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 684 institutions that hold shares in the stock, with a total of 355 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
122,535
shares
|
$5.7 Million
0.82% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
121,955
shares
|
$5.67 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
121,820
shares
|
$5.67 Million
3.66% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
121,135
shares
|
$5.64 Million
0.06% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
120,900
shares
|
$5.62 Million
0.22% of portfolio
|
Q2 2025
Added 1235.32%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
118,559
shares
|
$5.52 Million
2.31% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
117,244
shares
|
$5.45 Million
1.56% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
116,547
shares
|
$5.42 Million
0.96% of portfolio
|
Q2 2025
Added 18517.73%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
116,478
shares
|
$5.42 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
113,616
shares
|
$5.29 Million
0.86% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
111,850
shares
|
$5.2 Million
0.25% of portfolio
|
Q2 2025
Added 287.91%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
111,581
shares
|
$5.19 Million
0.28% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
110,725
shares
|
$5.15 Million
0.82% of portfolio
|
Q2 2025
Added 29.67%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Jul 10, 2025 Q2 2025 |
110,380
shares
|
$5.13 Million
4.22% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
110,251
shares
|
$5.13 Million
4.19% of portfolio
|
Q2 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
110,251
shares
|
$5.13 Million
3.83% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
110,148
shares
|
$5.12 Million
0.55% of portfolio
|
Q2 2025
Added 24.83%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
109,463
shares
|
$5.09 Million
0.15% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
108,643
shares
|
$5.05 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
108,496
shares
|
$5.05 Million
0.14% of portfolio
|
Q2 2025
Added 576.16%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
108,224
shares
|
$5.03 Million
1.35% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
106,350
shares
|
$4.95 Million
0.8% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
104,919
shares
|
$4.88 Million
1.13% of portfolio
|
Q2 2025
Reduced 43.16%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
104,394
shares
|
$4.86 Million
1.73% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
104,052
shares
|
$4.84 Million
2.25% of portfolio
|
Q2 2025
Added 8.34%
|