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 734 institutions that hold shares in the stock, with a total of 384 Million shares, which have been reported (via 13F filing form) to have a value of $17.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
738,826
shares
|
$34.2 Million
7.29% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
735,709
shares
|
$34 Million
8.33% of portfolio
|
Q3 2025
Added 21.81%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
735,702
shares
|
$34 Million
1.01% of portfolio
|
Q4 2025
Added 34.32%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
730,293
shares
|
$33.8 Million
7.78% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
727,816
shares
|
$33.7 Million
3.22% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
719,427
shares
|
$33.3 Million
0.78% of portfolio
|
Q3 2025
Added 29.33%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2026 Q4 2025 |
718,253
shares
|
$33.2 Million
7.31% of portfolio
|
Q4 2025
Added 7.57%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
716,663
shares
|
$33.1 Million
2.59% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
713,610
shares
|
$33 Million
10.68% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
697,882
shares
|
$32.3 Million
6.7% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
692,754
shares
|
$32 Million
3.34% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
691,905
shares
|
$32 Million
0.05% of portfolio
|
Q3 2025
Added 89.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
687,395
shares
|
$31.8 Million
0.34% of portfolio
|
Q4 2025
Added 147.02%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
680,180
shares
|
$31.5 Million
10.99% of portfolio
|
Q4 2025
Added 8.52%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
677,809
shares
|
$31.3 Million
0.73% of portfolio
|
Q3 2025
Reduced 11.96%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jan 23, 2026 Q4 2025 |
677,638
shares
|
$31.3 Million
6.96% of portfolio
|
Q4 2025
Added 15.48%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
613,792
shares
|
$28.4 Million
2.29% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
604,585
shares
|
$28 Million
1.04% of portfolio
|
Q3 2025
Added 29.71%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
597,083
shares
|
$27.6 Million
6.84% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Presidio Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
590,368
shares
|
$27.3 Million
8.29% of portfolio
|
Q4 2025
Reduced 6.44%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
589,112
shares
|
$27.2 Million
3.76% of portfolio
|
Q4 2025
Added 21.56%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
581,989
shares
|
$26.9 Million
3.64% of portfolio
|
Q3 2025
Added 17.82%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
581,256
shares
|
$26.9 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
579,371
shares
|
$26.8 Million
1.68% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Oct 28, 2025 Q3 2025 |
575,728
shares
|
$26.6 Million
15.53% of portfolio
|
Q3 2025
New holding
|
|