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 |
|---|---|---|---|---|---|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
319,476
shares
|
$14.9 Million
7.74% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
316,541
shares
|
$14.7 Million
2.81% of portfolio
|
Q2 2025
Added 55.89%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Aug 06, 2025 Q2 2025 |
315,286
shares
|
$14.7 Million
10.29% of portfolio
|
Q2 2025
Added 168.99%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
312,016
shares
|
$14.5 Million
2.49% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
311,631
shares
|
$14.5 Million
5.78% of portfolio
|
Q3 2025
Added 918.63%
|
|
|
Scott Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
306,241
shares
|
$14.3 Million
3.23% of portfolio
|
Q3 2025
Added 674.76%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
301,732
shares
|
$14.1 Million
6.69% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
301,397
shares
|
$14 Million
1.02% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
297,577
shares
|
$13.9 Million
0.29% of portfolio
|
Q3 2025
Added 15.01%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
290,986
shares
|
$13.6 Million
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
290,332
shares
|
$13.5 Million
4.94% of portfolio
|
Q3 2025
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
289,359
shares
|
$13.5 Million
5.62% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
288,391
shares
|
$13.4 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
284,659
shares
|
$13.3 Million
6.04% of portfolio
|
Q1 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
284,492
shares
|
$13.2 Million
11.07% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
282,967
shares
|
$13.2 Million
2.16% of portfolio
|
Q2 2025
Added 15.73%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
280,343
shares
|
$13.1 Million
8.62% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
278,272
shares
|
$13 Million
0.19% of portfolio
|
Q3 2025
Added 25.44%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
268,452
shares
|
$12.5 Million
10.03% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
263,481
shares
|
$12.3 Million
1.44% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
262,411
shares
|
$12.2 Million
0.74% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
261,352
shares
|
$12.2 Million
7.22% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
260,891
shares
|
$12.1 Million
1.84% of portfolio
|
Q2 2025
Added 32.35%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
260,741
shares
|
$12.1 Million
5.16% of portfolio
|
Q2 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
256,400
shares
|
$11.9 Million
0.02% of portfolio
|
Q2 2025
Added 3364.86%
|