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 |
|---|---|---|---|---|---|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
82,623
shares
|
$3.84 Million
3.33% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
81,947
shares
|
$3.81 Million
1.56% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
80,989
shares
|
$3.77 Million
4.71% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
80,308
shares
|
$3.74 Million
5.29% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
79,453
shares
|
$3.7 Million
0.98% of portfolio
|
Q2 2025
Added 19.56%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
77,899
shares
|
$3.62 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
77,215
shares
|
$3.59 Million
0.05% of portfolio
|
Q2 2025
Added 10.02%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
77,107
shares
|
$3.59 Million
0.41% of portfolio
|
Q4 2023
Added 30.46%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
76,377
shares
|
$3.55 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
76,150
shares
|
$3.54 Million
0.89% of portfolio
|
Q2 2025
Added 24.28%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
75,506
shares
|
$3.51 Million
2.58% of portfolio
|
Q2 2025
Added 108.88%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
75,199
shares
|
$3.5 Million
0.29% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
74,424
shares
|
$3.46 Million
1.5% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
73,516
shares
|
$3.42 Million
0.25% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
73,066
shares
|
$3.4 Million
1.75% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
72,963
shares
|
$3.39 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
72,454
shares
|
$3.37 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
71,396
shares
|
$3.32 Million
1.51% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
70,683
shares
|
$3.29 Million
0.16% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
70,305
shares
|
$3.27 Million
0.73% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
70,164
shares
|
$3.26 Million
0.26% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
69,846
shares
|
$3.25 Million
1.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
69,629
shares
|
$3.24 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
69,493
shares
|
$3.23 Million
0.05% of portfolio
|
Q2 2025
Added 105.16%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
69,345
shares
|
$3.23 Million
2.09% of portfolio
|
Q2 2025
Added 39.66%
|