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 |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
480,742
shares
|
$22 Million
1.92% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
475,589
shares
|
$21.7 Million
4.98% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
462,778
shares
|
$21.1 Million
0.26% of portfolio
|
Q1 2025
Added 28.64%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
460,679
shares
|
$21 Million
1.85% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
457,335
shares
|
$20.9 Million
3.26% of portfolio
|
Q1 2025
Added 29.19%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
453,931
shares
|
$20.7 Million
3.39% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
444,661
shares
|
$20.3 Million
0.49% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
438,597
shares
|
$20 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
433,534
shares
|
$19.8 Million
6.65% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
431,992
shares
|
$19.7 Million
8.98% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
430,988
shares
|
$19.7 Million
9.68% of portfolio
|
Q2 2025
Added 22.05%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
424,559
shares
|
$19.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 22.79%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
417,068
shares
|
$19 Million
0.33% of portfolio
|
Q1 2025
Added 9.07%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
410,145
shares
|
$18.7 Million
5.71% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
409,123
shares
|
$18.7 Million
6.9% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
407,431
shares
|
$18.6 Million
3.76% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
406,669
shares
|
$18.6 Million
1.29% of portfolio
|
Q1 2025
Added 108.73%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
404,915
shares
|
$18.5 Million
2.85% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
404,147
shares
|
$18.5 Million
6.9% of portfolio
|
Q2 2025
Added 14.87%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
404,011
shares
|
$18.5 Million
2.11% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
399,021
shares
|
$18.2 Million
0.17% of portfolio
|
Q1 2025
Reduced 14.51%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
398,851
shares
|
$18.2 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
396,330
shares
|
$18.1 Million
0.16% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
395,581
shares
|
$18.1 Million
2.23% of portfolio
|
Q1 2025
New holding
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
393,597
shares
|
$18 Million
0.63% of portfolio
|
Q1 2025
Reduced 5.51%
|