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 |
|---|---|---|---|---|---|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
319,231
shares
|
$14.4 Million
2.18% of portfolio
|
Q3 2024
Added 55.51%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
313,264
shares
|
$14.1 Million
8.53% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
309,715
shares
|
$13.9 Million
1.39% of portfolio
|
Q4 2024
Added 138.91%
|
|
|
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%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
297,983
shares
|
$13.4 Million
2.03% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
296,307
shares
|
$13.3 Million
2.54% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
293,403
shares
|
$13.2 Million
3.36% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
290,986
shares
|
$13.1 Million
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
288,536
shares
|
$13 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
287,819
shares
|
$13 Million
0.17% of portfolio
|
Q3 2024
Added 24.12%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
284,743
shares
|
$12.8 Million
6.83% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
284,659
shares
|
$12.8 Million
6.04% of portfolio
|
Q1 2024
New holding
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
284,242
shares
|
$12.8 Million
3.25% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
278,995
shares
|
$12.6 Million
0.26% of portfolio
|
Q4 2024
Added 21.62%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
275,650
shares
|
$12.4 Million
0.53% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
270,986
shares
|
$12.2 Million
1.91% of portfolio
|
Q2 2024
Reduced 30.36%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
270,861
shares
|
$12.2 Million
2.86% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
265,082
shares
|
$11.9 Million
3.84% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
263,732
shares
|
$11.9 Million
6.52% of portfolio
|
Q4 2024
New holding
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
258,695
shares
|
$11.6 Million
0.81% of portfolio
|
Q4 2024
Added 73.29%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
255,763
shares
|
$11.5 Million
5.18% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
255,463
shares
|
$11.5 Million
2.17% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
254,511
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2024
Added 309.14%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
252,202
shares
|
$11.4 Million
9.47% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
251,228
shares
|
$11.3 Million
0.13% of portfolio
|
Q3 2024
Reduced 55.93%
|