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 |
|---|---|---|---|---|---|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
230
shares
|
$10,356
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
190
shares
|
$8,555
0.01% of portfolio
|
Q3 2024
Added 18.01%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
162
shares
|
$7,294
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
161
shares
|
$7,249
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
103
shares
|
$4,638
0.0% of portfolio
|
Q3 2024
Reduced 41.81%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
103
shares
|
$4,638
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
97
shares
|
$4,367
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
74
shares
|
$3,332
0.0% of portfolio
|
Q4 2019
Reduced 90.82%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
66
shares
|
$2,971
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
58
shares
|
$2,611
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
56
shares
|
$2,521
0.0% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
52
shares
|
$2,341
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
47
shares
|
$2,116
0.0% of portfolio
|
Q3 2024
Reduced 85.08%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
37
shares
|
$1,666
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
37
shares
|
$1,666
0.0% of portfolio
|
Q2 2024
Reduced 54.88%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
29
shares
|
$1,305
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
22
shares
|
$990
0.0% of portfolio
|
Q3 2024
Reduced 38.89%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
20
shares
|
$900
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
17
shares
|
$765
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
17
shares
|
$765
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
13
shares
|
$585
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
10
shares
|
$450
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|