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 |
|---|---|---|---|---|---|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
33,445
shares
|
$1.55 Million
0.07% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
33,242
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
33,084
shares
|
$1.53 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
33,062
shares
|
$1.53 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
32,585
shares
|
$1.51 Million
0.63% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
32,461
shares
|
$1.5 Million
1.21% of portfolio
|
Q3 2025
Reduced 27.79%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
32,259
shares
|
$1.49 Million
1.06% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jan 15, 2026 Q4 2025 |
32,120
shares
|
$1.49 Million
1.0% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
31,818
shares
|
$1.47 Million
0.75% of portfolio
|
Q2 2023
Added 3.66%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
31,600
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Nov 10, 2025 Q3 2025 |
31,578
shares
|
$1.46 Million
0.71% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
31,369
shares
|
$1.45 Million
0.59% of portfolio
|
Q4 2025
Added 117.19%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
30,395
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2025
Added 67.82%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
30,262
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2025
Added 19.43%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
30,055
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2025
Added 98.91%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
29,107
shares
|
$1.35 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
29,106
shares
|
$1.35 Million
0.17% of portfolio
|
Q3 2025
Added 25.25%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
28,850
shares
|
$1.33 Million
0.4% of portfolio
|
Q1 2023
Added 26.98%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
28,829
shares
|
$1.33 Million
0.32% of portfolio
|
Q3 2025
Added 26.77%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
27,438
shares
|
$1.27 Million
0.18% of portfolio
|
Q3 2025
Added 14.21%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
27,269
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
27,233
shares
|
$1.26 Million
0.43% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
26,868
shares
|
$1.24 Million
0.27% of portfolio
|
Q4 2025
Added 9.99%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
25,616
shares
|
$1.18 Million
0.67% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
25,418
shares
|
$1.18 Million
0.26% of portfolio
|
Q3 2025
Added 6.86%
|
|