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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
120,381
shares
|
$5.57 Million
0.27% of portfolio
|
Q3 2025
Added 252.78%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
119,301
shares
|
$5.52 Million
4.0% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
118,460
shares
|
$5.48 Million
0.33% of portfolio
|
Q3 2025
Added 291.42%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
118,219
shares
|
$5.47 Million
0.84% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
117,094
shares
|
$5.42 Million
0.0% of portfolio
|
Q3 2025
Added 1667.19%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
114,846
shares
|
$5.31 Million
0.52% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
114,341
shares
|
$5.29 Million
1.17% of portfolio
|
Q4 2025
Added 1.63%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
113,797
shares
|
$5.26 Million
2.21% of portfolio
|
Q3 2025
Added 16.93%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
111,437
shares
|
$5.15 Million
0.14% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
110,834
shares
|
$5.13 Million
1.28% of portfolio
|
Q4 2025
Added 5.72%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
110,792
shares
|
$5.12 Million
0.09% of portfolio
|
Q3 2025
Added 80.55%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
108,762
shares
|
$5.03 Million
1.13% of portfolio
|
Q3 2025
Reduced 18.64%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
107,703
shares
|
$4.98 Million
1.69% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
107,700
shares
|
$4.98 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
106,868
shares
|
$4.94 Million
0.25% of portfolio
|
Q3 2025
Added 12.88%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
105,886
shares
|
$4.9 Million
2.08% of portfolio
|
Q3 2025
Added 15.14%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
104,982
shares
|
$4.86 Million
0.01% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Maple Capital Management, Inc.
|
Nov 21, 2025 Q3 2025 |
104,403
shares
|
$4.83 Million
0.32% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
104,290
shares
|
$4.82 Million
0.2% of portfolio
|
Q4 2025
Added 6.84%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
103,642
shares
|
$4.79 Million
0.32% of portfolio
|
Q3 2025
Added 308.43%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
102,995
shares
|
$4.76 Million
0.31% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
102,740
shares
|
$4.75 Million
1.55% of portfolio
|
Q3 2025
Added 1250.07%
|
|