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FBND — Fidelity Merrimack Str Tr Institutional Holders · Q3 2026

Who owns Fidelity Merrimack Str Tr (FBND)? 45 institutions reported holding $332.38M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Valeo Financial Advisors, LLC ($83.5M), Sunburst Financial Group, LLC ($56.0M), Farther Finance Advisors, LLC ($29.8M).

RankInstitutionValueSharesChange
1Valeo Financial Advisors, LLC$83.5M2.0MAdded
2Sunburst Financial Group, LLC$56.0M1.3MAdded
3Farther Finance Advisors, LLC$29.8M687,489Added
4KFA Private Wealth Group, LLC$22.1M510,987Added
5TrueWealth Advisors, LLC$18.5M428,100Trimmed
6Apella Capital, LLC$14.8M341,964Added
7STEPH & CO$13.7M316,767Added
8Dickmeyer Boyce Financial Management, Inc.$11.4M263,383Added
9Weaver Consulting Group$8.6M198,196Added
10BOS Asset Management, LLC$8.2M188,642Added
11TITLEIST ASSET MANAGEMENT, LLC$7.7M178,054Added
12FINANCIAL MANAGEMENT NETWORK INC$7.6M176,232Added
13Cooper Financial Group$7.3M169,041Added
14VALLEY WEALTH MANAGERS, INC.$6.3M145,662Added
15Williams & Novak, LLC$5.9M136,610Trimmed
16FELL CAPITAL MANAGEMENT /ADV$4.5M103,942Added
17Kearns & Associates LLC$2.9M68,035Added
18LEGACY SOLUTIONS, LLC$2.8M64,924Added
19Peterson Wealth Advisors, LLC$2.7M61,855Trimmed
20Worth Asset Management, LLC$2.5M58,178Added
21Galvin, Gaustad & Stein, LLC$2.1M48,377Trimmed
22Bangor Savings Bank$2.1M48,039Hold
23Plan A Wealth LLC$1.9M44,641Added
24Avidian Wealth Enterprises, LLC$1.5M33,650Trimmed
25CoreCap Advisors, LLC$1.5M33,639Added

Source: SEC Form 13F filings · as of 2026-09-30