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 349 Million shares, which have been reported (via 13F filing form) to have a value of $16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
60,142
shares
|
$2.75 Million
1.38% of portfolio
|
Q1 2025
Reduced 88.02%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
59,704
shares
|
$2.73 Million
0.13% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
58,287
shares
|
$2.66 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
|
$2.66 Million
0.43% of portfolio
|
Q2 2025
Added 14.44%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
58,191
shares
|
$2.66 Million
1.84% of portfolio
|
Q2 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
56,990
shares
|
$2.6 Million
0.09% of portfolio
|
Q1 2025
Reduced 36.4%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
56,926
shares
|
$2.6 Million
0.24% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
56,867
shares
|
$2.6 Million
0.22% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
56,820
shares
|
$2.59 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
56,780
shares
|
$2.59 Million
7.03% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
56,751
shares
|
$2.59 Million
0.18% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
56,129
shares
|
$2.56 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
|
$2.54 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
|
$2.51 Million
0.93% of portfolio
|
Q4 2023
Reduced 5.75%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
54,442
shares
|
$2.49 Million
0.11% of portfolio
|
Q2 2025
Added 416.63%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
54,333
shares
|
$2.48 Million
0.03% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
52,358
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
51,995
shares
|
$2.37 Million
0.18% of portfolio
|
Q2 2025
Added 8.35%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
51,203
shares
|
$2.34 Million
0.84% of portfolio
|
Q1 2024
Added 5.51%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
50,118
shares
|
$2.29 Million
0.01% of portfolio
|
Q1 2025
Added 15.27%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
49,654
shares
|
$2.27 Million
1.82% of portfolio
|
Q1 2025
Added 32.95%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
49,122
shares
|
$2.24 Million
2.15% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
49,018
shares
|
$2.24 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
48,242
shares
|
$2.2 Million
0.33% of portfolio
|
Q1 2025
Reduced 26.78%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
48,023
shares
|
$2.19 Million
0.03% of portfolio
|
Q3 2023
Added 3.69%
|