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 687 institutions that hold shares in the stock, with a total of 360 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
719,287
shares
|
$33.5 Million
0.46% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
716,663
shares
|
$33.4 Million
2.59% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
713,610
shares
|
$33.2 Million
10.68% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
697,882
shares
|
$32.5 Million
6.7% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
696,674
shares
|
$32.4 Million
0.17% of portfolio
|
Q2 2025
Added 13.95%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
693,691
shares
|
$32.3 Million
0.45% of portfolio
|
Q2 2025
Added 93.41%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
688,361
shares
|
$32.1 Million
3.27% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
676,490
shares
|
$31.5 Million
8.34% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
667,679
shares
|
$31.1 Million
6.54% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
654,193
shares
|
$30.5 Million
3.52% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
626,806
shares
|
$29.2 Million
11.17% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
607,204
shares
|
$28.3 Million
10.75% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
603,996
shares
|
$28.1 Million
7.77% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
589,752
shares
|
$27.5 Million
2.13% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
586,779
shares
|
$27.3 Million
6.36% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
583,371
shares
|
$27.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
581,905
shares
|
$27.1 Million
7.14% of portfolio
|
Q2 2025
Added 41.88%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
576,197
shares
|
$26.8 Million
2.28% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
574,234
shares
|
$26.7 Million
2.18% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
561,532
shares
|
$26.2 Million
1.82% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
547,715
shares
|
$25.5 Million
0.79% of portfolio
|
Q3 2025
Added 14.26%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
539,338
shares
|
$25.1 Million
2.15% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
537,152
shares
|
$25 Million
14.17% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2025 Q3 2025 |
530,010
shares
|
$24.7 Million
3.91% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
527,100
shares
|
$24.5 Million
1.78% of portfolio
|
Q3 2025
Added 27.1%
|