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 |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
9,322
shares
|
$431,142
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
9,275
shares
|
$428,968
0.33% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
9,211
shares
|
$426,008
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
9,038
shares
|
$418,007
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Afs Financial Group, LLC
Bethesda, MD |
Oct 10, 2024 Q3 2024 |
8,859
shares
|
$409,728
35.92% of portfolio
|
Q3 2024
Reduced 57.04%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
8,794
shares
|
$406,722
0.16% of portfolio
|
Q3 2025
Added 38.12%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
8,729
shares
|
$403,716
0.04% of portfolio
|
Q4 2023
Added 749.99%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
8,638
shares
|
$399,507
0.11% of portfolio
|
Q3 2025
Reduced 47.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,588
shares
|
$397,195
0.02% of portfolio
|
Q2 2021
Reduced 75.58%
|
|
|
Essex LLC
|
Jan 16, 2026 Q4 2025 |
8,468
shares
|
$391,645
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,430
shares
|
$389,887
0.05% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
8,280
shares
|
$382,950
0.17% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
8,155
shares
|
$377,168
0.04% of portfolio
|
Q4 2024
Added 50.88%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
8,137
shares
|
$376,336
0.07% of portfolio
|
Q3 2025
Added 85.65%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
7,942
shares
|
$367,317
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
7,538
shares
|
$348,632
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
7,500
shares
|
$346,875
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
7,432
shares
|
$343,730
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
7,397
shares
|
$342,111
0.01% of portfolio
|
Q4 2025
Added 0.74%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
7,302
shares
|
$337,717
0.03% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
7,218
shares
|
$333,832
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 14, 2026 Q4 2025 |
7,130
shares
|
$329,762
0.12% of portfolio
|
Q4 2025
Added 4.65%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
7,041
shares
|
$325,646
0.0% of portfolio
|
Q2 2025
Reduced 14.32%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
6,978
shares
|
$322,732
0.07% of portfolio
|
Q3 2025
Added 14.68%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
6,758
shares
|
$312,557
0.04% of portfolio
|
Q3 2025
Added 2.44%
|
|