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 687 institutions that hold shares in the stock, with a total of 360 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
86,126,703
shares
|
$4.01 Billion
2.91% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
29,131,588
shares
|
$1.36 Billion
0.09% of portfolio
|
Q2 2025
Reduced 16.65%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
12,270,942
shares
|
$571 Million
0.04% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,231,902
shares
|
$476 Million
0.04% of portfolio
|
Q1 2025
Added 42.22%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
9,733,745
shares
|
$453 Million
2.79% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
6,186,144
shares
|
$288 Million
6.57% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
5,869,906
shares
|
$273 Million
4.58% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
5,668,791
shares
|
$264 Million
0.08% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
5,601,181
shares
|
$261 Million
0.09% of portfolio
|
Q2 2025
Added 32.29%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
5,242,838
shares
|
$244 Million
0.04% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
4,624,445
shares
|
$215 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,373,035
shares
|
$204 Million
0.26% of portfolio
|
Q3 2025
Added 20.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
4,203,788
shares
|
$196 Million
0.37% of portfolio
|
Q2 2025
Added 55.8%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
3,999,789
shares
|
$186 Million
1.88% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,880,275
shares
|
$181 Million
0.03% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
3,610,928
shares
|
$168 Million
3.71% of portfolio
|
Q2 2025
Added 64.27%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
3,499,147
shares
|
$163 Million
4.43% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
3,407,495
shares
|
$159 Million
8.58% of portfolio
|
Q3 2025
Added 28.84%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
3,369,590
shares
|
$157 Million
0.81% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
3,249,607
shares
|
$151 Million
8.85% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
2,685,363
shares
|
$125 Million
6.9% of portfolio
|
Q3 2025
Added 29.16%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
2,636,194
shares
|
$123 Million
10.42% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,617,055
shares
|
$122 Million
0.36% of portfolio
|
Q3 2025
Added 21.23%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,453,018
shares
|
$114 Million
2.54% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,440,985
shares
|
$114 Million
3.72% of portfolio
|
Q2 2025
Added 10.06%
|