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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
14,221
shares
|
$653,739
0.12% of portfolio
|
Q2 2025
Reduced 23.15%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
13,553
shares
|
$623,031
0.02% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
13,418
shares
|
$616,825
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
13,279
shares
|
$610,435
0.29% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
13,174
shares
|
$605,608
0.23% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
13,137
shares
|
$603,907
0.03% of portfolio
|
Q2 2025
Added 91.95%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
13,014
shares
|
$598,253
0.56% of portfolio
|
Q2 2025
Reduced 15.0%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
13,001
shares
|
$597,655
0.85% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
12,964
shares
|
$595,955
0.52% of portfolio
|
Q4 2024
Added 86.94%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
12,939
shares
|
$594,805
0.2% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
12,788
shares
|
$587,864
0.02% of portfolio
|
Q2 2025
Added 26.18%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
12,782
shares
|
$587,588
0.42% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
12,522
shares
|
$575,636
0.02% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
12,259
shares
|
$563,546
0.04% of portfolio
|
Q2 2025
Reduced 16.85%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
12,241
shares
|
$562,718
0.1% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
12,201
shares
|
$560,879
0.18% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
11,891
shares
|
$546,629
0.03% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
11,872
shares
|
$545,755
0.18% of portfolio
|
Q2 2025
Reduced 30.06%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
11,646
shares
|
$535,366
0.01% of portfolio
|
Q2 2025
Added 151.75%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,574
shares
|
$532,056
0.04% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
11,562
shares
|
$531,505
0.14% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
11,449
shares
|
$526,310
0.22% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
11,318
shares
|
$520,288
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
11,276
shares
|
$518,357
0.33% of portfolio
|
Q1 2025
Added 26.43%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
11,267
shares
|
$517,943
0.06% of portfolio
|
Q2 2025
Reduced 5.3%
|