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 595 institutions that hold shares in the stock, with a total of 208 Million shares, which have been reported (via 13F filing form) to have a value of $9.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
38,687
shares
|
$1.75 Million
0.12% of portfolio
|
Q3 2022
Reduced 69.67%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
38,442
shares
|
$1.74 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
37,073
shares
|
$1.68 Million
0.35% of portfolio
|
Q4 2024
Reduced 22.62%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
35,356
shares
|
$1.6 Million
0.11% of portfolio
|
Q4 2024
Added 18.11%
|
|
|
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%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
34,705
shares
|
$1.57 Million
0.81% of portfolio
|
Q4 2024
Added 11.13%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
34,424
shares
|
$1.56 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%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
34,012
shares
|
$1.54 Million
0.68% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
33,564
shares
|
$1.52 Million
0.12% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
33,506
shares
|
$1.51 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
33,445
shares
|
$1.51 Million
0.07% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
33,398
shares
|
$1.51 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
33,311
shares
|
$1.51 Million
0.15% of portfolio
|
Q3 2024
Added 17.09%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
32,004
shares
|
$1.45 Million
0.61% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
31,881
shares
|
$1.44 Million
0.04% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
31,818
shares
|
$1.44 Million
0.75% of portfolio
|
Q2 2023
Added 3.66%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
31,667
shares
|
$1.43 Million
1.21% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
31,180
shares
|
$1.41 Million
0.06% of portfolio
|
Q4 2024
Added 20.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
30,584
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 184.53%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
30,010
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2024
Added 455.53%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
28,850
shares
|
$1.3 Million
0.4% of portfolio
|
Q1 2023
Added 26.98%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
28,116
shares
|
$1.27 Million
0.1% of portfolio
|
Q4 2024
Added 28.62%
|