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 683 institutions that hold shares in the stock, with a total of 353 Million shares, which have been reported (via 13F filing form) to have a value of $16.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
25,338
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Added 36.28%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
25,124
shares
|
$1.15 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
25,027
shares
|
$1.15 Million
0.73% of portfolio
|
Q2 2025
Added 25.15%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
24,943
shares
|
$1.15 Million
0.95% of portfolio
|
Q2 2022
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
24,914
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2025
Added 107.89%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
24,639
shares
|
$1.13 Million
0.73% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
24,537
shares
|
$1.13 Million
1.95% of portfolio
|
Q2 2022
Reduced 22.13%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
24,199
shares
|
$1.11 Million
0.86% of portfolio
|
Q3 2023
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
24,138
shares
|
$1.11 Million
0.29% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
24,106
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
24,075
shares
|
$1.11 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
24,053
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
24,024
shares
|
$1.1 Million
0.2% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
23,970
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 37.56%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
23,921
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
23,844
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
23,787
shares
|
$1.09 Million
0.26% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
23,539
shares
|
$1.08 Million
0.61% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
23,239
shares
|
$1.07 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
22,885
shares
|
$1.05 Million
0.61% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
22,742
shares
|
$1.05 Million
0.27% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
22,735
shares
|
$1.05 Million
0.45% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
22,616
shares
|
$1.04 Million
1.0% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
22,246
shares
|
$1.02 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
22,041
shares
|
$1.01 Million
0.43% of portfolio
|
Q2 2025
Reduced 33.73%
|