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 688 institutions that hold shares in the stock, with a total of 361 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 |
|---|---|---|---|---|---|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
385,144
shares
|
$17.9 Million
7.13% of portfolio
|
Q2 2025
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
377,681
shares
|
$17.6 Million
2.49% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
377,015
shares
|
$17.6 Million
6.23% of portfolio
|
Q3 2025
Added 39.32%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
371,922
shares
|
$17.3 Million
2.21% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
369,244
shares
|
$17.2 Million
0.22% of portfolio
|
Q3 2025
Added 32.72%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
367,659
shares
|
$17.1 Million
0.47% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
367,504
shares
|
$17.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
366,077
shares
|
$17 Million
2.34% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
365,957
shares
|
$17 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
365,192
shares
|
$17 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
358,613
shares
|
$16.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
355,052
shares
|
$16.5 Million
9.51% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
354,813
shares
|
$16.5 Million
6.01% of portfolio
|
Q3 2025
Reduced 26.47%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
352,473
shares
|
$16.4 Million
4.35% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
343,571
shares
|
$16 Million
4.58% of portfolio
|
Q3 2025
Added 17.47%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
341,340
shares
|
$15.9 Million
7.8% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
339,668
shares
|
$15.8 Million
6.39% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
339,158
shares
|
$15.8 Million
3.63% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
339,158
shares
|
$15.8 Million
3.63% of portfolio
|
Q2 2025
New holding
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
339,126
shares
|
$15.8 Million
4.31% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
337,897
shares
|
$15.7 Million
4.84% of portfolio
|
Q2 2025
Added 32.1%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
333,692
shares
|
$15.5 Million
2.66% of portfolio
|
Q3 2023
Added 16.45%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
327,630
shares
|
$15.3 Million
1.04% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
325,782
shares
|
$15.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 27, 2025 Q3 2025 |
321,883
shares
|
$15 Million
10.5% of portfolio
|
Q3 2025
Added 2.09%
|