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 |
|---|---|---|---|---|---|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
10,848
shares
|
$501,720
0.17% of portfolio
|
Q3 2025
Reduced 17.66%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
10,837
shares
|
$501,211
0.33% of portfolio
|
Q4 2025
Added 1.09%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
10,824
shares
|
$500,610
0.03% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
10,806
shares
|
$499,777
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
Jan 08, 2026 Q4 2025 |
10,648
shares
|
$492,470
0.23% of portfolio
|
Q4 2025
New holding
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
10,616
shares
|
$490,990
0.08% of portfolio
|
Q4 2023
Added 41.25%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
10,502
shares
|
$485,717
0.24% of portfolio
|
Q3 2025
Added 424.58%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
10,447
shares
|
$483,173
0.22% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
10,317
shares
|
$477,161
0.04% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
10,302
shares
|
$476,467
0.09% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
10,193
shares
|
$471,426
0.05% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
10,031
shares
|
$463,933
0.23% of portfolio
|
Q3 2025
Added 23.98%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
10,030
shares
|
$463,887
0.32% of portfolio
|
Q2 2023
New holding
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$462,500
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
9,987
shares
|
$461,898
0.25% of portfolio
|
Q3 2025
Reduced 41.2%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jan 07, 2026 Q4 2025 |
9,929
shares
|
$459,216
0.26% of portfolio
|
Q3 2025
Reduced 9.97%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
9,858
shares
|
$455,932
0.12% of portfolio
|
Q3 2025
Reduced 11.21%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
9,655
shares
|
$446,543
0.25% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
9,628
shares
|
$445,295
0.01% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9,569
shares
|
$442,566
1.72% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
9,513
shares
|
$439,976
0.06% of portfolio
|
Q4 2025
Reduced 4.42%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
9,448
shares
|
$436,970
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
9,443
shares
|
$436,738
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
9,390
shares
|
$434,287
0.01% of portfolio
|
Q3 2025
Added 27.93%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
9,330
shares
|
$431,512
0.01% of portfolio
|
Q1 2024
New holding
|
|