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 684 institutions that hold shares in the stock, with a total of 355 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
3,612
shares
|
$168,030
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
3,220
shares
|
$149,794
0.18% of portfolio
|
Q2 2025
Added 2376.92%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
2,958
shares
|
$137,606
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
2,743
shares
|
$127,604
0.05% of portfolio
|
Q2 2025
Reduced 30.54%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,623
shares
|
$122,021
0.0% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,413
shares
|
$112,252
0.0% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
2,330
shares
|
$108,391
0.01% of portfolio
|
Q3 2024
Added 323.64%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,085
shares
|
$96,994
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
2,002
shares
|
$93,133
0.05% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,899
shares
|
$88,341
0.0% of portfolio
|
Q1 2025
Added 295.63%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,874
shares
|
$87,178
0.0% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1,872
shares
|
$87,085
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,835
shares
|
$85,364
0.01% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,689
shares
|
$78,572
0.04% of portfolio
|
Q2 2025
Reduced 43.91%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,618
shares
|
$75,269
0.01% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,574
shares
|
$73,222
0.0% of portfolio
|
Q1 2025
Added 23.26%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
1,317
shares
|
$61,266
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
|
$57,731
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
1,228
shares
|
$57,126
0.03% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,211
shares
|
$56,335
0.0% of portfolio
|
Q2 2025
Added 92.83%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,073
shares
|
$49,915
0.02% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,066
shares
|
$49,590
0.03% of portfolio
|
Q2 2024
Reduced 59.05%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
904
shares
|
$42,054
0.0% of portfolio
|
Q1 2025
Added 28.41%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
884
shares
|
$41,123
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
847
shares
|
$39,402
0.02% of portfolio
|
Q1 2022
Added 0.12%
|