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 |
|---|---|---|---|---|---|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
192,949
shares
|
$8.87 Million
1.4% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
190,626
shares
|
$8.76 Million
6.74% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
190,539
shares
|
$8.76 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
187,619
shares
|
$8.62 Million
0.11% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
186,044
shares
|
$8.55 Million
3.67% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
184,837
shares
|
$8.5 Million
6.36% of portfolio
|
Q2 2024
Added 12.76%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
184,412
shares
|
$8.48 Million
1.61% of portfolio
|
Q2 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
182,666
shares
|
$8.4 Million
2.53% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
181,413
shares
|
$8.34 Million
3.28% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
179,379
shares
|
$8.25 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
178,630
shares
|
$8.21 Million
0.45% of portfolio
|
Q2 2025
Added 90.28%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
177,703
shares
|
$8.17 Million
1.45% of portfolio
|
Q2 2025
Added 14.98%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
175,781
shares
|
$8.08 Million
4.22% of portfolio
|
Q2 2025
Added 27.1%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
174,146
shares
|
$8.01 Million
3.08% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
174,017
shares
|
$8 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
173,662
shares
|
$7.98 Million
0.49% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
171,573
shares
|
$7.89 Million
2.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
165,610
shares
|
$7.61 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
165,338
shares
|
$7.6 Million
2.74% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
165,126
shares
|
$7.59 Million
3.62% of portfolio
|
Q2 2025
Added 32.25%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
165,088
shares
|
$7.59 Million
0.16% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
164,827
shares
|
$7.58 Million
0.13% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
162,702
shares
|
$7.48 Million
0.72% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
161,680
shares
|
$7.43 Million
0.06% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
159,500
shares
|
$7.33 Million
5.48% of portfolio
|
Q2 2025
Added 6.59%
|