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 688 institutions that hold shares in the stock, with a total of 361 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
14,094
shares
|
$656,357
0.14% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
13,845
shares
|
$644,761
0.11% of portfolio
|
Q3 2025
Added 13.1%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
13,825
shares
|
$643,830
0.19% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
13,622
shares
|
$634,376
0.0% of portfolio
|
Q3 2025
Reduced 28.43%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
13,553
shares
|
$631,163
0.02% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
13,014
shares
|
$606,061
0.56% of portfolio
|
Q2 2025
Reduced 15.0%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
13,001
shares
|
$605,456
0.85% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
12,970
shares
|
$604,012
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
|
$603,733
0.51% of portfolio
|
Q4 2024
Added 86.94%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
12,943
shares
|
$602,755
0.24% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
12,788
shares
|
$595,537
0.02% of portfolio
|
Q2 2025
Added 26.18%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
12,782
shares
|
$595,257
0.42% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
12,459
shares
|
$580,215
0.02% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
12,374
shares
|
$576,257
0.01% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
12,345
shares
|
$574,906
0.16% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
12,259
shares
|
$570,901
0.04% of portfolio
|
Q2 2025
Reduced 16.85%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
11,891
shares
|
$553,763
0.03% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,574
shares
|
$539,001
0.04% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
11,562
shares
|
$538,442
0.14% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
11,449
shares
|
$533,179
0.22% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
11,318
shares
|
$527,079
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
11,289
shares
|
$525,728
0.31% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
11,267
shares
|
$524,704
0.06% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
11,103
shares
|
$517,066
0.14% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
10,910
shares
|
$508,078
0.94% of portfolio
|
Q2 2025
New holding
|