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 |
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
284,659
shares
|
$12.9 Million
6.04% of portfolio
|
Q1 2024
New holding
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
284,242
shares
|
$12.9 Million
3.25% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
279,572
shares
|
$12.7 Million
0.79% of portfolio
|
Q4 2024
Added 18.98%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
278,995
shares
|
$12.7 Million
0.26% of portfolio
|
Q4 2024
Added 21.62%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
274,603
shares
|
$12.5 Million
6.65% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
273,006
shares
|
$12.4 Million
9.43% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Buttonwood Financial Advisors Inc.
|
Apr 25, 2025 Q1 2025 |
272,684
shares
|
$12.4 Million
5.58% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
268,726
shares
|
$12.2 Million
6.38% of portfolio
|
Q4 2024
New holding
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
268,452
shares
|
$12.2 Million
10.03% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Feb 03, 2025 Q4 2024 |
268,401
shares
|
$12.2 Million
10.92% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
265,082
shares
|
$12.1 Million
3.84% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
263,804
shares
|
$12 Million
2.18% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
261,573
shares
|
$11.9 Million
0.18% of portfolio
|
Q1 2025
Added 23.99%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
252,222
shares
|
$11.5 Million
7.87% of portfolio
|
Q1 2025
Reduced 19.49%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
252,159
shares
|
$11.5 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
249,215
shares
|
$11.3 Million
2.56% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
248,192
shares
|
$11.3 Million
5.58% of portfolio
|
Q4 2024
Added 30.38%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
247,973
shares
|
$11.3 Million
10.73% of portfolio
|
Q4 2024
Added 27.43%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
244,867
shares
|
$11.1 Million
0.42% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
241,097
shares
|
$11 Million
0.02% of portfolio
|
Q4 2024
Reduced 46.68%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
234,164
shares
|
$10.7 Million
1.83% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
233,134
shares
|
$10.6 Million
5.38% of portfolio
|
Q4 2024
Reduced 45.86%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
226,993
shares
|
$10.3 Million
0.29% of portfolio
|
Q4 2024
Added 23.09%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
225,937
shares
|
$10.3 Million
2.82% of portfolio
|
Q4 2024
Added 2193.31%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
223,683
shares
|
$10.2 Million
5.05% of portfolio
|
Q1 2025
Reduced 0.69%
|