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 |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
452
shares
|
$21,049
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
358
shares
|
$16,672
0.0% of portfolio
|
Q3 2025
Added 34.59%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
330
shares
|
$15,368
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
325
shares
|
$15,135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
319
shares
|
$14,855
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
233
shares
|
$10,850
0.0% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
200
shares
|
$9,314
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
199
shares
|
$9,267
0.0% of portfolio
|
Q2 2025
Added 158.44%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
140
shares
|
$6,519
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
103
shares
|
$4,796
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
92
shares
|
$4,284
0.0% of portfolio
|
Q1 2025
Reduced 35.21%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
86
shares
|
$4,005
0.0% of portfolio
|
Q1 2025
Added 30.3%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
84
shares
|
$3,911
0.0% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
81
shares
|
$3,772
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
74
shares
|
$3,446
0.0% of portfolio
|
Q4 2019
Reduced 90.82%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
70
shares
|
$3,259
0.0% of portfolio
|
Q1 2025
Reduced 32.04%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
58
shares
|
$2,701
0.0% of portfolio
|
Q1 2025
Reduced 98.19%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
58
shares
|
$2,701
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
57
shares
|
$2,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
57
shares
|
$2,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
56
shares
|
$2,607
0.0% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
50
shares
|
$2,328
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
46
shares
|
$2,142
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
45
shares
|
$2,095
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
45
shares
|
$2,095
0.0% of portfolio
|
Q2 2025
Added 2.27%
|