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 |
|---|---|---|---|---|---|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
55,052
shares
|
$2.55 Million
0.93% of portfolio
|
Q4 2023
Reduced 5.75%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
54,866
shares
|
$2.54 Million
0.15% of portfolio
|
Q4 2025
Added 6.04%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
54,569
shares
|
$2.52 Million
1.75% of portfolio
|
Q3 2025
Added 12.73%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
54,523
shares
|
$2.52 Million
0.06% of portfolio
|
Q2 2025
Reduced 85.61%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
54,520
shares
|
$2.52 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
54,021
shares
|
$2.5 Million
0.12% of portfolio
|
Q3 2025
Reduced 51.59%
|
|
|
Professional Financial Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
53,241
shares
|
$2.46 Million
0.52% of portfolio
|
Q4 2025
Reduced 0.44%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
53,038
shares
|
$2.45 Million
0.09% of portfolio
|
Q3 2025
Added 14.73%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
52,427
shares
|
$2.42 Million
0.09% of portfolio
|
Q3 2025
Reduced 97.4%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
52,359
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
52,173
shares
|
$2.41 Million
0.04% of portfolio
|
Q3 2025
Added 203.7%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 13, 2026 Q4 2025 |
51,796
shares
|
$2.4 Million
2.1% of portfolio
|
Q4 2025
Added 1.05%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
51,203
shares
|
$2.37 Million
0.84% of portfolio
|
Q1 2024
Added 5.51%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
51,130
shares
|
$2.36 Million
0.1% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 20, 2026 Q4 2025 |
51,000
shares
|
$2.36 Million
1.82% of portfolio
|
Q4 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
50,075
shares
|
$2.32 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
49,482
shares
|
$2.29 Million
1.02% of portfolio
|
Q3 2025
Added 19.92%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
49,409
shares
|
$2.29 Million
0.99% of portfolio
|
Q4 2025
Added 19.84%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
48,023
shares
|
$2.22 Million
0.03% of portfolio
|
Q3 2023
Added 3.69%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
47,340
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2025
Added 12.07%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 23, 2026 Q4 2025 |
46,742
shares
|
$2.16 Million
0.18% of portfolio
|
Q4 2025
Reduced 0.7%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
46,645
shares
|
$2.16 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
46,203
shares
|
$2.14 Million
1.64% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
45,813
shares
|
$2.12 Million
1.2% of portfolio
|
Q3 2025
Added 75.77%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
44,966
shares
|
$2.08 Million
0.75% of portfolio
|
Q3 2025
Reduced 2.59%
|
|