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 |
|
Cyr Financial Inc.
Hennepin, IL |
Apr 22, 2025 Q1 2025 |
171,493
shares
|
$7.8 Million
7.8% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
169,326
shares
|
$7.7 Million
0.25% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
168,961
shares
|
$7.69 Million
1.14% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
164,488
shares
|
$7.48 Million
2.25% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
163,374
shares
|
$7.43 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
160,824
shares
|
$7.32 Million
3.55% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
157,400
shares
|
$7.16 Million
0.03% of portfolio
|
Q4 2024
Added 33.01%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
155,250
shares
|
$7.06 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
150,422
shares
|
$6.84 Million
0.42% of portfolio
|
Q4 2024
Added 57.97%
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
149,639
shares
|
$6.81 Million
5.53% of portfolio
|
Q1 2025
Reduced 19.87%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
149,562
shares
|
$6.8 Million
2.69% of portfolio
|
Q1 2025
Added 30.94%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
149,055
shares
|
$6.78 Million
0.19% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
147,743
shares
|
$6.72 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
146,824
shares
|
$6.68 Million
1.17% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Apr 22, 2025 Q1 2025 |
146,316
shares
|
$6.66 Million
4.54% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
144,471
shares
|
$6.57 Million
3.05% of portfolio
|
Q4 2024
Added 14.92%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
141,258
shares
|
$6.43 Million
0.12% of portfolio
|
Q4 2024
Added 20.56%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
140,977
shares
|
$6.41 Million
5.41% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Cmh Wealth Management LLC
|
Apr 14, 2025 Q1 2025 |
140,331
shares
|
$6.38 Million
1.65% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
138,304
shares
|
$6.29 Million
3.79% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
137,793
shares
|
$6.27 Million
4.42% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
137,346
shares
|
$6.25 Million
0.4% of portfolio
|
Q4 2024
Added 23.48%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
136,725
shares
|
$6.22 Million
1.69% of portfolio
|
Q4 2024
Added 21.19%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
136,122
shares
|
$6.19 Million
0.48% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
133,516
shares
|
$6.07 Million
5.1% of portfolio
|
Q1 2025
Added 3.19%
|