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 364 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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
45
shares
|
$2,095
0.0% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
38
shares
|
$1,769
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
37
shares
|
$1,723
0.0% of portfolio
|
Q1 2025
Reduced 97.5%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
35
shares
|
$1,629
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
20
shares
|
$931
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
19
shares
|
$884
0.0% of portfolio
|
Q3 2025
Reduced 81.19%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
17
shares
|
$791
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
14
shares
|
$651
0.0% of portfolio
|
Q2 2025
Reduced 51.72%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
13
shares
|
$605
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
6
shares
|
$279
0.0% of portfolio
|
Q2 2025
Reduced 96.0%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
6
shares
|
$279
0.0% of portfolio
|
Q2 2025
Reduced 98.65%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
3
shares
|
$139
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
3
shares
|
$139
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
1
shares
|
$46
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|