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 |
|---|---|---|---|---|---|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
230,459
shares
|
$10.7 Million
4.89% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
230,059
shares
|
$10.6 Million
0.04% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
227,774
shares
|
$10.5 Million
1.03% of portfolio
|
Q3 2025
Reduced 66.85%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
226,771
shares
|
$10.5 Million
1.52% of portfolio
|
Q3 2025
Added 17.53%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Nov 03, 2025 Q3 2025 |
226,269
shares
|
$10.5 Million
17.11% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
225,747
shares
|
$10.4 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
225,293
shares
|
$10.4 Million
7.21% of portfolio
|
Q3 2025
Added 349.07%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
225,258
shares
|
$10.4 Million
3.38% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
223,222
shares
|
$10.3 Million
0.23% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
221,485
shares
|
$10.2 Million
0.2% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
216,769
shares
|
$10 Million
0.16% of portfolio
|
Q3 2025
Added 31.51%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
214,110
shares
|
$9.9 Million
0.01% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Nov 05, 2025 Q3 2025 |
213,008
shares
|
$9.85 Million
6.73% of portfolio
|
Q3 2025
Added 11.74%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
212,903
shares
|
$9.85 Million
3.83% of portfolio
|
Q3 2025
Reduced 50.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
209,712
shares
|
$9.7 Million
0.12% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
209,050
shares
|
$9.67 Million
0.49% of portfolio
|
Q3 2025
Added 17.03%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
208,237
shares
|
$9.63 Million
5.35% of portfolio
|
Q4 2025
Added 38.19%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
206,666
shares
|
$9.56 Million
2.59% of portfolio
|
Q3 2025
Added 13.14%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
204,595
shares
|
$9.46 Million
3.72% of portfolio
|
Q3 2025
Added 9.97%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
197,157
shares
|
$9.12 Million
0.12% of portfolio
|
Q3 2025
Added 9.91%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
194,378
shares
|
$8.99 Million
1.59% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
190,402
shares
|
$8.81 Million
0.21% of portfolio
|
Q3 2025
Added 994.08%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
189,843
shares
|
$8.78 Million
0.35% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
182,859
shares
|
$8.46 Million
0.98% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
181,904
shares
|
$8.41 Million
0.07% of portfolio
|
Q3 2025
Added 12.51%
|
|