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 |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
693,691
shares
|
$31.9 Million
0.45% of portfolio
|
Q2 2025
Added 93.41%
|
|
|
Wealth Management Resources, Inc.
|
Jul 24, 2025 Q2 2025 |
689,209
shares
|
$31.7 Million
10.77% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
688,361
shares
|
$31.6 Million
3.27% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
687,964
shares
|
$31.6 Million
6.9% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
685,273
shares
|
$31.5 Million
2.66% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
676,490
shares
|
$31.1 Million
8.34% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
658,428
shares
|
$30.3 Million
5.39% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
654,193
shares
|
$30.1 Million
3.52% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
611,705
shares
|
$28.1 Million
11.76% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
607,904
shares
|
$27.9 Million
6.4% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
607,204
shares
|
$27.9 Million
10.75% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
603,996
shares
|
$27.8 Million
7.77% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
589,752
shares
|
$27.1 Million
2.13% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
583,371
shares
|
$26.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
581,905
shares
|
$26.8 Million
7.14% of portfolio
|
Q2 2025
Added 41.88%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
576,197
shares
|
$26.5 Million
2.28% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
561,532
shares
|
$25.8 Million
1.82% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
558,510
shares
|
$25.7 Million
2.25% of portfolio
|
Q2 2025
Added 71.66%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
556,287
shares
|
$25.6 Million
0.66% of portfolio
|
Q2 2025
Added 26.83%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
540,632
shares
|
$24.9 Million
5.97% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
539,338
shares
|
$24.8 Million
2.15% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
520,833
shares
|
$23.9 Million
4.0% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
517,455
shares
|
$23.8 Million
1.47% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
512,223
shares
|
$23.5 Million
0.87% of portfolio
|
Q2 2025
Reduced 12.39%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
509,993
shares
|
$23.4 Million
4.91% of portfolio
|
Q2 2025
Added 7.23%
|