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 |
|---|---|---|---|---|---|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
339,126
shares
|
$15.7 Million
4.31% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
333,692
shares
|
$15.4 Million
2.66% of portfolio
|
Q3 2023
Added 16.45%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
331,193
shares
|
$15.3 Million
2.75% of portfolio
|
Q3 2025
Added 79.59%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
327,630
shares
|
$15.2 Million
1.04% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
326,588
shares
|
$15.1 Million
1.05% of portfolio
|
Q3 2025
Reduced 61.45%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
324,210
shares
|
$15 Million
6.84% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 27, 2025 Q3 2025 |
321,883
shares
|
$14.9 Million
10.5% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
319,476
shares
|
$14.8 Million
7.74% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
312,111
shares
|
$14.4 Million
1.01% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
312,016
shares
|
$14.4 Million
2.49% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
311,631
shares
|
$14.4 Million
5.78% of portfolio
|
Q3 2025
Added 918.63%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
311,556
shares
|
$14.4 Million
0.37% of portfolio
|
Q3 2025
Added 255.54%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
310,079
shares
|
$14.3 Million
11.03% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Scott Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
306,241
shares
|
$14.2 Million
3.23% of portfolio
|
Q3 2025
Added 674.76%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
301,703
shares
|
$14 Million
1.71% of portfolio
|
Q3 2025
Added 15.64%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
301,668
shares
|
$14 Million
0.09% of portfolio
|
Q3 2025
Added 49927.86%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
299,886
shares
|
$13.9 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Nov 07, 2025 Q3 2025 |
299,428
shares
|
$13.8 Million
8.54% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
297,577
shares
|
$13.8 Million
0.29% of portfolio
|
Q3 2025
Added 15.01%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
296,818
shares
|
$13.7 Million
0.61% of portfolio
|
Q3 2025
Added 22.12%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
294,673
shares
|
$13.6 Million
2.1% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
293,309
shares
|
$13.6 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
290,986
shares
|
$13.5 Million
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
290,783
shares
|
$13.4 Million
5.11% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
290,490
shares
|
$13.4 Million
1.39% of portfolio
|
Q3 2025
Reduced 61.88%
|
|