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 |
|---|---|---|---|---|---|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
8,909
shares
|
$409,546
0.07% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Afs Financial Group, LLC
Bethesda, MD |
Oct 10, 2024 Q3 2024 |
8,859
shares
|
$407,248
35.92% of portfolio
|
Q3 2024
Reduced 57.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,588
shares
|
$394,790
0.02% of portfolio
|
Q2 2021
Reduced 75.58%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
8,390
shares
|
$385,688
0.19% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
8,378
shares
|
$385,136
0.02% of portfolio
|
Q2 2025
Reduced 48.57%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
8,291
shares
|
$381,137
0.2% of portfolio
|
Q2 2025
Added 40.86%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
8,155
shares
|
$374,885
0.05% of portfolio
|
Q4 2024
Added 50.88%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
8,091
shares
|
$371,943
0.2% of portfolio
|
Q2 2025
Added 31.13%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
7,942
shares
|
$365,093
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
7,903
shares
|
$363,300
0.05% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
7,795
shares
|
$358,336
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jul 23, 2025 Q2 2025 |
7,762
shares
|
$356,819
0.18% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
7,610
shares
|
$349,831
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
7,538
shares
|
$346,521
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,530
shares
|
$346,154
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
7,340
shares
|
$337,419
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
7,302
shares
|
$335,672
0.03% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
7,216
shares
|
$331,719
0.04% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
7,041
shares
|
$323,674
0.0% of portfolio
|
Q2 2025
Reduced 14.32%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
7,014
shares
|
$322,433
0.02% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
6,870
shares
|
$315,813
0.01% of portfolio
|
Q1 2025
Reduced 29.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
6,867
shares
|
$315,675
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
6,835
shares
|
$314,204
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
6,626
shares
|
$304,597
0.0% of portfolio
|
Q2 2025
Added 40.92%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
6,597
shares
|
$303,264
0.04% of portfolio
|
Q2 2025
Reduced 6.2%
|