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 |
|---|---|---|---|---|---|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
28,116
shares
|
$1.29 Million
0.1% of portfolio
|
Q4 2024
Added 28.62%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
27,898
shares
|
$1.28 Million
0.32% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
27,648
shares
|
$1.27 Million
0.32% of portfolio
|
Q4 2024
Reduced 54.71%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
26,955
shares
|
$1.23 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
26,761
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
26,700
shares
|
$1.22 Million
0.83% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
26,621
shares
|
$1.22 Million
0.76% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
26,219
shares
|
$1.2 Million
0.9% of portfolio
|
Q4 2024
Added 48.1%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
25,974
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
25,639
shares
|
$1.17 Million
0.38% of portfolio
|
Q4 2024
Added 24.92%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
25,021
shares
|
$1.15 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
24,943
shares
|
$1.14 Million
0.95% of portfolio
|
Q2 2022
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
24,732
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
24,537
shares
|
$1.12 Million
1.95% of portfolio
|
Q2 2022
Reduced 22.13%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
24,445
shares
|
$1.12 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
24,199
shares
|
$1.11 Million
0.86% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
24,104
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
23,930
shares
|
$1.1 Million
0.16% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
23,228
shares
|
$1.06 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
23,154
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2024
Added 18.02%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
23,065
shares
|
$1.06 Million
0.29% of portfolio
|
Q4 2024
Added 131.46%
|
|
|
Gerber, LLC
Columbus, OH |
Feb 10, 2025 Q4 2024 |
23,011
shares
|
$1.05 Million
0.75% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
22,991
shares
|
$1.05 Million
0.16% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
22,747
shares
|
$1.04 Million
0.16% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
22,246
shares
|
$1.02 Million
0.96% of portfolio
|
Q4 2024
New holding
|