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 |
|---|---|---|---|---|---|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
79,197
shares
|
$3.57 Million
0.33% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
79,031
shares
|
$3.56 Million
0.85% of portfolio
|
Q1 2025
Added 40.55%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
78,561
shares
|
$3.54 Million
1.78% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
77,107
shares
|
$3.48 Million
0.41% of portfolio
|
Q4 2023
Added 30.46%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
75,199
shares
|
$3.39 Million
0.29% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
74,709
shares
|
$3.37 Million
3.4% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
73,980
shares
|
$3.34 Million
0.39% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
72,333
shares
|
$3.26 Million
0.98% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
70,903
shares
|
$3.2 Million
2.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
70,305
shares
|
$3.17 Million
0.73% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
70,180
shares
|
$3.16 Million
0.05% of portfolio
|
Q1 2025
Added 558.6%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
70,161
shares
|
$3.16 Million
0.18% of portfolio
|
Q1 2025
Added 29.5%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
69,820
shares
|
$3.15 Million
1.1% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
69,418
shares
|
$3.13 Million
0.01% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
67,559
shares
|
$3.05 Million
1.65% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
67,102
shares
|
$3.02 Million
3.05% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
66,763
shares
|
$3.01 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
66,454
shares
|
$3 Million
0.89% of portfolio
|
Q1 2025
Added 24.69%
|
|
|
Shore Point Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
62,930
shares
|
$2.84 Million
1.61% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
61,467
shares
|
$2.77 Million
0.75% of portfolio
|
Q1 2025
Added 46.08%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
61,451
shares
|
$2.77 Million
1.12% of portfolio
|
Q2 2022
Reduced 11.68%
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
61,273
shares
|
$2.76 Million
0.76% of portfolio
|
Q1 2025
Added 13.23%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
60,142
shares
|
$2.71 Million
1.38% of portfolio
|
Q1 2025
Reduced 88.02%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
59,506
shares
|
$2.68 Million
0.57% of portfolio
|
Q1 2025
Added 54.79%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
56,990
shares
|
$2.57 Million
0.09% of portfolio
|
Q1 2025
Reduced 36.4%
|