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 717 institutions that hold shares in the stock, with a total of 379 Million shares, which have been reported (via 13F filing form) to have a value of $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
16,445
shares
|
$760,581
1.09% of portfolio
|
Q3 2025
Added 50.73%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
16,255
shares
|
$751,793
0.41% of portfolio
|
Q3 2025
Added 43.99%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
15,960
shares
|
$738,150
0.06% of portfolio
|
Q3 2025
Added 10.66%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
15,890
shares
|
$734,912
0.17% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
15,789
shares
|
$730,241
0.5% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
15,314
shares
|
$708,272
0.02% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
15,022
shares
|
$694,767
0.63% of portfolio
|
Q3 2025
Added 15.43%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
15,000
shares
|
$693,750
0.18% of portfolio
|
Q2 2022
Reduced 65.23%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
14,990
shares
|
$693,287
0.0% of portfolio
|
Q3 2025
Added 45.87%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
14,953
shares
|
$691,576
0.11% of portfolio
|
Q3 2025
Added 184.33%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
14,748
shares
|
$682,095
0.02% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
14,647
shares
|
$677,423
0.03% of portfolio
|
Q3 2025
Added 11.49%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
14,424
shares
|
$667,110
0.42% of portfolio
|
Q3 2025
Reduced 20.96%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
14,424
shares
|
$667,110
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
14,285
shares
|
$660,681
0.39% of portfolio
|
Q3 2025
Reduced 12.29%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
14,184
shares
|
$656,010
0.01% of portfolio
|
Q4 2025
Added 4.13%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
14,094
shares
|
$651,847
0.14% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
14,071
shares
|
$650,783
0.64% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
13,968
shares
|
$646,020
4.88% of portfolio
|
Q3 2025
Reduced 89.21%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 28, 2025 Q3 2025 |
13,916
shares
|
$643,615
0.24% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
13,845
shares
|
$640,331
0.11% of portfolio
|
Q3 2025
Added 13.1%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
13,825
shares
|
$639,406
0.19% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,148
shares
|
$608,095
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
12,970
shares
|
$599,862
0.14% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
12,964
shares
|
$599,585
0.51% of portfolio
|
Q4 2024
Added 86.94%
|
|