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 684 institutions that hold shares in the stock, with a total of 353 Million shares, which have been reported (via 13F filing form) to have a value of $16.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
102,234
shares
|
$4.7 Million
0.33% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jul 29, 2025 Q2 2025 |
99,834
shares
|
$4.59 Million
2.65% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
99,756
shares
|
$4.59 Million
0.87% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
99,335
shares
|
$4.57 Million
0.09% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
99,068
shares
|
$4.55 Million
1.08% of portfolio
|
Q1 2024
Added 10.17%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
97,501
shares
|
$4.48 Million
0.01% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
97,322
shares
|
$4.47 Million
2.0% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
97,294
shares
|
$4.47 Million
0.31% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
97,175
shares
|
$4.47 Million
2.34% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
94,674
shares
|
$4.35 Million
0.32% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
94,542
shares
|
$4.35 Million
0.19% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
93,122
shares
|
$4.28 Million
0.9% of portfolio
|
Q2 2025
Added 17.83%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
91,959
shares
|
$4.23 Million
1.97% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
91,798
shares
|
$4.22 Million
0.03% of portfolio
|
Q2 2025
Added 442.51%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
91,472
shares
|
$4.2 Million
1.2% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
91,410
shares
|
$4.2 Million
1.15% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
91,190
shares
|
$4.19 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
90,041
shares
|
$4.14 Million
1.08% of portfolio
|
Q2 2025
Added 46.49%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
89,901
shares
|
$4.13 Million
3.13% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
89,400
shares
|
$4.11 Million
0.18% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
87,628
shares
|
$4.03 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
86,791
shares
|
$3.99 Million
1.73% of portfolio
|
Q1 2024
Added 61.45%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
85,292
shares
|
$3.92 Million
0.75% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
84,836
shares
|
$3.9 Million
2.06% of portfolio
|
Q1 2024
Added 17.47%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Aug 01, 2025 Q2 2025 |
82,791
shares
|
$3.81 Million
1.58% of portfolio
|
Q2 2025
Reduced 1.69%
|