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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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…81,162,777$3.71B3.03%+7,778,80213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY34,949,094$1.6B0.11%-220,65313F-HRTimelineGroup
FMR LLCin group FMR LLC12,453,411$568M0.04%-411,74313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,641,927$531M0.05%+344,95813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,231,902$467M0.04%+3,037,58313F-HRTimelineGroup
COUNTRY TRUST BANK6,169,256$282M7.09%+177,98113F-HR/ATimeline
Dynasty Wealth Management, LLC5,970,330$273M4.54%+3,029,91713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,305,974$242M+492,942Timeline
UBS Group AGin group UBS Group AG5,143,018$235M0.05%+92,84213F-HRTimelineGroup
RFG Advisory, LLC4,752,156$217M5.86%+458,64613F-HRTimeline
Creative Planningin group Creative Planning4,658,118$213M0.2%+3,836,10313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,636,975$212M0.08%+258,95513F-HRTimelineGroup
LPL Financial LLC4,233,946$193M0.08%+854,58413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,202,552$192M0.43%+1,077,17913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding4,119,165$188M+197,160Timeline
MATHER GROUP, LLC.3,855,031$176M2.03%+203,09613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,584,225$164M0.04%+209,34613F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,332,350$152M0.22%+282,74313F-HRTimeline
Quotient Wealth Partners, LLC3,181,431$145M4.64%+2,131,12813F-HRTimeline
Legacy Wealth Management, LLC3,096,566$141M9.42%+15,67913F-HRTimeline
Cetera Investment Advisers3,061,841$140M0.27%+257,03513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,675,043$122M0.27%+181,41613F-HR/ATimelineGroup
SAGESPRING WEALTH PARTNERS, LLC9,556,568$121M3.06%+746,66613F-HRTimeline
Blue Chip Partners, LLC2,579,311$118M10.15%+122,88713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,479,022$113M2.71%-135,64413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,217,830$101M3.78%+247,04213F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT2,198,162$100M3%+343,15613F-HRTimeline
Retirement Planning Group, LLC1,964,840$89.7M4.21%+367,02813F-HRTimeline
McKinley Carter Wealth Services, Inc.1,905,268$87M5.35%+355,12413F-HRTimeline
Summit Financial Strategies, Inc.1,891,669$86.4M8.71%+154,22113F-HRTimeline
SAX WEALTH ADVISORS, LLC1,870,283$85.4M6.11%+475,64813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,849,913$84.4M+197,318Timeline
TruWealth Advisors, LLC1,819,104$83M5.01%+79,01813F-HRTimeline
HighTower Advisors, LLC1,734,196$79.2M0.11%+27,60613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,604,700$73.3M0.02%+1,549,40513F-HRTimelineGroup
Octavia Wealth Advisors, LLC1,473,666$67.5M8.2%+10,06713F-HRTimeline
CWM, LLCin group CWM, LLC1,477,223$67.4M0.27%+60,28713F-HRTimelineGroup
Modern Wealth Management, LLC1,303,175$59.5M1.9%+387,05813F-HR/ATimeline
Cambridge Investment Research Advisors,…1,270,657$58M0.2%-190,72013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,260,488$57.5M0.1%+1,244,99813F-HR/ATimelineGroup
Valeo Financial Advisors, LLC1,326,352$55M1.53%+383,87713F-HRTimeline
MML INVESTORS SERVICES, LLC1,172,909$53.5M0.18%-624,13013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,147,484$52.4M1.41%+69,11813F-HRTimelineGroup
Falcon Wealth Planning1,140,763$52.1M5.79%+31,37513F-HRTimeline
Aptus Capital Advisors, LLC1,097,269$50.1M0.57%+53,95113F-HRTimeline
HUB Investment Partners, LLC1,096,478$50.1M2.02%+80,38513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,073,269$48.8M+35,122Timeline
Sunburst Financial Group, LLC1,031,633$47.1M11.56%+45,16713F-HRTimeline
Dynamic Advisor Solutions LLC1,022,826$46.7M1.54%+31,49513F-HRTimeline
Harbor Group, Inc.941,643$43M8.59%+23,55313F-HRTimeline
McGlone Suttner Wealth Management, Inc.931,524$42.5M6.98%+35,73413F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.908,202$41.5M11.81%new13F-HRTimeline
Navalign, LLC867,568$39.6M11.29%+201,39613F-HRTimeline
Sherrill & Hutchins Financial Advisory,…854,544$39M33.26%+30,61613F-HRTimeline
OLIO Financial Planning854,166$39M13.48%+88,27813F-HRTimeline
Pallas Capital Advisors LLC850,394$38.8M1.61%+239,71013F-HRTimeline
POWER WEALTH MANAGEMENT LLC817,233$37.3M15.1%+72,38113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV797,645$36.4M2.91%+22,86013F-HRTimeline
Henderson Brothers Financial Partners, …738,393$34M17.03%13F-HRTimeline
WestHill Financial Advisors, Inc.741,126$33.8M7.74%+58,20813F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT740,629$33.8M6.71%+8,64713F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.734,203$33.6M3.02%+32,24513F-HRTimeline
Private Advisor Group, LLC727,242$33.2M0.2%+563,86813F-HRTimeline
Drake & Associates, LLC725,564$33.1M9.31%+9,56513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.719,615$32.9M0.2%+72,49713F-HRTimeline
Shorepoint Capital Partners LLC712,528$32.5M7.36%+32,53013F-HRTimeline
Mascoma Wealth Management LLC711,867$32.5M8.1%+58,66513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management690,361$31.5M0.45%-4,16513F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC688,869$31.4M6.52%+110,63313F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…673,137$30.7M3.27%+38,58113F-HRTimeline
VICUS CAPITAL667,821$30.5M2.84%-37,17213F-HRTimeline
WNY Asset Management, LLC655,444$29.9M3.56%+241,23513F-HRTimeline
Shakespeare Wealth Management, LLC646,774$29.5M7.91%+17,57213F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.634,482$29M10.51%+24,99813F-HRTimeline
CPA Asset Management Group, LLC614,593$28.1M12.35%+23,43813F-HRTimeline
Compass Ion Advisors, LLC613,052$28M3.3%+87,95513F-HRTimeline
NewEdge Advisors, LLC611,380$27.9M0.17%+46,73213F-HRTimeline
WBH ADVISORY INC603,360$27.5M2.57%+68,19813F-HRTimeline
Lineweaver Wealth Advisors, LLC600,014$27.4M4.67%+36,03913F-HRTimeline
REGIMEN WEALTH, LLC598,930$27.4M8.79%+7,30313F-HRTimeline
Presidio Capital Management, LLC596,390$27.2M11.35%+38,94813F-HRTimeline
KFG WEALTH MANAGEMENT, LLC595,410$27.2M4.94%+31,73413F-HRTimeline
Wealthspire Retirement, LLC589,752$26.9M2.13%+38,19713F-HRTimeline
Mariner, LLCin group Mariner, LLC586,246$26.8M0.04%+46,93513F-HRTimelineGroup
Rehmann Capital Advisory Group585,695$26.7M1.68%-6,17313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management584,688$26.7M0.85%+7,71713F-HRTimelineGroup
Arete Wealth Advisors, LLC584,436$26.7M2.04%+6,36013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …580,966$26.6M1.73%+278,01913F-HRTimelineGroup
Coyle Financial Counsel LLC566,198$25.8M7.89%+31,76013F-HRTimeline
Crane Advisory, LLC538,227$24M4.35%-511,85213F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC534,229$23.9M2.37%-14,22013F-HRTimelineGroup
Cyndeo Wealth Partners, LLC513,787$23.5M1.54%+50,80613F-HRTimeline
ABLE Financial Group, LLC505,421$23.1M6.47%+28,79613F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC498,577$22.8M15.25%+9,59313F-HRTimeline
Riverpoint Wealth Management Holdings, …486,050$22.2M5.73%+36,88213F-HRTimeline
Main Street Financial Solutions, LLC480,742$21.9M1.91%+31,58013F-HRTimeline
Financial Strategies Group, Inc.475,589$21.4M5.06%new13F-HRTimeline
Integrated Wealth Concepts LLC462,778$21.1M0.25%+103,03713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC460,679$21M1.78%+20,58213F-HRTimeline
Souders Financial Advisors457,335$20.9M2.91%+103,32113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…452,319$20.6M7.68%-11,04313F-HRTimeline
EnRich Financial Partners LLC433,534$19.8M6.65%+43,24213F-HRTimeline
VALLEY NATIONAL ADVISERS INC431,633$19.7M3.56%+47,96113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.424,559$19.4M0.04%-125,29613F-HRTimelineGroup
Perigon Wealth Management, LLC421,247$19.2M0.49%+264,94113F-HRTimeline
DeDora Capital, Inc.410,145$18.7M5.4%+3,80213F-HRTimeline
BAKER BOYER NATIONAL BANK409,123$18.7M6.89%+20,20513F-HRTimeline
CENTAURUS FINANCIAL, INC.406,669$18.6M1.12%+211,84213F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…404,915$18.5M2.85%+42,02513F-HRTimeline
Certified Advisory Corp404,011$18.4M2.09%+6,93113F-HRTimeline
Walker Financial Services, Inc.402,333$18.4M9.63%+40,78513F-HRTimeline
Horizon Investments, LLC398,851$18.1M0.54%-1,80013F-HRTimeline
Gotham Asset Management, LLC396,330$18.1M0.15%+1,69513F-HRTimeline
John W. Brooker & Co., CPAs396,207$18.1M7.48%+34,11413F-HRTimeline
Virtue Capital Management, LLC395,581$18M2.11%new13F-HRTimeline
ASPIRIANT, LLC393,597$18M0.62%-22,96613F-HRTimeline
Atria Wealth Solutions, Inc.378,915$17.4M0.21%+41,46313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV378,179$17.3M0.04%-62,28713F-HRTimeline
Allworth Financial LP371,592$16.8M0.09%-40,74513F-HRTimeline
Fermata Advisors, LLC368,417$16.8M3.04%-596,02513F-HRTimeline
Triad Wealth Partners, LLC367,874$16.8M5.22%+17,70813F-HRTimeline
Occidental Asset Management, LLC361,602$16.5M2.49%+3,95813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP358,664$16.4M0.24%+264,86413F-HRTimeline
CMG Global Holdings, LLC358,367$16.2M10.59%-17,12413F-HRTimeline
KFA Private Wealth Group, LLC355,418$16.2M5.68%+35,01113F-HRTimeline
Centerline Wealth Advisors, LLC353,123$16.1M9.61%+7,96213F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC351,821$16.1M6.66%+42,59213F-HRTimeline
Meriwether Wealth & Planning, LLC347,692$15.9M10.36%+35,62213F-HRTimeline
PFG Advisors347,124$15.8M0.89%+67,55213F-HRTimeline
HARBOUR INVESTMENTS, INC.344,757$15.7M0.45%-76,34213F-HRTimeline
KICKSTAND VENTURES, LLC.338,551$15.5M3.98%+45,14813F-HRTimeline
Baker Ellis Asset Management LLC332,939$15.2M2.19%+34,95613F-HRTimeline
Larson Financial Group LLC324,286$14.8M0.7%+108,04613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED325,355$14.8M1.39%+15,64013F-HR/ATimeline
RCS Financial Planning, LLC319,207$14.6M7.72%+34,46413F-HRTimeline
New Insight Wealth Advisors319,824$14.6M6.63%+71,63213F-HRTimeline
ETF Portfolio Partners, Inc.313,108$14.3M4.3%new13F-HRTimeline
Foundations Investment Advisors, LLC310,857$14.2M0.26%+31,86213F-HRTimeline
Cornerstone Wealth Group, LLC306,769$14M1.16%+258,98013F-HRTimeline
tru Independence LLC304,190$13.9M4.31%+39,10813F-HRTimeline
Unique Wealth Strategies, LLC303,560$13.9M6.29%+2,36513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC301,618$13.8M1.57%+9,28813F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC301,404$13.8M0.38%+169,75513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding293,304$13.4M+146,746Timeline
Financial & Tax Architects, LLC292,033$13.3M3.35%+7,79113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC291,909$13.3M1.11%+185,22613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC291,099$13.3M2.45%-5,20813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …289,935$13.2M0.2%+13,15413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp287,974$13.1M<0.01%-1,470,33413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP286,973$13.1M0.02%+45,87613F-HRTimelineGroup
Dogwood Wealth Management LLC285,514$13.1M6.88%+16,78813F-HRTimeline
BG Investment Services, LLC285,931$13M14.06%-82713F-HRTimeline
Goldstone Financial Group, LLC284,663$13M1.97%+13,67713F-HRTimeline
Pasadena Private Wealth, LLC283,679$12.9M2.5%-1,19013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC274,603$12.5M6.65%+10,87113F-HRTimeline
Salus Financial Advisors, LLC273,006$12.5M9.43%-4,15113F-HRTimeline
Buttonwood Financial Advisors Inc.272,684$12.4M5.47%+16,92113F-HRTimeline
Goodwin Investment Advisory270,979$12.4M19.21%-440,36013F-HRTimeline
LPF Advisors LLC268,452$12.3M10.03%+16,25013F-HRTimeline
MJP ASSOCIATES INC /ADV264,629$12.1M2.18%+82513F-HRTimeline
Valmark Advisers, Inc.261,573$11.9M0.18%+50,60713F-HRTimeline
Watchman Group, Inc.255,783$11.7M3.27%+72,36913F-HRTimeline
Williams & Novak Wealth Management, LLC252,377$11.5M11.29%+4,40413F-HRTimeline
Destiny Capital Corp/CO252,222$11.5M7.85%-61,04213F-HRTimeline
COURIER CAPITAL LLC252,159$11.5M0.75%-6,53613F-HRTimeline
DAHRING | CUSMANO LLC251,091$11.5M9.87%-17,31013F-HRTimeline
World Investment Advisors245,023$11.2M0.29%+18,03013F-HRTimeline
Physician Wealth Advisors, Inc.244,503$11.2M1.92%+10,33913F-HRTimeline
Milestone Investment Advisors LLC239,302$10.9M3.03%+13,36513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC237,519$10.7M2.06%+155,69313F-HRTimeline
Linscomb Wealth, Inc.233,170$10.6M0.53%+28,66213F-HRTimeline
Vestmark Advisory Solutions, Inc.230,450$10.5M0.27%-14,41713F-HRTimeline
Resolute Wealth Strategies, LLC226,688$10.3M5.78%-6,44613F-HRTimeline
Investment Planning Advisors, Inc.223,683$10.2M4.15%-1,56213F-HRTimeline
Cornerstone Wealth Management, LLC219,584$10M0.68%-84813F-HRTimeline
USAdvisors Wealth Management, LLC217,537$9.93M3.46%-4,47413F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC208,044$9.5M12.59%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP206,599$9.43M0.02%+8,73913F-HRTimelineGroup
Opes Wealth Management LLC205,819$9.4M1.9%+10,41813F-HRTimeline
Cooper Financial Group205,594$9.39M1.24%+75,81413F-HRTimeline
Farther Finance Advisors, LLC205,008$9.38M0.24%+10,82513F-HRTimeline
Summit X, LLC203,057$9.27M1.95%-46,15813F-HRTimeline
STEPH & CO199,048$9.09M3.27%-12,88613F-HRTimeline
Prime Capital Investment Advisors, LLC198,778$9.07M0.11%+77,26213F-HRTimeline
Rooted Wealth Advisors, Inc.196,652$9.03M3.89%+20,60413F-HRTimeline
Schneider Downs Wealth Management Advis…197,126$9M1.63%+25,23313F-HRTimeline
Sachetta, LLC193,927$8.85M3.63%+16,37413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP191,503$8.74M0.01%+89,78713F-HRTimelineGroup
Insight Wealth Partners, LLC187,361$8.55M5.14%+2,96613F-HRTimeline
Atria Investments, Inc185,455$8.47M0.11%-21,81113F-HRTimeline
MEMBERS WEALTH LLC184,837$8.44M6.36%-6,54013F-HRTimeline
Allegheny Financial Group184,593$8.43M2.16%-25,87113F-HRTimeline
J.W. COLE ADVISORS, INC.174,925$7.99M0.25%+156,70113F-HRTimeline
Gladstone Institutional Advisory LLC174,017$7.94M0.37%-10,87013F-HRTimeline
Sequoia Financial Advisors, LLC172,333$7.87M0.06%-34,27213F-HRTimeline
WealthCare Investment Partners, LLC175,097$7.85M3.33%-21,01113F-HRTimeline
Keystone Wealth Services, LLC171,499$7.83M2.12%-3,46913F-HRTimeline
Cyr Financial Inc.171,493$7.83M6.99%+6,11113F-HR/ATimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …171,012$7.8M0.58%-1,36113F-HRTimelineGroup
Lokken Investment Group LLC165,909$7.57M3.19%+21,43813F-HRTimeline