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 |
|---|---|---|---|---|---|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
301,732
shares
|
$13.8 Million
6.69% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
301,618
shares
|
$13.8 Million
1.57% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
301,404
shares
|
$13.8 Million
0.38% of portfolio
|
Q1 2025
Added 128.95%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
292,033
shares
|
$13.3 Million
3.35% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
290,986
shares
|
$13.3 Million
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
289,935
shares
|
$13.2 Million
0.21% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
286,973
shares
|
$13.1 Million
0.02% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Bg Investment Services, Inc.
|
May 06, 2025 Q1 2025 |
285,931
shares
|
$13.1 Million
14.51% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
284,659
shares
|
$13 Million
6.04% of portfolio
|
Q1 2024
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
283,679
shares
|
$13 Million
2.72% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
282,967
shares
|
$12.9 Million
2.16% of portfolio
|
Q2 2025
Added 15.73%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
278,128
shares
|
$12.7 Million
6.0% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
273,006
shares
|
$12.5 Million
9.43% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
May 06, 2025 Q1 2025 |
270,979
shares
|
$12.4 Million
19.22% of portfolio
|
Q1 2025
Reduced 61.91%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
270,616
shares
|
$12.4 Million
5.14% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
268,452
shares
|
$12.3 Million
10.03% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
264,629
shares
|
$12.1 Million
2.14% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
261,573
shares
|
$11.9 Million
0.18% of portfolio
|
Q1 2025
Added 23.99%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
255,783
shares
|
$11.7 Million
3.93% of portfolio
|
Q1 2025
Added 39.46%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
252,377
shares
|
$11.5 Million
11.29% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
252,222
shares
|
$11.5 Million
7.87% of portfolio
|
Q1 2025
Reduced 19.49%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
252,159
shares
|
$11.5 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
May 05, 2025 Q1 2025 |
251,091
shares
|
$11.5 Million
9.87% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
245,023
shares
|
$11.2 Million
0.3% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
240,066
shares
|
$11 Million
1.45% of portfolio
|
Q2 2025
Reduced 15.67%
|