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 |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
74
shares
|
$3,422
0.0% of portfolio
|
Q4 2019
Reduced 90.82%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
70
shares
|
$3,237
0.0% of portfolio
|
Q1 2025
Reduced 32.04%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
69
shares
|
$3,191
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
58
shares
|
$2,682
0.0% of portfolio
|
Q1 2025
Reduced 98.19%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
58
shares
|
$2,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
57
shares
|
$2,636
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Jan 29, 2026 Q4 2025 |
50
shares
|
$2,312
0.0% of portfolio
|
Q4 2025
Added 2.04%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
45
shares
|
$2,081
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
37
shares
|
$1,711
0.0% of portfolio
|
Q1 2025
Reduced 97.5%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
20
shares
|
$925
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 23, 2026 Q4 2025 |
17
shares
|
$786
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
14
shares
|
$647
0.0% of portfolio
|
Q2 2025
Reduced 51.72%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
13
shares
|
$601
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
8
shares
|
$370
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
4
shares
|
$185
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
1
shares
|
$46
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|