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 349 Million shares, which have been reported (via 13F filing form) to have a value of $16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
239,302
shares
|
$10.9 Million
3.13% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
237,519
shares
|
$10.8 Million
2.06% of portfolio
|
Q1 2025
Added 190.27%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
234,892
shares
|
$10.7 Million
4.05% of portfolio
|
Q2 2025
Added 18.01%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
233,170
shares
|
$10.6 Million
0.54% of portfolio
|
Q1 2025
Added 14.02%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
230,450
shares
|
$10.5 Million
0.3% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
228,960
shares
|
$10.5 Million
3.89% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
226,688
shares
|
$10.4 Million
5.78% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
221,840
shares
|
$10.1 Million
0.2% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
219,584
shares
|
$10 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
212,800
shares
|
$9.72 Million
3.54% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
208,265
shares
|
$9.51 Million
0.04% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Apr 24, 2025 Q1 2025 |
208,044
shares
|
$9.5 Million
12.59% of portfolio
|
Q1 2025
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
205,819
shares
|
$9.4 Million
1.93% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
203,057
shares
|
$9.27 Million
2.01% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
201,581
shares
|
$9.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
197,126
shares
|
$9 Million
1.68% of portfolio
|
Q1 2025
Added 14.68%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
193,277
shares
|
$8.83 Million
1.08% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
191,503
shares
|
$8.75 Million
0.01% of portfolio
|
Q1 2025
Added 88.27%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
190,626
shares
|
$8.71 Million
6.74% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
190,539
shares
|
$8.7 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
189,346
shares
|
$8.65 Million
0.14% of portfolio
|
Q1 2025
Added 388.79%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
187,361
shares
|
$8.56 Million
1.45% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
186,044
shares
|
$8.5 Million
3.67% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
185,455
shares
|
$8.47 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
184,837
shares
|
$8.44 Million
6.36% of portfolio
|
Q2 2024
Added 12.76%
|