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 |
|---|---|---|---|---|---|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
537,152
shares
|
$24.8 Million
14.17% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2025 Q3 2025 |
530,010
shares
|
$24.5 Million
3.91% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
528,246
shares
|
$24.4 Million
1.11% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
527,100
shares
|
$24.4 Million
1.78% of portfolio
|
Q3 2025
Added 27.1%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
526,261
shares
|
$24.3 Million
0.25% of portfolio
|
Q3 2025
Added 27.34%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
522,205
shares
|
$24.2 Million
1.41% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
517,315
shares
|
$23.9 Million
1.54% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
506,457
shares
|
$23.4 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
500,615
shares
|
$23.2 Million
6.87% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
498,652
shares
|
$23.1 Million
5.69% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
498,337
shares
|
$23 Million
0.32% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
493,092
shares
|
$22.8 Million
0.93% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
484,616
shares
|
$22.4 Million
3.47% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
475,238
shares
|
$22 Million
6.25% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
474,361
shares
|
$21.9 Million
4.84% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
467,291
shares
|
$21.6 Million
0.46% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Oct 15, 2025 Q3 2025 |
466,111
shares
|
$21.6 Million
9.38% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
465,743
shares
|
$21.5 Million
1.56% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
463,252
shares
|
$21.4 Million
2.98% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
449,171
shares
|
$20.8 Million
4.58% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
443,321
shares
|
$20.5 Million
7.14% of portfolio
|
Q3 2025
Added 9.69%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
440,417
shares
|
$20.4 Million
1.97% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
423,202
shares
|
$19.6 Million
0.84% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
423,112
shares
|
$19.6 Million
6.51% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
422,338
shares
|
$19.5 Million
0.2% of portfolio
|
Q3 2025
Added 288.74%
|
|