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 692 institutions that hold shares in the stock, with a total of 364 Million shares, which have been reported (via 13F filing form) to have a value of $16.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
60,269
shares
|
$2.81 Million
0.21% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
58,749
shares
|
$2.74 Million
1.19% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
58,256
shares
|
$2.71 Million
0.43% of portfolio
|
Q2 2025
Added 14.44%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
58,035
shares
|
$2.7 Million
0.23% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
57,285
shares
|
$2.67 Million
0.91% of portfolio
|
Q3 2025
Added 68.33%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
56,780
shares
|
$2.64 Million
7.03% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
56,247
shares
|
$2.62 Million
0.19% of portfolio
|
Q2 2025
Reduced 55.78%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
55,643
shares
|
$2.59 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
|
$2.56 Million
0.93% of portfolio
|
Q4 2023
Reduced 5.75%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
54,988
shares
|
$2.56 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
54,569
shares
|
$2.54 Million
1.75% of portfolio
|
Q3 2025
Added 12.73%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
54,523
shares
|
$2.54 Million
0.06% of portfolio
|
Q2 2025
Reduced 85.61%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
54,442
shares
|
$2.54 Million
0.11% of portfolio
|
Q2 2025
Added 416.63%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
54,021
shares
|
$2.52 Million
0.12% of portfolio
|
Q3 2025
Reduced 51.59%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
53,476
shares
|
$2.49 Million
0.53% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
52,358
shares
|
$2.44 Million
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
52,130
shares
|
$2.43 Million
0.25% of portfolio
|
Q2 2025
Reduced 82.72%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
51,739
shares
|
$2.41 Million
0.14% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
51,395
shares
|
$2.39 Million
0.5% of portfolio
|
Q2 2025
Added 81.43%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Oct 09, 2025 Q3 2025 |
51,258
shares
|
$2.39 Million
2.13% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
51,203
shares
|
$2.38 Million
0.84% of portfolio
|
Q1 2024
Added 5.51%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
50,973
shares
|
$2.37 Million
0.11% of portfolio
|
Q2 2025
Added 491.47%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
50,936
shares
|
$2.37 Million
0.6% of portfolio
|
Q3 2025
Added 167.84%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
50,456
shares
|
$2.35 Million
0.17% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
50,169
shares
|
$2.34 Million
1.54% of portfolio
|
Q2 2025
Added 7.27%
|