F-HRTimeline
Towercrest Capital Management12,636$576K0.09%013F-HRTimeline
Cadent Capital Advisors, LLC12,635$576K0.15%+15513F-HRTimeline
Seelaus Asset Management LLC12,580$574K0.41%+58513F-HRTimeline
EP Wealth Advisors, LLC12,532$572K<0.01%+4,20113F-HRTimeline
Keystone Financial Group12,526$571K0.04%+67813F-HRTimeline
BOKF, NAin group BOKF, NA12,470$569K0.01%013F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO12,455$568K0.06%+92713F-HRTimeline
Miller Financial Services LLC12,409$566K0.63%+1913F-HRTimeline
Keel Point, LLC12,363$564K0.04%+6,31413F-HRTimeline
Element Wealth, LLC12,218$557K0.23%-49113F-HRTimeline
Elevated Financial Group LLC12,218$557K0.18%new13F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding12,184$556K+6,092Timeline
Focus Financial Network, Inc.12,071$553K0.02%-27713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC12,061$550K0.02%+14913F-HRTimeline
Sunbelt Securities, Inc.12,055$550K0.03%-4,01813F-HRTimeline
Strategic Blueprint, LLC12,025$549K0.03%+1213F-HRTimeline
Advisors Asset Management, Inc.11,871$542K0.01%+4,89513F-HRTimeline
MontVue Capital Management, Inc.11,748$536K0.37%-86513F-HRTimeline
BOSTON FAMILY OFFICE LLC11,574$528K0.04%013F-HRTimeline
Weaver Consulting Group11,510$525K0.13%new13F-HRTimeline
Brown Financial Advisory11,473$523K0.26%-2,81213F-HRTimeline
Kraft, Davis & Associates, LLC11,330$517K0.11%013F-HRTimeline
SageView Advisory Group, LLC11,227$512K0.02%013F-HRTimeline
Midwest Financial Network, LLC11,029$503K0.4%new13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC10,973$501K0.32%+13613F-HRTimeline
Fisher Asset Management, LLC10,929$499K<0.01%+1,61113F-HRTimeline
Immaculate Wealth Management LLC10,755$491K3.88%13F-HRTimeline
WEDBUSH SECURITIES INC10,746$490K0.01%+3,20413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,723$489K0.08%new13F-HRTimeline
Vantage Point Financial LLC10,642$486K0.17%+1713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,244$467K0.03%-1,41113F-HRTimeline
Cape Investment Advisory, Inc.10,113$461K0.15%-1,03013F-HRTimeline
Plus Group Wealth Advisors LLC10,028$457K0.5%+1,30913F-HRTimeline
GreatBanc Trust CO10,000$456K0.32%013F-HRTimeline
CGC Financial Services, LLC9,939$453K0.13%+2,72113F-HRTimeline
Kure Advisory, LLC9,929$453K0.25%013F-HRTimeline
AssuredPartners Investment Advisors, LLC9,883$451K0.05%+2,45313F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/9,745$445K0.08%-2,50013F-HRTimeline
Breakwater Capital Group9,549$436K0.06%+3613F-HRTimeline
Access Investment Management LLC9,455$431K0.11%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co9,330$426K0.01%013F-HRTimelineGroup
HB Wealth Management, LLC9,320$425K<0.01%-47313F-HRTimeline