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 675 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 |
|---|---|---|---|---|---|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
19,017
shares
|
$868,506
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
18,682
shares
|
$853,206
0.51% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
18,664
shares
|
$852,384
0.02% of portfolio
|
Q1 2025
Reduced 15.61%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
18,593
shares
|
$849,142
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
18,505
shares
|
$845,123
0.19% of portfolio
|
Q1 2025
Added 26.48%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
18,250
shares
|
$833,477
0.72% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
18,240
shares
|
$833,020
0.13% of portfolio
|
Q2 2025
Added 243.83%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
17,425
shares
|
$795,799
0.0% of portfolio
|
Q1 2025
Added 28.5%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
17,403
shares
|
$794,795
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
17,254
shares
|
$787,990
0.11% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
17,183
shares
|
$784,747
0.11% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
17,117
shares
|
$781,733
0.22% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
17,063
shares
|
$779,267
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
16,921
shares
|
$772,782
0.01% of portfolio
|
Q1 2025
Reduced 81.07%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
16,775
shares
|
$766,114
0.31% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,290
shares
|
$743,964
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
16,219
shares
|
$740,721
0.12% of portfolio
|
Q1 2025
Reduced 29.46%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
16,097
shares
|
$735,149
0.07% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
16,046
shares
|
$732,820
0.02% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
15,935
shares
|
$727,751
0.0% of portfolio
|
Q4 2024
Reduced 14.35%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
15,712
shares
|
$717,567
0.2% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Trust Investment Advisors
|
May 02, 2025 Q1 2025 |
15,592
shares
|
$712,086
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
15,565
shares
|
$710,853
0.15% of portfolio
|
Q2 2025
Reduced 11.36%
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
15,515
shares
|
$708,570
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
15,310
shares
|
$699,207
0.71% of portfolio
|
Q1 2025
Added 12.83%
|