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 |
|---|---|---|---|---|---|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
8,462
shares
|
$382,397
0.04% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
8,402
shares
|
$379,686
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
8,315
shares
|
$375,754
0.06% of portfolio
|
Q3 2024
Reduced 82.4%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
8,155
shares
|
$368,524
0.05% of portfolio
|
Q4 2024
Added 50.88%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
8,060
shares
|
$364,231
0.35% of portfolio
|
Q4 2024
Added 16.64%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
7,935
shares
|
$358,582
0.04% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
7,798
shares
|
$352,391
0.03% of portfolio
|
Q2 2024
Reduced 24.21%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
7,722
shares
|
$348,957
0.02% of portfolio
|
Q4 2024
Reduced 83.02%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
7,692
shares
|
$347,601
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
7,261
shares
|
$328,124
0.28% of portfolio
|
Q4 2024
Added 17.66%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
7,203
shares
|
$325,503
0.26% of portfolio
|
Q4 2024
Reduced 8.58%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
7,074
shares
|
$319,674
0.03% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
7,006
shares
|
$316,601
0.04% of portfolio
|
Q4 2024
Added 19.27%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
6,985
shares
|
$315,652
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
6,958
shares
|
$314,432
0.16% of portfolio
|
Q4 2024
Added 59.15%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
6,766
shares
|
$305,755
0.25% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
6,763
shares
|
$305,619
0.01% of portfolio
|
Q3 2024
Reduced 24.09%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
6,717
shares
|
$303,541
0.03% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
6,577
shares
|
$297,214
0.02% of portfolio
|
Q3 2024
Reduced 29.8%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
6,500
shares
|
$293,735
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
6,440
shares
|
$291,023
0.12% of portfolio
|
Q4 2024
Reduced 32.91%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
6,389
shares
|
$288,718
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
6,329
shares
|
$286,007
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
6,249
shares
|
$282,392
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
6,104
shares
|
$275,839
0.02% of portfolio
|
Q3 2024
Added 23.04%
|