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 362 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 |
|---|---|---|---|---|---|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
29,106
shares
|
$1.36 Million
0.17% of portfolio
|
Q3 2025
Added 25.25%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
28,850
shares
|
$1.34 Million
0.4% of portfolio
|
Q1 2023
Added 26.98%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
27,148
shares
|
$1.26 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
26,371
shares
|
$1.23 Million
0.33% of portfolio
|
Q2 2025
Added 151.9%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
26,064
shares
|
$1.21 Million
0.82% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
25,338
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2025
Added 36.28%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 27, 2025 Q3 2025 |
25,128
shares
|
$1.17 Million
0.73% of portfolio
|
Q3 2025
Added 22.52%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
25,124
shares
|
$1.17 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
25,027
shares
|
$1.17 Million
0.73% of portfolio
|
Q2 2025
Added 25.15%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
24,943
shares
|
$1.16 Million
0.95% of portfolio
|
Q2 2022
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
24,914
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Added 107.89%
|
|
|
Defined Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
24,759
shares
|
$1.15 Million
0.7% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
24,537
shares
|
$1.14 Million
1.95% of portfolio
|
Q2 2022
Reduced 22.13%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
24,428
shares
|
$1.14 Million
0.26% of portfolio
|
Q3 2025
Added 43.16%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
24,199
shares
|
$1.13 Million
0.86% of portfolio
|
Q3 2023
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
24,138
shares
|
$1.12 Million
0.29% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
24,106
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
24,053
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
24,024
shares
|
$1.12 Million
0.2% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
23,970
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 37.56%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
23,921
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
23,844
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
23,787
shares
|
$1.11 Million
0.26% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
22,885
shares
|
$1.07 Million
0.61% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
22,742
shares
|
$1.06 Million
0.27% of portfolio
|
Q2 2025
Added 9.97%
|