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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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…73,383,975$3.29B2.78%+68,916,06213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY35,169,747$1.58B0.11%+7,119,35613F-HR/ATimelineGroup
FMR LLCin group FMR LLC12,865,154$577M0.03%+261,00613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,296,969$507M0.05%+879,26013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,194,319$323M0.03%+2,024,83913F-HRTimelineGroup
COUNTRY TRUST BANK5,991,275$269M6.72%+31,17313F-HRTimeline
UBS Group AGin group UBS Group AG5,050,176$227M0.05%+269,47613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,813,032$216M+150,868Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,378,020$196M0.07%13F-HR/ATimelineGroup
RFG Advisory, LLC4,293,510$193M5.45%+250,76413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding3,922,005$177M+247,976Timeline
MATHER GROUP, LLC.3,651,935$164M2.13%+106,95313F-HRTimeline
LPL Financial LLC3,379,362$152M0.06%+594,98613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,374,879$151M0.03%+1,277,57513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,125,373$140M0.31%+123,08713F-HR/ATimelineGroup
Legacy Wealth Management, LLC3,080,887$138M8.87%+143,63113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,049,607$137M0.2%+670,46513F-HRTimeline
Dynasty Wealth Management, LLC2,940,413$132M2.28%+1,725,93813F-HRTimeline
Cetera Investment Advisers2,804,806$126M0.26%+996,03513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,614,666$117M2.7%+91,09013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,493,627$112M0.22%+334,59713F-HRTimelineGroup
Blue Chip Partners, LLC2,456,424$110M9.48%-40,44013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,970,788$88.4M3.55%+68,05913F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC8,809,902$86M2.27%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,855,006$83.2M2.45%+95,07313F-HRTimeline
MML INVESTORS SERVICES, LLC1,797,039$80.6M0.28%+60,09813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,758,308$78.9M0.01%new13F-HRTimelineGroup
TruWealth Advisors, LLC1,740,086$78.1M4.71%+536,54713F-HRTimeline
Summit Financial Strategies, Inc.1,737,448$78M8.6%+147,43713F-HRTimeline
HighTower Advisors, LLC1,706,590$76.6M0.1%+1,011,34113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,652,595$74.2M+905,121Timeline
Retirement Planning Group, LLC1,597,812$71.7M3.61%+656,84113F-HRTimeline
McKinley Carter Wealth Services, Inc.1,550,144$69.6M4.26%+194,68713F-HRTimeline
Octavia Wealth Advisors, LLC1,463,599$66M8.01%+81,52613F-HRTimeline
Cambridge Investment Research Advisors,…1,461,377$65.6M0.22%+561,87613F-HRTimeline
CWM, LLCin group CWM, LLC1,416,936$63.6M0.26%+143,28813F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC1,394,635$62.6M4.9%+675,79513F-HRTimeline
Falcon Wealth Planning1,109,388$49.8M5.55%+22,47013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,078,366$48.4M1.34%+53,92113F-HRTimelineGroup
Quotient Wealth Partners, LLC1,050,303$47.1M1.54%+24,81113F-HRTimeline
Crane Advisory, LLC1,050,079$47.1M8.26%-40,02913F-HRTimeline
Aptus Capital Advisors, LLC1,043,318$47M0.56%+172,16013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,038,147$46.6M+345,847Timeline
HUB Investment Partners, LLC1,016,093$45.6M1.92%+102,23313F-HRTimeline
Dynamic Advisor Solutions LLC991,331$44.5M1.92%+34,81813F-HRTimeline
Sunburst Financial Group, LLC986,466$44.3M10.94%+116,42513F-HRTimeline
Fermata Advisors, LLC964,442$43.3M8.08%-82,21613F-HRTimeline
Valeo Financial Advisors, LLC942,475$42.3M1.18%+719,59213F-HRTimeline
Harbor Group, Inc.918,090$41.2M9.26%+34,77113F-HRTimeline
Modern Wealth Management, LLC916,117$41.1M1.54%new13F-HR/ATimeline
McGlone Suttner Wealth Management, Inc.895,790$40.2M6.71%+247,92213F-HRTimeline
Sherrill & Hutchins Financial Advisory,…823,928$37M32.68%+31,30113F-HRTimeline
Creative Planningin group Creative Planning822,015$36.9M0.04%+754,29913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV774,785$34.8M2.82%+18,62213F-HRTimeline
OLIO Financial Planning765,888$34.4M12.07%+653,99113F-HRTimeline
POWER WEALTH MANAGEMENT LLC744,852$33.4M13.96%+109,72213F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT731,982$32.8M6.54%+36,89413F-HRTimeline
Drake & Associates, LLC715,999$32.4M9.21%+164,56913F-HRTimeline
Goodwin Investment Advisory711,339$31.9M16.72%+70,98013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.701,958$31.6M2.81%+75,57213F-HRTimeline
VICUS CAPITAL704,993$31.6M2.81%-8,54013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management694,526$31.2M0.45%+61,75613F-HRTimelineGroup
WestHill Financial Advisors, Inc.682,918$30.6M6.86%+20,40313F-HRTimeline
Shorepoint Capital Partners LLC679,998$30.5M6.98%+33,49713F-HRTimeline
Navalign, LLC666,172$29.9M8.79%+33,93613F-HRTimeline
Mascoma Wealth Management LLC653,202$29.3M7.36%+26,55713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.647,118$29M0.18%+125,61313F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…634,556$28.5M2.99%+25,83513F-HRTimeline
Shakespeare Wealth Management, LLC629,202$28.2M7.61%+16,10113F-HRTimeline
Pallas Capital Advisors LLC610,684$27.4M1.17%-574,09813F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.609,484$27.3M10.09%+160,86113F-HRTimeline
Rehmann Capital Advisory Group591,868$26.6M1.68%-15,99313F-HRTimeline
REGIMEN WEALTH, LLC591,627$26.5M8.67%+46,04813F-HRTimeline
CPA Asset Management Group, LLC591,155$26.5M12.33%+25,08113F-HRTimeline
Essential Planning, LLC.570,265$26M0.17%+563,28013F-HRTimeline
Arete Wealth Advisors, LLC578,076$26M1.87%+130,01113F-HRTimeline
Wealth Alliance Advisory Group, LLC578,236$25.9M5.48%+4,86313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management576,971$25.9M0.8%-7,19713F-HRTimelineGroup
NewEdge Advisors, LLC564,648$25.3M0.15%+13,16513F-HRTimeline
Lineweaver Wealth Advisors, LLC563,975$25.3M4.68%+34,46613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC563,676$25.3M4.73%+274,05113F-HRTimeline
Presidio Capital Management, LLC557,442$25M13.39%+67,49913F-HRTimeline
Wealthspire Retirement, LLC551,555$24.7M1.95%+112,25913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.549,855$24.7M0.05%+168,43513F-HRTimelineGroup
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC548,449$24.4M2.24%+12,97513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC539,311$24.2M0.04%+57,40213F-HRTimelineGroup
WBH ADVISORY INC535,162$24M2.23%+48,40813F-HRTimeline
Coyle Financial Counsel LLC534,438$24M7.59%+60,39713F-HRTimeline
Compass Ion Advisors, LLC525,097$23.6M2.8%+58,60313F-HRTimeline
Beta Wealth Group, Inc.501,904$22.5M9.96%+29,81413F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC488,984$21.9M14.74%-98813F-HRTimeline
ABLE Financial Group, LLC476,625$21.4M6.32%+270,48913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…463,362$20.8M8.3%+14,46713F-HRTimeline
Cyndeo Wealth Partners, LLC462,981$20.8M1.4%-18,66913F-HRTimeline
Riverpoint Wealth Management Holdings, …449,168$20.2M5.26%+88,82013F-HRTimeline
Main Street Financial Solutions, LLC449,162$20.2M1.99%-9,36813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV440,466$19.8M0.05%-15,55113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC440,097$19.7M1.78%-13,08913F-HRTimeline
Global Retirement Partners, LLC438,597$19.7M0.56%-7,44513F-HRTimeline
HARBOUR INVESTMENTS, INC.421,099$18.9M0.54%+38,37313F-HRTimeline
ASPIRIANT, LLC416,563$18.7M0.67%+25,51313F-HRTimeline
WNY Asset Management, LLC414,209$18.6M2.3%+50,04413F-HRTimeline
Allworth Financial LP412,337$18.6M0.1%+188,50113F-HRTimeline
Bridgewealth Advisory Group, LLC404,388$18.3M5.16%+82,66013F-HRTimeline
DeDora Capital, Inc.406,343$18.2M4.99%+2,24313F-HRTimeline
Horizon Investments, LLC400,651$17.9M0.51%-18,26913F-HRTimeline
Certified Advisory Corp397,080$17.8M1.93%+7,88713F-HRTimeline
Gotham Asset Management, LLC394,635$17.7M0.17%+26,85413F-HRTimeline
EnRich Financial Partners LLC390,292$17.5M5.83%+10,54313F-HRTimeline
BAKER BOYER NATIONAL BANK388,918$17.5M6.03%-2,67413F-HRTimeline
VALLEY NATIONAL ADVISERS INC383,672$17.2M3.09%+53,13513F-HRTimeline
CMG Global Holdings, LLC375,491$16.9M9.32%-9,53213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC369,330$16.6M0.02%-144,16913F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…362,890$16.3M2.48%+63,33213F-HRTimeline
John W. Brooker & Co., CPAs362,093$16.2M7.01%+14,62413F-HRTimeline
Walker Financial Services, Inc.361,548$16.2M9.43%+65,03913F-HRTimeline
Integrated Wealth Concepts LLC359,741$16.1M0.19%+71,92213F-HRTimeline
Occidental Asset Management, LLC357,644$16M2.5%+13,23913F-HRTimeline
Souders Financial Advisors354,014$15.9M2.22%+34,78313F-HRTimeline
Southern Style Financial, Inc.352,577$15.8M12.81%13F-HRTimeline
Triad Wealth Partners, LLC350,166$15.7M5.67%-43,23813F-HRTimeline
Centerline Wealth Advisors, LLC345,161$15.5M9.08%13F-HRTimeline
Atria Wealth Solutions, Inc.337,452$15.2M0.17%+51,26913F-HRTimeline
KFA Private Wealth Group, LLC320,407$14.4M6.02%+48,71513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.313,447$14.1M0.13%+127,43613F-HRTimelineGroup
Destiny Capital Corp/CO313,264$14.1M8.53%+6,38213F-HRTimeline
Meriwether Wealth & Planning, LLC312,070$14M9.97%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED309,715$13.9M1.29%+180,07713F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC309,229$13.9M5.95%+4,73213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …302,947$13.7M1.16%new13F-HRTimelineGroup
Unique Wealth Strategies, LLC301,195$13.5M5.94%+11,19213F-HRTimeline
Baker Ellis Asset Management LLC297,983$13.4M1.97%+4,94913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC296,307$13.3M2.47%+3,22013F-HRTimeline
KICKSTAND VENTURES, LLC.293,403$13.2M3.36%-6,74413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC292,330$13.1M1.52%-76,63313F-HRTimelineGroup
BG Investment Services, LLC286,758$12.9M12.96%13F-HRTimeline
RCS Financial Planning, LLC284,743$12.8M6.83%new13F-HRTimeline
Pasadena Private Wealth, LLC284,869$12.8M2.63%+14,00813F-HRTimeline
Financial & Tax Architects, LLC284,242$12.8M3.25%new13F-HRTimeline
PFG Advisors279,572$12.5M0.77%+44,59313F-HRTimeline
Foundations Investment Advisors, LLC278,995$12.5M0.24%+49,59713F-HRTimeline
Salus Financial Advisors, LLC277,157$12.4M9.74%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …276,781$12.4M0.19%-11,75513F-HRTimelineGroup
Goldstone Financial Group, LLC270,986$12.2M1.91%+11,70713F-HRTimeline
Dogwood Wealth Management LLC268,726$12.1M6.38%new13F-HRTimeline
DAHRING | CUSMANO LLC268,401$12M10.92%13F-HRTimeline
tru Independence LLC265,082$11.9M3.74%+16,70713F-HRTimeline
MJP ASSOCIATES INC /ADV263,804$11.8M2.13%+12,68813F-HRTimeline
GENESIS PRIVATE WEALTH, LLC263,732$11.8M6.52%13F-HRTimeline
COURIER CAPITAL LLC258,695$11.6M0.8%+109,41313F-HRTimeline
Buttonwood Financial Advisors Inc.255,763$11.5M5.04%+25,11313F-HRTimeline
LPF Advisors LLC252,202$11.3M9.47%+13,57013F-HRTimeline
Summit X, LLC249,215$11.2M2.48%+21,89713F-HRTimeline
New Insight Wealth Advisors248,192$11.1M5.58%+57,82713F-HRTimeline
Williams & Novak Wealth Management, LLC247,973$11.1M10.73%+53,37513F-HRTimeline
Vestmark Advisory Solutions, Inc.244,867$11M0.38%-30,78313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP241,097$10.8M0.02%-211,04113F-HRTimelineGroup
Physician Wealth Advisors, Inc.234,164$10.5M1.78%-21,29913F-HRTimeline
Resolute Wealth Strategies, LLC233,134$10.5M5.38%-197,47413F-HRTimeline
World Investment Advisors226,993$10.2M0.28%+42,58313F-HRTimeline
Milestone Investment Advisors LLC225,937$10.1M2.75%+216,08513F-HRTimeline
Investment Planning Advisors, Inc.225,245$10.1M4.41%+13,49813F-HRTimeline
USAdvisors Wealth Management, LLC222,011$9.96M3.24%+38,05413F-HRTimeline
Cornerstone Wealth Management, LLC220,432$9.89M0.67%+64,38813F-HRTimeline
Larson Financial Group LLC216,240$9.7M0.5%+90,73613F-HRTimeline
STEPH & CO211,934$9.51M3.21%-31,71013F-HRTimeline
Valmark Advisers, Inc.210,966$9.47M0.15%+45,16713F-HRTimeline
Allegheny Financial Group210,464$9.44M2.43%+40413F-HRTimeline
Atria Investments, Inc207,266$9.3M0.12%+32,92613F-HRTimeline
Sequoia Financial Advisors, LLC206,605$9.27M0.09%-44,62313F-HR/ATimeline
Linscomb Wealth, Inc.204,508$9.18M0.46%+20,93613F-HRTimeline
Apex Wealth Management, LLC202,327$9.08M7.83%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP197,860$8.88M0.01%+3,21313F-HRTimelineGroup
WealthCare Investment Partners, LLC196,108$8.81M3.84%-26,19013F-HRTimeline
Opes Wealth Management LLC195,401$8.77M1.8%+10,67013F-HRTimeline
CENTAURUS FINANCIAL, INC.194,827$8.74M0.53%+9,14613F-HRTimeline
Farther Finance Advisors, LLC194,183$8.71M0.32%+189,22613F-HRTimeline
MEMBERS WEALTH LLC191,377$8.59M6.42%13F-HRTimeline
Dentgroup LLC186,756$8.38M6.41%-44,46613F-HRTimeline
Gladstone Institutional Advisory LLC184,887$8.3M0.38%+123,33313F-HRTimeline
Insight Wealth Partners, LLC184,395$8.27M5.24%+18,85313F-HRTimeline
Watchman Group, Inc.183,414$8.23M2.16%+9,45513F-HRTimeline
Sachetta, LLC177,553$7.97M3.14%+19,27513F-HRTimeline
Rooted Wealth Advisors, Inc.176,048$7.87M3.08%+18,13713F-HRTimeline
Keystone Wealth Services, LLC174,968$7.85M2.08%-14,57013F-HRTimeline
Schneider Downs Wealth Management Advis…171,893$7.71M1.45%+25,80313F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …172,373$7.67M0.6%+1,77513F-HRTimelineGroup
Sigma Planning Corp169,326$7.6M0.24%+6,48113F-HRTimeline
Onyx Bridge Wealth Group LLC168,961$7.59M1.09%+12,36513F-HRTimeline
Cyr Financial Inc.165,382$7.42M6.77%+15,77013F-HRTimeline
Private Advisor Group, LLC163,374$7.33M0.04%-7,75213F-HRTimeline
Parallel Advisors, LLC162,084$7.27M0.16%+12,25513F-HRTimeline
FWG Holdings, LLC160,824$7.25M3.48%+6,35213F-HRTimeline
COMERICA BANK157,400$7.06M0.03%+39,06713F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…157,196$7.05M0.01%+15,00413F-HR/ATimeline
Perigon Wealth Management, LLC156,306$7.02M0.17%+90,47013F-HRTimeline
LongView Wealth Management156,430$7.02M2.14%+11,97113F-HRTimeline
Visionary Wealth Advisors150,422$6.75M0.4%+55,19813F-HRTimeline
Mayfair Advisory Group, LLC149,102$6.69M3.94%-32,59713F-HRTimeline
Baker Avenue Asset Management, LP149,055$6.69M0.21%+2,06113F-HRTimeline