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 |
|---|---|---|---|---|---|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
727,816
shares
|
$33.7 Million
3.22% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
719,427
shares
|
$33.3 Million
0.78% of portfolio
|
Q3 2025
Added 29.33%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
719,287
shares
|
$33.3 Million
0.46% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
716,663
shares
|
$33.1 Million
2.59% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
713,610
shares
|
$33 Million
10.68% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
697,882
shares
|
$32.3 Million
6.7% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
692,754
shares
|
$32 Million
3.34% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
691,905
shares
|
$32 Million
0.05% of portfolio
|
Q3 2025
Added 89.07%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
677,809
shares
|
$31.3 Million
0.73% of portfolio
|
Q3 2025
Reduced 11.96%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
667,679
shares
|
$30.9 Million
6.54% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Presidio Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
631,037
shares
|
$29.2 Million
10.29% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
626,806
shares
|
$29 Million
11.17% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
613,792
shares
|
$28.4 Million
2.29% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
604,585
shares
|
$28 Million
1.04% of portfolio
|
Q3 2025
Added 29.71%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
597,083
shares
|
$27.6 Million
6.84% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
586,779
shares
|
$27.1 Million
6.36% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
581,989
shares
|
$26.9 Million
3.64% of portfolio
|
Q3 2025
Added 17.82%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
581,256
shares
|
$26.9 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
579,371
shares
|
$26.8 Million
1.68% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Oct 28, 2025 Q3 2025 |
575,728
shares
|
$26.6 Million
15.53% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
574,234
shares
|
$26.6 Million
2.18% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
559,643
shares
|
$25.9 Million
2.07% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
556,540
shares
|
$25.7 Million
0.55% of portfolio
|
Q3 2025
Reduced 35.11%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
547,715
shares
|
$25.3 Million
0.79% of portfolio
|
Q3 2025
Added 14.26%
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
538,773
shares
|
$24.9 Million
5.17% of portfolio
|
Q3 2025
Added 5.64%
|
|