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 |
|---|---|---|---|---|---|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
54,988
shares
|
$2.56 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
54,523
shares
|
$2.54 Million
0.06% of portfolio
|
Q2 2025
Reduced 85.61%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
54,442
shares
|
$2.53 Million
0.11% of portfolio
|
Q2 2025
Added 416.63%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
53,030
shares
|
$2.47 Million
1.14% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
52,358
shares
|
$2.44 Million
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
52,130
shares
|
$2.43 Million
0.25% of portfolio
|
Q2 2025
Reduced 82.72%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
51,995
shares
|
$2.42 Million
0.18% of portfolio
|
Q2 2025
Added 8.35%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
51,395
shares
|
$2.39 Million
0.5% of portfolio
|
Q2 2025
Added 81.43%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
51,203
shares
|
$2.38 Million
0.84% of portfolio
|
Q1 2024
Added 5.51%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
50,973
shares
|
$2.37 Million
0.11% of portfolio
|
Q2 2025
Added 491.47%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
50,456
shares
|
$2.35 Million
0.17% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
50,169
shares
|
$2.33 Million
1.54% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
49,362
shares
|
$2.3 Million
0.2% of portfolio
|
Q2 2025
Added 28.22%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
49,122
shares
|
$2.29 Million
2.15% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
48,408
shares
|
$2.25 Million
1.97% of portfolio
|
Q2 2025
Added 67.01%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
48,023
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2023
Added 3.69%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
47,151
shares
|
$2.19 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
46,645
shares
|
$2.17 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
46,230
shares
|
$2.15 Million
0.08% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
46,213
shares
|
$2.15 Million
1.45% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
46,160
shares
|
$2.15 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
45,732
shares
|
$2.13 Million
1.77% of portfolio
|
Q2 2025
Reduced 38.79%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
45,722
shares
|
$2.13 Million
0.19% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
44,953
shares
|
$2.09 Million
1.82% of portfolio
|
Q2 2025
Added 17.55%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
44,198
shares
|
$2.06 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.94%
|