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 725 institutions that hold shares in the stock, with a total of 382 Million shares, which have been reported (via 13F filing form) to have a value of $17.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
89,517,143
shares
|
$4.14 Billion
2.81% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
29,886,122
shares
|
$1.38 Billion
0.09% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
12,954,872
shares
|
$599 Million
0.04% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
10,181,189
shares
|
$471 Million
2.74% of portfolio
|
Q4 2025
Added 3.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
9,199,410
shares
|
$425 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
7,499,670
shares
|
$347 Million
0.11% of portfolio
|
Q3 2025
Added 33.89%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
6,656,599
shares
|
$308 Million
4.11% of portfolio
|
Q3 2025
Added 13.4%
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
6,392,262
shares
|
$296 Million
5.31% of portfolio
|
Q4 2025
Added 1.91%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
6,260,344
shares
|
$290 Million
0.09% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
5,653,619
shares
|
$261 Million
0.04% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
5,047,490
shares
|
$233 Million
0.08% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
4,459,888
shares
|
$206 Million
0.31% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,373,035
shares
|
$202 Million
0.26% of portfolio
|
Q3 2025
Added 20.8%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
4,161,603
shares
|
$192 Million
2.02% of portfolio
|
Q4 2025
Added 4.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
4,066,710
shares
|
$188 Million
0.23% of portfolio
|
Q3 2025
Added 75.97%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
4,035,401
shares
|
$187 Million
9.02% of portfolio
|
Q4 2025
Added 18.43%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
3,777,828
shares
|
$175 Million
3.46% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,658,662
shares
|
$169 Million
0.03% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
3,499,147
shares
|
$162 Million
4.43% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Legacy Wealth Management, Inc
|
Jan 20, 2026 Q4 2025 |
3,416,406
shares
|
$158 Million
9.23% of portfolio
|
Q4 2025
Added 5.13%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
3,253,106
shares
|
$150 Million
0.75% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
2,989,730
shares
|
$138 Million
0.27% of portfolio
|
Q3 2025
Added 37.57%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,808,295
shares
|
$130 Million
7.25% of portfolio
|
Q4 2025
Added 4.58%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
2,785,650
shares
|
$129 Million
3.76% of portfolio
|
Q3 2025
Added 14.12%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
2,727,917
shares
|
$126 Million
9.99% of portfolio
|
Q3 2025
Added 3.48%
|
|