13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
FBND

FIDELITY MERRIMACK STR TR

790 institutions still hold FIDELITY MERRIMACK STR TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316188309·Exchange Traded Fund·790 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.1%
vs prior quarter
13F value held
$12.2B
57.0% inst. owned
of float
Holders
790
-59 QoQ
filers reporting
Activity
+91 / −119
+1,062 added · −892 reduced
this quarter
Concentration
35.87%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO #1
top holder share
AI Holders Summary · Q1 2026

790 institutions reported FBND in Q1 2026. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO leads at 35.9% of the visible book. -59 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$4.4B95.9M2.69%Q1 202602
MORGAN STANLEY
CIK 0000895421
$1.6B35.5M0.10%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$671M14.7M0.05%Q1 202604
FMR LLC
CIK 0000315066
$661M14.5M0.03%Q1 202605
JPMORGAN CHASE & CO
CIK 0000019617
$602M13.2M0.04%Q1 202606
LPL Financial LLC
CIK 0001403438
$485M10.6M0.13%Q1 202607
Dynasty Wealth Management, LLC
CIK 0001727599
$466M10.2M4.06%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$357M7.8M0.11%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$341M7.5M0.09%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$310M6.8M0.33%Q1 202611
COUNTRY TRUST BANK
CIK 0001209324
$308M6.7M5.85%Q1 202612
Quotient Wealth Partners, LLC
CIK 0002004904
$297M6.5M7.81%Q1 202613
UBS Group AG
CIK 0001610520
$284M6.2M0.04%Q1 202614
Modern Wealth Management, LLC
CIK 0002001900
$229M5.0M3.92%Q1 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$223M4.9M0.31%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$210M4.6M0.31%Q1 202617
MATHER GROUP, LLC.
CIK 0001527641
$198M4.3M1.98%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$191M4.2M0.03%Q1 202619
SAX WEALTH ADVISORS, LLC
CIK 0001846150
$184M4.0M8.92%Q1 202620
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$183M4.0M3.17%Q1 2026
Page 1 of 40
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