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 |
|---|---|---|---|---|---|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
10,720
shares
|
$483,257
0.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
10,709
shares
|
$482,761
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
10,616
shares
|
$478,569
0.09% of portfolio
|
Q4 2023
Added 41.25%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
10,553
shares
|
$475,729
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
10,549
shares
|
$475,548
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
10,538
shares
|
$475,053
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
10,469
shares
|
$471,942
0.43% of portfolio
|
Q1 2025
Reduced 49.39%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
10,469
shares
|
$471,942
0.15% of portfolio
|
Q1 2025
Added 19.28%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
10,135
shares
|
$456,885
0.02% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
10,030
shares
|
$452,152
0.32% of portfolio
|
Q2 2023
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
9,985
shares
|
$450,123
0.08% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
9,780
shares
|
$440,882
0.05% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9,569
shares
|
$431,370
1.72% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
9,444
shares
|
$425,735
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
9,410
shares
|
$424,202
0.44% of portfolio
|
Q1 2025
Added 16.75%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
9,330
shares
|
$420,596
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
9,182
shares
|
$413,924
0.03% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Scott Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
9,093
shares
|
$409,912
0.12% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
9,060
shares
|
$408,424
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
9,054
shares
|
$408,154
0.02% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
9,002
shares
|
$405,810
0.36% of portfolio
|
Q1 2025
Reduced 40.1%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
8,957
shares
|
$403,781
0.28% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
8,916
shares
|
$401,933
0.02% of portfolio
|
Q1 2025
Reduced 12.66%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
8,909
shares
|
$401,617
0.07% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Afs Financial Group, LLC
Bethesda, MD |
Oct 10, 2024 Q3 2024 |
8,859
shares
|
$399,363
35.92% of portfolio
|
Q3 2024
Reduced 57.04%
|