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 716 institutions that hold shares in the stock, with a total of 379 Million shares, which have been reported (via 13F filing form) to have a value of $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
6,429
shares
|
$297,341
0.09% of portfolio
|
Q3 2025
Reduced 84.5%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
6,242
shares
|
$288,692
0.04% of portfolio
|
Q3 2025
Added 21.11%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
6,226
shares
|
$287,952
0.08% of portfolio
|
Q3 2025
Added 20.12%
|
|
|
Capital Cs Group, LLC
|
Nov 06, 2025 Q3 2025 |
6,224
shares
|
$287,860
0.22% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
6,106
shares
|
$282,402
0.01% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
6,078
shares
|
$281,107
0.0% of portfolio
|
Q3 2025
Added 34.83%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
6,045
shares
|
$279,581
0.18% of portfolio
|
Q3 2025
Reduced 69.05%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 28, 2025 Q3 2025 |
5,992
shares
|
$277,130
0.12% of portfolio
|
Q3 2025
Reduced 22.8%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
5,930
shares
|
$274,262
0.02% of portfolio
|
Q1 2025
Reduced 28.68%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
5,899
shares
|
$272,828
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
5,838
shares
|
$270,007
0.03% of portfolio
|
Q3 2025
Added 97.36%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
5,838
shares
|
$270,007
0.01% of portfolio
|
Q3 2025
Reduced 15.02%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
5,836
shares
|
$269,915
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
5,704
shares
|
$263,810
0.11% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
5,459
shares
|
$252,478
0.1% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,458
shares
|
$252,432
0.04% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
5,451
shares
|
$252,108
0.13% of portfolio
|
Q3 2025
Reduced 47.48%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
5,411
shares
|
$250,258
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
5,300
shares
|
$245,125
0.02% of portfolio
|
Q3 2025
Reduced 24.44%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
5,154
shares
|
$238,372
0.04% of portfolio
|
Q3 2025
Added 13.3%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
5,135
shares
|
$237,493
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
5,068
shares
|
$234,395
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
4,934
shares
|
$228,197
0.0% of portfolio
|
Q3 2025
Reduced 28.15%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
4,894
shares
|
$226,347
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
4,890
shares
|
$226,162
0.05% of portfolio
|
Q3 2025
Reduced 10.49%
|
|