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 |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
847
shares
|
$38,140
0.02% of portfolio
|
Q1 2022
Added 0.12%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
700
shares
|
$31,521
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
666
shares
|
$29,989
0.02% of portfolio
|
Q4 2024
Reduced 53.62%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
640
shares
|
$28,819
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
545
shares
|
$24,541
0.0% of portfolio
|
Q4 2024
Reduced 76.91%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
535
shares
|
$24,091
0.0% of portfolio
|
Q3 2024
Reduced 53.72%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
534
shares
|
$24,046
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
517
shares
|
$23,280
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
507
shares
|
$22,830
0.0% of portfolio
|
Q4 2024
Reduced 42.12%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
485
shares
|
$21,839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
482
shares
|
$21,704
0.01% of portfolio
|
Q4 2024
Reduced 33.43%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
472
shares
|
$21,254
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
457
shares
|
$20,578
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
446
shares
|
$20,083
0.0% of portfolio
|
Q1 2024
Reduced 68.37%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
438
shares
|
$19,723
0.01% of portfolio
|
Q4 2023
Added 0.69%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
400
shares
|
$18,012
0.0% of portfolio
|
Q4 2024
Reduced 58.03%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
356
shares
|
$16,030
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
330
shares
|
$14,859
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
325
shares
|
$14,634
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
319
shares
|
$14,364
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
298
shares
|
$13,418
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
266
shares
|
$11,977
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
257
shares
|
$11,572
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
238
shares
|
$10,717
0.01% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
236
shares
|
$10,627
0.0% of portfolio
|
Q4 2024
New holding
|