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 |
|---|---|---|---|---|---|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
May 08, 2025 Q1 2025 |
117,209
shares
|
$5.28 Million
4.04% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
117,090
shares
|
$5.28 Million
0.82% of portfolio
|
Q1 2025
Reduced 30.7%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
115,685
shares
|
$5.22 Million
0.94% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
115,244
shares
|
$5.2 Million
0.04% of portfolio
|
Q1 2025
Added 17.37%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
114,953
shares
|
$5.18 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
114,846
shares
|
$5.18 Million
3.87% of portfolio
|
Q1 2025
Added 12.18%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
112,383
shares
|
$5.07 Million
0.06% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
111,308
shares
|
$5.02 Million
1.72% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
108,224
shares
|
$4.88 Million
1.35% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
108,172
shares
|
$4.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.12%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
108,019
shares
|
$4.87 Million
0.37% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
106,850
shares
|
$4.82 Million
1.01% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
106,704
shares
|
$4.81 Million
2.14% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
105,396
shares
|
$4.75 Million
4.12% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
103,297
shares
|
$4.66 Million
0.15% of portfolio
|
Q1 2025
Added 23.21%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
102,359
shares
|
$4.61 Million
1.8% of portfolio
|
Q1 2025
Added 25.65%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Apr 30, 2025 Q1 2025 |
99,445
shares
|
$4.48 Million
2.02% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
99,178
shares
|
$4.47 Million
0.83% of portfolio
|
Q1 2025
Added 47.63%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
99,068
shares
|
$4.47 Million
1.08% of portfolio
|
Q1 2024
Added 10.17%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
97,175
shares
|
$4.38 Million
2.34% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
96,041
shares
|
$4.33 Million
2.21% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Maple Capital Management, Inc.
|
Jun 16, 2025 Q1 2025 |
95,884
shares
|
$4.32 Million
0.34% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
94,904
shares
|
$4.28 Million
0.01% of portfolio
|
Q1 2025
Added 60.56%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
94,783
shares
|
$4.27 Million
2.83% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
94,634
shares
|
$4.27 Million
2.79% of portfolio
|
Q1 2025
Added 2.47%
|