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 |
|---|---|---|---|---|---|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
10,615
shares
|
$486,060
0.03% of portfolio
|
Q4 2024
Reduced 14.73%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
10,464
shares
|
$479,146
0.02% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jan 21, 2025 Q4 2024 |
10,279
shares
|
$470,675
0.27% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
10,208
shares
|
$467,424
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
10,030
shares
|
$459,273
0.32% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
9,993
shares
|
$457,579
0.0% of portfolio
|
Q4 2024
Reduced 20.18%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,880
shares
|
$452,405
0.15% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
9,870
shares
|
$451,947
0.09% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
9,734
shares
|
$445,719
0.27% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
9,710
shares
|
$444,620
0.02% of portfolio
|
Q3 2024
Added 96.16%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
9,689
shares
|
$443,659
0.2% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
9,683
shares
|
$443,384
0.03% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
9,576
shares
|
$438,485
0.07% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9,569
shares
|
$438,164
1.72% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
9,554
shares
|
$437,477
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
9,550
shares
|
$437,294
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
9,403
shares
|
$430,563
0.07% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
9,391
shares
|
$430,013
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
9,344
shares
|
$427,861
0.04% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
9,330
shares
|
$427,220
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
8,909
shares
|
$407,943
0.07% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
8,900
shares
|
$407,531
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
8,894
shares
|
$407,256
0.01% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Afs Financial Group, LLC
Bethesda, MD |
Oct 10, 2024 Q3 2024 |
8,859
shares
|
$405,653
35.92% of portfolio
|
Q3 2024
Reduced 57.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
8,814
shares
|
$403,593
0.02% of portfolio
|
Q4 2024
Added 0.94%
|