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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
84,836
shares
|
$3.92 Million
2.06% of portfolio
|
Q1 2024
Added 17.47%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
83,653
shares
|
$3.87 Million
1.51% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Nov 25, 2025 Q3 2025 |
81,543
shares
|
$3.77 Million
1.43% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
80,177
shares
|
$3.71 Million
0.32% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jan 16, 2026 Q4 2025 |
80,153
shares
|
$3.71 Million
2.08% of portfolio
|
Q4 2025
Added 15.11%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
77,318
shares
|
$3.58 Million
0.19% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
77,107
shares
|
$3.57 Million
0.41% of portfolio
|
Q4 2023
Added 30.46%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
76,867
shares
|
$3.56 Million
0.01% of portfolio
|
Q3 2025
Added 36.95%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
76,046
shares
|
$3.52 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
75,912
shares
|
$3.51 Million
0.17% of portfolio
|
Q2 2024
Added 4.99%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
75,578
shares
|
$3.5 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
75,342
shares
|
$3.48 Million
0.92% of portfolio
|
Q3 2025
Added 185.7%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
75,199
shares
|
$3.48 Million
0.29% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jan 13, 2026 Q4 2025 |
74,578
shares
|
$3.45 Million
3.14% of portfolio
|
Q4 2025
Added 2.96%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
74,242
shares
|
$3.43 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
73,983
shares
|
$3.42 Million
0.23% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 14, 2026 Q4 2025 |
72,901
shares
|
$3.37 Million
0.5% of portfolio
|
Q4 2025
Added 9.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
72,784
shares
|
$3.37 Million
0.01% of portfolio
|
Q3 2025
Added 9.49%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
72,492
shares
|
$3.35 Million
0.31% of portfolio
|
Q3 2025
Added 39.06%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
72,391
shares
|
$3.35 Million
1.6% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
70,882
shares
|
$3.28 Million
0.92% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
70,459
shares
|
$3.26 Million
1.4% of portfolio
|
Q3 2025
Reduced 1.31%
|
|