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 675 institutions that hold shares in the stock, with a total of 348 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
81,162,777
shares
|
$3.71 Billion
3.05% of portfolio
|
Q1 2025
Added 10.6%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
34,949,094
shares
|
$1.6 Billion
0.12% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
11,641,927
shares
|
$533 Million
0.04% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,231,902
shares
|
$468 Million
0.04% of portfolio
|
Q1 2025
Added 42.22%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
9,556,568
shares
|
$437 Million
3.06% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
6,169,256
shares
|
$282 Million
7.36% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
5,970,330
shares
|
$273 Million
4.54% of portfolio
|
Q1 2025
Added 103.04%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,143,018
shares
|
$235 Million
0.04% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,097,709
shares
|
$233 Million
0.08% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,752,156
shares
|
$217 Million
6.16% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,658,118
shares
|
$213 Million
0.2% of portfolio
|
Q1 2025
Added 466.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
4,636,975
shares
|
$212 Million
0.08% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
4,233,946
shares
|
$194 Million
0.08% of portfolio
|
Q1 2025
Added 25.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4,202,552
shares
|
$192 Million
0.46% of portfolio
|
Q4 2024
Reduced 25.63%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,839,198
shares
|
$176 Million
1.89% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,584,225
shares
|
$164 Million
0.04% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
3,332,350
shares
|
$152 Million
0.22% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
3,303,076
shares
|
$151 Million
0.77% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
3,181,431
shares
|
$146 Million
4.64% of portfolio
|
Q1 2025
Added 202.91%
|
|
|
Legacy Wealth Management, Inc
|
Jul 17, 2025 Q2 2025 |
3,097,702
shares
|
$142 Million
8.82% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
3,061,841
shares
|
$140 Million
0.28% of portfolio
|
Q1 2025
Added 9.16%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
2,675,043
shares
|
$122 Million
0.43% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
2,579,311
shares
|
$118 Million
10.4% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,479,022
shares
|
$113 Million
2.83% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,217,830
shares
|
$101 Million
3.78% of portfolio
|
Q1 2025
Added 12.54%
|