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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
43,942
shares
|
$2.03 Million
0.13% of portfolio
|
Q3 2025
Reduced 19.29%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
43,847
shares
|
$2.03 Million
0.99% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
42,520
shares
|
$1.97 Million
1.56% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
41,967
shares
|
$1.94 Million
1.53% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
41,871
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
41,469
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bryant Woods Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
41,228
shares
|
$1.91 Million
0.82% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
40,623
shares
|
$1.88 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Nov 05, 2025 Q3 2025 |
40,501
shares
|
$1.87 Million
0.69% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
39,932
shares
|
$1.85 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
39,453
shares
|
$1.82 Million
0.49% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
39,396
shares
|
$1.82 Million
0.13% of portfolio
|
Q3 2025
Added 8.64%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
39,111
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
38,841
shares
|
$1.8 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
38,687
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2022
Reduced 69.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
38,457
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2025
Added 19.09%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
38,010
shares
|
$1.76 Million
0.06% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
37,037
shares
|
$1.71 Million
0.15% of portfolio
|
Q3 2025
Reduced 19.0%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
36,763
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2025
Added 53.69%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
36,151
shares
|
$1.67 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
35,715
shares
|
$1.65 Million
0.49% of portfolio
|
Q4 2025
Added 13.8%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 13, 2026 Q4 2025 |
35,081
shares
|
$1.62 Million
3.37% of portfolio
|
Q4 2025
Reduced 11.17%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
34,339
shares
|
$1.59 Million
0.12% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
34,107
shares
|
$1.58 Million
0.09% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
33,559
shares
|
$1.55 Million
0.33% of portfolio
|
Q4 2025
Added 13.52%
|
|