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 |
|---|---|---|---|---|---|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
43,808
shares
|
$2.04 Million
1.07% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
John W. Brooker & Co., Cp As
|
Jul 16, 2025 Q2 2025 |
42,304
shares
|
$1.97 Million
5.15% of portfolio
|
Q2 2025
Reduced 89.32%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
42,244
shares
|
$1.97 Million
0.91% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
42,242
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
41,477
shares
|
$1.93 Million
0.57% of portfolio
|
Q2 2025
Reduced 88.74%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
41,263
shares
|
$1.92 Million
0.97% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
40,842
shares
|
$1.9 Million
0.45% of portfolio
|
Q2 2025
Added 45280.0%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
40,813
shares
|
$1.9 Million
0.28% of portfolio
|
Q2 2025
Added 264.6%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
40,697
shares
|
$1.89 Million
1.6% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
40,079
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Added 400.49%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
40,036
shares
|
$1.86 Million
0.1% of portfolio
|
Q2 2025
Added 77.07%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
39,607
shares
|
$1.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
39,527
shares
|
$1.84 Million
0.5% of portfolio
|
Q2 2025
Added 334.7%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Aug 11, 2025 Q2 2025 |
39,135
shares
|
$1.82 Million
0.72% of portfolio
|
Q2 2025
Reduced 60.65%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
39,125
shares
|
$1.82 Million
1.35% of portfolio
|
Q1 2025
Added 23.55%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
38,841
shares
|
$1.81 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
38,687
shares
|
$1.8 Million
0.12% of portfolio
|
Q3 2022
Reduced 69.67%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
37,790
shares
|
$1.76 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.96%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
37,636
shares
|
$1.75 Million
0.16% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
37,498
shares
|
$1.74 Million
0.52% of portfolio
|
Q2 2025
Added 222.18%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
37,423
shares
|
$1.74 Million
1.3% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
36,273
shares
|
$1.69 Million
1.38% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
36,264
shares
|
$1.69 Million
0.13% of portfolio
|
Q2 2025
Added 171.95%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
34,720
shares
|
$1.62 Million
0.06% of portfolio
|
Q2 2025
Added 484.51%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
34,342
shares
|
$1.6 Million
0.71% of portfolio
|
Q2 2025
Reduced 14.27%
|