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

477 institutions reported holding $6.47B of FIDELITY MERRIMACK STR TR (FBND) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($366.6M), COUNTRY TRUST BANK ($312.0M), Quotient Wealth Partners, LLC ($306.1M), Legacy Wealth Management, Inc ($250.0M), COMMONWEALTH EQUITY SERVICES, LLC ($232.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$366.6M8.1MAdded
2COUNTRY TRUST BANK$312.0M6.9MAdded
3Quotient Wealth Partners, LLC$306.1M6.7MAdded
4Legacy Wealth Management, Inc$250.0M5.5MAdded
5COMMONWEALTH EQUITY SERVICES, LLC$232.6M5.1MAdded
6SAX WEALTH ADVISORS, LLC$204.9M4.5MAdded
7MATHER GROUP, LLC.$187.0M4.1MTrimmed
8Kestra Advisory Services, LLC$181.7M4.0MAdded
9Cambridge Investment Research Advisors, Inc.$164.9M3.6MAdded
10SAGESPRING WEALTH PARTNERS, LLC$138.7M3.0MAdded
11McKinley Carter Wealth Services, Inc.$111.3M2.4MAdded
12Summit Financial Strategies, Inc.$108.5M2.4MAdded
13Octavia Wealth Advisors, LLC$93.8M2.1MAdded
14Valeo Financial Advisors, LLC$85.3M2.0MAdded
15Falcon Wealth Planning$74.4M1.6MAdded
16Wealthcare Advisory Partners LLC$71.2M1.6MAdded
17Private Advisor Group, LLC$69.6M1.5MAdded
18Concurrent Investment Advisors, LLC$65.3M1.4MAdded
19HUB Investment Partners, LLC$64.7M1.4MAdded
20Syntegra Private Wealth Group, LLC$63.2M1.4MAdded
21Sunburst Financial Group, LLC$54.1M1.2MAdded
22RFG Advisory, LLC$52.9M1.2MTrimmed
23Harbor Group, Inc.$50.8M1.1MAdded
24McGlone Suttner Wealth Management, Inc.$50.7M1.1MAdded
25Dynamic Advisor Solutions LLC$49.8M1.1MAdded

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