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 |
|---|---|---|---|---|---|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
4,793
shares
|
$223,210
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
4,702
shares
|
$218,972
0.03% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
4,566
shares
|
$212,638
0.01% of portfolio
|
Q2 2025
Reduced 49.6%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,565
shares
|
$212,592
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,549
shares
|
$211,846
0.03% of portfolio
|
Q2 2025
Added 84.62%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
4,549
shares
|
$211,846
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,508
shares
|
$209,937
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
4,487
shares
|
$208,959
0.03% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
3,857
shares
|
$179,620
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
3,721
shares
|
$173,286
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
3,508
shares
|
$163,367
0.17% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
3,379
shares
|
$157,360
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
2,958
shares
|
$137,754
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
2,743
shares
|
$127,741
0.05% of portfolio
|
Q2 2025
Reduced 30.54%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,623
shares
|
$122,153
0.0% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,413
shares
|
$112,373
0.0% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
2,330
shares
|
$108,508
0.01% of portfolio
|
Q3 2024
Added 323.64%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
2,281
shares
|
$106,226
0.06% of portfolio
|
Q3 2025
Added 85.75%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,217
shares
|
$103,245
0.0% of portfolio
|
Q3 2025
Reduced 38.62%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,085
shares
|
$97,098
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
2,002
shares
|
$93,233
0.05% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,899
shares
|
$88,436
0.0% of portfolio
|
Q1 2025
Added 295.63%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
1,874
shares
|
$87,272
0.0% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1,872
shares
|
$87,179
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,835
shares
|
$85,455
0.01% of portfolio
|
Q4 2024
Added 7.5%
|