Skip to content
Disclosery

FBND FIDELITY MERRIMACK STR TR

Follow

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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…86,126,703$3.94B2.87%+4,963,92613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY29,131,588$1.33B0.09%-5,817,50613F-HRTimelineGroup
FMR LLCin group FMR LLC12,434,438$569M0.03%-18,97313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,270,942$561M0.05%+629,01513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,753,600$400M0.03%-1,478,30213F-HRTimelineGroup
COUNTRY TRUST BANK6,186,144$283M6.35%+16,88813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,880,629$269M+574,655Timeline
Dynasty Wealth Management, LLC5,869,906$269M4.58%-100,42413F-HRTimeline
LPL Financial LLC5,601,181$256M0.09%+1,367,23513F-HRTimeline
UBS Group AGin group UBS Group AG5,242,838$240M0.05%+99,82013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,624,445$212M0.07%-12,53013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding4,254,065$195M+134,900Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,203,788$192M0.34%+1,23613F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,880,275$178M0.03%+296,05013F-HR/ATimelineGroup
MATHER GROUP, LLC.3,839,198$176M1.88%-15,83313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,620,174$166M0.22%+287,82413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,610,928$165M3.65%+1,412,76613F-HRTimeline
Quotient Wealth Partners, LLC3,286,565$150M4.42%+105,13413F-HRTimeline
Legacy Wealth Management, LLC3,097,702$142M8.81%+1,13613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,733,745$130M2.79%+177,17713F-HRTimeline
SAX WEALTH ADVISORS, LLC2,644,754$121M7.31%+774,47113F-HRTimeline
Blue Chip Partners, LLC2,636,194$121M9.83%+56,88313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,453,018$112M2.42%-26,00413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,440,985$112M3.72%+223,15513F-HRTimelineGroup
Cetera Investment Advisers2,311,058$106M0.18%-750,78313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,173,311$99.4M0.22%-501,73213F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,164,662$99M+314,749Timeline
CWM, LLCin group CWM, LLC2,158,750$98.8M0.35%+681,52713F-HRTimelineGroup
Retirement Planning Group, LLC2,087,492$95.5M4.06%+122,65213F-HRTimeline
TruWealth Advisors, LLC2,079,076$95.1M5.24%+259,97213F-HRTimeline
McKinley Carter Wealth Services, Inc.1,998,346$91.4M5.08%+93,07813F-HRTimeline
Summit Financial Strategies, Inc.1,948,185$89.1M8.25%+56,51613F-HRTimeline
HighTower Advisors, LLC1,764,120$80.7M0.1%+29,92413F-HRTimeline
MML INVESTORS SERVICES, LLC1,739,930$79.6M0.23%+567,02113F-HRTimeline
Creative Planningin group Creative Planning1,686,232$77.1M0.07%-2,971,88613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,630,092$74.6M0.02%+25,39213F-HRTimelineGroup
Octavia Wealth Advisors, LLC1,460,941$67.1M7.63%-12,72513F-HRTimeline
Modern Wealth Management, LLC1,406,274$64.3M1.6%+103,09913F-HR/ATimeline
Cambridge Investment Research Advisors,…1,405,090$64.3M0.2%+134,43313F-HRTimeline
Valeo Financial Advisors, LLC1,499,179$63M1.55%+172,82713F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,355,044$62M0.01%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,325,768$60.7M1.38%+178,28413F-HRTimelineGroup
RFG Advisory, LLC1,312,340$60M1.41%-3,439,81613F-HRTimeline
Private Advisor Group, LLC1,289,219$59M0.32%+561,97713F-HRTimeline
Integrated Wealth Concepts LLC1,252,140$57.3M0.57%+789,36213F-HRTimeline
Falcon Wealth Planning1,191,508$54.5M5.51%+50,74513F-HRTimeline
HUB Investment Partners, LLC1,149,360$52.6M1.84%+52,88213F-HRTimeline
Aptus Capital Advisors, LLC1,128,200$51.6M0.51%+30,93113F-HRTimeline
Sunburst Financial Group, LLC1,063,227$48.6M10.9%+31,59413F-HRTimeline
Harbor Group, Inc.968,869$44.3M7.86%+27,22613F-HRTimeline
McGlone Suttner Wealth Management, Inc.964,941$44.1M6.67%+33,41713F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.948,805$43.4M11.71%+40,60313F-HRTimeline
Rehmann Capital Advisory Group947,253$43.3M2.62%+361,55813F-HRTimeline
Dynamic Advisor Solutions LLC946,139$43.3M1.34%-76,68713F-HRTimeline
Navalign, LLC902,915$41.3M11.39%+35,34713F-HRTimeline
OLIO Financial Planning884,042$40.4M12.76%+29,87613F-HRTimeline
Sherrill & Hutchins Financial Advisory,…862,695$39.5M30.67%+8,15113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding859,928$39.3M-213,341Timeline
Vestmark Advisory Solutions, Inc.857,646$39.2M0.57%+627,19613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.838,606$38.4M0.21%+118,99113F-HRTimeline
POWER WEALTH MANAGEMENT LLC830,048$38M14.6%+12,81513F-HRTimeline
Pallas Capital Advisors LLC781,056$35.7M1.36%-69,33813F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.773,483$35.5M3.03%+39,28013F-HRTimeline
Bleakley Financial Group, LLC769,847$35.2M0.89%new13F-HRTimeline
WNY Asset Management, LLC762,134$34.9M3.84%+106,69013F-HRTimeline
WestHill Financial Advisors, Inc.746,164$34.1M7.24%+5,03813F-HRTimeline
Mascoma Wealth Management LLC738,850$33.8M7.85%+26,98313F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT738,238$33.8M6.57%-2,39113F-HRTimeline
Drake & Associates, LLC732,963$33.5M8.21%+7,39913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management697,313$31.9M0.42%+6,95213F-HRTimelineGroup
NewEdge Advisors, LLC696,674$31.9M0.16%+85,29413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP693,691$31.7M0.45%+335,02713F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.689,209$31.5M10.77%+54,72713F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…688,361$31.5M3.11%+15,22413F-HRTimeline
Wealth Alliance Advisory Group, LLC687,964$31.5M5.99%-90513F-HRTimeline
VICUS CAPITAL685,273$31.4M2.61%+17,45213F-HRTimeline
Shakespeare Wealth Management, LLC676,490$30.9M8.25%+29,71613F-HRTimeline
Lineweaver Wealth Advisors, LLC658,428$30.1M4.76%+58,41413F-HRTimeline
Compass Ion Advisors, LLC654,193$29.9M3.24%+41,14113F-HRTimeline
CPA Asset Management Group, LLC611,705$28M11.76%-2,88813F-HRTimeline
KFG WEALTH MANAGEMENT, LLC607,904$27.8M4.47%+12,49413F-HRTimeline
Presidio Capital Management, LLC607,204$27.8M10.69%+10,81413F-HRTimeline
Coyle Financial Counsel LLC603,996$27.6M7.4%+37,79813F-HRTimeline
Mariner, LLCin group Mariner, LLC583,371$26.7M0.04%-2,87513F-HRTimelineGroup
DeDora Capital, Inc.581,905$26.6M6.95%+171,76013F-HRTimeline
WBH ADVISORY INC576,197$26.4M2.25%-27,16313F-HRTimeline
Arete Wealth Advisors, LLC561,532$25.7M1.82%-22,90413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED558,510$25.6M2.13%+233,15513F-HRTimeline
Global Retirement Partners, LLC556,287$25.5M0.63%13F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC539,338$24.8M2.11%+5,10913F-HRTimelineGroup
ABLE Financial Group, LLC540,632$24.7M5.97%+35,21113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…538,516$24.6M8.26%+86,19713F-HRTimeline
Wealthspire Retirement, LLC528,176$24.2M1.6%-61,57613F-HRTimeline
Cyndeo Wealth Partners, LLC517,455$23.7M1.4%+3,66813F-HRTimeline
Crane Advisory, LLC520,833$23.7M3.92%-17,39413F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC509,549$23.3M14.37%+10,97213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management512,223$23.3M0.84%-72,46513F-HRTimelineGroup
Financial Strategies Group, Inc.509,993$23.2M4.83%+34,40413F-HRTimeline
Souders Financial Advisors493,951$22.6M2.88%+36,61613F-HRTimeline
Main Street Financial Solutions, LLC491,611$22.5M1.63%+10,86913F-HRTimeline
REGIMEN WEALTH, LLC490,758$22.5M6.97%-108,17213F-HRTimeline
Investment Planning Advisors, Inc.482,517$22.1M7.8%+258,83413F-HRTimeline
ASPIRIANT, LLC479,364$21.9M0.7%+85,76713F-HRTimeline
Larson Financial Group LLC466,096$21.3M0.86%+141,81013F-HRTimeline
EnRich Financial Partners LLC456,876$20.9M6.42%+23,34213F-HRTimeline
VALLEY NATIONAL ADVISERS INC453,931$20.8M3.39%+22,29813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV453,086$20.7M1.49%-344,55913F-HRTimeline
Perigon Wealth Management, LLC444,661$20.3M0.48%+23,41413F-HRTimeline
Riverpoint Wealth Management Holdings, …436,090$20M4.69%-49,96013F-HRTimeline
Walker Financial Services, Inc.431,992$19.8M8.98%+29,65913F-HRTimeline
Centerline Wealth Advisors, LLC430,988$19.7M9.68%+77,86513F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…419,913$19.2M2.85%+14,99813F-HRTimeline
Certified Advisory Corp419,910$19.2M2%+15,89913F-HRTimeline
BAKER BOYER NATIONAL BANK417,494$19.1M6.59%+8,37113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC414,712$19M1.44%-45,96713F-HRTimeline
Horizon Investments, LLC413,287$18.8M0.3%+14,43613F-HRTimeline
Triad Wealth Partners, LLC407,431$18.6M3.76%+39,55713F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC404,147$18.5M6.89%+52,32613F-HRTimeline
Bridgewealth Advisory Group, LLC401,306$18.4M4.66%+358,07713F-HRTimeline
CENTAURUS FINANCIAL, INC.398,478$18.2M1.06%-8,19113F-HRTimeline
EdgeRock Capital LLC385,144$17.6M5.58%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding377,800$17.3M+84,496Timeline
HARBOUR INVESTMENTS, INC.367,659$16.8M0.43%+22,90213F-HRTimeline
Gotham Asset Management, LLC367,504$16.8M0.1%-28,82613F-HRTimeline
Occidental Asset Management, LLC366,077$16.7M2.31%+4,47513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.365,957$16.7M0.03%-58,60213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP365,192$16.7M0.02%+78,21913F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV358,613$16.4M0.04%-19,56613F-HRTimeline
Baker Ellis Asset Management LLC358,039$16.4M2.25%+25,10013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp349,715$16M<0.01%+61,74113F-HRTimelineGroup
Meriwether Wealth & Planning, LLC345,192$15.8M9.9%-2,50013F-HRTimeline
RCS Financial Planning, LLC341,340$15.7M7.8%+22,13313F-HRTimeline
New Insight Wealth Advisors339,668$15.5M6.39%+19,84413F-HRTimeline
KICKSTAND VENTURES, LLC.339,158$15.5M3.63%+60713F-HRTimeline
Watchman Group, Inc.337,897$15.5M4.03%+82,11413F-HRTimeline
ETF Portfolio Partners, Inc.330,508$15.1M4.19%+17,40013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC326,253$14.9M1.11%+34,34413F-HRTimeline
Allworth Financial LP325,782$14.9M0.07%-45,81013F-HRTimeline
Foundations Investment Advisors, LLC321,083$14.7M0.23%+10,22613F-HRTimeline
tru Independence LLC317,663$14.5M4.2%+13,47313F-HRTimeline
Summit X, LLC316,541$14.5M2.7%+113,48413F-HRTimeline
CMG Global Holdings, LLC317,111$14.4M7.6%-41,25613F-HRTimeline
Forbes Financial Planning, Inc.315,286$14.4M9.74%+198,07713F-HRTimeline
SENTINEL PENSION ADVISORS, LLC306,425$14M2.36%+15,32613F-HRTimeline
Cornerstone Wealth Group, LLC301,397$13.8M1.03%-5,37213F-HRTimeline
Dogwood Wealth Management LLC301,732$13.7M6.69%+16,21813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …293,593$13.4M0.96%-287,37313F-HRTimelineGroup
KFA Private Wealth Group, LLC292,487$13.4M4.15%-62,93113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …288,391$13.2M0.17%-1,54413F-HRTimelineGroup
Williams & Novak Wealth Management, LLC284,492$13M11.07%+32,11513F-HRTimeline
Physician Wealth Advisors, Inc.282,967$12.9M2.03%+38,46413F-HRTimeline
Salus Financial Advisors, LLC280,343$12.8M8.62%+7,33713F-HRTimeline
Valmark Advisers, Inc.278,215$12.7M0.18%+16,64213F-HRTimeline
Pasadena Private Wealth, LLC278,189$12.7M2.18%-5,49013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC278,128$12.7M6%+3,52513F-HRTimeline
Buttonwood Financial Advisors Inc.270,616$12.4M4.97%-2,06813F-HRTimeline
COURIER CAPITAL LLC262,411$12M0.73%+10,25213F-HRTimeline
Destiny Capital Corp/CO261,352$12M7.21%+9,13013F-HRTimeline
Schneider Downs Wealth Management Advis…260,891$11.9M1.78%+63,76513F-HRTimeline
PCA Investment Advisory Services Inc.260,741$11.9M5.03%new13F-HRTimeline
World Investment Advisors258,737$11.8M0.27%+13,71413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC256,400$11.7M0.02%+249,00013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP249,715$11.4M0.01%+94,87513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC245,803$11.2M0.27%-55,60113F-HRTimeline
BG Investment Services, LLC240,364$11.1M13.93%-45,56713F-HRTimeline
Linscomb Wealth, Inc.243,052$11.1M0.51%+9,88213F-HRTimeline
Milestone Investment Advisors LLC242,369$11.1M2.89%+3,06713F-HRTimeline
Catawba River Capital242,253$11.1M5.63%+208,61713F-HRTimeline
Unique Wealth Strategies, LLC241,841$11.1M4.64%-61,71913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC240,015$11M1.74%+2,49613F-HRTimeline
Goodwin Investment Advisory239,504$11M12.65%-31,47513F-HRTimeline
Goldstone Financial Group, LLC240,066$11M1.45%-44,59713F-HRTimeline
DAHRING | CUSMANO LLC238,964$10.9M8.52%-12,12713F-HRTimeline
Stone House Investment Management, LLC237,957$10.9M2%new13F-HRTimeline
STEPH & CO234,892$10.7M3.49%+35,84413F-HRTimeline
Resolute Wealth Strategies, LLC234,839$10.7M5.76%+8,15113F-HRTimeline
USAdvisors Wealth Management, LLC228,960$10.5M3.89%+11,42313F-HRTimeline
Cornerstone Wealth Management, LLC228,726$10.5M0.64%+9,14213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP224,464$10.3M0.01%+32,96113F-HRTimelineGroup
Farther Finance Advisors, LLC221,840$10.1M0.2%+16,83213F-HRTimeline
Arkadios Wealth Advisors221,633$10.1M0.3%+76,96313F-HRTimeline
FWG Holdings, LLC219,009$10.1M4.73%+96,44013F-HRTimeline
Rooted Wealth Advisors, Inc.212,800$9.67M3.34%+16,14813F-HRTimeline
J.W. COLE ADVISORS, INC.210,665$9.64M0.2%+35,74013F-HRTimeline
Opes Wealth Management LLC199,959$9.15M1.62%-5,86013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP201,581$9.11M0.01%-5,01813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC197,003$9.01M0.01%-1,063,48513F-HRTimelineGroup
Cooper Financial Group193,277$8.84M1.04%-12,31713F-HRTimeline
Insight Wealth Partners, LLC192,949$8.83M4.9%+5,58813F-HRTimeline
Cyr Financial Inc.190,626$8.72M6.74%+19,13313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC190,539$8.72M0.11%new13F-HRTimeline
Atria Investments, Inc187,619$8.58M0.1%+2,16413F-HRTimeline
Lokken Investment Group LLC186,044$8.51M3.28%+20,13513F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC184,412$8.44M1.58%new13F-HRTimelineGroup
LongView Wealth Management182,666$8.36M2.53%+18,17813F-HRTimeline
Sachetta, LLC181,413$8.3M3.28%-12,51413F-HRTimeline
Prime Capital Investment Advisors, LLC179,379$8.21M0.11%-19,39913F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC177,703$8.13M1.41%+23,14913F-HRTimeline
Mayfair Advisory Group, LLC175,781$8.05M3.79%+37,47713F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …173,662$7.95M0.49%+2,65013F-HRTimelineGroup