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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
38,841
shares
|
$1.81 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
38,687
shares
|
$1.8 Million
0.12% of portfolio
|
Q3 2022
Reduced 69.67%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
37,790
shares
|
$1.76 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.96%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
37,498
shares
|
$1.75 Million
0.52% of portfolio
|
Q2 2025
Added 222.18%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
34,342
shares
|
$1.6 Million
0.71% of portfolio
|
Q2 2025
Reduced 14.27%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
34,339
shares
|
$1.6 Million
0.12% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
34,124
shares
|
$1.59 Million
0.08% of portfolio
|
Q2 2025
Added 23.75%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
33,984
shares
|
$1.58 Million
0.1% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
33,917
shares
|
$1.58 Million
0.29% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
33,445
shares
|
$1.56 Million
0.07% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
33,242
shares
|
$1.55 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
33,084
shares
|
$1.54 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
32,974
shares
|
$1.54 Million
0.05% of portfolio
|
Q2 2025
Reduced 42.14%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
32,461
shares
|
$1.51 Million
1.21% of portfolio
|
Q3 2025
Reduced 27.79%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
32,293
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Oct 20, 2025 Q3 2025 |
32,061
shares
|
$1.49 Million
1.06% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
31,818
shares
|
$1.48 Million
0.75% of portfolio
|
Q2 2023
Added 3.66%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
31,396
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2025
Added 21.77%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
30,338
shares
|
$1.41 Million
0.77% of portfolio
|
Q2 2025
Added 15.25%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
29,969
shares
|
$1.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 38.86%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
29,933
shares
|
$1.39 Million
0.48% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
29,564
shares
|
$1.38 Million
0.82% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
29,563
shares
|
$1.38 Million
0.3% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
29,553
shares
|
$1.38 Million
1.03% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
29,106
shares
|
$1.36 Million
0.17% of portfolio
|
Q3 2025
Added 25.25%
|