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 688 institutions that hold shares in the stock, with a total of 361 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
9,211
shares
|
$428,956
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
9,038
shares
|
$420,899
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Afs Financial Group, LLC
Bethesda, MD |
Oct 10, 2024 Q3 2024 |
8,859
shares
|
$412,563
35.92% of portfolio
|
Q3 2024
Reduced 57.04%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
8,794
shares
|
$409,536
0.16% of portfolio
|
Q3 2025
Added 38.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,588
shares
|
$399,943
0.02% of portfolio
|
Q2 2021
Reduced 75.58%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
8,390
shares
|
$390,722
0.19% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
8,378
shares
|
$390,163
0.02% of portfolio
|
Q2 2025
Reduced 48.57%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
8,291
shares
|
$386,111
0.2% of portfolio
|
Q2 2025
Added 40.86%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
8,155
shares
|
$379,778
0.05% of portfolio
|
Q4 2024
Added 50.88%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
8,137
shares
|
$378,940
0.07% of portfolio
|
Q3 2025
Added 85.65%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
8,091
shares
|
$376,797
0.2% of portfolio
|
Q2 2025
Added 31.13%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Oct 17, 2025 Q3 2025 |
7,942
shares
|
$369,858
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
7,903
shares
|
$368,042
0.05% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
7,795
shares
|
$363,013
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
7,610
shares
|
$354,397
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
7,538
shares
|
$351,044
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,530
shares
|
$350,672
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
7,432
shares
|
$346,108
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
7,343
shares
|
$341,963
0.01% of portfolio
|
Q3 2025
Reduced 21.41%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
7,302
shares
|
$340,054
0.03% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
7,218
shares
|
$336,142
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
7,216
shares
|
$336,049
0.04% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
7,041
shares
|
$327,899
0.0% of portfolio
|
Q2 2025
Reduced 14.32%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
7,014
shares
|
$326,641
0.02% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
6,870
shares
|
$319,935
0.01% of portfolio
|
Q1 2025
Reduced 29.25%
|