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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,574
shares
|
$72,797
0.0% of portfolio
|
Q1 2025
Added 23.26%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
1,500
shares
|
$69,375
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,442
shares
|
$66,692
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
1,278
shares
|
$59,107
0.02% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,241
shares
|
$57,396
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,211
shares
|
$56,008
0.0% of portfolio
|
Q2 2025
Added 92.83%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
1,157
shares
|
$53,511
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,085
shares
|
$50,181
0.02% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
1,084
shares
|
$50,135
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,068
shares
|
$49,395
0.0% of portfolio
|
Q3 2025
Added 78.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,066
shares
|
$49,302
0.03% of portfolio
|
Q2 2024
Reduced 59.05%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,020
shares
|
$47,175
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
904
shares
|
$41,810
0.0% of portfolio
|
Q1 2025
Added 28.41%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
884
shares
|
$40,885
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
847
shares
|
$39,173
0.02% of portfolio
|
Q1 2022
Added 0.12%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
834
shares
|
$38,572
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
823
shares
|
$38,063
0.01% of portfolio
|
Q3 2025
Added 378.49%
|
|