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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
157,400
shares
|
$7.22 Million
0.03% of portfolio
|
Q4 2024
Added 33.01%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
156,430
shares
|
$7.18 Million
2.14% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
156,306
shares
|
$7.17 Million
0.18% of portfolio
|
Q4 2024
Added 137.42%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
150,422
shares
|
$6.9 Million
0.42% of portfolio
|
Q4 2024
Added 57.97%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
149,102
shares
|
$6.84 Million
4.07% of portfolio
|
Q4 2024
Reduced 17.94%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
149,055
shares
|
$6.84 Million
0.19% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
146,824
shares
|
$6.74 Million
1.17% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
144,471
shares
|
$6.63 Million
3.05% of portfolio
|
Q4 2024
Added 14.92%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
142,867
shares
|
$6.56 Million
4.31% of portfolio
|
Q4 2024
Added 16.57%
|
|
|
Primoris Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
142,483
shares
|
$6.54 Million
5.0% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
141,537
shares
|
$6.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
141,258
shares
|
$6.48 Million
0.12% of portfolio
|
Q4 2024
Added 20.56%
|
|
|
Cmh Wealth Management LLC
|
Jan 16, 2025 Q4 2024 |
138,891
shares
|
$6.38 Million
1.46% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
137,793
shares
|
$6.32 Million
4.42% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
137,346
shares
|
$6.3 Million
0.4% of portfolio
|
Q4 2024
Added 23.48%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
136,725
shares
|
$6.28 Million
1.69% of portfolio
|
Q4 2024
Added 21.19%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
136,122
shares
|
$6.25 Million
0.48% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
134,917
shares
|
$6.19 Million
1.76% of portfolio
|
Q4 2024
Added 30.81%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
131,649
shares
|
$6.04 Million
0.15% of portfolio
|
Q4 2024
Added 177.62%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
130,516
shares
|
$5.99 Million
0.02% of portfolio
|
Q4 2024
Added 15.6%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
129,780
shares
|
$5.96 Million
0.72% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
129,393
shares
|
$5.94 Million
5.12% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
128,641
shares
|
$5.9 Million
4.92% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
128,180
shares
|
$5.88 Million
0.37% of portfolio
|
Q4 2024
Added 244.28%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
126,110
shares
|
$5.79 Million
0.68% of portfolio
|
Q4 2024
Added 0.77%
|