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 |
|---|---|---|---|---|---|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
4,791
shares
|
$215,978
0.07% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
4,791
shares
|
$215,978
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
4,702
shares
|
$211,966
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
4,626
shares
|
$208,540
0.01% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,565
shares
|
$205,790
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,549
shares
|
$205,068
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
4,540
shares
|
$204,663
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
4,440
shares
|
$200,155
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
4,391
shares
|
$197,946
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
3,949
shares
|
$178,020
0.06% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,610
shares
|
$162,738
0.01% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
3,141
shares
|
$141,596
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
3,105
shares
|
$139,973
0.08% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
3,011
shares
|
$135,735
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,904
shares
|
$130,912
0.0% of portfolio
|
Q1 2025
Reduced 46.06%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,623
shares
|
$118,244
0.0% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,464
shares
|
$111,077
0.02% of portfolio
|
Q1 2025
Added 129.0%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
2,330
shares
|
$105,036
0.01% of portfolio
|
Q3 2024
Added 323.64%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
2,312
shares
|
$104,224
0.05% of portfolio
|
Q1 2025
Reduced 80.37%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
2,236
shares
|
$100,798
0.0% of portfolio
|
Q1 2025
Reduced 48.23%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
2,117
shares
|
$95,434
0.06% of portfolio
|
Q1 2025
Reduced 13.66%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,085
shares
|
$93,991
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
2,013
shares
|
$90,746
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,903
shares
|
$85,787
0.0% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,899
shares
|
$85,606
0.0% of portfolio
|
Q1 2025
Added 295.63%
|