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 348 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,210,040
shares
|
$101 Million
0.14% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,198,162
shares
|
$101 Million
3.05% of portfolio
|
Q1 2025
Added 18.5%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,085,128
shares
|
$95.4 Million
18.12% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,079,076
shares
|
$95.1 Million
5.6% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
1,964,840
shares
|
$89.9 Million
5.92% of portfolio
|
Q1 2025
Added 22.97%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
1,948,185
shares
|
$89.1 Million
8.93% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
1,905,268
shares
|
$87.1 Million
5.55% of portfolio
|
Q1 2025
Added 22.91%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
1,870,283
shares
|
$85.5 Million
6.21% of portfolio
|
Q1 2025
Added 34.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,734,196
shares
|
$79.3 Million
0.11% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,604,700
shares
|
$73.4 Million
0.02% of portfolio
|
Q1 2025
Added 2802.07%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,496,969
shares
|
$68.5 Million
0.19% of portfolio
|
Q2 2025
Added 12.86%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,477,223
shares
|
$67.6 Million
0.27% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,460,941
shares
|
$66.8 Million
7.68% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,357,174
shares
|
$62.1 Million
0.04% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,325,768
shares
|
$60.6 Million
1.45% of portfolio
|
Q2 2025
Added 15.54%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
1,303,175
shares
|
$59.6 Million
1.96% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,270,657
shares
|
$58.1 Million
0.2% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
1,260,488
shares
|
$57.7 Million
0.01% of portfolio
|
Q1 2025
Added 8037.43%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
1,191,508
shares
|
$54.5 Million
6.13% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,172,909
shares
|
$53.6 Million
0.18% of portfolio
|
Q1 2025
Reduced 34.73%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,097,269
shares
|
$50.2 Million
0.56% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
1,096,478
shares
|
$50.2 Million
2.12% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
1,031,633
shares
|
$47.2 Million
12.09% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
968,869
shares
|
$44.3 Million
7.99% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
964,941
shares
|
$44.1 Million
6.67% of portfolio
|
Q2 2025
Added 3.59%
|