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 |
|---|---|---|---|---|---|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
239,302
shares
|
$10.8 Million
3.13% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
237,519
shares
|
$10.7 Million
2.06% of portfolio
|
Q1 2025
Added 190.27%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
233,170
shares
|
$10.5 Million
0.54% of portfolio
|
Q1 2025
Added 14.02%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
230,450
shares
|
$10.4 Million
0.3% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
226,688
shares
|
$10.2 Million
5.78% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
223,683
shares
|
$10.1 Million
5.05% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
219,584
shares
|
$9.9 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
217,537
shares
|
$9.81 Million
3.46% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
208,265
shares
|
$9.39 Million
0.04% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Apr 24, 2025 Q1 2025 |
208,044
shares
|
$9.38 Million
12.59% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
206,599
shares
|
$9.31 Million
0.02% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
205,819
shares
|
$9.28 Million
1.93% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
205,594
shares
|
$9.27 Million
1.28% of portfolio
|
Q1 2025
Added 58.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
205,008
shares
|
$9.24 Million
0.24% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
203,057
shares
|
$9.15 Million
2.01% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
199,048
shares
|
$8.97 Million
3.77% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
198,778
shares
|
$8.96 Million
0.11% of portfolio
|
Q1 2025
Added 63.58%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
197,126
shares
|
$8.89 Million
1.68% of portfolio
|
Q1 2025
Added 14.68%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
196,652
shares
|
$8.87 Million
3.74% of portfolio
|
Q1 2025
Added 11.7%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
193,927
shares
|
$8.74 Million
3.63% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
191,503
shares
|
$8.63 Million
0.01% of portfolio
|
Q1 2025
Added 88.27%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
189,346
shares
|
$8.54 Million
0.14% of portfolio
|
Q1 2025
Added 388.79%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
187,361
shares
|
$8.45 Million
1.45% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
185,455
shares
|
$8.36 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
184,837
shares
|
$8.33 Million
6.36% of portfolio
|
Q1 2025
Reduced 3.42%
|