Who Owns FIDELITY MERRIMACK STR TR (FBND)? -- Institutional Holders (2026-06-30)

830 institutions reported holding $22.25B of FIDELITY MERRIMACK STR TR (FBND) in SEC 13F filings for 2026-06-30. Largest institutional holders: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($4.62B), MORGAN STANLEY ($1.67B), BANK OF AMERICA CORP /DE/ ($716.0M), FMR LLC ($696.3M), JPMORGAN CHASE & CO ($638.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.62B101.7MAdded
2MORGAN STANLEY$1.67B36.8MAdded
3BANK OF AMERICA CORP /DE/$716.0M15.7MAdded
4FMR LLC$696.3M15.3MAdded
5JPMORGAN CHASE & CO$638.6M14.0MAdded
6LPL Financial LLC$593.4M13.0MAdded
7Dynasty Wealth Management, LLC$499.0M11.0MAdded
8RAYMOND JAMES FINANCIAL INC$410.2M9.0MAdded
9Modern Wealth Management, LLC$368.9M8.1MAdded
10ENVESTNET ASSET MANAGEMENT INC$366.6M8.1MAdded
11Cetera Investment Advisers$331.9M7.3MAdded
12COUNTRY TRUST BANK$312.0M6.9MAdded
13UBS Group AG$307.1M6.8MAdded
14Quotient Wealth Partners, LLC$306.1M6.7MAdded
15Legacy Wealth Management, Inc$250.0M5.5MAdded
16OSAIC HOLDINGS, INC.$249.9M5.5MAdded
17COMMONWEALTH EQUITY SERVICES, LLC$232.6M5.1MAdded
18SAX WEALTH ADVISORS, LLC$204.9M4.5MAdded
19Royal Bank of Canada$200.0M4.4MAdded
20MATHER GROUP, LLC.$187.0M4.1MTrimmed
21RITHOLTZ WEALTH MANAGEMENT$185.0M4.1MAdded
22Kestra Advisory Services, LLC$181.7M4.0MAdded
23Waverly Advisors, LLC$174.5M3.8MAdded
24Capital Analysts, LLC$159.5M3.5MAdded
25Retirement Planning Group, LLC$143.4M3.2MAdded

Source: SEC Form 13F filings · as of 2026-06-30