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 |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
654,193
shares
|
$29.9 Million
3.52% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
646,774
shares
|
$29.5 Million
7.96% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
634,482
shares
|
$29 Million
10.51% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
611,705
shares
|
$27.9 Million
11.76% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
611,380
shares
|
$27.9 Million
0.17% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
607,904
shares
|
$27.8 Million
6.4% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
607,204
shares
|
$27.7 Million
10.75% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
603,360
shares
|
$27.6 Million
2.59% of portfolio
|
Q1 2025
Added 12.74%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
598,930
shares
|
$27.4 Million
8.79% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
589,752
shares
|
$26.9 Million
2.13% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
586,246
shares
|
$26.8 Million
0.05% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
584,688
shares
|
$26.7 Million
0.88% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
584,436
shares
|
$26.7 Million
2.04% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
580,966
shares
|
$26.5 Million
1.73% of portfolio
|
Q1 2025
Added 91.77%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
566,198
shares
|
$25.9 Million
8.33% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
558,510
shares
|
$25.5 Million
2.25% of portfolio
|
Q2 2025
Added 71.66%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
540,632
shares
|
$24.7 Million
5.97% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
534,229
shares
|
$24.4 Million
2.34% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
520,833
shares
|
$23.8 Million
4.0% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
513,787
shares
|
$23.5 Million
1.59% of portfolio
|
Q1 2025
Added 10.97%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
509,549
shares
|
$23.3 Million
14.37% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
498,652
shares
|
$22.8 Million
5.69% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
493,092
shares
|
$22.5 Million
0.93% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
May 05, 2025 Q1 2025 |
486,050
shares
|
$22.2 Million
5.74% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
482,517
shares
|
$22 Million
10.87% of portfolio
|
Q2 2025
Added 115.71%
|