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 |
|---|---|---|---|---|---|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
401,306
shares
|
$18.4 Million
4.66% of portfolio
|
Q2 2025
Added 828.33%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
399,021
shares
|
$18.3 Million
0.57% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
385,144
shares
|
$17.7 Million
7.13% of portfolio
|
Q2 2025
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
377,681
shares
|
$17.4 Million
2.49% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
372,085
shares
|
$17.1 Million
0.02% of portfolio
|
Q2 2025
Added 29.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
367,659
shares
|
$16.9 Million
0.47% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
367,504
shares
|
$16.9 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
366,077
shares
|
$16.8 Million
2.34% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
365,957
shares
|
$16.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
358,613
shares
|
$16.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
358,039
shares
|
$16.5 Million
2.33% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
345,192
shares
|
$15.9 Million
9.9% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
341,340
shares
|
$15.7 Million
7.8% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
339,668
shares
|
$15.6 Million
6.39% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
339,158
shares
|
$15.6 Million
3.63% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
339,158
shares
|
$15.6 Million
3.63% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
337,897
shares
|
$15.5 Million
4.84% of portfolio
|
Q2 2025
Added 32.1%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
333,692
shares
|
$15.3 Million
2.66% of portfolio
|
Q3 2023
Added 16.45%
|
|
|
ETF Portfolio Partners, Inc.
|
Jul 23, 2025 Q2 2025 |
330,508
shares
|
$15.2 Million
4.2% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
326,253
shares
|
$15 Million
1.13% of portfolio
|
Q2 2025
Added 11.77%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
325,782
shares
|
$15 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
321,083
shares
|
$14.8 Million
0.25% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
317,663
shares
|
$14.6 Million
4.4% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Cmg Global Holdings, LLC
|
Jul 29, 2025 Q2 2025 |
317,111
shares
|
$14.6 Million
8.44% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
316,541
shares
|
$14.6 Million
2.81% of portfolio
|
Q2 2025
Added 55.89%
|