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 |
|---|---|---|---|---|---|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
292,033
shares
|
$13.2 Million
3.35% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
291,909
shares
|
$13.2 Million
1.13% of portfolio
|
Q1 2025
Added 173.62%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
291,099
shares
|
$13.1 Million
2.52% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
290,986
shares
|
$13.1 Million
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
289,935
shares
|
$13.1 Million
0.21% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
286,973
shares
|
$12.9 Million
0.02% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Bg Investment Services, Inc.
|
May 06, 2025 Q1 2025 |
285,931
shares
|
$12.9 Million
14.51% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
285,514
shares
|
$12.9 Million
6.88% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
284,663
shares
|
$12.8 Million
1.97% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
284,659
shares
|
$12.8 Million
6.04% of portfolio
|
Q1 2024
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
283,679
shares
|
$12.8 Million
2.72% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
274,603
shares
|
$12.4 Million
6.65% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
273,006
shares
|
$12.3 Million
9.43% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Buttonwood Financial Advisors Inc.
|
Apr 25, 2025 Q1 2025 |
272,684
shares
|
$12.3 Million
5.58% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
May 06, 2025 Q1 2025 |
270,979
shares
|
$12.2 Million
19.22% of portfolio
|
Q1 2025
Reduced 61.91%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
268,452
shares
|
$12.1 Million
10.03% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
264,629
shares
|
$11.9 Million
2.14% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
261,573
shares
|
$11.8 Million
0.18% of portfolio
|
Q1 2025
Added 23.99%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
255,783
shares
|
$11.5 Million
3.93% of portfolio
|
Q1 2025
Added 39.46%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
252,377
shares
|
$11.4 Million
11.29% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
252,222
shares
|
$11.4 Million
7.87% of portfolio
|
Q1 2025
Reduced 19.49%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
252,159
shares
|
$11.4 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
May 05, 2025 Q1 2025 |
251,091
shares
|
$11.3 Million
9.87% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
245,023
shares
|
$11 Million
0.3% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
244,503
shares
|
$11 Million
1.99% of portfolio
|
Q1 2025
Added 4.42%
|