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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,210,040
shares
|
$99.6 Million
0.14% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,198,162
shares
|
$99.1 Million
3.05% of portfolio
|
Q1 2025
Added 18.5%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,085,128
shares
|
$94 Million
18.12% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
1,964,840
shares
|
$88.6 Million
5.92% of portfolio
|
Q1 2025
Added 22.97%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
1,905,268
shares
|
$85.9 Million
5.55% of portfolio
|
Q1 2025
Added 22.91%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
1,891,669
shares
|
$85.3 Million
9.44% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
1,870,283
shares
|
$84.3 Million
6.21% of portfolio
|
Q1 2025
Added 34.11%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,819,104
shares
|
$82 Million
5.3% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,734,196
shares
|
$78.2 Million
0.11% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,604,700
shares
|
$72.3 Million
0.02% of portfolio
|
Q1 2025
Added 2802.07%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,477,223
shares
|
$66.6 Million
0.27% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,473,666
shares
|
$66.4 Million
8.2% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,357,174
shares
|
$61.2 Million
0.04% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,326,352
shares
|
$59.8 Million
1.4% of portfolio
|
Q1 2025
Added 40.73%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
1,303,175
shares
|
$58.7 Million
1.96% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,270,657
shares
|
$57.3 Million
0.2% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
1,260,488
shares
|
$56.8 Million
0.01% of portfolio
|
Q1 2025
Added 8037.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,172,909
shares
|
$52.9 Million
0.18% of portfolio
|
Q1 2025
Reduced 34.73%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
1,147,484
shares
|
$51.7 Million
1.48% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
1,140,763
shares
|
$51.4 Million
6.46% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,097,269
shares
|
$49.5 Million
0.56% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
1,096,478
shares
|
$49.4 Million
2.12% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
1,063,134
shares
|
$47.9 Million
2.06% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
1,031,633
shares
|
$46.5 Million
12.09% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
1,022,826
shares
|
$46.1 Million
1.57% of portfolio
|
Q1 2025
Added 3.18%
|