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 675 institutions that hold shares in the stock, with a total of 349 Million shares, which have been reported (via 13F filing form) to have a value of $16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
46,801
shares
|
$2.14 Million
1.63% of portfolio
|
Q1 2025
Added 210.91%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
46,767
shares
|
$2.14 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
|
$2.13 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
46,676
shares
|
$2.13 Million
0.86% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
46,645
shares
|
$2.13 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
45,509
shares
|
$2.08 Million
0.08% of portfolio
|
Q1 2025
Reduced 26.02%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
44,953
shares
|
$2.05 Million
1.82% of portfolio
|
Q2 2025
Added 17.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
44,514
shares
|
$2.03 Million
0.05% of portfolio
|
Q1 2025
Reduced 45.41%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
44,198
shares
|
$2.02 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
43,766
shares
|
$2 Million
1.14% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
43,229
shares
|
$1.97 Million
2.59% of portfolio
|
Q1 2025
Reduced 89.31%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
43,190
shares
|
$1.97 Million
0.19% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
John W. Brooker & Co., Cp As
|
Jul 16, 2025 Q2 2025 |
42,304
shares
|
$1.93 Million
5.15% of portfolio
|
Q2 2025
Reduced 89.32%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
42,244
shares
|
$1.93 Million
0.91% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
41,477
shares
|
$1.89 Million
0.57% of portfolio
|
Q2 2025
Reduced 88.74%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
41,435
shares
|
$1.89 Million
0.08% of portfolio
|
Q1 2025
Added 32.89%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
41,201
shares
|
$1.88 Million
1.68% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
40,697
shares
|
$1.86 Million
1.6% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
40,059
shares
|
$1.83 Million
0.89% of portfolio
|
Q1 2025
Reduced 70.93%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
40,036
shares
|
$1.83 Million
0.1% of portfolio
|
Q2 2025
Added 77.07%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
39,944
shares
|
$1.82 Million
0.53% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
39,839
shares
|
$1.82 Million
0.01% of portfolio
|
Q1 2025
Added 3844.46%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
39,749
shares
|
$1.82 Million
1.02% of portfolio
|
Q1 2025
Added 14.53%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
39,527
shares
|
$1.81 Million
0.5% of portfolio
|
Q2 2025
Added 334.7%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
39,125
shares
|
$1.79 Million
1.51% of portfolio
|
Q1 2025
Added 23.55%
|