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 667 institutions that hold shares in the stock, with a total of 347 Million shares, which have been reported (via 13F filing form) to have a value of $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
368,417
shares
|
$16.6 Million
3.39% of portfolio
|
Q1 2025
Reduced 61.8%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
367,874
shares
|
$16.6 Million
5.22% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
361,602
shares
|
$16.3 Million
2.52% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
358,664
shares
|
$16.2 Million
0.24% of portfolio
|
Q1 2025
Added 282.37%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
358,367
shares
|
$16.2 Million
10.92% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
355,418
shares
|
$16 Million
5.68% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Apr 24, 2025 Q1 2025 |
353,123
shares
|
$15.9 Million
9.61% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
352,577
shares
|
$15.9 Million
12.81% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 18, 2025 Q1 2025 |
351,821
shares
|
$15.9 Million
6.67% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Apr 21, 2025 Q1 2025 |
347,692
shares
|
$15.7 Million
10.36% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
347,124
shares
|
$15.6 Million
0.91% of portfolio
|
Q1 2025
Added 24.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
344,757
shares
|
$15.5 Million
0.49% of portfolio
|
Q1 2025
Reduced 18.13%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
338,551
shares
|
$15.3 Million
3.98% of portfolio
|
Q1 2025
Added 15.39%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
333,692
shares
|
$15 Million
2.66% of portfolio
|
Q3 2023
Added 16.45%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
332,939
shares
|
$15 Million
2.27% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
325,355
shares
|
$14.7 Million
1.45% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
324,286
shares
|
$14.6 Million
0.7% of portfolio
|
Q1 2025
Added 49.97%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
319,824
shares
|
$14.4 Million
6.63% of portfolio
|
Q1 2025
Added 28.86%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
319,207
shares
|
$14.4 Million
7.72% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
313,108
shares
|
$14.1 Million
4.31% of portfolio
|
Q1 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
310,857
shares
|
$14 Million
0.28% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
306,769
shares
|
$13.8 Million
1.16% of portfolio
|
Q1 2025
Added 541.92%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
304,190
shares
|
$13.7 Million
4.49% of portfolio
|
Q1 2025
Added 14.75%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
301,618
shares
|
$13.6 Million
1.57% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
301,404
shares
|
$13.6 Million
0.38% of portfolio
|
Q1 2025
Added 128.95%
|