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 717 institutions that hold shares in the stock, with a total of 379 Million shares, which have been reported (via 13F filing form) to have a value of $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
139,023
shares
|
$6.43 Million
1.81% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
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%
|
|
|
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%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
131,549
shares
|
$6.08 Million
1.65% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
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
|
|
|
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%
|
|
|
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%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
122,100
shares
|
$5.65 Million
0.26% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
121,135
shares
|
$5.6 Million
0.06% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
120,549
shares
|
$5.58 Million
0.68% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
120,477
shares
|
$5.57 Million
1.66% of portfolio
|
Q3 2025
Added 51.63%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
120,450
shares
|
$5.57 Million
0.83% of portfolio
|
Q3 2025
Added 13.26%
|
|