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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
93,879
shares
|
$4.23 Million
0.25% of portfolio
|
Q1 2025
Added 1115.73%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
92,736
shares
|
$4.18 Million
0.86% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
92,645
shares
|
$4.18 Million
0.2% of portfolio
|
Q1 2025
Reduced 15.4%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
91,580
shares
|
$4.13 Million
0.33% of portfolio
|
Q1 2025
Added 16.84%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
91,190
shares
|
$4.11 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
89,717
shares
|
$4.04 Million
4.99% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
89,093
shares
|
$4.02 Million
1.99% of portfolio
|
Q1 2025
Added 24.52%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
88,680
shares
|
$4 Million
1.23% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
88,595
shares
|
$3.99 Million
0.09% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
88,256
shares
|
$3.98 Million
1.28% of portfolio
|
Q1 2025
Added 14.43%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
88,241
shares
|
$3.98 Million
0.49% of portfolio
|
Q1 2025
Added 43.02%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
87,954
shares
|
$3.96 Million
0.15% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
86,791
shares
|
$3.91 Million
1.73% of portfolio
|
Q1 2024
Added 61.45%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
85,797
shares
|
$3.87 Million
2.0% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
85,393
shares
|
$3.85 Million
0.74% of portfolio
|
Q1 2025
Added 130.34%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
85,241
shares
|
$3.84 Million
3.35% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
84,836
shares
|
$3.82 Million
2.06% of portfolio
|
Q1 2024
Added 17.47%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
84,300
shares
|
$3.8 Million
0.19% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
84,211
shares
|
$3.8 Million
1.66% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
82,719
shares
|
$3.73 Million
5.06% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
82,510
shares
|
$3.72 Million
3.83% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
80,652
shares
|
$3.64 Million
1.53% of portfolio
|
Q1 2025
New holding
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
79,865
shares
|
$3.6 Million
1.62% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
79,789
shares
|
$3.6 Million
0.29% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
79,430
shares
|
$3.58 Million
0.37% of portfolio
|
Q1 2025
Added 34.42%
|