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 |
|---|---|---|---|---|---|
|
Paragon Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
67,449
shares
|
$3.14 Million
0.92% of portfolio
|
Q2 2025
Reduced 36.79%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
67,218
shares
|
$3.13 Million
0.28% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
66,474
shares
|
$3.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
66,294
shares
|
$3.08 Million
0.59% of portfolio
|
Q2 2025
Added 11.41%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
66,057
shares
|
$3.07 Million
0.37% of portfolio
|
Q2 2025
Added 36.93%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
65,592
shares
|
$3.05 Million
3.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
65,300
shares
|
$3.04 Million
2.54% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
65,024
shares
|
$3.02 Million
1.77% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
63,001
shares
|
$2.93 Million
1.46% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
62,337
shares
|
$2.9 Million
1.55% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
61,569
shares
|
$2.86 Million
0.02% of portfolio
|
Q2 2025
Reduced 46.44%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
61,451
shares
|
$2.86 Million
1.12% of portfolio
|
Q2 2022
Reduced 11.68%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
61,406
shares
|
$2.86 Million
1.08% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
61,365
shares
|
$2.85 Million
0.05% of portfolio
|
Q2 2025
Added 37.86%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
59,704
shares
|
$2.78 Million
0.13% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
58,287
shares
|
$2.71 Million
0.63% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
58,256
shares
|
$2.71 Million
0.43% of portfolio
|
Q2 2025
Added 14.44%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
58,191
shares
|
$2.71 Million
1.84% of portfolio
|
Q2 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
56,926
shares
|
$2.65 Million
0.24% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
56,780
shares
|
$2.64 Million
7.03% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
56,751
shares
|
$2.64 Million
0.18% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
56,247
shares
|
$2.62 Million
0.19% of portfolio
|
Q2 2025
Reduced 55.78%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
56,129
shares
|
$2.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 48.11%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
55,643
shares
|
$2.59 Million
0.25% of portfolio
|
Q4 2022
Added 27.05%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
55,052
shares
|
$2.56 Million
0.93% of portfolio
|
Q4 2023
Reduced 5.75%
|