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 683 institutions that hold shares in the stock, with a total of 353 Million shares, which have been reported (via 13F filing form) to have a value of $16.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,063,227
shares
|
$48.9 Million
11.39% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
968,869
shares
|
$44.5 Million
7.99% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
964,941
shares
|
$44.4 Million
6.67% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
948,805
shares
|
$43.6 Million
11.73% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
946,139
shares
|
$43.5 Million
1.38% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
902,915
shares
|
$41.5 Million
11.54% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
884,042
shares
|
$40.6 Million
12.78% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
Jul 10, 2025 Q2 2025 |
862,695
shares
|
$39.7 Million
30.67% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
857,646
shares
|
$39.4 Million
0.64% of portfolio
|
Q2 2025
Added 272.16%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
847,140
shares
|
$38.9 Million
2.09% of portfolio
|
Q2 2025
Reduced 20.32%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
838,606
shares
|
$38.6 Million
0.22% of portfolio
|
Q2 2025
Added 16.54%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
817,233
shares
|
$37.6 Million
15.1% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
804,297
shares
|
$37 Million
0.25% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
781,056
shares
|
$35.9 Million
1.47% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
773,483
shares
|
$35.6 Million
3.05% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
769,847
shares
|
$35.4 Million
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
762,134
shares
|
$35 Million
4.03% of portfolio
|
Q2 2025
Added 16.28%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
746,164
shares
|
$34.3 Million
7.26% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
742,863
shares
|
$34.1 Million
7.78% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
738,850
shares
|
$34 Million
8.12% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
738,238
shares
|
$33.9 Million
8.35% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
732,963
shares
|
$33.7 Million
8.24% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
712,528
shares
|
$32.8 Million
7.79% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
697,313
shares
|
$32.1 Million
0.48% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
696,674
shares
|
$32 Million
0.17% of portfolio
|
Q2 2025
Added 13.95%
|