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 |
|---|---|---|---|---|---|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
26,976
shares
|
$1.22 Million
0.97% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
26,627
shares
|
$1.2 Million
0.27% of portfolio
|
Q1 2025
Added 20.85%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
26,541
shares
|
$1.2 Million
0.38% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
May 13, 2025 Q1 2025 |
26,323
shares
|
$1.19 Million
0.74% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
26,243
shares
|
$1.18 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
25,840
shares
|
$1.16 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
25,784
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
25,737
shares
|
$1.16 Million
0.05% of portfolio
|
Q1 2025
Reduced 17.37%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
24,943
shares
|
$1.12 Million
0.95% of portfolio
|
Q2 2022
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
24,640
shares
|
$1.11 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
24,537
shares
|
$1.11 Million
1.95% of portfolio
|
Q2 2022
Reduced 22.13%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
24,397
shares
|
$1.1 Million
0.31% of portfolio
|
Q1 2025
Added 22.21%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
24,389
shares
|
$1.1 Million
0.7% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
24,302
shares
|
$1.1 Million
0.09% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
24,243
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Added 47.48%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
24,225
shares
|
$1.09 Million
0.45% of portfolio
|
Q1 2025
Reduced 95.75%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
24,199
shares
|
$1.09 Million
0.86% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
24,105
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
23,751
shares
|
$1.07 Million
0.08% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
23,741
shares
|
$1.07 Million
0.27% of portfolio
|
Q1 2025
Reduced 14.9%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
22,610
shares
|
$1.02 Million
0.06% of portfolio
|
Q1 2025
Added 93.26%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
22,559
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 69.18%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
22,373
shares
|
$1.01 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
22,246
shares
|
$1 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
22,086
shares
|
$995,636
1.03% of portfolio
|
Q1 2025
Reduced 0.72%
|