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 |
|---|---|---|---|---|---|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
352,577
shares
|
$16.2 Million
12.81% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
350,166
shares
|
$16.1 Million
5.67% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
345,161
shares
|
$15.8 Million
9.08% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
337,452
shares
|
$15.5 Million
0.17% of portfolio
|
Q4 2024
Added 17.91%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
333,692
shares
|
$15.3 Million
2.66% of portfolio
|
Q3 2023
Added 16.45%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
320,407
shares
|
$14.7 Million
6.02% of portfolio
|
Q4 2024
Added 17.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
313,447
shares
|
$14.4 Million
0.14% of portfolio
|
Q4 2024
Added 68.51%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
313,264
shares
|
$14.4 Million
8.53% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
312,070
shares
|
$14.3 Million
9.97% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
309,715
shares
|
$14.2 Million
1.39% of portfolio
|
Q4 2024
Added 138.91%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
309,229
shares
|
$14.2 Million
5.95% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
302,947
shares
|
$13.9 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
297,983
shares
|
$13.7 Million
2.03% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
296,307
shares
|
$13.6 Million
2.54% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
293,403
shares
|
$13.5 Million
3.36% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
292,330
shares
|
$13.4 Million
1.55% of portfolio
|
Q4 2024
Reduced 20.77%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
290,986
shares
|
$13.4 Million
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Bg Investment Services, Inc.
|
Feb 11, 2025 Q4 2024 |
286,758
shares
|
$13.2 Million
13.21% of portfolio
|
Q4 2024
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
284,869
shares
|
$13.1 Million
2.79% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
284,743
shares
|
$13.1 Million
6.83% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
284,659
shares
|
$13.1 Million
6.04% of portfolio
|
Q1 2024
New holding
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
284,242
shares
|
$13 Million
3.25% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
279,572
shares
|
$12.8 Million
0.79% of portfolio
|
Q4 2024
Added 18.98%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
278,995
shares
|
$12.8 Million
0.26% of portfolio
|
Q4 2024
Added 21.62%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Feb 14, 2025 Q4 2024 |
277,157
shares
|
$12.7 Million
9.74% of portfolio
|
Q4 2024
New holding
|