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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,574
shares
|
$73,301
0.0% of portfolio
|
Q1 2025
Added 23.26%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
1,317
shares
|
$61,332
0.02% of portfolio
|
Q2 2025
Reduced 34.58%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,241
shares
|
$57,793
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,211
shares
|
$56,396
0.0% of portfolio
|
Q2 2025
Added 92.83%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,085
shares
|
$50,528
0.02% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,066
shares
|
$49,643
0.03% of portfolio
|
Q2 2024
Reduced 59.05%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
904
shares
|
$42,099
0.0% of portfolio
|
Q1 2025
Added 28.41%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
884
shares
|
$41,167
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
847
shares
|
$39,444
0.02% of portfolio
|
Q1 2022
Added 0.12%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
834
shares
|
$38,839
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
823
shares
|
$38,327
0.01% of portfolio
|
Q3 2025
Added 378.49%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
793
shares
|
$36,930
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
746
shares
|
$34,741
0.0% of portfolio
|
Q1 2024
Reduced 67.02%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
732
shares
|
$34,089
0.0% of portfolio
|
Q2 2025
Added 27.75%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
700
shares
|
$32,599
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
666
shares
|
$31,015
0.02% of portfolio
|
Q4 2024
Reduced 53.62%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
641
shares
|
$29,851
0.0% of portfolio
|
Q1 2025
Reduced 73.71%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
640
shares
|
$29,804
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
620
shares
|
$28,873
0.01% of portfolio
|
Q1 2025
Reduced 38.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
603
shares
|
$28,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
600
shares
|
$27,942
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
549
shares
|
$25,566
0.01% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
466
shares
|
$21,701
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
460
shares
|
$21,422
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
452
shares
|
$21,049
0.0% of portfolio
|
Q2 2025
New holding
|