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 |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
56,867
shares
|
$2.56 Million
0.22% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
56,820
shares
|
$2.56 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
56,787
shares
|
$2.56 Million
0.13% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
56,780
shares
|
$2.56 Million
7.03% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
56,577
shares
|
$2.55 Million
0.2% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
55,687
shares
|
$2.51 Million
0.24% of portfolio
|
Q1 2025
Added 197.51%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
55,643
shares
|
$2.51 Million
0.25% of portfolio
|
Q4 2022
Added 27.05%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
55,052
shares
|
$2.48 Million
0.93% of portfolio
|
Q4 2023
Reduced 5.75%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
54,333
shares
|
$2.45 Million
0.03% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
52,358
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
52,332
shares
|
$2.36 Million
0.62% of portfolio
|
Q1 2025
Added 14.14%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
51,814
shares
|
$2.34 Million
0.99% of portfolio
|
Q1 2025
Added 102.09%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
51,203
shares
|
$2.31 Million
0.84% of portfolio
|
Q1 2024
Added 5.51%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
50,906
shares
|
$2.29 Million
0.41% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
50,118
shares
|
$2.26 Million
0.01% of portfolio
|
Q1 2025
Added 15.27%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
49,654
shares
|
$2.24 Million
1.82% of portfolio
|
Q1 2025
Added 32.95%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
49,018
shares
|
$2.21 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
48,740
shares
|
$2.2 Million
2.45% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
48,242
shares
|
$2.17 Million
0.33% of portfolio
|
Q1 2025
Reduced 26.78%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
48,023
shares
|
$2.16 Million
0.03% of portfolio
|
Q3 2023
Added 3.69%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Apr 21, 2025 Q1 2025 |
47,988
shares
|
$2.16 Million
0.18% of portfolio
|
Q1 2025
Added 42.97%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
47,850
shares
|
$2.16 Million
1.96% of portfolio
|
Q1 2025
Reduced 76.35%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
46,801
shares
|
$2.11 Million
1.63% of portfolio
|
Q1 2025
Added 210.91%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
46,767
shares
|
$2.11 Million
1.59% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
46,696
shares
|
$2.11 Million
0.07% of portfolio
|
Q1 2025
New holding
|