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 |
|---|---|---|---|---|---|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
172
shares
|
$8,001
0.0% of portfolio
|
Q2 2025
Reduced 92.56%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
140
shares
|
$6,512
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
103
shares
|
$4,791
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
101
shares
|
$4,698
0.0% of portfolio
|
Q2 2025
Reduced 87.23%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
92
shares
|
$4,279
0.0% of portfolio
|
Q1 2025
Reduced 35.21%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
86
shares
|
$4,000
0.0% of portfolio
|
Q1 2025
Added 30.3%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
84
shares
|
$3,907
0.0% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
81
shares
|
$3,768
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
74
shares
|
$3,442
0.0% of portfolio
|
Q4 2019
Reduced 90.82%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
70
shares
|
$3,256
0.0% of portfolio
|
Q1 2025
Reduced 32.04%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
58
shares
|
$2,698
0.0% of portfolio
|
Q1 2025
Reduced 98.19%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
58
shares
|
$2,698
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
57
shares
|
$2,651
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
57
shares
|
$2,651
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
56
shares
|
$2,605
0.0% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
50
shares
|
$2,326
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
46
shares
|
$2,139
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
45
shares
|
$2,093
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
45
shares
|
$2,093
0.0% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
37
shares
|
$1,721
0.0% of portfolio
|
Q1 2025
Reduced 97.5%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
35
shares
|
$1,628
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
20
shares
|
$930
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
17
shares
|
$790
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
14
shares
|
$651
0.0% of portfolio
|
Q2 2025
Reduced 51.72%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
13
shares
|
$604
0.0% of portfolio
|
Q4 2024
Added 8.33%
|