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 |
|---|---|---|---|---|---|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
21,857
shares
|
$1 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
21,715
shares
|
$998,238
0.18% of portfolio
|
Q2 2025
Reduced 25.15%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
21,582
shares
|
$992,124
0.1% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
21,272
shares
|
$977,873
0.04% of portfolio
|
Q2 2025
Reduced 17.35%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
21,196
shares
|
$974,380
0.09% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
20,878
shares
|
$959,761
0.53% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
20,713
shares
|
$952,176
0.67% of portfolio
|
Q2 2025
Reduced 39.44%
|
|
|
Gerber, LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
20,509
shares
|
$942,798
0.66% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
19,981
shares
|
$918,526
0.43% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
19,958
shares
|
$917,469
0.32% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
19,533
shares
|
$897,932
0.68% of portfolio
|
Q2 2025
Reduced 43.66%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
19,140
shares
|
$879,865
0.54% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
19,034
shares
|
$874,992
0.01% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
19,017
shares
|
$874,211
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
18,975
shares
|
$872,280
0.33% of portfolio
|
Q2 2025
Added 69.72%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
18,250
shares
|
$838,952
0.72% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
18,240
shares
|
$838,492
0.13% of portfolio
|
Q2 2025
Added 243.83%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
18,112
shares
|
$832,608
0.02% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
18,088
shares
|
$831,505
0.01% of portfolio
|
Q2 2025
Added 225.62%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
17,963
shares
|
$825,759
0.32% of portfolio
|
Q2 2025
Added 20.95%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
17,589
shares
|
$808,566
0.12% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
17,542
shares
|
$806,405
0.48% of portfolio
|
Q2 2025
Added 110.11%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
17,411
shares
|
$800,383
0.19% of portfolio
|
Q2 2025
Added 30.87%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
17,403
shares
|
$800,015
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
17,303
shares
|
$795,418
0.62% of portfolio
|
Q2 2025
New holding
|