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 688 institutions that hold shares in the stock, with a total of 361 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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
204,617
shares
|
$9.53 Million
0.13% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
201,581
shares
|
$9.39 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
|
$9.31 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
|
$9.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 84.37%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
192,949
shares
|
$8.99 Million
1.4% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
190,626
shares
|
$8.88 Million
6.74% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
190,402
shares
|
$8.87 Million
0.21% of portfolio
|
Q3 2025
Added 994.08%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
189,843
shares
|
$8.84 Million
0.35% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
187,619
shares
|
$8.74 Million
0.11% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
186,044
shares
|
$8.66 Million
3.67% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
184,837
shares
|
$8.61 Million
6.36% of portfolio
|
Q2 2024
Added 12.76%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
184,412
shares
|
$8.59 Million
1.61% of portfolio
|
Q2 2025
New holding
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
182,859
shares
|
$8.52 Million
0.98% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
179,379
shares
|
$8.35 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
178,977
shares
|
$8.33 Million
1.86% of portfolio
|
Q3 2025
Added 17.84%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
178,630
shares
|
$8.32 Million
0.45% of portfolio
|
Q2 2025
Added 90.28%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
177,944
shares
|
$8.29 Million
1.97% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
177,863
shares
|
$8.28 Million
1.4% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
176,422
shares
|
$8.22 Million
3.95% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
175,327
shares
|
$8.16 Million
3.02% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
174,982
shares
|
$8.15 Million
2.78% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
174,146
shares
|
$8.11 Million
3.08% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
173,662
shares
|
$8.09 Million
0.49% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
167,326
shares
|
$7.79 Million
5.45% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
165,610
shares
|
$7.71 Million
0.09% of portfolio
|
Q2 2025
New holding
|