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 |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
6,829
shares
|
$307,851
0.07% of portfolio
|
Q1 2025
Reduced 60.21%
|
|
|
Capital Cs Group, LLC
|
Apr 09, 2025 Q1 2025 |
6,570
shares
|
$296,175
0.3% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
6,500
shares
|
$293,020
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
6,441
shares
|
$290,360
0.05% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
6,368
shares
|
$287,069
0.15% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
6,249
shares
|
$281,704
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
6,170
shares
|
$278,143
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
6,116
shares
|
$275,709
0.01% of portfolio
|
Q4 2024
Added 35.19%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
6,040
shares
|
$272,283
0.21% of portfolio
|
Q1 2025
Reduced 16.15%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
5,940
shares
|
$267,775
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
5,930
shares
|
$267,324
0.03% of portfolio
|
Q1 2025
Reduced 28.68%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
5,886
shares
|
$265,340
0.11% of portfolio
|
Q1 2025
Added 87.93%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
5,741
shares
|
$258,804
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
5,738
shares
|
$258,669
0.1% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
5,630
shares
|
$253,800
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
5,555
shares
|
$250,419
0.0% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
5,496
shares
|
$247,759
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,458
shares
|
$246,046
0.04% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
5,450
shares
|
$245,686
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
5,442
shares
|
$245,325
0.12% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,305
shares
|
$239,149
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
5,102
shares
|
$229,998
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
5,074
shares
|
$228,735
0.03% of portfolio
|
Q1 2025
Reduced 28.27%
|
|
|
Intelligence Driven Advisers, LLC
|
Apr 25, 2025 Q1 2025 |
4,950
shares
|
$223,146
0.04% of portfolio
|
Q1 2025
Reduced 17.32%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
4,839
shares
|
$218,142
0.04% of portfolio
|
Q1 2025
Added 0.25%
|