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 575 institutions that hold shares in the stock, with a total of 200 Million shares, which have been reported (via 13F filing form) to have a value of $8.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
47,774
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.3%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
47,420
shares
|
$2.14 Million
0.06% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
46,645
shares
|
$2.1 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
46,628
shares
|
$2.1 Million
1.19% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
45,849
shares
|
$2.06 Million
0.54% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
45,535
shares
|
$2.05 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
43,472
shares
|
$1.96 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
43,472
shares
|
$1.96 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
43,300
shares
|
$1.95 Million
0.28% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
42,920
shares
|
$1.93 Million
0.72% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
42,077
shares
|
$1.89 Million
0.5% of portfolio
|
Q4 2024
Added 49.67%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
40,273
shares
|
$1.81 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.89%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
39,999
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
39,150
shares
|
$1.76 Million
0.05% of portfolio
|
Q4 2024
Added 15.23%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
39,102
shares
|
$1.76 Million
0.7% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
38,687
shares
|
$1.74 Million
0.12% of portfolio
|
Q3 2022
Reduced 69.67%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
37,073
shares
|
$1.67 Million
0.35% of portfolio
|
Q4 2024
Reduced 22.62%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
35,356
shares
|
$1.59 Million
0.11% of portfolio
|
Q4 2024
Added 18.11%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
35,170
shares
|
$1.58 Million
0.76% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
35,080
shares
|
$1.58 Million
0.61% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
34,796
shares
|
$1.57 Million
1.09% of portfolio
|
Q4 2024
Added 41.93%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
34,424
shares
|
$1.55 Million
0.06% of portfolio
|
Q3 2024
Reduced 16.52%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
34,392
shares
|
$1.55 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
34,139
shares
|
$1.54 Million
1.04% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
34,118
shares
|
$1.54 Million
1.05% of portfolio
|
Q4 2024
Added 0.41%
|