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 |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,527
shares
|
$298,871
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
6,500
shares
|
$297,635
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
6,440
shares
|
$294,887
0.12% of portfolio
|
Q4 2024
Reduced 32.91%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
6,389
shares
|
$292,552
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,279
shares
|
$287,515
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
6,249
shares
|
$286,141
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
6,116
shares
|
$280,051
0.01% of portfolio
|
Q4 2024
Added 35.19%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
6,081
shares
|
$278,448
0.0% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
5,987
shares
|
$274,144
0.05% of portfolio
|
Q4 2024
Reduced 24.31%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
5,948
shares
|
$272,358
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
5,940
shares
|
$271,992
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
5,638
shares
|
$258,164
0.0% of portfolio
|
Q4 2024
Added 53.71%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
5,503
shares
|
$251,982
0.19% of portfolio
|
Q4 2024
Reduced 18.67%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
5,465
shares
|
$250,242
0.11% of portfolio
|
Q4 2024
Reduced 31.97%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,458
shares
|
$249,921
0.04% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
5,384
shares
|
$246,533
0.0% of portfolio
|
Q4 2024
Reduced 43.71%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,296
shares
|
$242,503
0.01% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
5,233
shares
|
$239,619
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
5,145
shares
|
$235,589
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
5,049
shares
|
$231,193
0.04% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
4,983
shares
|
$228,171
0.0% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
4,830
shares
|
$221,165
0.07% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
4,827
shares
|
$221,028
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
4,816
shares
|
$220,524
0.07% of portfolio
|
Q4 2024
Reduced 13.92%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
4,807
shares
|
$220,112
0.03% of portfolio
|
Q4 2024
Reduced 2.34%
|