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 560 institutions that hold shares in the stock, with a total of 196 Million shares, which have been reported (via 13F filing form) to have a value of $8.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
529,509
shares
|
$23.8 Million
4.99% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
521,505
shares
|
$23.5 Million
0.16% of portfolio
|
Q3 2024
Added 17.93%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
513,499
shares
|
$23.1 Million
0.0% of portfolio
|
Q3 2024
Added 80.59%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
498,652
shares
|
$22.4 Million
5.69% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
493,092
shares
|
$22.2 Million
0.93% of portfolio
|
Q2 2024
Added 2.48%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
489,943
shares
|
$22 Million
14.77% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
488,984
shares
|
$22 Million
14.74% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
486,754
shares
|
$21.9 Million
2.17% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
481,909
shares
|
$21.7 Million
0.04% of portfolio
|
Q3 2024
Added 89.67%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
474,041
shares
|
$21.3 Million
7.79% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
472,090
shares
|
$21.2 Million
10.88% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
466,494
shares
|
$21 Million
2.87% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
462,981
shares
|
$20.8 Million
1.46% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
458,530
shares
|
$20.6 Million
1.93% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
456,017
shares
|
$20.5 Million
0.05% of portfolio
|
Q3 2024
Added 20.8%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
454,820
shares
|
$20.5 Million
0.91% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
453,186
shares
|
$20.4 Million
2.0% of portfolio
|
Q3 2024
Added 28.44%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
452,138
shares
|
$20.3 Million
0.03% of portfolio
|
Q3 2024
Added 22.8%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
448,065
shares
|
$20.2 Million
1.79% of portfolio
|
Q3 2024
Added 78.31%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
446,042
shares
|
$20.1 Million
0.64% of portfolio
|
Q3 2024
Added 19.27%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
430,608
shares
|
$19.4 Million
10.46% of portfolio
|
Q3 2024
Added 61.63%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
418,920
shares
|
$18.8 Million
0.45% of portfolio
|
Q3 2024
Added 27.73%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
416,563
shares
|
$18.7 Million
0.68% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
404,100
shares
|
$18.2 Million
5.54% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
397,080
shares
|
$17.9 Million
1.96% of portfolio
|
Q4 2024
Added 2.03%
|