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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
38,841
shares
|
$1.77 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
38,687
shares
|
$1.77 Million
0.12% of portfolio
|
Q3 2022
Reduced 69.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
38,596
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2025
Reduced 31.6%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
38,499
shares
|
$1.76 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
38,245
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Reduced 89.64%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
37,513
shares
|
$1.71 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
36,273
shares
|
$1.66 Million
1.38% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
36,264
shares
|
$1.66 Million
0.13% of portfolio
|
Q2 2025
Added 171.95%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
35,907
shares
|
$1.64 Million
0.85% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
35,137
shares
|
$1.6 Million
0.04% of portfolio
|
Q1 2025
Added 408.49%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
34,720
shares
|
$1.59 Million
0.06% of portfolio
|
Q2 2025
Added 484.51%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
34,264
shares
|
$1.56 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
34,200
shares
|
$1.56 Million
1.05% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
34,074
shares
|
$1.56 Million
0.67% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
33,994
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
33,965
shares
|
$1.55 Million
0.15% of portfolio
|
Q1 2025
Reduced 29.94%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
33,920
shares
|
$1.55 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
33,872
shares
|
$1.55 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
R.P. Boggs & Co.
|
Apr 29, 2025 Q1 2025 |
33,636
shares
|
$1.54 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
33,445
shares
|
$1.53 Million
0.07% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
33,261
shares
|
$1.52 Million
0.71% of portfolio
|
Q1 2025
Added 295.35%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
31,818
shares
|
$1.45 Million
0.75% of portfolio
|
Q2 2023
Added 3.66%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
31,434
shares
|
$1.44 Million
0.36% of portfolio
|
Q2 2025
Added 92.52%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
30,593
shares
|
$1.4 Million
0.58% of portfolio
|
Q2 2025
Added 120.67%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
30,338
shares
|
$1.39 Million
0.77% of portfolio
|
Q2 2025
Added 15.25%
|