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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
13,307
shares
|
$599,879
0.0% of portfolio
|
Q1 2025
Added 33.16%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
13,304
shares
|
$599,744
0.12% of portfolio
|
Q1 2025
Added 18.52%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
13,250
shares
|
$597,310
0.23% of portfolio
|
Q1 2025
Added 34.11%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
13,236
shares
|
$596,678
0.12% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
13,153
shares
|
$592,937
0.01% of portfolio
|
Q4 2024
Reduced 11.28%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
13,001
shares
|
$586,085
0.85% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Apr 25, 2025 Q1 2025 |
12,964
shares
|
$584,417
0.56% of portfolio
|
Q4 2024
Added 86.94%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Apr 28, 2025 Q1 2025 |
12,839
shares
|
$578,782
0.47% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
12,509
shares
|
$563,905
0.18% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
12,497
shares
|
$563,364
0.22% of portfolio
|
Q1 2025
Reduced 62.7%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
12,344
shares
|
$556,467
0.02% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
12,056
shares
|
$543,484
0.21% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
12,039
shares
|
$542,718
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
11,984
shares
|
$540,238
0.01% of portfolio
|
Q1 2025
Added 112.56%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
11,897
shares
|
$536,316
0.07% of portfolio
|
Q1 2025
Added 26.52%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
11,799
shares
|
$531,898
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
11,781
shares
|
$531,087
0.12% of portfolio
|
Q1 2025
Reduced 47.83%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
11,639
shares
|
$524,686
0.17% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
11,479
shares
|
$517,473
0.02% of portfolio
|
Q1 2025
Reduced 90.08%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
11,428
shares
|
$515,174
0.25% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
11,276
shares
|
$508,322
0.33% of portfolio
|
Q1 2025
Added 26.43%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
11,194
shares
|
$504,625
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
11,180
shares
|
$503,994
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
11,086
shares
|
$499,756
0.14% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Apr 09, 2025 Q1 2025 |
11,029
shares
|
$497,187
0.38% of portfolio
|
Q4 2023
New holding
|