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 |
|---|---|---|---|---|---|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
17,254
shares
|
$793,166
0.11% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
17,196
shares
|
$790,500
0.05% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
17,183
shares
|
$789,902
0.11% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
17,179
shares
|
$789,718
0.01% of portfolio
|
Q2 2025
Added 30.61%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
17,126
shares
|
$787,282
0.2% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
17,063
shares
|
$784,386
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
16,986
shares
|
$780,846
0.43% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
16,825
shares
|
$773,445
0.05% of portfolio
|
Q2 2025
Added 206.13%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Aug 08, 2025 Q2 2025 |
16,350
shares
|
$751,609
0.6% of portfolio
|
Q2 2025
Reduced 65.83%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
16,322
shares
|
$750,322
0.22% of portfolio
|
Q2 2025
Added 88.11%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
16,287
shares
|
$748,713
0.46% of portfolio
|
Q2 2025
Added 18.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
15,935
shares
|
$732,531
0.0% of portfolio
|
Q4 2024
Reduced 14.35%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
15,919
shares
|
$731,796
0.27% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
15,810
shares
|
$726,785
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
15,789
shares
|
$725,820
0.02% of portfolio
|
Q2 2025
Reduced 20.07%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
15,778
shares
|
$725,314
0.51% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
15,762
shares
|
$724,579
0.0% of portfolio
|
Q2 2025
Added 18.45%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
15,712
shares
|
$722,280
0.2% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Trust Investment Advisors
|
Aug 01, 2025 Q2 2025 |
15,592
shares
|
$716,764
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
15,565
shares
|
$715,523
0.15% of portfolio
|
Q2 2025
Reduced 11.36%
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
15,515
shares
|
$713,224
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
15,110
shares
|
$694,606
0.03% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
15,000
shares
|
$689,550
0.18% of portfolio
|
Q2 2022
Reduced 65.23%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
14,422
shares
|
$662,979
0.06% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 30, 2025 Q2 2025 |
14,315
shares
|
$658,060
0.26% of portfolio
|
Q2 2025
Reduced 1.55%
|