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 |
|---|---|---|---|---|---|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
6,758
shares
|
$312,557
0.04% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
6,530
shares
|
$302,012
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
6,500
shares
|
$300,625
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
6,469
shares
|
$299,191
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
6,242
shares
|
$288,692
0.04% of portfolio
|
Q3 2025
Added 21.11%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
6,226
shares
|
$287,952
0.08% of portfolio
|
Q3 2025
Added 20.12%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
6,106
shares
|
$282,402
0.01% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Polaris Investment Advisors, LLC
Framingham, MA |
Jan 15, 2026 Q4 2025 |
6,090
shares
|
$281,662
0.2% of portfolio
|
Q4 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
6,078
shares
|
$281,107
0.0% of portfolio
|
Q3 2025
Added 34.83%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
6,076
shares
|
$281,015
0.02% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 28, 2025 Q3 2025 |
5,992
shares
|
$277,130
0.12% of portfolio
|
Q3 2025
Reduced 22.8%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
5,980
shares
|
$276,575
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
5,930
shares
|
$274,262
0.02% of portfolio
|
Q1 2025
Reduced 28.68%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Jan 15, 2026 Q4 2025 |
5,913
shares
|
$273,476
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
5,899
shares
|
$272,828
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
5,838
shares
|
$270,007
0.01% of portfolio
|
Q3 2025
Reduced 15.02%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
5,838
shares
|
$270,007
0.03% of portfolio
|
Q3 2025
Added 97.36%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
5,836
shares
|
$269,915
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Cs Group, LLC
|
Jan 08, 2026 Q4 2025 |
5,795
shares
|
$268,018
0.25% of portfolio
|
Q4 2025
Reduced 6.89%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
5,704
shares
|
$263,810
0.11% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jan 16, 2026 Q4 2025 |
5,560
shares
|
$257,150
0.16% of portfolio
|
Q4 2025
Reduced 8.02%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
5,459
shares
|
$252,478
0.1% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,458
shares
|
$252,432
0.04% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
5,451
shares
|
$252,108
0.13% of portfolio
|
Q3 2025
Reduced 47.48%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
5,411
shares
|
$250,258
0.02% of portfolio
|
Q3 2025
New holding
|
|