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 |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
17,161
shares
|
$785,802
0.17% of portfolio
|
Q4 2024
Added 23.4%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
16,791
shares
|
$768,859
0.31% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
16,447
shares
|
$753,108
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
16,438
shares
|
$752,696
0.01% of portfolio
|
Q4 2024
Added 367.52%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
16,317
shares
|
$747,155
0.1% of portfolio
|
Q4 2024
Added 12.14%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
16,226
shares
|
$742,988
0.29% of portfolio
|
Q4 2024
Reduced 26.75%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
15,935
shares
|
$729,663
0.0% of portfolio
|
Q4 2024
Reduced 14.35%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
15,690
shares
|
$718,445
0.02% of portfolio
|
Q4 2024
Added 57.64%
|
|
|
Trust Investment Advisors
|
Feb 11, 2025 Q4 2024 |
15,592
shares
|
$713,957
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,490
shares
|
$709,287
0.0% of portfolio
|
Q4 2024
Reduced 97.94%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
15,124
shares
|
$692,527
0.34% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jan 24, 2025 Q4 2024 |
15,086
shares
|
$690,787
0.31% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
15,053
shares
|
$689,276
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
15,028
shares
|
$688,132
0.52% of portfolio
|
Q4 2024
Added 63.72%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
15,000
shares
|
$686,850
0.18% of portfolio
|
Q2 2022
Reduced 65.23%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
14,983
shares
|
$686,071
0.49% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
14,742
shares
|
$675,036
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
14,732
shares
|
$674,578
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
14,631
shares
|
$669,953
0.17% of portfolio
|
Q4 2024
Added 16.91%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
14,422
shares
|
$660,383
0.06% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
13,982
shares
|
$640,235
0.3% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
13,920
shares
|
$637,396
0.35% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
13,858
shares
|
$634,557
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
13,578
shares
|
$621,736
0.02% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
13,569
shares
|
$621,324
0.65% of portfolio
|
Q4 2024
Added 36.3%
|