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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
2,173,311
shares
|
$99.9 Million
1.21% of portfolio
|
Q2 2025
Reduced 18.76%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,158,750
shares
|
$99.2 Million
0.35% of portfolio
|
Q2 2025
Added 46.14%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
2,087,492
shares
|
$96 Million
5.84% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,085,128
shares
|
$95.9 Million
18.12% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,079,076
shares
|
$95.6 Million
5.6% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
2,017,693
shares
|
$92.8 Million
0.13% of portfolio
|
Q2 2025
Added 4220.91%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
1,998,346
shares
|
$91.9 Million
5.31% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
1,948,185
shares
|
$89.6 Million
8.93% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,764,120
shares
|
$81.1 Million
0.11% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,739,930
shares
|
$80 Million
0.23% of portfolio
|
Q2 2025
Added 48.34%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,686,232
shares
|
$77.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 63.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,630,092
shares
|
$74.9 Million
0.02% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,496,969
shares
|
$68.8 Million
0.19% of portfolio
|
Q2 2025
Added 12.86%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,460,941
shares
|
$67.2 Million
7.68% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
1,414,942
shares
|
$65 Million
1.71% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,405,090
shares
|
$64.6 Million
0.2% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,357,174
shares
|
$62.4 Million
0.04% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,355,044
shares
|
$62.3 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,325,768
shares
|
$60.9 Million
1.45% of portfolio
|
Q2 2025
Added 15.54%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
1,312,340
shares
|
$60.3 Million
2.31% of portfolio
|
Q2 2025
Reduced 72.38%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,289,219
shares
|
$59.3 Million
0.34% of portfolio
|
Q2 2025
Added 77.28%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,252,140
shares
|
$57.6 Million
0.62% of portfolio
|
Q2 2025
Added 170.57%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
1,191,508
shares
|
$54.8 Million
6.13% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,149,360
shares
|
$52.8 Million
1.87% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,128,200
shares
|
$51.9 Million
0.46% of portfolio
|
Q2 2025
Added 2.82%
|