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 |
|---|---|---|---|---|---|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
51,203
shares
|
$2.34 Million
0.84% of portfolio
|
Q1 2024
Added 5.51%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
50,898
shares
|
$2.33 Million
0.07% of portfolio
|
Q4 2024
Reduced 31.54%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
48,905
shares
|
$2.24 Million
0.38% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
48,479
shares
|
$2.22 Million
0.21% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
48,177
shares
|
$2.21 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
48,023
shares
|
$2.2 Million
0.03% of portfolio
|
Q3 2023
Added 3.69%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
47,789
shares
|
$2.19 Million
0.16% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
47,399
shares
|
$2.17 Million
2.32% of portfolio
|
Q4 2024
New holding
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
46,645
shares
|
$2.14 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
46,628
shares
|
$2.14 Million
1.19% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
45,849
shares
|
$2.1 Million
0.54% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
45,535
shares
|
$2.09 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
43,479
shares
|
$1.99 Million
0.01% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
43,300
shares
|
$1.98 Million
0.28% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
42,906
shares
|
$1.96 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
42,077
shares
|
$1.93 Million
0.5% of portfolio
|
Q4 2024
Added 49.67%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
41,495
shares
|
$1.9 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
40,859
shares
|
$1.87 Million
0.17% of portfolio
|
Q4 2024
Added 22.66%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
39,969
shares
|
$1.83 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
39,150
shares
|
$1.79 Million
0.05% of portfolio
|
Q4 2024
Added 15.23%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
39,079
shares
|
$1.79 Million
0.34% of portfolio
|
Q4 2024
Reduced 25.19%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
39,045
shares
|
$1.79 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
38,841
shares
|
$1.78 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
38,818
shares
|
$1.78 Million
0.03% of portfolio
|
Q4 2024
Added 69.76%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
38,738
shares
|
$1.77 Million
0.03% of portfolio
|
Q4 2024
Reduced 24.32%
|