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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
294,673
shares
|
$13.6 Million
2.1% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
293,309
shares
|
$13.6 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
290,986
shares
|
$13.5 Million
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
290,783
shares
|
$13.4 Million
5.11% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
290,490
shares
|
$13.4 Million
1.39% of portfolio
|
Q3 2025
Reduced 61.88%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
290,332
shares
|
$13.4 Million
4.94% of portfolio
|
Q3 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
284,659
shares
|
$13.2 Million
6.04% of portfolio
|
Q1 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
280,700
shares
|
$13 Million
0.02% of portfolio
|
Q3 2025
Added 9.48%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 08, 2026 Q4 2025 |
278,291
shares
|
$12.9 Million
4.64% of portfolio
|
Q4 2025
Reduced 40.3%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 23, 2026 Q4 2025 |
276,908
shares
|
$12.8 Million
6.44% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
275,468
shares
|
$12.7 Million
1.59% of portfolio
|
Q4 2025
Reduced 0.13%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
275,387
shares
|
$12.7 Million
0.66% of portfolio
|
Q4 2025
Added 31.73%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
274,015
shares
|
$12.7 Million
0.74% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Members Wealth LLC
Media, PA |
Jan 28, 2026 Q4 2025 |
273,330
shares
|
$12.6 Million
7.91% of portfolio
|
Q4 2025
Added 15.0%
|
|
|
Steph & CO
|
Jan 23, 2026 Q4 2025 |
270,381
shares
|
$12.5 Million
4.41% of portfolio
|
Q4 2025
Added 7.3%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
269,725
shares
|
$12.5 Million
1.1% of portfolio
|
Q4 2025
Added 6.32%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
268,452
shares
|
$12.4 Million
10.03% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
263,481
shares
|
$12.2 Million
1.44% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 16, 2026 Q4 2025 |
262,830
shares
|
$12.2 Million
7.55% of portfolio
|
Q4 2025
Added 23.39%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
262,772
shares
|
$12.2 Million
3.08% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Argo Wealth Advisory, LLC
Mclean, VA |
Jan 26, 2026 Q4 2025 |
260,895
shares
|
$12.1 Million
7.19% of portfolio
|
Q4 2025
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
255,686
shares
|
$11.8 Million
3.38% of portfolio
|
Q3 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
250,934
shares
|
$11.6 Million
2.8% of portfolio
|
Q4 2025
Added 21.42%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
250,696
shares
|
$11.6 Million
5.3% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
248,091
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2025
Added 10.53%
|
|