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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
184,593
shares
|
$8.43 Million
2.24% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
182,666
shares
|
$8.34 Million
2.53% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
174,925
shares
|
$7.99 Million
0.25% of portfolio
|
Q1 2025
Added 859.86%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
174,146
shares
|
$7.95 Million
3.08% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
174,017
shares
|
$7.95 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
172,333
shares
|
$7.87 Million
0.07% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
171,573
shares
|
$7.84 Million
2.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
171,012
shares
|
$7.81 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
165,909
shares
|
$7.58 Million
3.51% of portfolio
|
Q1 2025
Added 14.84%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
165,338
shares
|
$7.55 Million
2.74% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
165,088
shares
|
$7.54 Million
0.16% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
159,500
shares
|
$7.28 Million
5.48% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
158,847
shares
|
$7.25 Million
0.75% of portfolio
|
Q1 2025
Added 39.01%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
156,542
shares
|
$7.15 Million
0.07% of portfolio
|
Q1 2025
Reduced 50.06%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
156,385
shares
|
$7.14 Million
0.46% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
155,003
shares
|
$7.08 Million
0.23% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
154,847
shares
|
$7.07 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
154,840
shares
|
$7.07 Million
0.01% of portfolio
|
Q1 2025
Added 7712.31%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
154,554
shares
|
$7.06 Million
1.32% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
154,454
shares
|
$7.05 Million
0.22% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
152,399
shares
|
$6.96 Million
0.21% of portfolio
|
Q1 2025
Added 289.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
150,385
shares
|
$6.87 Million
0.01% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
146,774
shares
|
$6.7 Million
1.71% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
146,689
shares
|
$6.7 Million
0.08% of portfolio
|
Q1 2025
Added 2312.25%
|