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 565 institutions that hold shares in the stock, with a total of 197 Million shares, which have been reported (via 13F filing form) to have a value of $8.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
28,050,391
shares
|
$1.26 Billion
0.1% of portfolio
|
Q3 2024
Added 19.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
10,417,709
shares
|
$469 Million
0.04% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
5,991,275
shares
|
$270 Million
6.97% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
5,169,480
shares
|
$233 Million
0.02% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,780,700
shares
|
$215 Million
0.05% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,483,345
shares
|
$202 Million
0.07% of portfolio
|
Q3 2024
Added 17.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
4,467,913
shares
|
$201 Million
0.19% of portfolio
|
Q3 2024
Added 198.03%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
4,293,510
shares
|
$193 Million
5.63% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
3,544,982
shares
|
$159 Million
2.14% of portfolio
|
Q3 2024
Added 4144.98%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
3,080,887
shares
|
$139 Million
8.87% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,002,286
shares
|
$135 Million
0.33% of portfolio
|
Q3 2024
Added 17.81%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
2,869,497
shares
|
$129 Million
0.77% of portfolio
|
Q3 2024
Added 17.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,784,376
shares
|
$125 Million
0.06% of portfolio
|
Q3 2024
Added 27.52%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,523,576
shares
|
$114 Million
2.77% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
2,496,864
shares
|
$112 Million
10.15% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,379,142
shares
|
$107 Million
0.17% of portfolio
|
Q3 2024
Added 39.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,210,040
shares
|
$99.4 Million
0.14% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
2,159,030
shares
|
$97.1 Million
0.19% of portfolio
|
Q3 2024
Added 85.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,097,304
shares
|
$94.4 Million
0.02% of portfolio
|
Q3 2024
Added 124.36%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,085,128
shares
|
$93.8 Million
18.12% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,902,729
shares
|
$85.6 Million
3.62% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
1,855,006
shares
|
$83.5 Million
2.47% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,808,771
shares
|
$81.4 Million
0.19% of portfolio
|
Q3 2024
Added 13.63%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,740,086
shares
|
$78.3 Million
4.92% of portfolio
|
Q4 2024
Added 44.58%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
1,737,448
shares
|
$78.2 Million
9.32% of portfolio
|
Q4 2024
Added 9.27%
|