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 |
|---|---|---|---|---|---|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
412,826
shares
|
$19.1 Million
4.64% of portfolio
|
Q4 2025
Added 20.16%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
412,514
shares
|
$19.1 Million
1.08% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
408,570
shares
|
$18.9 Million
0.47% of portfolio
|
Q3 2025
Added 11.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
405,736
shares
|
$18.8 Million
0.23% of portfolio
|
Q3 2025
Added 98.29%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
405,035
shares
|
$18.7 Million
0.09% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
Edge Rock Capital LLC
|
Jan 14, 2026 Q4 2025 |
397,956
shares
|
$18.4 Million
6.59% of portfolio
|
Q4 2025
Added 2.15%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
395,871
shares
|
$18.3 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
395,034
shares
|
$18.3 Million
2.23% of portfolio
|
Q4 2025
Added 3.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
385,231
shares
|
$17.8 Million
0.2% of portfolio
|
Q3 2025
Added 132.61%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
383,909
shares
|
$17.8 Million
1.19% of portfolio
|
Q3 2025
Added 582.54%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
378,054
shares
|
$17.5 Million
1.32% of portfolio
|
Q4 2025
Reduced 34.16%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
377,681
shares
|
$17.5 Million
2.49% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 21, 2026 Q4 2025 |
377,157
shares
|
$17.4 Million
2.24% of portfolio
|
Q4 2025
Added 1.41%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
377,015
shares
|
$17.4 Million
6.23% of portfolio
|
Q3 2025
Added 39.32%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
369,743
shares
|
$17.1 Million
4.96% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 20, 2026 Q4 2025 |
369,716
shares
|
$17.1 Million
5.99% of portfolio
|
Q4 2025
Added 4.2%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
369,244
shares
|
$17.1 Million
0.22% of portfolio
|
Q3 2025
Added 32.72%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
367,003
shares
|
$17 Million
6.38% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
362,417
shares
|
$16.8 Million
9.41% of portfolio
|
Q4 2025
Added 2.07%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 20, 2026 Q4 2025 |
357,922
shares
|
$16.6 Million
4.33% of portfolio
|
Q4 2025
Added 1.55%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
353,764
shares
|
$16.4 Million
7.06% of portfolio
|
Q4 2025
Reduced 1.41%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
352,995
shares
|
$16.3 Million
3.59% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
351,712
shares
|
$16.3 Million
0.01% of portfolio
|
Q3 2025
Added 40.85%
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
343,339
shares
|
$15.9 Million
16.7% of portfolio
|
Q3 2025
Added 42.84%
|
|
|
Scott Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
341,417
shares
|
$15.8 Million
3.55% of portfolio
|
Q4 2025
Added 11.49%
|
|