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 |
|---|---|---|---|---|---|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
May 08, 2025 Q1 2025 |
117,209
shares
|
$5.35 Million
4.04% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
117,090
shares
|
$5.35 Million
0.82% of portfolio
|
Q1 2025
Reduced 30.7%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
115,685
shares
|
$5.28 Million
0.94% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
115,244
shares
|
$5.26 Million
0.04% of portfolio
|
Q1 2025
Added 17.37%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
114,953
shares
|
$5.25 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
112,383
shares
|
$5.13 Million
0.06% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
110,725
shares
|
$5.06 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
|
$5.04 Million
4.22% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
108,224
shares
|
$4.94 Million
1.35% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
106,704
shares
|
$4.87 Million
2.14% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
106,350
shares
|
$4.86 Million
0.8% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
105,396
shares
|
$4.81 Million
4.12% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
104,394
shares
|
$4.77 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
|
$4.75 Million
2.25% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
103,297
shares
|
$4.72 Million
0.15% of portfolio
|
Q1 2025
Added 23.21%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
102,234
shares
|
$4.67 Million
0.33% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
99,756
shares
|
$4.56 Million
0.87% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Apr 30, 2025 Q1 2025 |
99,445
shares
|
$4.54 Million
2.02% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
99,068
shares
|
$4.52 Million
1.08% of portfolio
|
Q1 2024
Added 10.17%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
97,175
shares
|
$4.44 Million
2.34% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Maple Capital Management, Inc.
|
Jun 16, 2025 Q1 2025 |
95,884
shares
|
$4.38 Million
0.34% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
94,904
shares
|
$4.33 Million
0.01% of portfolio
|
Q1 2025
Added 60.56%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
94,783
shares
|
$4.33 Million
2.83% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
94,634
shares
|
$4.32 Million
2.79% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
94,542
shares
|
$4.32 Million
0.19% of portfolio
|
Q2 2025
Added 2.05%
|