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 656 institutions that hold shares in the stock, with a total of 315 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,970,788
shares
|
$89.7 Million
3.55% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
1,964,840
shares
|
$89.4 Million
5.92% of portfolio
|
Q1 2025
Added 22.97%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
1,905,268
shares
|
$86.7 Million
5.55% of portfolio
|
Q1 2025
Added 22.91%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,819,104
shares
|
$82.8 Million
5.3% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
1,797,039
shares
|
$81.7 Million
0.28% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
1,737,448
shares
|
$79 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
|
$77.6 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
|
$76.2 Million
1.46% of portfolio
|
Q4 2024
Reduced 97.77%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,473,666
shares
|
$67 Million
8.2% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,416,936
shares
|
$64.5 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
|
$63.4 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
|
$61.7 Million
0.04% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,270,657
shares
|
$57.8 Million
0.2% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
1,147,484
shares
|
$52.2 Million
1.48% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
1,140,763
shares
|
$51.9 Million
6.46% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
1,075,293
shares
|
$48.9 Million
1.7% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
1,063,134
shares
|
$48.4 Million
2.06% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
1,050,303
shares
|
$47.8 Million
1.54% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,043,318
shares
|
$47.5 Million
0.53% of portfolio
|
Q4 2024
Added 19.76%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
1,022,826
shares
|
$46.5 Million
1.57% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
1,016,093
shares
|
$46.2 Million
1.95% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
986,466
shares
|
$44.9 Million
11.45% of portfolio
|
Q4 2024
Added 13.38%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
942,475
shares
|
$42.9 Million
1.07% of portfolio
|
Q4 2024
Added 322.86%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
941,643
shares
|
$42.8 Million
8.62% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
895,790
shares
|
$40.7 Million
6.71% of portfolio
|
Q4 2024
Added 38.27%
|