# FIDELITY MERRIMACK STR TR (FBND)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FBND/

- Reporting holders: 41
- Reported value: $332.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $83.5M | 2,047,605 | 1.8% | 9 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $56.0M | 1,293,160 | 8.9% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $29.8M | 687,489 | 0.2% | 15 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $22.1M | 510,987 | 5.2% | 11 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $18.5M | 428,100 | 4.2% | 9 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $14.8M | 341,964 | 0.2% | 6 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $13.7M | 316,767 | 3.5% | 28 |
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $11.4M | 263,383 | 5.8% | 3 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $8.6M | 198,196 | 1.7% | 3 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $8.2M | 188,642 | 1.9% | 8 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $7.7M | 178,054 | 0.5% | 9 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $7.6M | 176,232 | 1.1% | 8 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $7.3M | 169,041 | 0.6% | 10 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $6.3M | 145,662 | 0.4% | 13 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $5.9M | 136,610 | 3.5% | 12 |
| [FELL CAPITAL MANAGEMENT /ADV](https://holderbook.com/funds/850601-fell-capital-management-adv/) | $4.5M | 103,942 | 3.9% | 4 |
| [Kearns & Associates LLC](https://holderbook.com/funds/1908695-kearns-associates-llc/) | $2.9M | 68,035 | 1.4% | 6 |
| [LEGACY SOLUTIONS, LLC](https://holderbook.com/funds/2053314-legacy-solutions-llc/) | $2.8M | 64,924 | 2.1% | 8 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $2.7M | 61,855 | 0.3% | 16 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $2.5M | 58,178 | 0.7% | 3 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $2.1M | 48,377 | 0.2% | 11 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $2.1M | 48,039 | 0.2% | 14 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $1.9M | 44,641 | 0.7% | 5 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.5M | 33,650 | 0.0% | 11 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.5M | 33,639 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 41 | $332.4M |
| Q2 2026 | 796 | $23.1B |
| Q1 2026 | 753 | $21.0B |
| Q4 2025 | 731 | $19.6B |
| Q3 2025 | 658 | $17.9B |
| Q2 2025 | 626 | $16.2B |
| Q1 2025 | 622 | $15.8B |
| Q4 2024 | 602 | $14.0B |
| Q3 2024 | 525 | $9.7B |
| Q2 2024 | 478 | $8.0B |
| Q1 2024 | 465 | $6.5B |
| Q4 2023 | 420 | $5.4B |