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 |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
5,496
shares
|
$251,002
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
5,463
shares
|
$249,495
0.07% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,458
shares
|
$249,266
0.04% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
5,442
shares
|
$248,536
0.11% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
5,154
shares
|
$235,383
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
5,102
shares
|
$233,008
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
5,074
shares
|
$231,729
0.03% of portfolio
|
Q1 2025
Reduced 28.27%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
4,839
shares
|
$220,997
0.04% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
4,702
shares
|
$214,740
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,565
shares
|
$208,483
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,549
shares
|
$207,752
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,549
shares
|
$207,752
0.03% of portfolio
|
Q2 2025
Added 84.62%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
4,540
shares
|
$207,341
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
4,487
shares
|
$204,921
0.03% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
4,440
shares
|
$202,774
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
3,949
shares
|
$180,350
0.06% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,610
shares
|
$164,868
0.01% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
3,141
shares
|
$143,449
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
3,105
shares
|
$141,805
0.08% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
2,958
shares
|
$135,091
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,904
shares
|
$132,625
0.0% of portfolio
|
Q1 2025
Reduced 46.06%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,623
shares
|
$119,792
0.0% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
2,330
shares
|
$106,411
0.01% of portfolio
|
Q3 2024
Added 323.64%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
2,236
shares
|
$102,118
0.0% of portfolio
|
Q1 2025
Reduced 48.23%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
2,117
shares
|
$96,683
0.06% of portfolio
|
Q1 2025
Reduced 13.66%
|