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 687 institutions that hold shares in the stock, with a total of 360 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
253,412
shares
|
$11.8 Million
10.27% of portfolio
|
Q3 2025
Added 1502.86%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
251,978
shares
|
$11.7 Million
4.14% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
249,715
shares
|
$11.6 Million
0.01% of portfolio
|
Q2 2025
Added 61.27%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
245,803
shares
|
$11.4 Million
0.28% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
244,568
shares
|
$11.4 Million
2.08% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
243,323
shares
|
$11.3 Million
0.07% of portfolio
|
Q3 2025
Added 165.06%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
243,052
shares
|
$11.3 Million
0.52% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
242,369
shares
|
$11.3 Million
2.99% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
R.P. Boggs & Co.
|
Jul 29, 2025 Q2 2025 |
242,253
shares
|
$11.3 Million
7.38% of portfolio
|
Q2 2025
Added 620.22%
|
|
|
Bg Investment Services, Inc.
|
Jul 30, 2025 Q2 2025 |
240,364
shares
|
$11.2 Million
14.55% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
240,015
shares
|
$11.2 Million
1.74% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Aug 13, 2025 Q2 2025 |
239,504
shares
|
$11.2 Million
12.65% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Aug 05, 2025 Q2 2025 |
238,964
shares
|
$11.1 Million
8.52% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
234,839
shares
|
$10.9 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
|
$10.7 Million
3.89% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
228,726
shares
|
$10.7 Million
0.66% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
225,978
shares
|
$10.5 Million
1.82% of portfolio
|
Q3 2025
Reduced 23.03%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
225,258
shares
|
$10.5 Million
3.38% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
224,464
shares
|
$10.5 Million
0.01% of portfolio
|
Q2 2025
Added 17.21%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
221,633
shares
|
$10.3 Million
0.32% of portfolio
|
Q2 2025
Added 53.2%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
219,009
shares
|
$10.2 Million
4.94% of portfolio
|
Q2 2025
Added 78.68%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
212,903
shares
|
$9.91 Million
3.83% of portfolio
|
Q3 2025
Reduced 50.72%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
211,838
shares
|
$9.87 Million
0.04% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
210,665
shares
|
$9.81 Million
0.21% of portfolio
|
Q2 2025
Added 20.43%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
206,666
shares
|
$9.62 Million
2.59% of portfolio
|
Q3 2025
Added 13.14%
|