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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
70,683
shares
|
$3.29 Million
0.16% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
70,459
shares
|
$3.28 Million
1.4% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
70,406
shares
|
$3.28 Million
0.04% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
70,305
shares
|
$3.27 Million
0.73% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
70,164
shares
|
$3.27 Million
0.26% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
69,846
shares
|
$3.25 Million
1.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
69,493
shares
|
$3.24 Million
0.05% of portfolio
|
Q2 2025
Added 105.16%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
69,345
shares
|
$3.23 Million
2.09% of portfolio
|
Q2 2025
Added 39.66%
|
|
|
Paragon Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
67,449
shares
|
$3.14 Million
0.92% of portfolio
|
Q2 2025
Reduced 36.79%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
67,218
shares
|
$3.13 Million
0.28% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
66,474
shares
|
$3.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
66,057
shares
|
$3.08 Million
0.37% of portfolio
|
Q2 2025
Added 36.93%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
65,986
shares
|
$3.07 Million
1.43% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
65,879
shares
|
$3.07 Million
1.95% of portfolio
|
Q3 2025
Added 13.21%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
65,024
shares
|
$3.03 Million
1.77% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
63,886
shares
|
$2.98 Million
2.28% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
62,337
shares
|
$2.9 Million
1.55% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
61,569
shares
|
$2.87 Million
0.02% of portfolio
|
Q2 2025
Reduced 46.44%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
61,451
shares
|
$2.86 Million
1.12% of portfolio
|
Q2 2022
Reduced 11.68%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
61,406
shares
|
$2.86 Million
1.08% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
61,201
shares
|
$2.85 Million
0.12% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
60,269
shares
|
$2.81 Million
0.21% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
58,749
shares
|
$2.74 Million
1.19% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
58,287
shares
|
$2.71 Million
0.63% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
58,256
shares
|
$2.71 Million
0.43% of portfolio
|
Q2 2025
Added 14.44%
|