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 |
|---|---|---|---|---|---|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
44,867
shares
|
$2.08 Million
1.45% of portfolio
|
Q3 2025
Added 19.89%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
44,529
shares
|
$2.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 27.68%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
44,198
shares
|
$2.04 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
43,942
shares
|
$2.03 Million
0.13% of portfolio
|
Q3 2025
Reduced 19.29%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
43,847
shares
|
$2.03 Million
0.99% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
42,520
shares
|
$1.97 Million
1.56% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
41,967
shares
|
$1.94 Million
1.53% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
41,871
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
41,469
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
40,623
shares
|
$1.88 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Nov 05, 2025 Q3 2025 |
40,501
shares
|
$1.87 Million
0.69% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
39,932
shares
|
$1.85 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
39,921
shares
|
$1.85 Million
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
39,453
shares
|
$1.82 Million
0.49% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
39,187
shares
|
$1.81 Million
0.16% of portfolio
|
Q4 2025
Added 5.81%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
39,111
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
38,841
shares
|
$1.8 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
38,687
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2022
Reduced 69.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
38,457
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2025
Added 19.09%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
38,010
shares
|
$1.76 Million
0.06% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 23, 2026 Q4 2025 |
37,537
shares
|
$1.74 Million
0.82% of portfolio
|
Q4 2025
Added 18.87%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
36,763
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2025
Added 53.69%
|
|
|
Rede Wealth, LLC
|
Jan 23, 2026 Q4 2025 |
36,614
shares
|
$1.69 Million
0.6% of portfolio
|
Q4 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
36,151
shares
|
$1.67 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
35,715
shares
|
$1.65 Million
0.49% of portfolio
|
Q4 2025
Added 13.8%
|
|