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 656 institutions that hold shares in the stock, with a total of 315 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
440,097
shares
|
$20 Million
1.83% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
438,597
shares
|
$20 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
433,534
shares
|
$19.7 Million
6.65% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
431,633
shares
|
$19.6 Million
3.56% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
421,247
shares
|
$19.2 Million
0.5% of portfolio
|
Q1 2025
Added 169.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
421,099
shares
|
$19.2 Million
0.58% of portfolio
|
Q4 2024
Added 10.03%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
414,209
shares
|
$18.8 Million
2.4% of portfolio
|
Q4 2024
Added 13.74%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
412,337
shares
|
$18.8 Million
0.11% of portfolio
|
Q4 2024
Added 84.21%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
406,343
shares
|
$18.5 Million
5.25% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
404,388
shares
|
$18.4 Million
5.16% of portfolio
|
Q4 2024
Added 25.69%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
400,651
shares
|
$18.2 Million
0.47% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
397,080
shares
|
$18.1 Million
1.96% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
394,635
shares
|
$18 Million
0.17% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
393,597
shares
|
$17.9 Million
0.63% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
388,918
shares
|
$17.7 Million
6.04% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
382,376
shares
|
$17.4 Million
0.3% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
377,681
shares
|
$17.2 Million
2.49% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
369,330
shares
|
$16.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.08%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
368,417
shares
|
$16.8 Million
3.39% of portfolio
|
Q1 2025
Reduced 61.8%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
362,890
shares
|
$16.5 Million
2.48% of portfolio
|
Q4 2024
Added 21.14%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
362,093
shares
|
$16.5 Million
8.07% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
361,548
shares
|
$16.4 Million
9.43% of portfolio
|
Q4 2024
Added 21.93%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
359,741
shares
|
$16.4 Million
0.2% of portfolio
|
Q4 2024
Added 24.99%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
358,367
shares
|
$16.3 Million
10.92% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
357,644
shares
|
$16.3 Million
2.52% of portfolio
|
Q4 2024
Added 3.84%
|