Institutional Ownership Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND). We have compiled data on the 725 institutions that hold shares in the stock, with a total of 381 Million shares, which have been reported (via 13F filing form) to have a value of $17.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mustico Financial Group, Inc.
Elmira, NY |
Nov 13, 2025 Q3 2025 |
145,672
shares
|
$6.74 Million
6.6% of portfolio
|
Q3 2025
Added 12.55%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
145,359
shares
|
$6.72 Million
1.88% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
144,762
shares
|
$6.7 Million
1.78% of portfolio
|
Q4 2025
Added 4.13%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
144,076
shares
|
$6.66 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
142,802
shares
|
$6.6 Million
0.13% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
140,238
shares
|
$6.49 Million
0.17% of portfolio
|
Q3 2025
Reduced 66.89%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
139,292
shares
|
$6.44 Million
2.96% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
137,935
shares
|
$6.38 Million
1.65% of portfolio
|
Q4 2025
Added 4.85%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
137,392
shares
|
$6.35 Million
0.88% of portfolio
|
Q4 2025
Added 5.77%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
137,289
shares
|
$6.35 Million
0.92% of portfolio
|
Q4 2025
Added 13.98%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
134,817
shares
|
$6.24 Million
3.65% of portfolio
|
Q3 2025
Added 10.67%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
132,633
shares
|
$6.13 Million
0.31% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
131,353
shares
|
$6.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 63.37%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
130,073
shares
|
$6.02 Million
0.06% of portfolio
|
Q3 2025
Added 16.29%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
127,565
shares
|
$5.9 Million
1.66% of portfolio
|
Q3 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
127,027
shares
|
$5.87 Million
0.26% of portfolio
|
Q4 2025
Added 4.04%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
126,304
shares
|
$5.84 Million
0.22% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
124,695
shares
|
$5.77 Million
0.32% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
124,595
shares
|
$5.76 Million
2.67% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
124,567
shares
|
$5.76 Million
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
123,894
shares
|
$5.73 Million
0.58% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
123,217
shares
|
$5.7 Million
1.1% of portfolio
|
Q4 2025
Added 20.31%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
122,445
shares
|
$5.66 Million
0.15% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
122,431
shares
|
$5.66 Million
3.81% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
121,543
shares
|
$5.62 Million
2.46% of portfolio
|
Q4 2025
Added 11.32%
|
|