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 |
|---|---|---|---|---|---|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
70,425
shares
|
$3.26 Million
0.51% of portfolio
|
Q4 2025
Reduced 5.87%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
70,406
shares
|
$3.26 Million
0.04% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
70,305
shares
|
$3.25 Million
0.73% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 22, 2026 Q4 2025 |
70,211
shares
|
$3.25 Million
1.34% of portfolio
|
Q4 2025
Reduced 0.35%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
69,760
shares
|
$3.23 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 21, 2026 Q4 2025 |
68,017
shares
|
$3.15 Million
2.13% of portfolio
|
Q4 2025
Added 3.25%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
67,607
shares
|
$3.13 Million
0.23% of portfolio
|
Q3 2025
Added 36.96%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
67,505
shares
|
$3.12 Million
0.12% of portfolio
|
Q4 2025
Reduced 29.87%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
67,320
shares
|
$3.11 Million
1.91% of portfolio
|
Q4 2025
Added 38.78%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
67,163
shares
|
$3.11 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
65,316
shares
|
$3.02 Million
0.52% of portfolio
|
Q4 2025
Added 20.28%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
64,031
shares
|
$2.96 Million
0.12% of portfolio
|
Q4 2025
Added 4.62%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
63,886
shares
|
$2.95 Million
2.28% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
63,610
shares
|
$2.94 Million
0.64% of portfolio
|
Q3 2025
Reduced 39.37%
|
|
|
Kg&L Capital Management,Llc
|
Jan 22, 2026 Q4 2025 |
63,568
shares
|
$2.94 Million
0.68% of portfolio
|
Q4 2025
Added 24.8%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
63,346
shares
|
$2.93 Million
0.32% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
62,902
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2025
Reduced 68.07%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
61,739
shares
|
$2.86 Million
0.34% of portfolio
|
Q3 2025
Added 51.27%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
61,451
shares
|
$2.84 Million
1.12% of portfolio
|
Q2 2022
Reduced 11.68%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2026 Q4 2025 |
60,271
shares
|
$2.79 Million
0.2% of portfolio
|
Q4 2025
Added 0.0%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
60,015
shares
|
$2.78 Million
0.19% of portfolio
|
Q4 2025
Added 52.34%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
59,945
shares
|
$2.77 Million
1.0% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
58,749
shares
|
$2.72 Million
1.19% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
56,780
shares
|
$2.63 Million
7.03% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
55,643
shares
|
$2.57 Million
0.25% of portfolio
|
Q4 2022
Added 27.05%
|
|