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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
38,687
shares
|
$1.77 Million
0.12% of portfolio
|
Q3 2022
Reduced 69.67%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
38,442
shares
|
$1.76 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
37,073
shares
|
$1.7 Million
0.35% of portfolio
|
Q4 2024
Reduced 22.62%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
35,356
shares
|
$1.62 Million
0.11% of portfolio
|
Q4 2024
Added 18.11%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
34,796
shares
|
$1.59 Million
1.09% of portfolio
|
Q4 2024
Added 41.93%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
34,705
shares
|
$1.59 Million
0.81% of portfolio
|
Q4 2024
Added 11.13%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
34,140
shares
|
$1.56 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
34,139
shares
|
$1.56 Million
1.04% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
34,118
shares
|
$1.56 Million
1.05% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
34,012
shares
|
$1.56 Million
0.68% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
33,564
shares
|
$1.54 Million
0.12% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
33,506
shares
|
$1.53 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
33,445
shares
|
$1.53 Million
0.07% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
33,398
shares
|
$1.53 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
32,004
shares
|
$1.47 Million
0.61% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
31,818
shares
|
$1.46 Million
0.75% of portfolio
|
Q2 2023
Added 3.66%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
31,667
shares
|
$1.45 Million
1.21% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
31,596
shares
|
$1.45 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
31,180
shares
|
$1.43 Million
0.06% of portfolio
|
Q4 2024
Added 20.96%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
31,148
shares
|
$1.43 Million
0.06% of portfolio
|
Q4 2024
Reduced 22.66%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
29,730
shares
|
$1.36 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
29,412
shares
|
$1.35 Million
0.95% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
28,850
shares
|
$1.32 Million
0.4% of portfolio
|
Q1 2023
Added 26.98%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
28,834
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
28,120
shares
|
$1.29 Million
0.08% of portfolio
|
Q4 2024
Added 16.77%
|