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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
1,035,852
shares
|
$47.9 Million
1.78% of portfolio
|
Q3 2025
Reduced 21.07%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
1,009,465
shares
|
$46.7 Million
7.79% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
988,443
shares
|
$45.7 Million
1.37% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
986,032
shares
|
$45.6 Million
6.38% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
954,854
shares
|
$44.2 Million
0.07% of portfolio
|
Q3 2025
Added 161.47%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
939,073
shares
|
$43.4 Million
11.62% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
922,423
shares
|
$42.7 Million
12.55% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
885,040
shares
|
$40.9 Million
0.26% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
Oct 07, 2025 Q3 2025 |
879,774
shares
|
$40.7 Million
29.47% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
840,368
shares
|
$38.9 Million
3.25% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
838,606
shares
|
$38.8 Million
0.22% of portfolio
|
Q2 2025
Added 16.54%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
837,627
shares
|
$38.7 Million
8.57% of portfolio
|
Q3 2025
Added 14.28%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
816,243
shares
|
$37.8 Million
10.0% of portfolio
|
Q3 2025
Added 10.57%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
806,703
shares
|
$37.3 Million
7.33% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
799,918
shares
|
$37 Million
0.48% of portfolio
|
Q3 2025
Added 15.31%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
799,891
shares
|
$37 Million
1.49% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
785,511
shares
|
$36.3 Million
4.68% of portfolio
|
Q3 2025
Added 92.8%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
779,967
shares
|
$36.1 Million
13.13% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
763,455
shares
|
$35.3 Million
6.01% of portfolio
|
Q3 2025
Added 15.95%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
747,912
shares
|
$34.6 Million
7.92% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
742,863
shares
|
$34.4 Million
7.78% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
742,577
shares
|
$34.3 Million
0.9% of portfolio
|
Q3 2025
Added 235.05%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
738,826
shares
|
$34.2 Million
7.29% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
735,709
shares
|
$34 Million
8.33% of portfolio
|
Q3 2025
Added 21.81%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
730,293
shares
|
$33.8 Million
7.78% of portfolio
|
Q3 2025
Added 7.95%
|
|