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 673 institutions that hold shares in the stock, with a total of 348 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
101
shares
|
$4,612
0.0% of portfolio
|
Q2 2025
Reduced 87.23%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
92
shares
|
$4,201
0.0% of portfolio
|
Q1 2025
Reduced 35.21%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
86
shares
|
$3,927
0.0% of portfolio
|
Q1 2025
Added 30.3%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
83
shares
|
$3,790
0.0% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
80
shares
|
$3,653
0.0% of portfolio
|
Q1 2025
Reduced 62.44%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
77
shares
|
$3,516
0.0% of portfolio
|
Q1 2025
Added 30.51%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
74
shares
|
$3,379
0.0% of portfolio
|
Q4 2019
Reduced 90.82%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
70
shares
|
$3,196
0.0% of portfolio
|
Q1 2025
Reduced 32.04%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
58
shares
|
$2,648
0.0% of portfolio
|
Q1 2025
Reduced 98.19%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
58
shares
|
$2,648
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
56
shares
|
$2,557
0.0% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
45
shares
|
$2,055
0.0% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
42
shares
|
$1,918
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
37
shares
|
$1,689
0.0% of portfolio
|
Q1 2025
Reduced 97.5%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
20
shares
|
$913
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
17
shares
|
$776
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
14
shares
|
$639
0.0% of portfolio
|
Q2 2025
Reduced 51.72%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
13
shares
|
$593
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
9
shares
|
$411
0.0% of portfolio
|
Q1 2025
Reduced 89.16%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|