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 740 institutions that hold shares in the stock, with a total of 388 Million shares, which have been reported (via 13F filing form) to have a value of $17.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Financial Advisory
|
Jan 28, 2026 Q4 2025 |
14,285
shares
|
$660,681
0.38% of portfolio
|
Q3 2025
Reduced 12.29%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
14,184
shares
|
$656,010
0.01% of portfolio
|
Q4 2025
Added 4.13%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jan 28, 2026 Q4 2025 |
14,135
shares
|
$653,743
0.24% of portfolio
|
Q4 2025
Added 1.57%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
14,071
shares
|
$650,783
0.64% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
13,968
shares
|
$646,020
4.88% of portfolio
|
Q3 2025
Reduced 89.21%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
13,849
shares
|
$640,516
0.11% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
13,505
shares
|
$624,606
0.14% of portfolio
|
Q4 2025
Reduced 4.18%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,148
shares
|
$608,095
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 21, 2026 Q4 2025 |
13,006
shares
|
$601,527
0.12% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 21, 2026 Q4 2025 |
12,964
shares
|
$599,585
0.51% of portfolio
|
Q4 2024
Added 86.94%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 15, 2026 Q4 2025 |
12,943
shares
|
$598,613
0.21% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
12,661
shares
|
$585,571
0.08% of portfolio
|
Q3 2025
Reduced 10.97%
|
|
|
Towercrest Capital Management
Newtown, PA |
Jan 21, 2026 Q4 2025 |
12,636
shares
|
$584,415
0.09% of portfolio
|
Q4 2025
Added 19.03%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jan 27, 2026 Q4 2025 |
12,613
shares
|
$583,351
0.39% of portfolio
|
Q4 2025
Reduced 0.65%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
12,544
shares
|
$580,160
0.11% of portfolio
|
Q3 2025
Added 2675.22%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
12,480
shares
|
$577,200
0.14% of portfolio
|
Q4 2025
Added 1.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
12,399
shares
|
$573,453
0.0% of portfolio
|
Q3 2025
Reduced 99.08%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
12,390
shares
|
$573,037
0.66% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
12,389
shares
|
$572,991
0.04% of portfolio
|
Q3 2025
Reduced 27.95%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
12,374
shares
|
$572,297
0.01% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
12,348
shares
|
$571,095
0.02% of portfolio
|
Q4 2025
Reduced 0.89%
|
|
|
Merit Financial Group, LLC
|
Jan 26, 2026 Q4 2025 |
12,333
shares
|
$570,401
0.01% of portfolio
|
Q4 2025
Added 154.6%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jan 23, 2026 Q4 2025 |
12,272
shares
|
$567,580
0.4% of portfolio
|
Q4 2025
Added 32.31%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
11,873
shares
|
$549,126
0.02% of portfolio
|
Q3 2025
Reduced 44.18%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
11,870
shares
|
$548,987
0.47% of portfolio
|
Q3 2025
Added 14.02%
|
|