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 |
|---|---|---|---|---|---|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
129,431
shares
|
$6.03 Million
4.82% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Aug 12, 2025 Q2 2025 |
129,430
shares
|
$6.03 Million
5.48% of portfolio
|
Q2 2025
New holding
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
126,756
shares
|
$5.9 Million
1.74% of portfolio
|
Q2 2025
Added 13.88%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
124,595
shares
|
$5.8 Million
2.67% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
124,567
shares
|
$5.8 Million
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
123,894
shares
|
$5.77 Million
0.58% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
123,863
shares
|
$5.77 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
122,535
shares
|
$5.71 Million
0.82% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
122,431
shares
|
$5.7 Million
3.81% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
121,955
shares
|
$5.68 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
121,135
shares
|
$5.64 Million
0.06% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
120,900
shares
|
$5.63 Million
0.22% of portfolio
|
Q2 2025
Added 1235.32%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
120,450
shares
|
$5.61 Million
0.83% of portfolio
|
Q3 2025
Added 13.26%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
118,460
shares
|
$5.52 Million
0.33% of portfolio
|
Q3 2025
Added 291.42%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
117,244
shares
|
$5.46 Million
1.56% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
116,547
shares
|
$5.43 Million
0.96% of portfolio
|
Q2 2025
Added 18517.73%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
116,478
shares
|
$5.42 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
114,846
shares
|
$5.35 Million
0.52% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
113,616
shares
|
$5.29 Million
0.86% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
111,850
shares
|
$5.21 Million
0.25% of portfolio
|
Q2 2025
Added 287.91%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
110,792
shares
|
$5.16 Million
0.09% of portfolio
|
Q3 2025
Added 80.55%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
110,251
shares
|
$5.13 Million
3.83% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
110,251
shares
|
$5.13 Million
4.19% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
109,463
shares
|
$5.1 Million
0.15% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
109,186
shares
|
$5.08 Million
2.24% of portfolio
|
Q3 2025
Added 4.93%
|