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 729 institutions that hold shares in the stock, with a total of 383 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 |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
191,004
shares
|
$8.83 Million
0.97% of portfolio
|
Q4 2025
Added 4.45%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
189,843
shares
|
$8.78 Million
0.35% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
188,434
shares
|
$8.72 Million
4.07% of portfolio
|
Q4 2025
Added 6.81%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
181,904
shares
|
$8.41 Million
0.07% of portfolio
|
Q3 2025
Added 12.51%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
178,977
shares
|
$8.28 Million
1.86% of portfolio
|
Q3 2025
Added 17.84%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
177,944
shares
|
$8.23 Million
1.97% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
177,863
shares
|
$8.23 Million
1.4% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
175,756
shares
|
$8.13 Million
0.47% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
175,327
shares
|
$8.11 Million
3.02% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
167,906
shares
|
$7.77 Million
3.27% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
167,326
shares
|
$7.74 Million
5.45% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
165,784
shares
|
$7.67 Million
0.71% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
164,777
shares
|
$7.62 Million
2.36% of portfolio
|
Q4 2025
Added 0.93%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
164,635
shares
|
$7.61 Million
0.23% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
164,215
shares
|
$7.59 Million
0.05% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
161,242
shares
|
$7.46 Million
0.07% of portfolio
|
Q3 2025
Added 38.43%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
160,377
shares
|
$7.42 Million
0.18% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
159,012
shares
|
$7.35 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
157,621
shares
|
$7.29 Million
4.78% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
157,521
shares
|
$7.29 Million
1.16% of portfolio
|
Q3 2025
Added 35.16%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
155,982
shares
|
$7.21 Million
5.12% of portfolio
|
Q3 2025
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
154,702
shares
|
$7.15 Million
0.47% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Cmh Wealth Management LLC
|
Jan 13, 2026 Q4 2025 |
153,339
shares
|
$7.09 Million
1.63% of portfolio
|
Q4 2025
Added 4.13%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
149,522
shares
|
$6.92 Million
1.17% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
146,298
shares
|
$6.77 Million
4.54% of portfolio
|
Q4 2025
Reduced 2.07%
|
|