Purchases and Sales Made in Q4 2025 in Fidelity Merrimack Str Tr Tota (FBND)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Tota (FBND) during Q4 2025. The information is specifically focused on institutions that hold shares of FIDELITY MERRIMACK STR TR TOTA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
652K+ 24.91% |
$30.1M - $30.5M
|
3.27M
$151M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
628K+ 18.43% |
$29M - $29.4M
|
4.04M
$187M
|
|
|
Jan 27, 2026
Q4 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
573K+ 1050.9% |
$26.5M - $26.8M
|
627K
$29M
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
557K+ 227.55% |
$25.7M - $26.1M
|
801K
$37M
|
|
|
Jan 14, 2026
Q4 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
480K+ 90.47% |
$22.2M - $22.5M
|
1.01M
$46.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
409K+ 147.02% |
$18.9M - $19.2M
|
687K
$31.8M
|
|
|
Jan 28, 2026
Q4 2025
|
Juno Financial Group LLC
Richmond, VA |
BUY
|
- |
405KNew |
$18.7M - $19M
|
405K
$18.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
311K+ 3.15% |
$14.4M - $14.6M
|
10.2M
$471M
|
|
|
Jan 23, 2026
Q4 2025
|
Split Rock Private Trading & Wealth Management, LLC
Cloquet, MN |
BUY
|
- |
305KNew |
$14.1M - $14.3M
|
305K
$14.1M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
274K+ 156.44% |
$12.6M - $12.8M
|
449K
$20.8M
|
|
|
Jan 26, 2026
Q4 2025
|
Argo Wealth Advisory, LLC
Mclean, VA |
BUY
|
- |
261KNew |
$12.1M - $12.2M
|
261K
$12.1M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
218K+ 196.91% |
$10.1M - $10.2M
|
329K
$15.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Provident Living Financial Services, Inc.
Lehi, UT |
BUY
|
- |
217KNew |
$10M - $10.2M
|
217K
$10.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
207KNew |
$9.56M - $9.69M
|
207K
$9.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Integrated Wealthcare, LLC
Durham, NC |
BUY
|
- |
195KNew |
$8.99M - $9.12M
|
195K
$9M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
188K+ 34.32% |
$8.68M - $8.81M
|
736K
$34M
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
179K+ 11.44% |
$8.26M - $8.37M
|
1.74M
$80.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
167K+ 5.13% |
$7.71M - $7.81M
|
3.42M
$158M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
162K+ 4.05% |
$7.48M - $7.58M
|
4.16M
$192M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
123K+ 4.58% |
$5.68M - $5.76M
|
2.81M
$130M
|
|
|
Jan 21, 2026
Q4 2025
|
Country Trust Bank
|
BUY
|
- |
120K+ 1.91% |
$5.55M - $5.62M
|
6.39M
$296M
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
114K+ 22.95% |
$5.28M - $5.36M
|
613K
$28.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
104K+ 21.56% |
$4.83M - $4.9M
|
589K
$27.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
102K+ 22.02% |
$4.71M - $4.78M
|
565K
$26.1M
|
|
|
Jan 26, 2026
Q4 2025
|
Wbh Advisory Inc
|
BUY
|
- |
98.6K+ 16.06% |
$4.56M - $4.62M
|
712K
$32.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
90.9K+ 15.48% |
$4.2M - $4.26M
|
678K
$31.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
87.4K+ 12.15% |
$4.04M - $4.1M
|
807K
$37.3M
|
|
|
Jan 27, 2026
Q4 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
85.6K+ 4.27% |
$3.95M - $4.01M
|
2.09M
$96.7M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
77.5K+ 2.05% |
$3.58M - $3.63M
|
3.86M
$178M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
75.7K+ 9.46% |
$3.5M - $3.55M
|
876K
$40.5M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
74.3KNew |
$3.43M - $3.48M
|
74.3K
$3.44M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
69.3K+ 20.16% |
$3.2M - $3.24M
|
413K
$19.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
66.3K+ 31.73% |
$3.06M - $3.11M
|
275K
$12.7M
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
66KNew |
$3.05M - $3.09M
|
66K
$3.05M
|
|
|
Jan 28, 2026
Q4 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
65.6K+ 9.47% |
$3.03M - $3.07M
|
758K
$35.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
65.1K+ 4.53% |
$3.01M - $3.05M
|
1.5M
$69.6M
|
|
|
Jan 29, 2026
Q4 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
60.6K+ 8.68% |
$2.8M - $2.84M
|
758K
$35.1M
|
|
|
Jan 26, 2026
Q4 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
60.4K+ 23.85% |
$2.79M - $2.83M
|
314K
$14.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
57.5K+ 38.19% |
$2.66M - $2.7M
|
208K
$9.63M
|
|
|
Jan 29, 2026
Q4 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
54.2K+ 45.43% |
$2.5M - $2.54M
|
174K
$8.02M
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
53.4K+ 8.52% |
$2.47M - $2.5M
|
680K
$31.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Olio Financial Planning
|
BUY
|
- |
53.3K+ 5.78% |
$2.46M - $2.5M
|
976K
$45.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
51KNew |
$2.36M - $2.39M
|
51K
$2.36M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
50.6K+ 7.57% |
$2.34M - $2.37M
|
718K
$33.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
49.8K+ 23.39% |
$2.3M - $2.33M
|
263K
$12.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
44.3K+ 21.42% |
$2.05M - $2.07M
|
251K
$11.6M
|
|
|
Jan 22, 2026
Q4 2025
|
Lincoln Capital Corp
|
BUY
|
- |
43.6K+ 52.16% |
$2.02M - $2.04M
|
127K
$5.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43.5K+ 27.32% |
$2.01M - $2.04M
|
202K
$9.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
42.3K+ 5.03% |
$1.95M - $1.98M
|
883K
$40.8M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
39.9KNew |
$1.84M - $1.87M
|
39.9K
$1.85M
|
|