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 667 institutions that hold shares in the stock, with a total of 347 Million shares, which have been reported (via 13F filing form) to have a value of $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
146,004
shares
|
$6.58 Million
0.13% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
145,096
shares
|
$6.54 Million
1.86% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
144,670
shares
|
$6.52 Million
0.27% of portfolio
|
Q1 2025
Added 114.7%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
144,312
shares
|
$6.51 Million
0.56% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Omni Star Financial Group, Inc.
|
May 15, 2025 Q1 2025 |
144,309
shares
|
$6.51 Million
5.71% of portfolio
|
Q1 2025
Added 12.18%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
140,977
shares
|
$6.36 Million
5.41% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Cmh Wealth Management LLC
|
Apr 14, 2025 Q1 2025 |
140,331
shares
|
$6.33 Million
1.65% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
138,304
shares
|
$6.23 Million
3.79% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
138,177
shares
|
$6.23 Million
1.78% of portfolio
|
Q1 2025
Added 11.82%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
133,516
shares
|
$6.02 Million
5.1% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
131,968
shares
|
$5.95 Million
1.3% of portfolio
|
Q1 2025
Added 43.41%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
130,219
shares
|
$5.87 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
May 22, 2025 Q1 2025 |
130,012
shares
|
$5.86 Million
2.04% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
129,245
shares
|
$5.83 Million
0.34% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
128,862
shares
|
$5.81 Million
0.39% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
128,021
shares
|
$5.77 Million
3.39% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
127,636
shares
|
$5.75 Million
0.67% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
127,212
shares
|
$5.73 Million
0.49% of portfolio
|
Q1 2025
Added 571.13%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
124,859
shares
|
$5.63 Million
3.04% of portfolio
|
Q1 2025
Added 70.12%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
122,731
shares
|
$5.53 Million
1.57% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
122,569
shares
|
$5.53 Million
2.88% of portfolio
|
Q1 2025
Reduced 23.79%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Apr 08, 2025 Q1 2025 |
121,272
shares
|
$5.47 Million
5.56% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
121,135
shares
|
$5.46 Million
0.06% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
121,086
shares
|
$5.46 Million
4.69% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
121,083
shares
|
$5.46 Million
2.44% of portfolio
|
Q1 2025
Reduced 1.77%
|