13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
FBND

FIDELITY MERRIMACK STR TR

818 institutions still hold FIDELITY MERRIMACK STR TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316188309·Exchange Traded Fund·818 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$13.1B
visible holders
Holders
818
filers reporting
Concentration
35.40%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO #1
top holder share
AI Holders Summary · Q2 2026

818 institutions reported FBND in Q2 2026. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO leads at 35.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$4.6B101.7M2.47%Q2 202602
MORGAN STANLEY
CIK 0000895421
$1.7B36.8M0.09%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$716M15.7M0.05%Q2 202604
FMR LLC
CIK 0000315066
$696M15.3M0.03%Q2 202605
JPMORGAN CHASE & CO
CIK 0000019617
$639M14.0M0.04%Q2 202606
LPL Financial LLC
CIK 0001403438
$593M13.0M0.13%Q2 202607
Dynasty Wealth Management, LLC
CIK 0001727599
$499M11.0M3.71%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$410M9.0M0.11%Q2 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$367M8.1M0.09%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$332M7.3M0.30%Q2 202611
COUNTRY TRUST BANK
CIK 0001209324
$312M6.9M5.46%Q2 202612
UBS Group AG
CIK 0001610520
$307M6.8M0.04%Q2 202613
Quotient Wealth Partners, LLC
CIK 0002004904
$306M6.7M7.23%Q2 202614
SAX WEALTH ADVISORS, LLC
CIK 0001846150
$291M6.7M8.31%Q3 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$250M5.5M0.29%Q2 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$233M5.1M0.29%Q2 202617
Modern Wealth Management, LLC
CIK 0002001900
$229M5.0M3.92%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$200M4.4M0.03%Q2 202619
Legacy Wealth Management, Inc
CIK 0001488921
$197M4.6M10.40%Q3 202620
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$185M4.1M2.76%Q2 2026
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