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 |
|---|---|---|---|---|---|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
243,052
shares
|
$11.2 Million
0.52% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
242,369
shares
|
$11.1 Million
2.99% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
R.P. Boggs & Co.
|
Jul 29, 2025 Q2 2025 |
242,253
shares
|
$11.1 Million
7.38% of portfolio
|
Q2 2025
Added 620.22%
|
|
|
Bg Investment Services, Inc.
|
Jul 30, 2025 Q2 2025 |
240,364
shares
|
$11 Million
14.55% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
240,066
shares
|
$11 Million
1.45% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
240,015
shares
|
$11 Million
1.74% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Aug 13, 2025 Q2 2025 |
239,504
shares
|
$11 Million
12.65% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Aug 05, 2025 Q2 2025 |
238,964
shares
|
$11 Million
8.52% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
237,957
shares
|
$10.9 Million
2.11% of portfolio
|
Q2 2025
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
234,892
shares
|
$10.8 Million
4.05% of portfolio
|
Q2 2025
Added 18.01%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
234,839
shares
|
$10.8 Million
5.76% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
228,960
shares
|
$10.5 Million
3.89% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
228,726
shares
|
$10.5 Million
0.66% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
224,464
shares
|
$10.3 Million
0.01% of portfolio
|
Q2 2025
Added 17.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
221,840
shares
|
$10.2 Million
0.2% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
221,633
shares
|
$10.2 Million
0.32% of portfolio
|
Q2 2025
Added 53.2%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
219,009
shares
|
$10.1 Million
4.94% of portfolio
|
Q2 2025
Added 78.68%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
212,800
shares
|
$9.78 Million
3.54% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
211,838
shares
|
$9.74 Million
0.04% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
210,665
shares
|
$9.68 Million
0.21% of portfolio
|
Q2 2025
Added 20.43%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
204,617
shares
|
$9.41 Million
0.13% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
201,581
shares
|
$9.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
199,959
shares
|
$9.19 Million
1.65% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
197,003
shares
|
$9.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 84.37%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
193,277
shares
|
$8.88 Million
1.08% of portfolio
|
Q2 2025
Reduced 5.99%
|