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 718 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
290,332
shares
|
$13.4 Million
4.94% of portfolio
|
Q3 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
284,659
shares
|
$13.2 Million
6.04% of portfolio
|
Q1 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
280,700
shares
|
$13 Million
0.02% of portfolio
|
Q3 2025
Added 9.48%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
279,660
shares
|
$12.9 Million
7.07% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 08, 2026 Q4 2025 |
278,291
shares
|
$12.9 Million
4.64% of portfolio
|
Q4 2025
Reduced 40.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
278,272
shares
|
$12.9 Million
0.19% of portfolio
|
Q3 2025
Added 25.44%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
275,827
shares
|
$12.8 Million
1.76% of portfolio
|
Q3 2025
Added 14.92%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
274,015
shares
|
$12.7 Million
0.74% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
269,725
shares
|
$12.5 Million
1.1% of portfolio
|
Q4 2025
Added 6.32%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
268,452
shares
|
$12.4 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
|
$12.2 Million
1.44% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
262,772
shares
|
$12.2 Million
3.08% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
255,686
shares
|
$11.8 Million
3.38% of portfolio
|
Q3 2025
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
253,412
shares
|
$11.7 Million
10.27% of portfolio
|
Q3 2025
Added 1502.86%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
251,978
shares
|
$11.7 Million
4.14% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
250,696
shares
|
$11.6 Million
5.3% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
248,091
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 04, 2025 Q3 2025 |
247,666
shares
|
$11.5 Million
12.28% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
244,568
shares
|
$11.3 Million
2.08% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
243,323
shares
|
$11.3 Million
0.07% of portfolio
|
Q3 2025
Added 165.06%
|
|
|
R.P. Boggs & Co.
|
Nov 10, 2025 Q3 2025 |
241,742
shares
|
$11.2 Million
6.51% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
237,674
shares
|
$11 Million
6.98% of portfolio
|
Q3 2025
Added 28.59%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Nov 07, 2025 Q3 2025 |
236,652
shares
|
$10.9 Million
7.9% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
232,600
shares
|
$10.8 Million
0.14% of portfolio
|
Q3 2025
Reduced 19.35%
|
|