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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
8,779
shares
|
$395,757
0.02% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
8,776
shares
|
$395,622
0.0% of portfolio
|
Q4 2024
Added 75.52%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
8,677
shares
|
$391,159
0.14% of portfolio
|
Q1 2025
Reduced 41.1%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Apr 29, 2025 Q1 2025 |
8,644
shares
|
$389,671
0.23% of portfolio
|
Q1 2025
Reduced 15.91%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,588
shares
|
$387,147
0.02% of portfolio
|
Q2 2021
Reduced 75.58%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
8,490
shares
|
$382,729
0.2% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
8,349
shares
|
$376,372
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
8,218
shares
|
$370,467
0.0% of portfolio
|
Q4 2024
Added 89.53%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
8,155
shares
|
$367,627
0.05% of portfolio
|
Q4 2024
Added 50.88%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
8,057
shares
|
$363,209
0.06% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
8,008
shares
|
$361,000
0.0% of portfolio
|
Q1 2025
Added 27.54%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
7,942
shares
|
$358,025
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
7,928
shares
|
$357,394
0.04% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
7,798
shares
|
$351,533
0.03% of portfolio
|
Q2 2024
Reduced 24.21%
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
7,650
shares
|
$344,862
0.05% of portfolio
|
Q1 2025
Reduced 19.9%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
7,610
shares
|
$343,058
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
7,574
shares
|
$341,435
0.03% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
7,538
shares
|
$339,813
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
7,400
shares
|
$333,592
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
7,302
shares
|
$329,174
0.03% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
7,109
shares
|
$320,473
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
7,033
shares
|
$317,047
0.05% of portfolio
|
Q1 2025
Reduced 26.39%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
6,932
shares
|
$312,494
0.04% of portfolio
|
Q1 2025
Added 196.49%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,870
shares
|
$309,699
0.02% of portfolio
|
Q1 2025
Reduced 29.25%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6,844
shares
|
$308,527
0.01% of portfolio
|
Q1 2025
Added 1715.38%
|