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 683 institutions that hold shares in the stock, with a total of 353 Million shares, which have been reported (via 13F filing form) to have a value of $16.2 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
|
$3.96 Billion
2.91% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
29,131,588
shares
|
$1.34 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
|
$564 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
|
$470 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
|
$447 Million
2.79% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
6,186,144
shares
|
$284 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
|
$270 Million
4.58% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
5,668,791
shares
|
$261 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
|
$257 Million
0.09% of portfolio
|
Q2 2025
Added 32.29%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
5,242,838
shares
|
$241 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
|
$213 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,880,275
shares
|
$178 Million
0.03% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,839,198
shares
|
$176 Million
1.89% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
3,620,174
shares
|
$166 Million
0.22% of portfolio
|
Q2 2025
Added 8.64%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
3,610,928
shares
|
$166 Million
3.71% of portfolio
|
Q2 2025
Added 64.27%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
3,369,590
shares
|
$155 Million
0.81% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
3,286,565
shares
|
$151 Million
4.42% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Legacy Wealth Management, Inc
|
Jul 17, 2025 Q2 2025 |
3,097,702
shares
|
$142 Million
8.82% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,698,171
shares
|
$124 Million
0.28% of portfolio
|
Q2 2025
Reduced 35.8%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
2,644,754
shares
|
$122 Million
7.45% of portfolio
|
Q2 2025
Added 41.41%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
2,636,194
shares
|
$121 Million
10.42% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,453,018
shares
|
$113 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
|
$112 Million
3.72% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,311,058
shares
|
$106 Million
0.19% of portfolio
|
Q2 2025
Reduced 24.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,210,040
shares
|
$102 Million
0.14% of portfolio
|
Q3 2024
Added 11.93%
|