Skip to content

FBND FIDELITY MERRIMACK STR TR

Follow

TOTAL BD ETF (fund)

Filings received so far for Q3 2026: 44 13F filers report a position in FBND shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Valeo Financial Advisors, LLC2,047,605$83.5M1.76%+62,02313F-HRTimeline
Sunburst Financial Group, LLC1,293,160$56M9.15%+103,13513F-HRTimeline
Scott Capital Advisors, LLC804,410$34.8M5.01%+81,46113F-HRTimeline
Farther Finance Advisors, LLC687,489$29.8M0.21%+23,25413F-HRTimeline
KFA Private Wealth Group, LLC510,987$22.1M5.2%+34,73113F-HRTimeline
TrueWealth Advisors, LLC428,100$18.5M4.16%-188,49013F-HRTimeline
Apella Capital, LLC341,964$14.8M0.19%+68,71213F-HRTimeline
STEPH & CO316,767$13.7M3.5%+67,85413F-HRTimeline
Dickmeyer Boyce Financial Management, I…263,383$11.4M5.84%+10,41313F-HRTimeline
Weaver Consulting Group198,196$8.58M1.67%+182,80813F-HRTimeline
BOS Asset Management, LLC188,642$8.17M1.91%+18,36413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC178,054$7.71M0.5%+21,52713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC176,232$7.63M1.1%+1,25713F-HRTimeline
Cooper Financial Group169,041$7.32M0.58%+2,44913F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.145,662$6.31M0.36%+70,49313F-HRTimelineGroup
Williams & Novak Wealth Management, LLC136,610$5.92M3.55%-65,94213F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV103,942$4.5M3.87%+17,98613F-HRTimeline
Professional Financial Advisors, LLC69,892$3.03M0.51%+9,51713F-HRTimeline
Kearns & Associates LLC68,035$2.95M1.35%+32,25013F-HRTimeline
Midwest Financial Network, LLC65,937$2.86M1.95%+42,51213F-HRTimeline
LEGACY SOLUTIONS, LLC64,924$2.81M2.15%+5,35913F-HRTimeline
Peterson Wealth Advisors, LLC61,855$2.68M0.31%-3,08013F-HRTimeline
Worth Asset Management, LLC58,178$2.52M0.73%+21,60213F-HRTimeline
Galvin, Gaustad & Stein, LLC48,377$2.09M0.16%-38413F-HRTimeline
Bangor Savings Bank48,039$2.08M0.16%013F-HRTimeline
Plan A Wealth LLC44,641$1.93M0.69%+19,25013F-HRTimeline
Avidian Wealth Enterprises, LLC33,650$1.46M0.04%-7,42513F-HRTimeline
CoreCap Advisors, LLC33,639$1.46M0.04%+8,84413F-HRTimeline
Asempa Wealth Advisors25,520$1.11M0.86%+12113F-HRTimeline
Insight Wealth Strategies, LLC23,920$1.04M0.1%-45813F-HRTimeline
Post Resch Tallon Group Inc.22,522$975K0.67%013F-HRTimeline
Dupree Financial Group, LLC13,948$604K0.22%+4813F-HRTimeline
First Heartland Consultants, Inc.12,100$524K0.03%-74613F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC11,226$486K0.31%+12713F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC9,235$400K0.16%-19,43113F-HRTimeline
Breakwater Capital Group9,206$399K0.05%-67013F-HRTimeline
Sound Income Strategies, LLC6,524$283K0.01%new13F-HRTimeline
Venture Visionary Partners LLC5,498$238K0.01%-10,62013F-HRTimeline
Kure Advisory, LLC5,087$220K0.1%-3,84213F-HRTimeline
Roxbury Financial LLC3,186$138K0.11%-1,23113F-HRTimeline
Investors Research Corp395$17.1K<0.01%013F-HRTimeline
General Partner, Inc.230$9.96K0.01%013F-HRTimeline
Trust Co136$5.89K<0.01%013F-HRTimeline
GoalVest Advisory LLC89$3.85K<0.01%new13F-HRTimeline