Who Owns FIDELITY MERRIMACK STR TR (FBND)? -- Institutional Holders (2026-03-31)

786 institutions reported holding $20.82B of FIDELITY MERRIMACK STR TR (FBND) in SEC 13F filings for 2026-03-31. Largest institutional holders: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($4.37B), MORGAN STANLEY ($1.62B), BANK OF AMERICA CORP /DE/ ($670.9M), FMR LLC ($660.6M), JPMORGAN CHASE & CO ($602.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.37B95.9MAdded
2MORGAN STANLEY$1.62B35.5MAdded
3BANK OF AMERICA CORP /DE/$670.9M14.7MAdded
4FMR LLC$660.6M14.5MAdded
5JPMORGAN CHASE & CO$602.1M13.2MAdded
6LPL Financial LLC$484.9M10.6MAdded
7Dynasty Wealth Management, LLC$465.8M10.2MAdded
8RAYMOND JAMES FINANCIAL INC$357.3M7.8MAdded
9ENVESTNET ASSET MANAGEMENT INC$340.9M7.5MAdded
10Cetera Investment Advisers$310.3M6.8MAdded
11COUNTRY TRUST BANK$307.6M6.7MAdded
12Quotient Wealth Partners, LLC$296.6M6.5MAdded
13UBS Group AG$284.2M6.2MAdded
14Modern Wealth Management, LLC$228.8M5.0MAdded
15COMMONWEALTH EQUITY SERVICES, LLC$222.9M4.9MTrimmed
16OSAIC HOLDINGS, INC.$210.2M4.6MTrimmed
17MATHER GROUP, LLC.$198.2M4.3MAdded
18Royal Bank of Canada$191.2M4.2MAdded
19SAX WEALTH ADVISORS, LLC$184.1M4.0MTrimmed
20RITHOLTZ WEALTH MANAGEMENT$182.7M4.0MAdded
21Kestra Advisory Services, LLC$181.0M4.0MAdded
22CWM, LLC$176.3M3.9MAdded
23Legacy Wealth Management, Inc$159.7M3.5MAdded
24Capital Analysts, LLC$143.8M3.2MAdded
25Blue Chip Partners, LLC$135.9M3.0MAdded

Source: SEC Form 13F filings · as of 2026-03-31