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 716 institutions that hold shares in the stock, with a total of 379 Million shares, which have been reported (via 13F filing form) to have a value of $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,617,055
shares
|
$121 Million
0.36% of portfolio
|
Q3 2025
Added 21.23%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
2,586,621
shares
|
$120 Million
2.52% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
2,290,307
shares
|
$106 Million
5.2% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,210,040
shares
|
$102 Million
0.14% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
2,170,408
shares
|
$100 Million
1.99% of portfolio
|
Q3 2025
Added 54.34%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
2,113,419
shares
|
$97.7 Million
5.36% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,085,128
shares
|
$96.4 Million
18.12% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
2,005,230
shares
|
$92.7 Million
8.61% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
1,961,520
shares
|
$90.7 Million
0.27% of portfolio
|
Q3 2025
Added 12.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,833,973
shares
|
$84.8 Million
0.1% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,720,238
shares
|
$79.6 Million
0.02% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,673,493
shares
|
$77.4 Million
1.78% of portfolio
|
Q3 2025
Added 11.63%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,562,280
shares
|
$72.3 Million
7.3% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,485,129
shares
|
$68.7 Million
0.36% of portfolio
|
Q3 2025
Added 15.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,459,783
shares
|
$67.5 Million
0.19% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
1,439,111
shares
|
$66.6 Million
1.46% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,357,174
shares
|
$62.8 Million
0.04% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
1,270,873
shares
|
$58.8 Million
5.87% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
1,219,449
shares
|
$56.4 Million
0.56% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,191,019
shares
|
$55.1 Million
1.96% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,184,713
shares
|
$54.8 Million
0.43% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,162,269
shares
|
$53.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 31.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,094,851
shares
|
$50.6 Million
0.25% of portfolio
|
Q3 2025
Added 57.15%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
1,082,347
shares
|
$50.1 Million
11.01% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
1,073,400
shares
|
$49.6 Million
12.17% of portfolio
|
Q3 2025
Added 13.13%
|
|