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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
21,765
shares
|
$981,166
0.11% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
21,754
shares
|
$980,670
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
21,600
shares
|
$973,728
0.82% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
21,506
shares
|
$969,490
0.38% of portfolio
|
Q1 2025
Added 28.08%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
21,471
shares
|
$967,912
0.51% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
21,196
shares
|
$955,515
0.09% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
20,870
shares
|
$940,819
0.58% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
20,680
shares
|
$932,254
0.27% of portfolio
|
Q1 2025
Added 13.81%
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
20,183
shares
|
$909,849
0.67% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
19,998
shares
|
$901,509
0.69% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
19,964
shares
|
$899,977
0.48% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
19,753
shares
|
$890,465
0.03% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
19,345
shares
|
$872,072
0.06% of portfolio
|
Q1 2025
Reduced 22.68%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
19,342
shares
|
$871,937
0.53% of portfolio
|
Q1 2025
Added 11.97%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
19,066
shares
|
$859,495
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
18,682
shares
|
$842,184
0.51% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
18,664
shares
|
$841,373
0.02% of portfolio
|
Q1 2025
Reduced 15.61%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
18,602
shares
|
$838,578
0.81% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
18,593
shares
|
$838,172
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
18,505
shares
|
$834,205
0.19% of portfolio
|
Q1 2025
Added 26.48%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
17,560
shares
|
$791,604
0.18% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
17,425
shares
|
$785,519
0.0% of portfolio
|
Q1 2025
Added 28.5%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
17,236
shares
|
$776,998
0.11% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
17,117
shares
|
$771,634
0.22% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
16,975
shares
|
$765,233
0.28% of portfolio
|
Q1 2025
Reduced 11.85%
|