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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
1,035,852
shares
|
$47.9 Million
1.78% of portfolio
|
Q3 2025
Reduced 21.07%
|
|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
1,031,304
shares
|
$47.7 Million
7.55% of portfolio
|
Q4 2025
Added 2.16%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
1,017,336
shares
|
$47.1 Million
6.3% of portfolio
|
Q4 2025
Added 3.17%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 14, 2026 Q4 2025 |
1,009,529
shares
|
$46.7 Million
7.29% of portfolio
|
Q4 2025
Added 90.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
954,854
shares
|
$44.2 Million
0.07% of portfolio
|
Q3 2025
Added 161.47%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
939,073
shares
|
$43.4 Million
11.62% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
932,065
shares
|
$43.1 Million
1.46% of portfolio
|
Q4 2025
Reduced 5.7%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
922,423
shares
|
$42.7 Million
12.55% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
Jan 12, 2026 Q4 2025 |
896,594
shares
|
$41.5 Million
29.27% of portfolio
|
Q4 2025
Added 1.91%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
885,040
shares
|
$40.9 Million
0.26% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Weatherly Asset Management L. P.
|
Jan 15, 2026 Q4 2025 |
882,620
shares
|
$40.8 Million
3.17% of portfolio
|
Q4 2025
Added 5.03%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
875,591
shares
|
$40.5 Million
1.5% of portfolio
|
Q4 2025
Added 9.46%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
838,606
shares
|
$38.8 Million
0.22% of portfolio
|
Q2 2025
Added 16.54%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
837,627
shares
|
$38.7 Million
8.57% of portfolio
|
Q3 2025
Added 14.28%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
816,243
shares
|
$37.8 Million
10.0% of portfolio
|
Q3 2025
Added 10.57%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
806,708
shares
|
$37.3 Million
0.5% of portfolio
|
Q4 2025
Added 12.15%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
806,703
shares
|
$37.3 Million
7.33% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
799,918
shares
|
$37 Million
0.48% of portfolio
|
Q3 2025
Added 15.31%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
796,309
shares
|
$36.8 Million
5.84% of portfolio
|
Q4 2025
Added 4.3%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
785,511
shares
|
$36.3 Million
4.68% of portfolio
|
Q3 2025
Added 92.8%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
779,967
shares
|
$36.1 Million
13.13% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
747,912
shares
|
$34.6 Million
7.92% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
742,863
shares
|
$34.4 Million
7.78% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
742,577
shares
|
$34.3 Million
0.9% of portfolio
|
Q3 2025
Added 235.05%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
738,826
shares
|
$34.2 Million
7.29% of portfolio
|
Q3 2025
Added 3.69%
|
|