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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
108,643
shares
|
$5.06 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
108,496
shares
|
$5.05 Million
0.14% of portfolio
|
Q2 2025
Added 576.16%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
108,224
shares
|
$5.04 Million
1.35% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
107,703
shares
|
$5.02 Million
1.69% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
104,919
shares
|
$4.89 Million
1.13% of portfolio
|
Q2 2025
Reduced 43.16%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
104,838
shares
|
$4.88 Million
1.24% of portfolio
|
Q3 2025
Added 14.69%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
102,234
shares
|
$4.76 Million
0.33% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
100,312
shares
|
$4.67 Million
0.09% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jul 29, 2025 Q2 2025 |
99,834
shares
|
$4.65 Million
2.65% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
99,068
shares
|
$4.61 Million
1.08% of portfolio
|
Q1 2024
Added 10.17%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
97,610
shares
|
$4.55 Million
0.19% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
97,510
shares
|
$4.54 Million
1.3% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
97,501
shares
|
$4.54 Million
0.01% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
97,491
shares
|
$4.54 Million
3.22% of portfolio
|
Q3 2025
Added 496.28%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
97,322
shares
|
$4.53 Million
2.0% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
97,294
shares
|
$4.53 Million
0.31% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
97,175
shares
|
$4.53 Million
2.34% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
96,252
shares
|
$4.48 Million
0.18% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
96,193
shares
|
$4.48 Million
0.78% of portfolio
|
Q3 2025
Added 12.78%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
94,901
shares
|
$4.42 Million
1.04% of portfolio
|
Q3 2025
Added 24.62%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
94,674
shares
|
$4.41 Million
0.32% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
93,122
shares
|
$4.34 Million
0.9% of portfolio
|
Q2 2025
Added 17.83%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
92,718
shares
|
$4.32 Million
0.76% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
91,959
shares
|
$4.28 Million
1.97% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
91,352
shares
|
$4.25 Million
1.02% of portfolio
|
Q3 2025
Added 1.46%
|