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 |
|---|---|---|---|---|---|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
22,246
shares
|
$1.02 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
22,117
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 30.63%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
22,033
shares
|
$1.01 Million
0.21% of portfolio
|
Q4 2024
Added 83.5%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
21,196
shares
|
$970,564
0.09% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
20,960
shares
|
$959,758
0.03% of portfolio
|
Q4 2024
Added 14.7%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
20,927
shares
|
$958,247
0.59% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
20,687
shares
|
$947,257
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
20,429
shares
|
$935,443
0.1% of portfolio
|
Q4 2024
Added 34.77%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
20,362
shares
|
$932,375
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
19,963
shares
|
$914,105
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
19,947
shares
|
$913,373
0.45% of portfolio
|
Q4 2024
Added 34.55%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
19,507
shares
|
$893,225
0.44% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
19,479
shares
|
$891,943
0.23% of portfolio
|
Q4 2024
Added 28.84%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
19,256
shares
|
$881,732
0.3% of portfolio
|
Q4 2024
Added 22.67%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jan 30, 2025 Q4 2024 |
19,037
shares
|
$871,704
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
18,955
shares
|
$867,949
0.0% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
18,935
shares
|
$867,033
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
18,718
shares
|
$857,097
0.08% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
18,340
shares
|
$839,788
0.48% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
18,224
shares
|
$834,476
0.03% of portfolio
|
Q4 2024
Reduced 27.9%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
18,170
shares
|
$832,004
0.23% of portfolio
|
Q4 2024
Added 23.44%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
17,820
shares
|
$815,977
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
17,817
shares
|
$815,840
0.2% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Gpwm LLC
|
Jan 13, 2025 Q4 2024 |
17,711
shares
|
$810,986
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
17,275
shares
|
$791,022
0.47% of portfolio
|
Q4 2024
Added 1.76%
|