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 656 institutions that hold shares in the stock, with a total of 315 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
354,014
shares
|
$16.1 Million
2.4% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Apr 24, 2025 Q1 2025 |
353,123
shares
|
$16.1 Million
9.61% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
352,577
shares
|
$16 Million
12.81% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 18, 2025 Q1 2025 |
351,821
shares
|
$16 Million
6.67% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
350,166
shares
|
$15.9 Million
5.67% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Apr 21, 2025 Q1 2025 |
347,692
shares
|
$15.8 Million
10.36% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
337,452
shares
|
$15.4 Million
0.17% of portfolio
|
Q4 2024
Added 17.91%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
333,692
shares
|
$15.2 Million
2.66% of portfolio
|
Q3 2023
Added 16.45%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
332,939
shares
|
$15.1 Million
2.27% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 21, 2025 Q1 2025 |
329,679
shares
|
$15 Million
1.39% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
320,407
shares
|
$14.6 Million
6.02% of portfolio
|
Q4 2024
Added 17.93%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
319,207
shares
|
$14.5 Million
7.72% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
313,447
shares
|
$14.3 Million
0.14% of portfolio
|
Q4 2024
Added 68.51%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
313,108
shares
|
$14.2 Million
4.31% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
306,769
shares
|
$14 Million
1.16% of portfolio
|
Q1 2025
Added 541.92%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
302,947
shares
|
$13.8 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
293,403
shares
|
$13.3 Million
3.36% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
292,330
shares
|
$13.3 Million
1.55% of portfolio
|
Q4 2024
Reduced 20.77%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
291,909
shares
|
$13.3 Million
1.13% of portfolio
|
Q1 2025
Added 173.62%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
291,099
shares
|
$13.2 Million
2.52% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
290,986
shares
|
$13.2 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%
|
|
|
Bg Investment Services, Inc.
|
Feb 11, 2025 Q4 2024 |
286,758
shares
|
$13 Million
13.21% of portfolio
|
Q4 2024
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
284,869
shares
|
$13 Million
2.79% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
284,663
shares
|
$12.9 Million
1.97% of portfolio
|
Q1 2025
Added 5.05%
|