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 640 institutions that hold shares in the stock, with a total of 310 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 |
|---|---|---|---|---|---|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
123,267
shares
|
$5.64 Million
2.45% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
122,472
shares
|
$5.61 Million
3.09% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
121,516
shares
|
$5.56 Million
0.08% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
120,748
shares
|
$5.53 Million
0.35% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
118,585
shares
|
$5.43 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
115,745
shares
|
$5.3 Million
0.39% of portfolio
|
Q4 2024
Reduced 15.07%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
114,688
shares
|
$5.25 Million
4.07% of portfolio
|
Q4 2024
Added 9.96%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
114,270
shares
|
$5.23 Million
0.53% of portfolio
|
Q4 2024
Added 11.37%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
114,224
shares
|
$5.23 Million
1.96% of portfolio
|
Q4 2024
Added 15.62%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
113,324
shares
|
$5.19 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
113,110
shares
|
$5.18 Million
2.0% of portfolio
|
Q4 2024
Added 26.55%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
112,366
shares
|
$5.15 Million
1.05% of portfolio
|
Q4 2024
Added 257.9%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
111,350
shares
|
$5.1 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
110,481
shares
|
$5.06 Million
0.05% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
109,512
shares
|
$5.01 Million
0.26% of portfolio
|
Q4 2024
Added 53.83%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
108,847
shares
|
$4.98 Million
0.87% of portfolio
|
Q4 2024
Added 313.52%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
108,787
shares
|
$4.98 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
107,889
shares
|
$4.94 Million
1.5% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
106,935
shares
|
$4.9 Million
0.08% of portfolio
|
Q4 2024
Added 11.34%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
106,683
shares
|
$4.89 Million
0.41% of portfolio
|
Q4 2024
Added 72.3%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
105,776
shares
|
$4.84 Million
4.17% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
103,266
shares
|
$4.73 Million
0.0% of portfolio
|
Q4 2024
Added 42.41%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
102,989
shares
|
$4.72 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
102,379
shares
|
$4.69 Million
3.87% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
101,716
shares
|
$4.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 60.03%
|