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 |
|---|---|---|---|---|---|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
393,404
shares
|
$17.7 Million
9.78% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
388,918
shares
|
$17.5 Million
6.04% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
382,726
shares
|
$17.2 Million
0.57% of portfolio
|
Q3 2024
Added 33.04%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
381,420
shares
|
$17.2 Million
0.04% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
379,749
shares
|
$17.1 Million
5.93% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
377,681
shares
|
$17 Million
2.49% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
375,491
shares
|
$16.9 Million
10.16% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
368,963
shares
|
$16.6 Million
1.78% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
367,781
shares
|
$16.5 Million
0.18% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
364,165
shares
|
$16.4 Million
2.06% of portfolio
|
Q3 2024
Added 241.77%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
362,890
shares
|
$16.3 Million
2.48% of portfolio
|
Q4 2024
Added 21.14%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
361,548
shares
|
$16.3 Million
9.43% of portfolio
|
Q4 2024
Added 21.93%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2024 Q3 2024 |
360,348
shares
|
$16.2 Million
4.32% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
357,644
shares
|
$16.1 Million
2.52% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
352,577
shares
|
$15.9 Million
12.81% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
349,712
shares
|
$15.7 Million
0.31% of portfolio
|
Q3 2024
Added 142.81%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
347,469
shares
|
$15.6 Million
8.26% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
333,692
shares
|
$15 Million
2.66% of portfolio
|
Q3 2023
Added 16.45%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
330,537
shares
|
$14.9 Million
2.79% of portfolio
|
Q3 2024
Reduced 26.37%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
321,728
shares
|
$14.5 Million
5.47% of portfolio
|
Q3 2024
Added 14.97%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
320,407
shares
|
$14.4 Million
6.02% of portfolio
|
Q4 2024
Added 17.93%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
319,231
shares
|
$14.4 Million
2.18% of portfolio
|
Q3 2024
Added 55.51%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
309,229
shares
|
$13.9 Million
5.95% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
306,882
shares
|
$13.8 Million
8.77% of portfolio
|
Q3 2024
Added 13.38%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
300,147
shares
|
$13.5 Million
3.58% of portfolio
|
Q3 2024
Reduced 0.52%
|