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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
91,190
shares
|
$4.25 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
89,901
shares
|
$4.19 Million
3.13% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
88,183
shares
|
$4.11 Million
4.14% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
87,628
shares
|
$4.08 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
86,791
shares
|
$4.04 Million
1.73% of portfolio
|
Q1 2024
Added 61.45%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
84,836
shares
|
$3.95 Million
2.06% of portfolio
|
Q1 2024
Added 17.47%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
83,653
shares
|
$3.9 Million
1.51% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Aug 01, 2025 Q2 2025 |
82,791
shares
|
$3.86 Million
1.58% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
82,623
shares
|
$3.85 Million
3.33% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
In Track Investment Management Inc
|
Oct 21, 2025 Q3 2025 |
82,563
shares
|
$3.84 Million
2.55% of portfolio
|
Q3 2025
Added 9.35%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
80,989
shares
|
$3.77 Million
4.71% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
79,453
shares
|
$3.7 Million
0.98% of portfolio
|
Q2 2025
Added 19.56%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
77,899
shares
|
$3.63 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
77,215
shares
|
$3.6 Million
0.05% of portfolio
|
Q2 2025
Added 10.02%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
77,107
shares
|
$3.59 Million
0.41% of portfolio
|
Q4 2023
Added 30.46%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
76,867
shares
|
$3.58 Million
0.01% of portfolio
|
Q3 2025
Added 36.95%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
76,377
shares
|
$3.56 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
75,199
shares
|
$3.5 Million
0.29% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
74,814
shares
|
$3.48 Million
0.61% of portfolio
|
Q3 2025
Added 12.85%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
74,424
shares
|
$3.47 Million
1.5% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
73,983
shares
|
$3.45 Million
0.23% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
73,516
shares
|
$3.42 Million
0.25% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
72,963
shares
|
$3.4 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
72,435
shares
|
$3.37 Million
3.18% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
72,391
shares
|
$3.37 Million
1.6% of portfolio
|
Q3 2025
Reduced 0.92%
|