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 742 institutions that hold shares in the stock, with a total of 387 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
418,367
shares
|
$19.3 Million
4.48% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
412,826
shares
|
$19.1 Million
4.64% of portfolio
|
Q4 2025
Added 20.16%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
412,514
shares
|
$19.1 Million
1.08% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
408,570
shares
|
$18.9 Million
0.47% of portfolio
|
Q3 2025
Added 11.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
405,736
shares
|
$18.8 Million
0.23% of portfolio
|
Q3 2025
Added 98.29%
|
|
|
Juno Financial Group LLC
Richmond, VA |
Jan 28, 2026 Q4 2025 |
405,448
shares
|
$18.8 Million
7.47% of portfolio
|
Q4 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
405,035
shares
|
$18.7 Million
0.09% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
Edge Rock Capital LLC
|
Jan 14, 2026 Q4 2025 |
397,956
shares
|
$18.4 Million
6.59% of portfolio
|
Q4 2025
Added 2.15%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
395,871
shares
|
$18.3 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
395,034
shares
|
$18.3 Million
2.23% of portfolio
|
Q4 2025
Added 3.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
385,231
shares
|
$17.8 Million
0.2% of portfolio
|
Q3 2025
Added 132.61%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
383,909
shares
|
$17.8 Million
1.19% of portfolio
|
Q3 2025
Added 582.54%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
378,054
shares
|
$17.5 Million
1.32% of portfolio
|
Q4 2025
Reduced 34.16%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
377,681
shares
|
$17.5 Million
2.49% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 21, 2026 Q4 2025 |
377,157
shares
|
$17.4 Million
2.24% of portfolio
|
Q4 2025
Added 1.41%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
377,015
shares
|
$17.4 Million
6.23% of portfolio
|
Q3 2025
Added 39.32%
|
|
|
Valmark Advisers, Inc.
|
Jan 23, 2026 Q4 2025 |
376,144
shares
|
$17.4 Million
0.22% of portfolio
|
Q4 2025
Added 1.87%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
369,743
shares
|
$17.1 Million
4.96% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 20, 2026 Q4 2025 |
369,716
shares
|
$17.1 Million
5.99% of portfolio
|
Q4 2025
Added 4.2%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
367,003
shares
|
$17 Million
6.38% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2026 Q4 2025 |
366,027
shares
|
$16.9 Million
3.55% of portfolio
|
Q4 2025
Added 3.69%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
362,417
shares
|
$16.8 Million
9.41% of portfolio
|
Q4 2025
Added 2.07%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Jan 23, 2026 Q4 2025 |
361,739
shares
|
$16.7 Million
10.39% of portfolio
|
Q4 2025
Added 12.38%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 20, 2026 Q4 2025 |
357,922
shares
|
$16.6 Million
4.33% of portfolio
|
Q4 2025
Added 1.55%
|
|