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 |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
1,855,006
shares
|
$85.1 Million
2.47% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
1,797,039
shares
|
$82.5 Million
0.28% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,740,086
shares
|
$79.9 Million
4.92% of portfolio
|
Q4 2024
Added 44.58%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
1,737,448
shares
|
$79.7 Million
9.32% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,706,590
shares
|
$78.3 Million
0.11% of portfolio
|
Q4 2024
Added 145.46%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
1,675,803
shares
|
$76.9 Million
1.46% of portfolio
|
Q4 2024
Reduced 97.77%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
1,597,812
shares
|
$73.3 Million
4.32% of portfolio
|
Q4 2024
Added 69.8%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
1,550,144
shares
|
$71.2 Million
4.35% of portfolio
|
Q4 2024
Added 14.36%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,463,599
shares
|
$67.2 Million
7.99% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,461,377
shares
|
$67.1 Million
0.22% of portfolio
|
Q4 2024
Added 62.47%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,416,936
shares
|
$65 Million
0.26% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
1,394,635
shares
|
$64 Million
4.97% of portfolio
|
Q4 2024
Added 94.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,357,174
shares
|
$62.3 Million
0.04% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
1,109,388
shares
|
$50.9 Million
6.14% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
1,078,366
shares
|
$49.5 Million
1.39% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
1,075,293
shares
|
$49.4 Million
1.7% of portfolio
|
Q4 2024
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
1,050,303
shares
|
$48.2 Million
1.54% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 13, 2025 Q4 2024 |
1,050,079
shares
|
$48.2 Million
8.34% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,043,318
shares
|
$47.9 Million
0.53% of portfolio
|
Q4 2024
Added 19.76%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
1,029,253
shares
|
$47.2 Million
1.66% of portfolio
|
Q4 2024
Added 50.63%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
1,016,093
shares
|
$46.6 Million
1.95% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
991,331
shares
|
$45.5 Million
1.93% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
986,466
shares
|
$45.3 Million
11.45% of portfolio
|
Q4 2024
Added 13.38%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
964,442
shares
|
$44.3 Million
8.49% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
942,475
shares
|
$43.3 Million
1.07% of portfolio
|
Q4 2024
Added 322.86%
|