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 386 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 |
|---|---|---|---|---|---|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 21, 2026 Q4 2025 |
565,279
shares
|
$26.1 Million
3.48% of portfolio
|
Q4 2025
Added 22.02%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
565,126
shares
|
$26.1 Million
14.28% of portfolio
|
Q4 2025
Added 5.21%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
559,643
shares
|
$25.9 Million
2.07% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
556,540
shares
|
$25.7 Million
0.55% of portfolio
|
Q3 2025
Reduced 35.11%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
550,911
shares
|
$25.5 Million
1.46% of portfolio
|
Q4 2025
Added 5.5%
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
538,773
shares
|
$24.9 Million
5.17% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
528,246
shares
|
$24.4 Million
1.11% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
527,100
shares
|
$24.4 Million
1.78% of portfolio
|
Q3 2025
Added 27.1%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
526,261
shares
|
$24.3 Million
0.25% of portfolio
|
Q3 2025
Added 27.34%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
517,315
shares
|
$23.9 Million
1.54% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
515,276
shares
|
$23.8 Million
0.85% of portfolio
|
Q4 2025
Added 1.74%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
500,615
shares
|
$23.2 Million
6.87% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
498,652
shares
|
$23.1 Million
5.69% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
498,337
shares
|
$23 Million
0.32% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
493,092
shares
|
$22.8 Million
0.93% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
489,024
shares
|
$22.6 Million
0.43% of portfolio
|
Q4 2025
Added 4.65%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
475,238
shares
|
$22 Million
6.25% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
465,743
shares
|
$21.5 Million
1.56% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
460,405
shares
|
$21.3 Million
1.98% of portfolio
|
Q4 2025
Added 4.54%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
449,171
shares
|
$20.8 Million
4.58% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
448,723
shares
|
$20.8 Million
6.75% of portfolio
|
Q4 2025
Added 156.44%
|
|
|
Pfg Advisors
|
Jan 27, 2026 Q4 2025 |
443,364
shares
|
$20.5 Million
1.07% of portfolio
|
Q4 2025
Added 4.76%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
443,321
shares
|
$20.5 Million
7.14% of portfolio
|
Q3 2025
Added 9.69%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
423,112
shares
|
$19.6 Million
6.51% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
422,338
shares
|
$19.5 Million
0.2% of portfolio
|
Q3 2025
Added 288.74%
|
|