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 692 institutions that hold shares in the stock, with a total of 362 Million shares, which have been reported (via 13F filing form) to have a value of $16.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
22,616
shares
|
$1.05 Million
1.0% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
22,246
shares
|
$1.04 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
22,129
shares
|
$1.03 Million
0.23% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
22,041
shares
|
$1.03 Million
0.43% of portfolio
|
Q2 2025
Reduced 33.73%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
21,992
shares
|
$1.02 Million
0.24% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
21,857
shares
|
$1.02 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
21,499
shares
|
$1 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
21,272
shares
|
$990,637
0.04% of portfolio
|
Q2 2025
Reduced 17.35%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
21,196
shares
|
$987,097
0.09% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
21,005
shares
|
$978,202
0.64% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
20,878
shares
|
$972,288
0.53% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
19,981
shares
|
$930,515
0.43% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
19,157
shares
|
$892,141
0.3% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
19,140
shares
|
$891,349
0.54% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
18,975
shares
|
$883,665
0.33% of portfolio
|
Q2 2025
Added 69.72%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
18,781
shares
|
$874,631
0.15% of portfolio
|
Q3 2025
Reduced 93.25%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
18,276
shares
|
$851,113
0.42% of portfolio
|
Q3 2025
Reduced 22.36%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
18,250
shares
|
$849,902
0.72% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
18,240
shares
|
$849,436
0.13% of portfolio
|
Q2 2025
Added 243.83%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
18,112
shares
|
$843,475
0.02% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
18,088
shares
|
$842,358
0.01% of portfolio
|
Q2 2025
Added 225.62%
|
|
|
Kearns & Associates LLC
|
Oct 22, 2025 Q3 2025 |
18,035
shares
|
$839,889
0.44% of portfolio
|
Q3 2025
Added 16.24%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
17,963
shares
|
$836,536
0.32% of portfolio
|
Q2 2025
Added 20.95%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
17,722
shares
|
$825,313
0.18% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
17,542
shares
|
$816,930
0.48% of portfolio
|
Q2 2025
Added 110.11%
|