FIDELITY MERRIMACK STR TR (FBND)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
768
Reporting holders
$22.0B
Reported value
0.0%
Held as options
+38
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.6B | 101,656,759 | 2.47% | 17q | +6.1%+$264.0M |
| MORGAN STANLEY | $1.7B | 36,816,208 | 0.09% | 35q | +3.7%+$60.3M |
| BANK OF AMERICA CORP /DE/ | $716.0M | 15,740,788 | 0.05% | 31q | +7.0%+$47.0M |
| FMR LLC | $696.3M | 15,305,769 | 0.03% | 15q | +5.7%+$37.6M |
| JPMORGAN CHASE & CO | $638.6M | 13,982,930 | 0.04% | 31q | +5.6%+$34.0M |
| LPL Financial LLC | $593.4M | 13,045,220 | 0.13% | 31q | +22.7%+$109.9M |
| Dynasty Wealth Management, LLC | $499.0M | 10,970,047 | 3.71% | 9q | +7.4%+$34.5M |
| RAYMOND JAMES FINANCIAL INC | $410.2M | 9,016,360 | 0.11% | 7q | +15.1%+$53.9M |
| RITHOLTZ WEALTH MANAGEMENT | $370.0M | 8,133,772 | 2.76% | 12q | +103.0%+$187.8M |
| Modern Wealth Management, LLC | $368.9M | 8,110,234 | 4.39% | 7q | +61.7%+$140.8M |
| ENVESTNET ASSET MANAGEMENT INC | $366.6M | 8,059,617 | 0.09% | 31q | +7.9%+$26.7M |
| Cetera Investment Advisers | $331.9M | 7,296,054 | 0.30% | 21q | +7.3%+$22.5M |
| COUNTRY TRUST BANK | $312.0M | 6,857,648 | 5.46% | 26q | +1.7%+$5.2M |
| UBS Group AG | $307.1M | 6,750,589 | 0.04% | 31q | +8.4%+$23.7M |
| Quotient Wealth Partners, LLC | $306.1M | 6,729,858 | 7.23% | 9q | +3.5%+$10.4M |
| Legacy Wealth Management, LLC | $250.0M | 5,495,432 | 13.08% | 12q | +57.0%+$90.8M |
| OSAIC HOLDINGS, INC. | $249.9M | 5,491,783 | 0.29% | 26q | +19.2%+$40.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $232.6M | 5,113,836 | 0.29% | 31q | +4.7%+$10.4M |
| SAX WEALTH ADVISORS, LLC | $204.9M | 4,491,470 | 8.33% | 10q | +12.3%+$22.5M |
| ROYAL BANK OF CANADA | $200.0M | 4,397,539 | 0.03% | 31q | +4.9%+$9.4M |
| Corient Private Wealth LP | $193.7M | 4,257,038 | 0.12% | 12q | +148.2%+$115.6M |
| MATHER GROUP, LLC. | $187.0M | 4,110,125 | 1.63% | 15q | -5.4%-$10.6M |
| Kestra Advisory Services, LLC | $181.7M | 3,994,283 | 0.59% | 24q | +0.7%+$1.3M |
| Waverly Advisors, LLC | $174.5M | 3,836,584 | 1.01% | 10q | +521.8%+$146.5M |
| Retirement Planning Group, LLC | $143.4M | 3,153,325 | 3.64% | 18q | +10.9%+$14.1M |
| Blue Chip Partners, LLC | $140.2M | 3,081,830 | 8.86% | 13q | +3.5%+$4.7M |
| SAGESPRING WEALTH PARTNERS, LLC | $138.7M | 3,049,078 | 2.13% | 7q | +14.1%+$17.2M |
| Forvis Mazars Wealth Advisors, LLC | $135.0M | 2,968,727 | 2.26% | 14q | +5.3%+$6.8M |
| Focus Partners Wealth | $112.1M | 2,463,277 | 0.11% | 11q | +39.9%+$32.0M |
| MML INVESTORS SERVICES, LLC | $111.9M | 2,459,061 | 0.23% | 31q | +13.9%+$13.6M |
| McKinley Carter Wealth Services, Inc. | $111.3M | 2,446,971 | 5.74% | 9q | +7.8%+$8.1M |
| Summit Financial Strategies, Inc. | $108.5M | 2,384,200 | 7.61% | 11q | +7.1%+$7.2M |
| WELLS FARGO & COMPANY/MN | $96.8M | 2,127,446 | 0.02% | 26q | -46.4%-$83.9M |
| Integrated Wealth Concepts LLC | $96.7M | 2,125,784 | 0.47% | 15q | +71.3%+$40.3M |
| Octavia Wealth Advisors, LLC | $93.8M | 2,053,945 | 8.10% | 18q | +7.0%+$6.2M |
| HighTower Advisors, LLC | $91.3M | 2,007,999 | 0.09% | 31q | +1.7%+$1.5M |
| Valeo Financial Advisors, LLC | $85.3M | 1,985,582 | 1.80% | 8q | +2.7%+$2.2M |
| Arete Wealth Advisors, LLC | $75.8M | 1,666,220 | 1.66% | 10q | +111.6%+$40.0M |
| Falcon Wealth Planning | $74.4M | 1,634,738 | 4.69% | 10q | +8.6%+$5.9M |
| Wealthcare Advisory Partners LLC | $71.2M | 1,565,006 | 1.35% | 15q | +2.7%+$1.9M |
| Private Advisor Group, LLC | $69.6M | 1,530,984 | 0.32% | 31q | +1.4%+$935.5K |
| Ameritas Advisory Services, LLC | $69.0M | 1,517,610 | 1.39% | 19q | +94.0%+$33.4M |
| Ullmann Wealth Partners Group, LLC | $67.5M | 1,482,823 | 6.13% | 4q | +25.6%+$13.7M |
| Concurrent Investment Advisors, LLC | $65.3M | 1,435,649 | 0.56% | 10q | +8.4%+$5.1M |
| HUB Investment Partners, LLC | $64.7M | 1,421,650 | 1.16% | 11q | +4.7%+$2.9M |
| Syntegra Private Wealth Group, LLC | $63.2M | 1,388,561 | 4.89% | 2q | +64.4%+$24.7M |
| Rehmann Capital Advisory Group | $62.1M | 1,363,514 | 2.84% | 15q | +5.2%+$3.1M |
| Arkadios Wealth Advisors | $59.5M | 1,307,314 | 0.90% | 25q | +6.8%+$3.8M |
| Aptus Capital Advisors, LLC | $59.1M | 1,298,147 | 0.40% | 8q | +3.5%+$2.0M |
| HUNTINGTON NATIONAL BANK | $57.7M | 1,268,451 | 0.28% | 30q | +12.5%+$6.4M |
| Sunburst Financial Group, LLC | $54.1M | 1,190,025 | 8.77% | 15q | +3.8%+$2.0M |
| RFG Advisory, LLC | $52.9M | 1,163,561 | 0.83% | 17q | -7.9%-$4.6M |
| Harbor Group, Inc. | $50.8M | 1,116,081 | 5.96% | 12q | +2.2%+$1.1M |
| McGlone Suttner Wealth Management, Inc. | $50.7M | 1,114,382 | 5.95% | 15q | +4.3%+$2.1M |
| Drake & Associates, LLC | $50.0M | 1,098,394 | 8.42% | 13q | +7.6%+$3.5M |
| Dynamic Advisor Solutions LLC | $49.8M | 1,095,153 | 1.41% | 24q | +13.1%+$5.8M |
| OLIO Financial Planning | $49.3M | 1,084,423 | 12.24% | 18q | +6.5%+$3.0M |
| Navalign, LLC | $49.3M | 1,083,023 | 11.48% | 17q | +5.1%+$2.4M |
| JONES FINANCIAL COMPANIES LLLP | $48.5M | 1,059,149 | 0.02% | 11q | +36.0%+$12.8M |
| Landing Point Financial Group, LLC | $47.5M | 1,043,899 | 16.14% | 2q | +6899.0%+$46.8M |
| NICOLET BANKSHARES INC | $46.7M | 1,027,399 | 1.49% | 2q | +54.1%+$16.4M |
| Crane Advisory, LLC | $46.4M | 1,026,233 | 6.67% | 8q | +1.5%+$699.8K |
| W.G. Shaheen & Associates DBA Whitney & Co | $44.2M | 971,403 | 3.23% | 11q | +18.6%+$6.9M |
| Sherrill & Hutchins Financial Advisory, Inc | $42.9M | 943,913 | 20.53% | 11q | +4.2%+$1.7M |
| Shakespeare Wealth Management, LLC | $42.8M | 941,225 | 11.34% | 29q | +8.1%+$3.2M |
| WEATHERLY ASSET MANAGEMENT L. P. | $42.3M | 927,020 | 3.01% | 14q | +3.2%+$1.3M |
| WestHill Financial Advisors, Inc. | $41.6M | 914,982 | 7.09% | 21q | +2.2%+$892.4K |
| Larson Financial Group LLC | $41.5M | 912,200 | 1.09% | 19q | +20.2%+$7.0M |
| Lineweaver Wealth Advisors, LLC | $41.1M | 903,819 | 4.87% | 11q | +7.2%+$2.8M |
| Brookstone Capital Management | $40.7M | 894,979 | 0.41% | 18q | +7.0%+$2.7M |
| Bleakley Financial Group, LLC | $40.1M | 881,683 | 0.51% | 5q | -2.3%-$958.2K |
| CORRECT CAPITAL WEALTH MANAGEMENT | $40.0M | 879,135 | 6.89% | 11q | +0.9%+$348.5K |
| POWER WEALTH MANAGEMENT LLC | $39.4M | 865,549 | 13.53% | 11q | +4.2%+$1.6M |
| Pallas Capital Advisors LLC | $38.8M | 853,855 | 1.20% | 10q | +6.1%+$2.2M |
| ASPIRIANT, LLC | $37.9M | 833,949 | 0.94% | 24q | +11.2%+$3.8M |
| Coyle Financial Counsel LLC | $37.7M | 827,671 | 6.87% | 12q | +4.1%+$1.5M |
| Baird Financial Group, Inc. | $37.1M | 816,468 | 0.05% | 20q | +10.2%+$3.4M |
| KFG WEALTH MANAGEMENT, LLC | $37.0M | 813,982 | 4.18% | 10q | +3.8%+$1.3M |
| Compass Ion Advisors, LLC | $37.0M | 812,609 | 3.19% | 12q | +2.3%+$830.1K |
| Global Retirement Partners, LLC | $36.7M | 806,651 | 0.56% | 16q | +6.2%+$2.1M |
| Mascoma Wealth Management LLC | $36.5M | 801,959 | 6.76% | 13q | +4.7%+$1.6M |
| ABLE Financial Group, LLC | $36.0M | 791,676 | 6.04% | 12q | +5.9%+$2.0M |
| Henderson Brothers Financial Partners, LLC | $35.6M | 782,427 | 16.85% | 3q | -51.3%-$37.5M |
| HARBOUR INVESTMENTS, INC. | $35.6M | 781,949 | 0.48% | 21q | +2.4%+$817.1K |
| Stone House Investment Management, LLC | $35.5M | 780,129 | 4.72% | 5q | +19.5%+$5.8M |
| Gotham Asset Management, LLC | $35.4M | 778,810 | 0.08% | 11q | +9.1%+$3.0M |
| VICUS CAPITAL | $35.0M | 769,512 | 2.26% | 31q | HELD |
| OneDigital Investment Advisors LLC | $34.8M | 765,893 | 0.29% | 5q | +21.5%+$6.2M |
| Bank of New York Mellon Corp | $33.8M | 742,317 | 0.01% | 7q | +17.1%+$4.9M |
| Creative Planning | $33.6M | 738,717 | 0.02% | 22q | -4.8%-$1.7M |
| FOUNDERS FINANCIAL SECURITIES LLC | $33.4M | 733,356 | 1.71% | 18q | +13.8%+$4.0M |
| Horizon Investments, LLC | $33.2M | 732,704 | 0.36% | 18q | -42.5%-$24.5M |
| WBH ADVISORY INC | $33.2M | 729,218 | 2.23% | 24q | -0.6%-$208.6K |
| Scott Capital Advisors, LLC | $32.9M | 722,949 | 5.15% | 15q | +83.9%+$15.0M |
| Souders Financial Advisors | $32.5M | 713,409 | 3.26% | 10q | +6.2%+$1.9M |
| Leelyn Smith, LLC | $32.0M | 702,891 | 3.89% | 12q | +4.2%+$1.3M |
| Wealthspire Retirement, LLC | $32.0M | 702,477 | 1.75% | 27q | +3.6%+$1.1M |
| Presidio Capital Management, LLC | $31.6M | 694,781 | 7.90% | 15q | +12.7%+$3.6M |
| VALLEY NATIONAL ADVISERS INC | $31.0M | 680,582 | 3.44% | 18q | +7.2%+$2.1M |
| Wealth Alliance Advisory Group, LLC | $30.7M | 674,141 | 4.44% | 12q | -1.9%-$586.2K |
Showing the largest 100 of 790 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 768 | $22.0B | 484,557,388 | 75 | 430 | 169 | 0.0% |
| Q1 2026 | 730 | $20.4B | 447,740,465 | 63 | 420 | 157 | 0.0% |
| Q4 2025 | 707 | $18.9B | 417,060,528 | 63 | 402 | 111 | 0.0% |
| Q3 2025 | 632 | $17.1B | 375,912,180 | 61 | 371 | 127 | 0.0% |
| Q2 2025 | 596 | $15.4B | 343,449,097 | 55 | 287 | 178 | 0.0% |
| Q1 2025 | 593 | $15.1B | 337,377,252 | 59 | 309 | 154 | 0.0% |
| Q4 2024 | 571 | $13.3B | 304,229,211 | 76 | 293 | 113 | 0.0% |
| Q3 2024 | 495 | $9.2B | 195,878,108 | 71 | 282 | 90 | 0.0% |
| Q2 2024 | 447 | $7.4B | 165,621,182 | 46 | 256 | 88 | 0.0% |
| Q1 2024 | 431 | $6.1B | 131,575,922 | 69 | 247 | 77 | 0.0% |
| Q4 2023 | 382 | $5.0B | 109,227,158 | 55 | 194 | 78 | 0.0% |
| Q3 2023 | 318 | $3.5B | 81,146,873 | 47 | 179 | 60 | 0.0% |
| Q2 2023 | 295 | $2.7B | 58,765,293 | 51 | 151 | 63 | 0.0% |
| Q1 2023 | 249 | $2.2B | 47,858,322 | 37 | 133 | 48 | 0.0% |
| Q4 2022 | 217 | $1.6B | 34,415,473 | 45 | 78 | 59 | 0.0% |
| Q3 2022 | 216 | $1.3B | 29,898,688 | 23 | 97 | 65 | 0.0% |
| Q2 2022 | 221 | $1.4B | 30,057,734 | 29 | 67 | 102 | 0.0% |
| Q1 2022 | 221 | $1.6B | 31,347,961 | 35 | 86 | 80 | 0.0% |
| Q4 2021 | 207 | $1.3B | 24,790,911 | 29 | 81 | 49 | 0.0% |
| Q3 2021 | 175 | $1.1B | 19,895,462 | 21 | 91 | 31 | 0.0% |
| Q2 2021 | 172 | $1.0B | 19,657,495 | 21 | 83 | 42 | 0.0% |
| Q1 2021 | 164 | $928.1M | 17,710,114 | 26 | 75 | 33 | 0.0% |
| Q4 2020 | 148 | $749.9M | 13,822,446 | 13 | 83 | 21 | 0.0% |
| Q3 2020 | 126 | $619.3M | 11,331,856 | 18 | 64 | 18 | 0.0% |
| Q2 2020 | 121 | $531.6M | 9,855,028 | 24 | 49 | 22 | 0.0% |
| Q1 2020 | 111 | $496.9M | 9,603,263 | 27 | 34 | 31 | 0.0% |
| Q4 2019 | 98 | $391.0M | 7,376,834 | 15 | 40 | 16 | 0.0% |
| Q3 2019 | 75 | $334.8M | 6,476,545 | 8 | 36 | 16 | 0.0% |
| Q2 2019 | 72 | $346.6M | 6,793,222 | 13 | 34 | 16 | 0.0% |
| Q1 2019 | 66 | $292.9M | 5,860,111 | 11 | 22 | 19 | 0.0% |
| Q4 2018 | 62 | $232.7M | 4,795,104 | 1 | 0 | 1 | 0.0% |