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 |
|---|---|---|---|---|---|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
25,294
shares
|
$1.17 Million
1.0% of portfolio
|
Q4 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
25,289
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
25,136
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 27, 2025 Q3 2025 |
25,128
shares
|
$1.16 Million
0.73% of portfolio
|
Q3 2025
Added 22.52%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
24,996
shares
|
$1.16 Million
0.4% of portfolio
|
Q4 2025
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
24,943
shares
|
$1.15 Million
0.95% of portfolio
|
Q2 2022
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
24,850
shares
|
$1.15 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Defined Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
24,819
shares
|
$1.15 Million
0.7% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
24,654
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Reduced 92.32%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
24,537
shares
|
$1.13 Million
1.95% of portfolio
|
Q2 2022
Reduced 22.13%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
24,519
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
24,393
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
24,289
shares
|
$1.12 Million
0.25% of portfolio
|
Q4 2025
Added 9.76%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
24,199
shares
|
$1.12 Million
0.86% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
24,107
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
23,878
shares
|
$1.1 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
23,715
shares
|
$1.1 Million
0.48% of portfolio
|
Q3 2025
Added 18.69%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
23,039
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jan 08, 2026 Q4 2025 |
22,506
shares
|
$1.04 Million
0.88% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
22,298
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2025
Added 3.72%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
22,246
shares
|
$1.03 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
22,231
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.77%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
21,992
shares
|
$1.02 Million
0.24% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
21,990
shares
|
$1.02 Million
0.35% of portfolio
|
Q3 2025
Added 22.42%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
21,670
shares
|
$1 Million
0.06% of portfolio
|
Q3 2025
Added 28.8%
|
|