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 |
|---|---|---|---|---|---|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
9,410
shares
|
$429,754
0.44% of portfolio
|
Q1 2025
Added 16.75%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
9,343
shares
|
$426,694
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
9,330
shares
|
$426,101
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
9,211
shares
|
$420,666
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
9,146
shares
|
$417,697
0.33% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
9,060
shares
|
$413,770
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
9,054
shares
|
$413,496
0.02% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
8,916
shares
|
$407,193
0.02% of portfolio
|
Q1 2025
Reduced 12.66%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
8,909
shares
|
$406,874
0.07% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Afs Financial Group, LLC
Bethesda, MD |
Oct 10, 2024 Q3 2024 |
8,859
shares
|
$404,590
35.92% of portfolio
|
Q3 2024
Reduced 57.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
8,779
shares
|
$400,936
0.02% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
8,776
shares
|
$400,799
0.0% of portfolio
|
Q4 2024
Added 75.52%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
8,677
shares
|
$396,278
0.14% of portfolio
|
Q1 2025
Reduced 41.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,588
shares
|
$392,213
0.02% of portfolio
|
Q2 2021
Reduced 75.58%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
8,490
shares
|
$387,738
0.2% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
8,349
shares
|
$381,298
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
8,291
shares
|
$378,649
0.2% of portfolio
|
Q2 2025
Added 40.86%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
8,218
shares
|
$375,316
0.0% of portfolio
|
Q4 2024
Added 89.53%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
8,155
shares
|
$372,438
0.05% of portfolio
|
Q4 2024
Added 50.88%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
8,057
shares
|
$367,963
0.06% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
8,008
shares
|
$365,725
0.0% of portfolio
|
Q1 2025
Added 27.54%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
7,942
shares
|
$362,711
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
7,798
shares
|
$356,134
0.03% of portfolio
|
Q2 2024
Reduced 24.21%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jul 23, 2025 Q2 2025 |
7,762
shares
|
$354,490
0.18% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
7,650
shares
|
$349,375
0.05% of portfolio
|
Q1 2025
Reduced 19.9%
|