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 |
|---|---|---|---|---|---|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
83,459
shares
|
$3.82 Million
3.2% of portfolio
|
Q4 2024
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
82,315
shares
|
$3.77 Million
1.91% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
81,826
shares
|
$3.75 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
81,543
shares
|
$3.73 Million
0.1% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
81,461
shares
|
$3.73 Million
1.36% of portfolio
|
Q4 2024
Added 45.51%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
80,911
shares
|
$3.7 Million
4.81% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
79,967
shares
|
$3.66 Million
1.55% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
78,378
shares
|
$3.59 Million
0.27% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
77,126
shares
|
$3.53 Million
1.06% of portfolio
|
Q4 2024
Added 15.75%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
77,107
shares
|
$3.53 Million
0.41% of portfolio
|
Q4 2023
Added 30.46%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
76,619
shares
|
$3.51 Million
1.48% of portfolio
|
Q4 2024
Reduced 28.94%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
76,230
shares
|
$3.49 Million
0.16% of portfolio
|
Q4 2024
Added 25.69%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
75,199
shares
|
$3.44 Million
0.29% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
73,400
shares
|
$3.36 Million
3.27% of portfolio
|
Q4 2024
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
73,394
shares
|
$3.36 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
73,381
shares
|
$3.36 Million
0.3% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
72,632
shares
|
$3.33 Million
1.12% of portfolio
|
Q4 2024
Added 21.1%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
71,708
shares
|
$3.28 Million
1.68% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
71,549
shares
|
$3.28 Million
1.58% of portfolio
|
Q4 2024
Added 39.19%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
71,402
shares
|
$3.27 Million
0.37% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
70,818
shares
|
$3.24 Million
1.92% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
68,783
shares
|
$3.15 Million
0.3% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
68,441
shares
|
$3.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.5%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
67,562
shares
|
$3.09 Million
0.84% of portfolio
|
Q4 2024
Added 122.15%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
67,383
shares
|
$3.09 Million
0.18% of portfolio
|
Q4 2024
Added 139.69%
|