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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
6,867
shares
|
$319,796
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
6,835
shares
|
$318,305
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
6,813
shares
|
$317,281
0.13% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
6,626
shares
|
$308,572
0.0% of portfolio
|
Q2 2025
Added 40.92%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
6,597
shares
|
$307,222
0.04% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
6,552
shares
|
$305,126
0.02% of portfolio
|
Q2 2025
Reduced 13.49%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
6,500
shares
|
$302,705
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
6,429
shares
|
$299,398
0.09% of portfolio
|
Q3 2025
Reduced 84.5%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
6,242
shares
|
$290,689
0.04% of portfolio
|
Q3 2025
Added 21.11%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
6,226
shares
|
$289,944
0.08% of portfolio
|
Q3 2025
Added 20.12%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
6,116
shares
|
$284,822
0.01% of portfolio
|
Q4 2024
Added 35.19%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
6,085
shares
|
$283,378
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
6,045
shares
|
$281,515
0.18% of portfolio
|
Q3 2025
Reduced 69.05%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 28, 2025 Q3 2025 |
5,992
shares
|
$279,047
0.12% of portfolio
|
Q3 2025
Reduced 22.8%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
5,938
shares
|
$276,532
0.37% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
5,930
shares
|
$276,160
0.02% of portfolio
|
Q1 2025
Reduced 28.68%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
5,873
shares
|
$273,505
0.12% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,458
shares
|
$254,179
0.04% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
5,442
shares
|
$253,433
0.11% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
5,259
shares
|
$244,911
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
5,135
shares
|
$239,136
0.02% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
5,068
shares
|
$236,016
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
4,890
shares
|
$227,727
0.05% of portfolio
|
Q3 2025
Reduced 10.49%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,844
shares
|
$225,585
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
4,804
shares
|
$223,722
0.01% of portfolio
|
Q3 2025
New holding
|