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 |
|---|---|---|---|---|---|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
10,848
shares
|
$505,191
0.17% of portfolio
|
Q3 2025
Reduced 17.66%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
10,806
shares
|
$503,235
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
10,727
shares
|
$499,556
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
First Bank & Trust
|
Oct 10, 2025 Q3 2025 |
10,642
shares
|
$495,597
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
10,616
shares
|
$494,387
0.08% of portfolio
|
Q4 2023
Added 41.25%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
10,596
shares
|
$493,455
0.39% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
10,451
shares
|
$486,703
0.02% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
10,447
shares
|
$486,516
0.23% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
10,410
shares
|
$484,793
0.46% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
10,379
shares
|
$483,350
0.27% of portfolio
|
Q2 2025
Reduced 46.34%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
10,276
shares
|
$478,553
0.0% of portfolio
|
Q2 2025
Added 17.09%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,041
shares
|
$467,609
0.03% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
10,030
shares
|
$467,097
0.32% of portfolio
|
Q2 2023
New holding
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
10,002
shares
|
$465,793
0.04% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
9,961
shares
|
$463,883
0.07% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2025 Q3 2025 |
9,929
shares
|
$462,393
0.28% of portfolio
|
Q3 2025
Reduced 9.97%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
9,588
shares
|
$446,513
0.26% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9,569
shares
|
$445,628
1.72% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
9,400
shares
|
$437,758
0.12% of portfolio
|
Q2 2025
Added 84.24%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
9,394
shares
|
$437,478
0.14% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
9,390
shares
|
$437,292
0.01% of portfolio
|
Q3 2025
Added 27.93%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
9,387
shares
|
$437,152
0.01% of portfolio
|
Q2 2025
Reduced 82.72%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,330
shares
|
$434,498
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
9,298
shares
|
$433,007
0.13% of portfolio
|
Q3 2025
Reduced 21.68%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
9,275
shares
|
$431,936
0.33% of portfolio
|
Q3 2025
Added 1.41%
|