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 |
|---|---|---|---|---|---|
|
Bryant Woods Investment Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
35,907
shares
|
$1.62 Million
0.85% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
35,137
shares
|
$1.58 Million
0.04% of portfolio
|
Q1 2025
Added 408.49%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
34,901
shares
|
$1.57 Million
0.13% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
34,670
shares
|
$1.56 Million
1.32% of portfolio
|
Q1 2025
Added 16.62%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
34,200
shares
|
$1.54 Million
1.05% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
34,074
shares
|
$1.54 Million
0.67% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
33,994
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
33,965
shares
|
$1.53 Million
0.15% of portfolio
|
Q1 2025
Reduced 29.94%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
33,920
shares
|
$1.53 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
33,872
shares
|
$1.53 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
R.P. Boggs & Co.
|
Apr 29, 2025 Q1 2025 |
33,636
shares
|
$1.52 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
33,445
shares
|
$1.51 Million
0.07% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
33,261
shares
|
$1.5 Million
0.71% of portfolio
|
Q1 2025
Added 295.35%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
31,818
shares
|
$1.43 Million
0.75% of portfolio
|
Q2 2023
Added 3.66%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
29,429
shares
|
$1.33 Million
1.09% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
29,012
shares
|
$1.31 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
28,985
shares
|
$1.31 Million
1.52% of portfolio
|
Q1 2025
Added 208.65%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
28,850
shares
|
$1.3 Million
0.4% of portfolio
|
Q1 2023
Added 26.98%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
28,836
shares
|
$1.3 Million
0.21% of portfolio
|
Q1 2025
Added 26.77%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
28,834
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
28,328
shares
|
$1.28 Million
0.32% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Defined Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
27,862
shares
|
$1.26 Million
0.89% of portfolio
|
Q1 2025
Reduced 18.34%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
27,574
shares
|
$1.24 Million
0.07% of portfolio
|
Q1 2025
Added 67.65%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
27,450
shares
|
$1.24 Million
0.47% of portfolio
|
Q1 2025
Added 81.5%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
27,343
shares
|
$1.23 Million
0.56% of portfolio
|
Q1 2025
Reduced 14.56%
|