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 |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
67,181
shares
|
$3.08 Million
0.55% of portfolio
|
Q4 2024
Added 59.59%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
66,707
shares
|
$3.05 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
65,518
shares
|
$3 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
61,697
shares
|
$2.83 Million
0.34% of portfolio
|
Q4 2024
Added 45.53%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
61,518
shares
|
$2.82 Million
0.19% of portfolio
|
Q4 2024
Added 23.93%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
61,451
shares
|
$2.81 Million
1.12% of portfolio
|
Q2 2022
Reduced 11.68%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
60,557
shares
|
$2.77 Million
0.71% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
60,276
shares
|
$2.76 Million
1.51% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
60,255
shares
|
$2.76 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
59,107
shares
|
$2.71 Million
0.01% of portfolio
|
Q4 2024
Added 17.95%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
59,092
shares
|
$2.71 Million
0.33% of portfolio
|
Q4 2024
Added 1266.92%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
58,149
shares
|
$2.66 Million
0.48% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
56,780
shares
|
$2.6 Million
7.03% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
56,431
shares
|
$2.58 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
56,230
shares
|
$2.57 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
55,643
shares
|
$2.55 Million
0.25% of portfolio
|
Q4 2022
Added 27.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
55,295
shares
|
$2.53 Million
0.0% of portfolio
|
Q4 2024
Added 80.8%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
55,052
shares
|
$2.52 Million
0.93% of portfolio
|
Q4 2023
Reduced 5.75%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
54,178
shares
|
$2.48 Million
0.13% of portfolio
|
Q4 2024
Reduced 38.67%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
54,115
shares
|
$2.48 Million
0.8% of portfolio
|
Q4 2024
Added 31.26%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
53,295
shares
|
$2.44 Million
0.69% of portfolio
|
Q4 2024
Added 97.83%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
52,946
shares
|
$2.42 Million
0.12% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
52,331
shares
|
$2.4 Million
0.0% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
51,920
shares
|
$2.38 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
51,537
shares
|
$2.36 Million
0.03% of portfolio
|
Q4 2024
Added 7.88%
|