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 717 institutions that hold shares in the stock, with a total of 379 Million shares, which have been reported (via 13F filing form) to have a value of $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
4,804
shares
|
$222,185
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
4,793
shares
|
$221,676
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
4,733
shares
|
$218,901
0.06% of portfolio
|
Q4 2025
Reduced 26.38%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,565
shares
|
$211,131
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
4,549
shares
|
$210,391
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
4,348
shares
|
$201,095
0.18% of portfolio
|
Q4 2025
Added 12.73%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
4,096
shares
|
$189,440
0.0% of portfolio
|
Q3 2025
Added 69.75%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
3,721
shares
|
$172,096
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
3,640
shares
|
$168,350
0.06% of portfolio
|
Q3 2025
Added 32.7%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
3,508
shares
|
$162,245
0.17% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
3,500
shares
|
$161,875
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
3,379
shares
|
$156,278
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
3,316
shares
|
$153,365
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
3,123
shares
|
$144,438
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,001
shares
|
$138,796
0.0% of portfolio
|
Q3 2025
Added 309.97%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
2,650
shares
|
$122,562
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,623
shares
|
$121,313
0.0% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
2,330
shares
|
$107,762
0.01% of portfolio
|
Q3 2024
Added 323.64%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
2,281
shares
|
$105,496
0.06% of portfolio
|
Q3 2025
Added 85.75%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,217
shares
|
$102,536
0.0% of portfolio
|
Q3 2025
Reduced 38.62%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,085
shares
|
$96,431
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,065
shares
|
$95,506
0.0% of portfolio
|
Q3 2025
Added 8.74%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,874
shares
|
$86,672
0.0% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,835
shares
|
$84,868
0.01% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,618
shares
|
$74,832
0.01% of portfolio
|
Q2 2025
Reduced 12.87%
|
|