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 688 institutions that hold shares in the stock, with a total of 361 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 |
|---|---|---|---|---|---|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
165,126
shares
|
$7.69 Million
3.62% of portfolio
|
Q2 2025
Added 32.25%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
165,088
shares
|
$7.69 Million
0.16% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
164,827
shares
|
$7.68 Million
0.13% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
162,702
shares
|
$7.58 Million
0.72% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
161,680
shares
|
$7.53 Million
0.06% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
158,797
shares
|
$7.4 Million
5.97% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
157,455
shares
|
$7.33 Million
0.23% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
155,464
shares
|
$7.24 Million
0.19% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
154,702
shares
|
$7.2 Million
0.47% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
153,078
shares
|
$7.13 Million
0.05% of portfolio
|
Q2 2025
Added 32.83%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
150,385
shares
|
$7 Million
0.01% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
149,522
shares
|
$6.96 Million
1.17% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
149,391
shares
|
$6.96 Million
4.7% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Cmh Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
147,254
shares
|
$6.86 Million
1.69% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
144,076
shares
|
$6.71 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
142,324
shares
|
$6.63 Million
0.18% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
141,327
shares
|
$6.58 Million
3.89% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
140,317
shares
|
$6.53 Million
1.7% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
139,292
shares
|
$6.49 Million
2.96% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
139,023
shares
|
$6.47 Million
1.81% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
138,301
shares
|
$6.44 Million
0.35% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
134,817
shares
|
$6.28 Million
3.65% of portfolio
|
Q3 2025
Added 10.67%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
133,676
shares
|
$6.23 Million
1.51% of portfolio
|
Q2 2025
Added 8.92%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
130,100
shares
|
$6.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.98%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
129,902
shares
|
$6.05 Million
0.88% of portfolio
|
Q3 2025
Added 17.32%
|