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 684 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 |
|---|---|---|---|---|---|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
158,797
shares
|
$7.3 Million
5.97% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
157,455
shares
|
$7.24 Million
0.23% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
155,464
shares
|
$7.15 Million
0.19% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
153,078
shares
|
$7.04 Million
0.05% of portfolio
|
Q2 2025
Added 32.83%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
152,622
shares
|
$7.02 Million
0.37% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Clarity Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
151,881
shares
|
$6.98 Million
1.74% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
150,385
shares
|
$6.91 Million
0.01% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
146,774
shares
|
$6.75 Million
1.71% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
144,076
shares
|
$6.62 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
142,324
shares
|
$6.54 Million
0.18% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
141,664
shares
|
$6.51 Million
4.82% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
141,327
shares
|
$6.5 Million
3.89% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
140,317
shares
|
$6.45 Million
1.7% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
140,183
shares
|
$6.44 Million
1.2% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
138,301
shares
|
$6.36 Million
0.35% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
137,220
shares
|
$6.31 Million
3.14% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
133,676
shares
|
$6.15 Million
1.51% of portfolio
|
Q2 2025
Added 8.92%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
130,578
shares
|
$6 Million
1.91% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
130,100
shares
|
$5.98 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.98%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
129,431
shares
|
$5.95 Million
4.82% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Aug 12, 2025 Q2 2025 |
129,430
shares
|
$5.95 Million
5.48% of portfolio
|
Q2 2025
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
127,636
shares
|
$5.87 Million
0.67% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Primoris Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
127,193
shares
|
$5.85 Million
4.32% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
126,756
shares
|
$5.83 Million
1.74% of portfolio
|
Q2 2025
Added 13.88%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
123,863
shares
|
$5.69 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.88%
|