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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
89,517,143
shares
|
$4.14 Billion
2.81% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
29,886,122
shares
|
$1.38 Billion
0.09% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
12,954,872
shares
|
$599 Million
0.04% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
9,869,968
shares
|
$456 Million
2.69% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
9,199,410
shares
|
$425 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
7,499,670
shares
|
$347 Million
0.11% of portfolio
|
Q3 2025
Added 33.89%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
6,656,599
shares
|
$308 Million
4.11% of portfolio
|
Q3 2025
Added 13.4%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
6,272,214
shares
|
$290 Million
6.44% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
6,260,344
shares
|
$290 Million
0.09% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
5,653,619
shares
|
$261 Million
0.04% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
5,047,490
shares
|
$233 Million
0.08% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
4,459,888
shares
|
$206 Million
0.31% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,373,035
shares
|
$202 Million
0.26% of portfolio
|
Q3 2025
Added 20.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
4,066,710
shares
|
$188 Million
0.23% of portfolio
|
Q3 2025
Added 75.97%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
3,999,789
shares
|
$185 Million
1.88% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
3,777,828
shares
|
$175 Million
3.46% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,658,662
shares
|
$169 Million
0.03% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
3,499,147
shares
|
$162 Million
4.43% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
3,407,495
shares
|
$158 Million
8.58% of portfolio
|
Q3 2025
Added 28.84%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
3,253,106
shares
|
$150 Million
0.75% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
3,249,607
shares
|
$150 Million
8.85% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
2,989,730
shares
|
$138 Million
0.27% of portfolio
|
Q3 2025
Added 37.57%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
2,785,650
shares
|
$129 Million
3.76% of portfolio
|
Q3 2025
Added 14.12%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
2,727,917
shares
|
$126 Million
9.99% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
2,685,363
shares
|
$124 Million
6.9% of portfolio
|
Q3 2025
Added 29.16%
|
|