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 |
|---|---|---|---|---|---|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Aug 06, 2025 Q2 2025 |
315,286
shares
|
$14.5 Million
10.29% of portfolio
|
Q2 2025
Added 168.99%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
306,425
shares
|
$14.1 Million
2.54% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
301,732
shares
|
$13.9 Million
6.69% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
301,397
shares
|
$13.9 Million
1.02% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
293,593
shares
|
$13.5 Million
0.96% of portfolio
|
Q2 2025
Reduced 49.46%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
292,487
shares
|
$13.4 Million
4.16% of portfolio
|
Q2 2025
Reduced 17.71%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
290,986
shares
|
$13.4 Million
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
288,391
shares
|
$13.3 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
284,659
shares
|
$13.1 Million
6.04% of portfolio
|
Q1 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
284,492
shares
|
$13.1 Million
11.07% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
282,967
shares
|
$13 Million
2.16% of portfolio
|
Q2 2025
Added 15.73%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
280,343
shares
|
$12.9 Million
8.62% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
278,215
shares
|
$12.8 Million
0.18% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
278,189
shares
|
$12.8 Million
2.54% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
278,128
shares
|
$12.8 Million
6.0% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
270,616
shares
|
$12.4 Million
5.14% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
268,452
shares
|
$12.3 Million
10.03% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
262,411
shares
|
$12.1 Million
0.74% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
261,352
shares
|
$12 Million
7.22% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
260,891
shares
|
$12 Million
1.84% of portfolio
|
Q2 2025
Added 32.35%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
260,741
shares
|
$12 Million
5.16% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
258,737
shares
|
$11.9 Million
0.28% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
256,400
shares
|
$11.8 Million
0.02% of portfolio
|
Q2 2025
Added 3364.86%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
249,715
shares
|
$11.5 Million
0.01% of portfolio
|
Q2 2025
Added 61.27%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
245,803
shares
|
$11.3 Million
0.28% of portfolio
|
Q2 2025
Reduced 18.45%
|