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 |
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
222,011
shares
|
$10.1 Million
3.24% of portfolio
|
Q4 2024
Added 20.69%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
219,584
shares
|
$9.99 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
216,240
shares
|
$9.84 Million
0.51% of portfolio
|
Q4 2024
Added 72.3%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
210,464
shares
|
$9.57 Million
2.5% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
208,265
shares
|
$9.47 Million
0.04% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Apr 24, 2025 Q1 2025 |
208,044
shares
|
$9.46 Million
12.59% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
207,266
shares
|
$9.43 Million
0.12% of portfolio
|
Q4 2024
Added 18.89%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
205,008
shares
|
$9.33 Million
0.24% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
204,508
shares
|
$9.3 Million
0.47% of portfolio
|
Q4 2024
Added 11.4%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
202,327
shares
|
$9.2 Million
7.83% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
199,048
shares
|
$9.05 Million
3.77% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
197,860
shares
|
$9 Million
0.01% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
196,652
shares
|
$8.95 Million
3.74% of portfolio
|
Q1 2025
Added 11.7%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
195,401
shares
|
$8.89 Million
1.8% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
194,827
shares
|
$8.86 Million
0.6% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
184,887
shares
|
$8.41 Million
0.39% of portfolio
|
Q4 2024
Added 200.37%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
184,837
shares
|
$8.41 Million
6.36% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
184,395
shares
|
$8.39 Million
1.14% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
183,414
shares
|
$8.34 Million
2.53% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
177,553
shares
|
$8.08 Million
3.14% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
175,097
shares
|
$7.97 Million
3.41% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
172,373
shares
|
$7.84 Million
0.6% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
172,333
shares
|
$7.84 Million
0.07% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
171,893
shares
|
$7.82 Million
1.49% of portfolio
|
Q4 2024
Added 17.66%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
171,499
shares
|
$7.8 Million
2.31% of portfolio
|
Q1 2025
Reduced 1.98%
|