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 |
|---|---|---|---|---|---|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
385,144
shares
|
$17.6 Million
7.13% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
378,915
shares
|
$17.3 Million
0.22% of portfolio
|
Q1 2025
Added 12.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
378,179
shares
|
$17.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 14.14%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
377,681
shares
|
$17.2 Million
2.49% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
371,592
shares
|
$17 Million
0.1% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
366,077
shares
|
$16.7 Million
2.34% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
358,664
shares
|
$16.4 Million
0.24% of portfolio
|
Q1 2025
Added 282.37%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
358,367
shares
|
$16.4 Million
10.92% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
358,039
shares
|
$16.4 Million
2.33% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
355,418
shares
|
$16.2 Million
5.68% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
347,124
shares
|
$15.9 Million
0.91% of portfolio
|
Q1 2025
Added 24.16%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
345,192
shares
|
$15.8 Million
9.9% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
344,757
shares
|
$15.7 Million
0.49% of portfolio
|
Q1 2025
Reduced 18.13%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
339,668
shares
|
$15.5 Million
6.39% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
339,158
shares
|
$15.5 Million
3.63% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
339,158
shares
|
$15.5 Million
3.63% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
333,692
shares
|
$15.2 Million
2.66% of portfolio
|
Q3 2023
Added 16.45%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
326,253
shares
|
$14.9 Million
1.13% of portfolio
|
Q2 2025
Added 11.77%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
324,286
shares
|
$14.8 Million
0.7% of portfolio
|
Q1 2025
Added 49.97%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
319,207
shares
|
$14.6 Million
7.72% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
317,663
shares
|
$14.5 Million
4.4% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
313,108
shares
|
$14.3 Million
4.31% of portfolio
|
Q1 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
310,857
shares
|
$14.2 Million
0.28% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
306,769
shares
|
$14 Million
1.16% of portfolio
|
Q1 2025
Added 541.92%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
306,425
shares
|
$14 Million
2.54% of portfolio
|
Q2 2025
Added 5.26%
|