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 |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
522,205
shares
|
$24.3 Million
1.41% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
509,993
shares
|
$23.8 Million
4.91% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
506,457
shares
|
$23.6 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
498,652
shares
|
$23.2 Million
5.69% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
493,951
shares
|
$23 Million
3.24% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
493,092
shares
|
$23 Million
0.93% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
491,611
shares
|
$22.9 Million
1.65% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
490,758
shares
|
$22.9 Million
6.97% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
484,616
shares
|
$22.6 Million
3.47% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
467,291
shares
|
$21.8 Million
0.46% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Oct 15, 2025 Q3 2025 |
466,111
shares
|
$21.7 Million
9.38% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
466,096
shares
|
$21.7 Million
0.87% of portfolio
|
Q2 2025
Added 43.73%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
460,965
shares
|
$21.5 Million
0.32% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
456,876
shares
|
$21.3 Million
6.42% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
453,086
shares
|
$21.1 Million
1.6% of portfolio
|
Q2 2025
Reduced 43.2%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
443,321
shares
|
$20.6 Million
7.14% of portfolio
|
Q3 2025
Added 9.69%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
436,090
shares
|
$20.3 Million
4.7% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
419,913
shares
|
$19.6 Million
2.85% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
419,910
shares
|
$19.6 Million
2.03% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
418,367
shares
|
$19.5 Million
4.48% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
417,494
shares
|
$19.4 Million
6.6% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
413,287
shares
|
$19.2 Million
0.24% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
407,431
shares
|
$19 Million
3.76% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
399,021
shares
|
$18.6 Million
0.57% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
398,478
shares
|
$18.6 Million
1.29% of portfolio
|
Q2 2025
Reduced 2.01%
|