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 673 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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
146,004
shares
|
$6.67 Million
0.13% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
145,096
shares
|
$6.63 Million
1.86% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
144,670
shares
|
$6.61 Million
0.27% of portfolio
|
Q1 2025
Added 114.7%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
144,312
shares
|
$6.59 Million
0.56% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Omni Star Financial Group, Inc.
|
May 15, 2025 Q1 2025 |
144,309
shares
|
$6.59 Million
5.71% of portfolio
|
Q1 2025
Added 12.18%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
141,664
shares
|
$6.47 Million
4.82% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
140,977
shares
|
$6.44 Million
5.41% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
138,304
shares
|
$6.32 Million
3.79% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
138,177
shares
|
$6.31 Million
1.78% of portfolio
|
Q1 2025
Added 11.82%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
137,220
shares
|
$6.27 Million
3.14% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
131,968
shares
|
$6.03 Million
1.3% of portfolio
|
Q1 2025
Added 43.41%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
130,578
shares
|
$5.96 Million
1.91% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
130,219
shares
|
$5.95 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
129,245
shares
|
$5.9 Million
0.34% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
128,862
shares
|
$5.89 Million
0.39% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
127,636
shares
|
$5.83 Million
0.67% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
127,212
shares
|
$5.81 Million
0.49% of portfolio
|
Q1 2025
Added 571.13%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
126,756
shares
|
$5.79 Million
1.74% of portfolio
|
Q2 2025
Added 13.88%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
124,859
shares
|
$5.7 Million
3.04% of portfolio
|
Q1 2025
Added 70.12%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
122,731
shares
|
$5.61 Million
1.57% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
122,569
shares
|
$5.6 Million
2.88% of portfolio
|
Q1 2025
Reduced 23.79%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
121,820
shares
|
$5.56 Million
3.66% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
121,135
shares
|
$5.53 Million
0.06% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
121,086
shares
|
$5.53 Million
4.69% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
121,083
shares
|
$5.53 Million
2.44% of portfolio
|
Q1 2025
Reduced 1.77%
|