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 |
|---|---|---|---|---|---|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
7,610
shares
|
$347,548
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
7,574
shares
|
$345,904
0.03% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
7,538
shares
|
$344,260
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
7,400
shares
|
$337,958
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
7,302
shares
|
$333,482
0.03% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
7,216
shares
|
$329,554
0.04% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
7,109
shares
|
$324,668
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
6,932
shares
|
$316,584
0.04% of portfolio
|
Q1 2025
Added 196.49%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,870
shares
|
$313,752
0.02% of portfolio
|
Q1 2025
Reduced 29.25%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6,844
shares
|
$312,565
0.01% of portfolio
|
Q1 2025
Added 1715.38%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
6,829
shares
|
$311,880
0.07% of portfolio
|
Q1 2025
Reduced 60.21%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
6,597
shares
|
$301,284
0.04% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
6,500
shares
|
$296,855
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
6,441
shares
|
$294,160
0.05% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
6,367
shares
|
$290,780
0.13% of portfolio
|
Q2 2025
Added 13.09%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
6,249
shares
|
$285,391
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
6,170
shares
|
$281,783
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
6,116
shares
|
$279,317
0.01% of portfolio
|
Q4 2024
Added 35.19%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
6,040
shares
|
$275,846
0.21% of portfolio
|
Q1 2025
Reduced 16.15%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
5,938
shares
|
$271,188
0.37% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
5,930
shares
|
$270,823
0.03% of portfolio
|
Q1 2025
Reduced 28.68%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
5,873
shares
|
$268,219
0.12% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
5,741
shares
|
$262,191
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
5,738
shares
|
$262,054
0.1% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
5,555
shares
|
$253,696
0.0% of portfolio
|
Q1 2025
Reduced 6.61%
|