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 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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
15,037
shares
|
$686,739
0.03% of portfolio
|
Q1 2025
Reduced 84.45%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
15,000
shares
|
$685,050
0.18% of portfolio
|
Q2 2022
Reduced 65.23%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
14,906
shares
|
$680,757
0.01% of portfolio
|
Q1 2025
Reduced 39.73%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
14,851
shares
|
$678,245
0.29% of portfolio
|
Q1 2025
Added 19.01%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
14,744
shares
|
$673,358
0.06% of portfolio
|
Q1 2025
Added 38.9%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
14,541
shares
|
$664,087
0.27% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
14,320
shares
|
$653,994
0.51% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
13,702
shares
|
$625,770
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
13,578
shares
|
$620,107
0.02% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
13,307
shares
|
$607,730
0.0% of portfolio
|
Q1 2025
Added 33.16%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
13,304
shares
|
$607,593
0.12% of portfolio
|
Q1 2025
Added 18.52%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
13,279
shares
|
$606,451
0.29% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
13,174
shares
|
$601,656
0.23% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
13,153
shares
|
$600,697
0.01% of portfolio
|
Q4 2024
Reduced 11.28%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
13,001
shares
|
$593,755
0.85% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
12,964
shares
|
$592,065
0.52% of portfolio
|
Q4 2024
Added 86.94%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
12,782
shares
|
$583,753
0.42% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
12,522
shares
|
$571,879
0.02% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
12,509
shares
|
$571,286
0.18% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
12,497
shares
|
$570,737
0.22% of portfolio
|
Q1 2025
Reduced 62.7%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
12,241
shares
|
$559,046
0.1% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
12,201
shares
|
$557,219
0.18% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
11,984
shares
|
$547,309
0.01% of portfolio
|
Q1 2025
Added 112.56%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
11,897
shares
|
$543,335
0.07% of portfolio
|
Q1 2025
Added 26.52%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
11,891
shares
|
$543,061
0.03% of portfolio
|
Q2 2025
Reduced 1.23%
|