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 |
|---|---|---|---|---|---|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
21,404
shares
|
$989,935
0.13% of portfolio
|
Q4 2025
Added 22.06%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
21,196
shares
|
$980,315
0.09% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
21,007
shares
|
$971,573
0.38% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
21,005
shares
|
$971,481
0.64% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
20,913
shares
|
$967,226
0.12% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
20,854
shares
|
$964,497
0.42% of portfolio
|
Q4 2025
Added 14.11%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
20,853
shares
|
$964,451
0.23% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 05, 2026 Q4 2025 |
20,736
shares
|
$959,040
0.67% of portfolio
|
Q4 2025
Added 13.45%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
20,575
shares
|
$951,593
0.05% of portfolio
|
Q4 2025
Added 92.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
20,497
shares
|
$947,986
0.01% of portfolio
|
Q3 2025
Reduced 14.04%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
20,241
shares
|
$936,146
0.38% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
20,019
shares
|
$925,878
0.38% of portfolio
|
Q3 2025
Reduced 12.52%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
19,506
shares
|
$902,152
0.0% of portfolio
|
Q3 2025
Reduced 58.63%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
19,480
shares
|
$900,950
0.5% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
19,157
shares
|
$886,011
0.3% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
19,054
shares
|
$881,247
0.53% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
18,994
shares
|
$878,472
0.31% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
18,781
shares
|
$868,621
0.15% of portfolio
|
Q3 2025
Reduced 93.25%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
18,585
shares
|
$859,556
0.0% of portfolio
|
Q3 2025
Added 17.91%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
18,534
shares
|
$857,197
0.14% of portfolio
|
Q4 2025
Added 74.16%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
18,390
shares
|
$850,537
0.22% of portfolio
|
Q3 2025
Added 169.06%
|
|
|
Trust Investment Advisors
|
Nov 24, 2025 Q3 2025 |
18,292
shares
|
$846,005
0.5% of portfolio
|
Q3 2025
Added 17.32%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
18,240
shares
|
$843,600
0.13% of portfolio
|
Q2 2025
Added 243.83%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
18,088
shares
|
$836,570
0.01% of portfolio
|
Q2 2025
Added 225.62%
|
|
|
Kearns & Associates LLC
|
Jan 08, 2026 Q4 2025 |
18,035
shares
|
$834,118
0.44% of portfolio
|
Q3 2025
Added 16.24%
|
|