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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
93,879
shares
|
$4.29 Million
0.25% of portfolio
|
Q1 2025
Added 1115.73%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
93,122
shares
|
$4.25 Million
0.9% of portfolio
|
Q2 2025
Added 17.83%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
91,580
shares
|
$4.18 Million
0.33% of portfolio
|
Q1 2025
Added 16.84%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
91,472
shares
|
$4.18 Million
1.2% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
91,410
shares
|
$4.17 Million
1.15% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
91,190
shares
|
$4.16 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
90,041
shares
|
$4.11 Million
1.08% of portfolio
|
Q2 2025
Added 46.49%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
89,400
shares
|
$4.08 Million
0.18% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
89,093
shares
|
$4.07 Million
1.99% of portfolio
|
Q1 2025
Added 24.52%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
88,595
shares
|
$4.05 Million
0.09% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
88,241
shares
|
$4.03 Million
0.49% of portfolio
|
Q1 2025
Added 43.02%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
87,954
shares
|
$4.02 Million
0.15% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
86,791
shares
|
$3.96 Million
1.73% of portfolio
|
Q1 2024
Added 61.45%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
85,797
shares
|
$3.92 Million
2.0% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
85,292
shares
|
$3.9 Million
0.75% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
85,241
shares
|
$3.89 Million
3.35% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
84,836
shares
|
$3.87 Million
2.06% of portfolio
|
Q1 2024
Added 17.47%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
84,211
shares
|
$3.85 Million
1.66% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
82,719
shares
|
$3.78 Million
5.06% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
82,510
shares
|
$3.77 Million
3.83% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
81,947
shares
|
$3.74 Million
1.56% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
80,652
shares
|
$3.68 Million
1.53% of portfolio
|
Q1 2025
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
80,308
shares
|
$3.67 Million
5.29% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
79,789
shares
|
$3.64 Million
0.29% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
79,430
shares
|
$3.63 Million
0.37% of portfolio
|
Q1 2025
Added 34.42%
|