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 688 institutions that hold shares in the stock, with a total of 361 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
17,535
shares
|
$816,604
0.1% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
17,303
shares
|
$805,800
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
17,196
shares
|
$800,817
0.05% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
17,183
shares
|
$800,212
0.11% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
17,179
shares
|
$800,026
0.01% of portfolio
|
Q2 2025
Added 30.61%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
17,126
shares
|
$797,557
0.2% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
16,986
shares
|
$791,038
0.43% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
16,964
shares
|
$790,013
0.1% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
16,825
shares
|
$783,540
0.05% of portfolio
|
Q2 2025
Added 206.13%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
16,322
shares
|
$760,115
0.22% of portfolio
|
Q2 2025
Added 88.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
15,935
shares
|
$742,092
0.0% of portfolio
|
Q4 2024
Reduced 14.35%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
15,919
shares
|
$741,347
0.27% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
15,890
shares
|
$739,997
0.17% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
15,789
shares
|
$735,293
0.02% of portfolio
|
Q2 2025
Reduced 20.07%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
15,778
shares
|
$734,781
0.51% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
15,762
shares
|
$734,036
0.0% of portfolio
|
Q2 2025
Added 18.45%
|
|
|
Trust Investment Advisors
|
Aug 01, 2025 Q2 2025 |
15,592
shares
|
$726,119
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
15,110
shares
|
$703,672
0.03% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
15,000
shares
|
$698,550
0.18% of portfolio
|
Q2 2022
Reduced 65.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
14,647
shares
|
$682,110
0.03% of portfolio
|
Q3 2025
Added 11.49%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
14,443
shares
|
$672,610
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
14,422
shares
|
$671,632
0.06% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 30, 2025 Q2 2025 |
14,315
shares
|
$666,649
0.26% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
14,285
shares
|
$665,252
0.39% of portfolio
|
Q3 2025
Reduced 12.29%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
14,221
shares
|
$662,271
0.12% of portfolio
|
Q2 2025
Reduced 23.15%
|