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 |
|---|---|---|---|---|---|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
509,549
shares
|
$23.4 Million
14.37% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
498,652
shares
|
$22.9 Million
5.69% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
493,951
shares
|
$22.7 Million
3.24% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
493,092
shares
|
$22.7 Million
0.93% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
491,611
shares
|
$22.6 Million
1.65% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
490,758
shares
|
$22.6 Million
6.97% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
482,517
shares
|
$22.2 Million
10.87% of portfolio
|
Q2 2025
Added 115.71%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
479,364
shares
|
$22 Million
0.71% of portfolio
|
Q2 2025
Added 21.79%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
466,096
shares
|
$21.4 Million
0.87% of portfolio
|
Q2 2025
Added 43.73%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
460,965
shares
|
$21.2 Million
0.32% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
456,876
shares
|
$21 Million
6.42% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
453,931
shares
|
$20.9 Million
3.39% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
453,086
shares
|
$20.8 Million
1.6% of portfolio
|
Q2 2025
Reduced 43.2%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
444,661
shares
|
$20.4 Million
0.49% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
436,090
shares
|
$20 Million
4.7% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
431,992
shares
|
$19.9 Million
8.98% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
430,988
shares
|
$19.8 Million
9.68% of portfolio
|
Q2 2025
Added 22.05%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
419,913
shares
|
$19.3 Million
2.85% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
419,910
shares
|
$19.3 Million
2.03% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
417,494
shares
|
$19.2 Million
6.6% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
414,712
shares
|
$19.1 Million
1.51% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
413,287
shares
|
$19 Million
0.24% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
407,431
shares
|
$18.7 Million
3.76% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
406,669
shares
|
$18.7 Million
1.29% of portfolio
|
Q1 2025
Added 108.73%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
404,147
shares
|
$18.6 Million
6.9% of portfolio
|
Q2 2025
Added 14.87%
|