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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 04, 2025 Q3 2025 |
247,666
shares
|
$11.5 Million
12.28% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
R.P. Boggs & Co.
|
Nov 10, 2025 Q3 2025 |
241,742
shares
|
$11.2 Million
6.51% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Nov 07, 2025 Q3 2025 |
236,652
shares
|
$10.9 Million
7.9% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
232,600
shares
|
$10.8 Million
0.14% of portfolio
|
Q3 2025
Reduced 19.35%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
230,934
shares
|
$10.7 Million
3.69% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Jan 29, 2026 Q4 2025 |
230,459
shares
|
$10.7 Million
4.88% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
230,059
shares
|
$10.6 Million
0.04% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
227,774
shares
|
$10.5 Million
1.03% of portfolio
|
Q3 2025
Reduced 66.85%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
226,771
shares
|
$10.5 Million
1.52% of portfolio
|
Q3 2025
Added 17.53%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Nov 03, 2025 Q3 2025 |
226,269
shares
|
$10.5 Million
17.11% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
225,747
shares
|
$10.4 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
225,293
shares
|
$10.4 Million
7.21% of portfolio
|
Q3 2025
Added 349.07%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
225,258
shares
|
$10.4 Million
3.38% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
223,222
shares
|
$10.3 Million
0.23% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
221,485
shares
|
$10.2 Million
0.2% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Provident Living Financial Services, Inc.
Lehi, UT |
Jan 21, 2026 Q4 2025 |
217,444
shares
|
$10.1 Million
9.83% of portfolio
|
Q4 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
216,769
shares
|
$10 Million
0.16% of portfolio
|
Q3 2025
Added 31.51%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
216,036
shares
|
$9.99 Million
0.21% of portfolio
|
Q4 2025
Added 13.46%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
215,677
shares
|
$9.98 Million
0.13% of portfolio
|
Q4 2025
Added 9.39%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
214,110
shares
|
$9.9 Million
0.01% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
213,859
shares
|
$9.89 Million
2.11% of portfolio
|
Q4 2025
Added 19.49%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
209,712
shares
|
$9.7 Million
0.12% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
208,237
shares
|
$9.63 Million
5.35% of portfolio
|
Q4 2025
Added 38.19%
|
|