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 |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
100,312
shares
|
$4.64 Million
0.09% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
99,440
shares
|
$4.6 Million
0.07% of portfolio
|
Q3 2025
Added 43.09%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
99,068
shares
|
$4.58 Million
1.08% of portfolio
|
Q1 2024
Added 10.17%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
98,292
shares
|
$4.55 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
97,610
shares
|
$4.51 Million
0.19% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
97,510
shares
|
$4.51 Million
1.3% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
97,491
shares
|
$4.51 Million
3.22% of portfolio
|
Q3 2025
Added 496.28%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
97,175
shares
|
$4.49 Million
2.34% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
96,252
shares
|
$4.45 Million
0.18% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
96,193
shares
|
$4.45 Million
0.78% of portfolio
|
Q3 2025
Added 12.78%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
95,751
shares
|
$4.43 Million
0.93% of portfolio
|
Q3 2025
Reduced 11.53%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
95,178
shares
|
$4.4 Million
3.17% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
94,901
shares
|
$4.39 Million
1.04% of portfolio
|
Q3 2025
Added 24.62%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
92,718
shares
|
$4.29 Million
0.76% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
92,309
shares
|
$4.27 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
91,352
shares
|
$4.23 Million
1.02% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
91,190
shares
|
$4.22 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
90,772
shares
|
$4.2 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
89,169
shares
|
$4.12 Million
0.13% of portfolio
|
Q3 2025
Added 170.42%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
88,870
shares
|
$4.11 Million
5.54% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
88,183
shares
|
$4.08 Million
4.14% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
87,006
shares
|
$4.02 Million
3.02% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
86,791
shares
|
$4.01 Million
1.73% of portfolio
|
Q1 2024
Added 61.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
86,500
shares
|
$4 Million
0.05% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Paragon Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
85,186
shares
|
$3.94 Million
1.19% of portfolio
|
Q3 2025
Added 26.3%
|
|