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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,775
shares
|
$218,647
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
4,743
shares
|
$217,181
0.01% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,565
shares
|
$209,031
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
4,549
shares
|
$208,298
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,436
shares
|
$203,124
0.01% of portfolio
|
Q4 2024
Reduced 87.11%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
4,319
shares
|
$197,767
0.0% of portfolio
|
Q4 2024
Reduced 36.14%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
3,949
shares
|
$180,824
0.06% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
3,209
shares
|
$146,940
0.04% of portfolio
|
Q2 2024
Reduced 13.81%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
3,132
shares
|
$143,414
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
3,096
shares
|
$141,765
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
2,886
shares
|
$132,149
0.02% of portfolio
|
Q4 2024
Reduced 42.69%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
2,823
shares
|
$129,265
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,623
shares
|
$120,107
0.0% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
2,452
shares
|
$112,277
0.06% of portfolio
|
Q4 2024
Reduced 14.83%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
2,438
shares
|
$111,636
0.02% of portfolio
|
Q3 2024
Reduced 38.28%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
2,330
shares
|
$106,690
0.01% of portfolio
|
Q3 2024
Added 323.64%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,213
shares
|
$101,333
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,085
shares
|
$95,472
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,857
shares
|
$85,032
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,835
shares
|
$84,024
0.01% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
1,567
shares
|
$71,752
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,479
shares
|
$67,723
0.02% of portfolio
|
Q4 2023
Reduced 5.43%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,393
shares
|
$63,785
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,318
shares
|
$60,351
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,277
shares
|
$58,473
0.0% of portfolio
|
Q3 2024
Added 15.99%
|