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 |
|---|---|---|---|---|---|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
1,241
shares
|
$56,825
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
1,233
shares
|
$56,459
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,157
shares
|
$52,979
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,076
shares
|
$49,270
0.01% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,066
shares
|
$48,812
0.03% of portfolio
|
Q2 2024
Reduced 59.05%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,010
shares
|
$46,247
0.0% of portfolio
|
Q4 2021
Added 206.06%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
1,000
shares
|
$45,790
0.01% of portfolio
|
Q4 2024
Reduced 18.17%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
884
shares
|
$40,478
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
847
shares
|
$38,784
0.02% of portfolio
|
Q1 2022
Added 0.12%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
793
shares
|
$36,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
704
shares
|
$32,236
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
700
shares
|
$32,053
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
666
shares
|
$30,496
0.02% of portfolio
|
Q4 2024
Reduced 53.62%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
640
shares
|
$29,305
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
603
shares
|
$27,611
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
549
shares
|
$25,138
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
545
shares
|
$24,955
0.0% of portfolio
|
Q4 2024
Reduced 76.91%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
538
shares
|
$24,635
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
507
shares
|
$23,215
0.0% of portfolio
|
Q4 2024
Reduced 42.12%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
502
shares
|
$22,986
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
485
shares
|
$22,208
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
482
shares
|
$22,070
0.01% of portfolio
|
Q4 2024
Reduced 33.43%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
480
shares
|
$21,979
0.0% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
457
shares
|
$20,926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
446
shares
|
$20,422
0.0% of portfolio
|
Q1 2024
Reduced 68.37%
|