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 716 institutions that hold shares in the stock, with a total of 379 Million shares, which have been reported (via 13F filing form) to have a value of $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
418,367
shares
|
$19.3 Million
4.48% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
412,514
shares
|
$19.1 Million
1.08% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
408,570
shares
|
$18.9 Million
0.47% of portfolio
|
Q3 2025
Added 11.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
405,736
shares
|
$18.8 Million
0.23% of portfolio
|
Q3 2025
Added 98.29%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
405,035
shares
|
$18.7 Million
0.09% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
395,871
shares
|
$18.3 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Edge Rock Capital LLC
|
Oct 28, 2025 Q3 2025 |
389,590
shares
|
$18 Million
6.68% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
385,231
shares
|
$17.8 Million
0.2% of portfolio
|
Q3 2025
Added 132.61%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
383,909
shares
|
$17.8 Million
1.19% of portfolio
|
Q3 2025
Added 582.54%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
381,824
shares
|
$17.7 Million
2.25% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
377,681
shares
|
$17.5 Million
2.49% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
377,015
shares
|
$17.4 Million
6.23% of portfolio
|
Q3 2025
Added 39.32%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
371,922
shares
|
$17.2 Million
2.21% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
369,743
shares
|
$17.1 Million
4.96% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
369,244
shares
|
$17.1 Million
0.22% of portfolio
|
Q3 2025
Added 32.72%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
367,003
shares
|
$17 Million
6.38% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
358,827
shares
|
$16.6 Million
7.37% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
355,052
shares
|
$16.4 Million
9.51% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
354,813
shares
|
$16.4 Million
6.01% of portfolio
|
Q3 2025
Reduced 26.47%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
352,995
shares
|
$16.3 Million
3.59% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
352,473
shares
|
$16.3 Million
4.35% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
351,712
shares
|
$16.3 Million
0.01% of portfolio
|
Q3 2025
Added 40.85%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
343,571
shares
|
$15.9 Million
4.58% of portfolio
|
Q3 2025
Added 17.47%
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
343,339
shares
|
$15.9 Million
16.7% of portfolio
|
Q3 2025
Added 42.84%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
339,281
shares
|
$15.7 Million
5.26% of portfolio
|
Q3 2025
New holding
|
|