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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,085
shares
|
$95,221
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,903
shares
|
$86,910
0.0% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,899
shares
|
$86,727
0.0% of portfolio
|
Q1 2025
Added 295.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,872
shares
|
$85,494
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,857
shares
|
$84,809
0.01% of portfolio
|
Q1 2025
Added 240.73%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,835
shares
|
$83,804
0.01% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,689
shares
|
$77,136
0.04% of portfolio
|
Q2 2025
Reduced 43.91%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,574
shares
|
$71,884
0.0% of portfolio
|
Q1 2025
Added 23.26%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
1,567
shares
|
$71,564
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,393
shares
|
$63,618
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
1,364
shares
|
$62,293
0.04% of portfolio
|
Q1 2025
Added 285.31%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
1,318
shares
|
$60,193
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
1,317
shares
|
$60,147
0.02% of portfolio
|
Q2 2025
Reduced 34.58%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
1,241
shares
|
$56,676
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
1,233
shares
|
$56,311
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,211
shares
|
$55,306
0.0% of portfolio
|
Q2 2025
Added 92.83%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,157
shares
|
$52,840
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,066
shares
|
$48,684
0.03% of portfolio
|
Q2 2024
Reduced 59.05%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
904
shares
|
$41,285
0.0% of portfolio
|
Q1 2025
Added 28.41%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
884
shares
|
$40,372
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
847
shares
|
$38,682
0.02% of portfolio
|
Q1 2022
Added 0.12%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
834
shares
|
$38,088
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
793
shares
|
$36,216
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
700
shares
|
$31,969
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
666
shares
|
$30,416
0.02% of portfolio
|
Q4 2024
Reduced 53.62%
|