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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
34,264
shares
|
$1.59 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
34,124
shares
|
$1.59 Million
0.08% of portfolio
|
Q2 2025
Added 23.75%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
34,032
shares
|
$1.58 Million
0.58% of portfolio
|
Q2 2025
Added 40.48%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
33,984
shares
|
$1.58 Million
0.1% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
33,917
shares
|
$1.58 Million
0.29% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
33,445
shares
|
$1.56 Million
0.07% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
33,360
shares
|
$1.55 Million
0.87% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
32,974
shares
|
$1.53 Million
0.05% of portfolio
|
Q2 2025
Reduced 42.14%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
32,293
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
31,818
shares
|
$1.48 Million
0.75% of portfolio
|
Q2 2023
Added 3.66%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
31,434
shares
|
$1.46 Million
0.36% of portfolio
|
Q2 2025
Added 92.52%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
31,396
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2025
Added 21.77%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
30,593
shares
|
$1.42 Million
0.58% of portfolio
|
Q2 2025
Added 120.67%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
30,338
shares
|
$1.41 Million
0.77% of portfolio
|
Q2 2025
Added 15.25%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
30,264
shares
|
$1.41 Million
0.11% of portfolio
|
Q1 2025
Reduced 62.07%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
29,969
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2025
Reduced 38.86%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
29,933
shares
|
$1.39 Million
0.48% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
29,564
shares
|
$1.38 Million
0.82% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
29,553
shares
|
$1.37 Million
1.03% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
28,850
shares
|
$1.34 Million
0.4% of portfolio
|
Q1 2023
Added 26.98%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
28,533
shares
|
$1.33 Million
0.44% of portfolio
|
Q2 2025
Reduced 44.93%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
27,148
shares
|
$1.26 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
26,371
shares
|
$1.23 Million
0.33% of portfolio
|
Q2 2025
Added 151.9%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
26,064
shares
|
$1.21 Million
0.82% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
25,376
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2025
Added 4.42%
|