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 |
|---|---|---|---|---|---|
|
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%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 13, 2026 Q4 2025 |
35,081
shares
|
$1.62 Million
3.37% of portfolio
|
Q4 2025
Reduced 11.17%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
34,339
shares
|
$1.59 Million
0.12% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
34,107
shares
|
$1.58 Million
0.09% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
34,016
shares
|
$1.57 Million
0.06% of portfolio
|
Q4 2025
Added 2.33%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
33,559
shares
|
$1.55 Million
0.33% of portfolio
|
Q4 2025
Added 13.52%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
33,445
shares
|
$1.55 Million
0.07% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
33,084
shares
|
$1.53 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
33,062
shares
|
$1.53 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
32,585
shares
|
$1.51 Million
0.63% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
32,259
shares
|
$1.49 Million
1.06% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Gerber, LLC
Columbus, OH |
Jan 20, 2026 Q4 2025 |
32,125
shares
|
$1.49 Million
0.82% of portfolio
|
Q4 2025
Added 27.85%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jan 15, 2026 Q4 2025 |
32,120
shares
|
$1.49 Million
1.0% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
31,818
shares
|
$1.47 Million
0.75% of portfolio
|
Q2 2023
Added 3.66%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
31,600
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
31,369
shares
|
$1.45 Million
0.59% of portfolio
|
Q4 2025
Added 117.19%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
31,020
shares
|
$1.43 Million
0.34% of portfolio
|
Q4 2025
Added 7.6%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
30,395
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2025
Added 67.82%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
30,262
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2025
Added 19.43%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
30,055
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2025
Added 98.91%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
29,107
shares
|
$1.35 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
29,106
shares
|
$1.35 Million
0.17% of portfolio
|
Q3 2025
Added 25.25%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
28,850
shares
|
$1.33 Million
0.4% of portfolio
|
Q1 2023
Added 26.98%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
27,438
shares
|
$1.27 Million
0.18% of portfolio
|
Q3 2025
Added 14.21%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
27,269
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.01%
|
|