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 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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
946,139
shares
|
$43.3 Million
1.38% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
908,202
shares
|
$41.5 Million
11.83% of portfolio
|
Q1 2025
New holding
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
884,042
shares
|
$40.4 Million
12.78% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
867,568
shares
|
$39.7 Million
11.43% of portfolio
|
Q1 2025
Added 30.23%
|
|
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
Jul 10, 2025 Q2 2025 |
862,695
shares
|
$39.5 Million
30.67% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
847,140
shares
|
$38.7 Million
2.09% of portfolio
|
Q2 2025
Reduced 20.32%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
817,233
shares
|
$37.4 Million
15.1% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
797,645
shares
|
$36.5 Million
3.0% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
781,056
shares
|
$35.7 Million
1.47% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
773,483
shares
|
$35.4 Million
3.05% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
770,062
shares
|
$35.2 Million
0.26% of portfolio
|
Q1 2025
Added 14.36%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
746,164
shares
|
$34.1 Million
7.26% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
742,863
shares
|
$34 Million
7.78% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
740,629
shares
|
$33.9 Million
9.55% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
738,850
shares
|
$33.8 Million
8.12% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
727,242
shares
|
$33.3 Million
0.21% of portfolio
|
Q1 2025
Added 345.14%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
725,564
shares
|
$33.2 Million
9.34% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
719,615
shares
|
$32.9 Million
0.2% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
712,528
shares
|
$32.6 Million
7.79% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
690,361
shares
|
$31.6 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
687,964
shares
|
$31.5 Million
6.9% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
685,273
shares
|
$31.3 Million
2.66% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
673,137
shares
|
$30.8 Million
3.44% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
658,428
shares
|
$30.1 Million
5.39% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
655,444
shares
|
$30 Million
3.73% of portfolio
|
Q1 2025
Added 58.24%
|