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 |
|---|---|---|---|---|---|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
70,425
shares
|
$3.26 Million
0.51% of portfolio
|
Q4 2025
Reduced 5.87%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
70,406
shares
|
$3.26 Million
0.04% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
70,305
shares
|
$3.25 Million
0.73% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
69,760
shares
|
$3.23 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
67,607
shares
|
$3.13 Million
0.23% of portfolio
|
Q3 2025
Added 36.96%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
67,320
shares
|
$3.11 Million
1.91% of portfolio
|
Q4 2025
Added 38.78%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
67,163
shares
|
$3.11 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
65,986
shares
|
$3.05 Million
1.43% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
65,879
shares
|
$3.05 Million
1.95% of portfolio
|
Q3 2025
Added 13.21%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
65,316
shares
|
$3.02 Million
0.52% of portfolio
|
Q4 2025
Added 20.28%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
64,031
shares
|
$2.96 Million
0.12% of portfolio
|
Q4 2025
Added 4.62%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
63,886
shares
|
$2.95 Million
2.28% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
63,610
shares
|
$2.94 Million
0.64% of portfolio
|
Q3 2025
Reduced 39.37%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
63,346
shares
|
$2.93 Million
0.32% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
62,902
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2025
Reduced 68.07%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
61,739
shares
|
$2.86 Million
0.34% of portfolio
|
Q3 2025
Added 51.27%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
61,451
shares
|
$2.84 Million
1.12% of portfolio
|
Q2 2022
Reduced 11.68%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
60,269
shares
|
$2.79 Million
0.21% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
59,945
shares
|
$2.77 Million
1.0% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
58,749
shares
|
$2.72 Million
1.19% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
58,035
shares
|
$2.68 Million
0.23% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
56,780
shares
|
$2.63 Million
7.03% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
55,643
shares
|
$2.57 Million
0.25% of portfolio
|
Q4 2022
Added 27.05%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
55,052
shares
|
$2.55 Million
0.93% of portfolio
|
Q4 2023
Reduced 5.75%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
54,569
shares
|
$2.52 Million
1.75% of portfolio
|
Q3 2025
Added 12.73%
|
|