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 |
|---|---|---|---|---|---|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
578,236
shares
|
$26.5 Million
5.91% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
578,076
shares
|
$26.5 Million
1.87% of portfolio
|
Q4 2024
Added 29.02%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
576,971
shares
|
$26.5 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
574,159
shares
|
$26.4 Million
7.93% of portfolio
|
Q2 2024
Added 40.57%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
570,265
shares
|
$26.2 Million
0.17% of portfolio
|
Q4 2024
Added 8064.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
564,648
shares
|
$25.9 Million
0.16% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
563,975
shares
|
$25.9 Million
5.01% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
563,676
shares
|
$25.9 Million
6.57% of portfolio
|
Q4 2024
Added 94.62%
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
557,442
shares
|
$25.6 Million
13.04% of portfolio
|
Q4 2024
Added 13.78%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
551,555
shares
|
$25.3 Million
1.95% of portfolio
|
Q4 2024
Added 25.55%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
549,855
shares
|
$25.2 Million
0.05% of portfolio
|
Q4 2024
Added 44.16%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
548,449
shares
|
$25.2 Million
2.28% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
539,311
shares
|
$24.8 Million
0.04% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
535,162
shares
|
$24.6 Million
2.25% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
534,438
shares
|
$24.5 Million
8.02% of portfolio
|
Q4 2024
Added 12.74%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
525,097
shares
|
$24.1 Million
3.05% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
501,904
shares
|
$23 Million
10.93% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
498,652
shares
|
$22.9 Million
5.69% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
493,092
shares
|
$22.6 Million
0.93% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
488,984
shares
|
$22.4 Million
14.74% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
476,625
shares
|
$21.9 Million
6.32% of portfolio
|
Q4 2024
Added 131.22%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
466,733
shares
|
$21.4 Million
0.82% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
462,981
shares
|
$21.3 Million
1.46% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
449,168
shares
|
$20.6 Million
5.26% of portfolio
|
Q4 2024
Added 24.65%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
449,162
shares
|
$20.6 Million
1.96% of portfolio
|
Q4 2024
Reduced 2.04%
|