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 642 institutions that hold shares in the stock, with a total of 311 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
276,781
shares
|
$12.7 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
270,986
shares
|
$12.4 Million
1.91% of portfolio
|
Q2 2024
Reduced 30.36%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
268,726
shares
|
$12.3 Million
6.38% of portfolio
|
Q4 2024
New holding
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Feb 03, 2025 Q4 2024 |
268,401
shares
|
$12.3 Million
10.92% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
265,082
shares
|
$12.1 Million
3.84% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
263,804
shares
|
$12.1 Million
2.18% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
263,732
shares
|
$12.1 Million
6.52% of portfolio
|
Q4 2024
New holding
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
258,695
shares
|
$11.8 Million
0.81% of portfolio
|
Q4 2024
Added 73.29%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
255,763
shares
|
$11.7 Million
5.18% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
252,202
shares
|
$11.5 Million
9.47% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
249,215
shares
|
$11.4 Million
2.56% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
248,192
shares
|
$11.4 Million
5.58% of portfolio
|
Q4 2024
Added 30.38%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
247,973
shares
|
$11.3 Million
10.73% of portfolio
|
Q4 2024
Added 27.43%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
244,867
shares
|
$11.2 Million
0.42% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
241,097
shares
|
$11 Million
0.02% of portfolio
|
Q4 2024
Reduced 46.68%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
234,164
shares
|
$10.7 Million
1.83% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
233,134
shares
|
$10.7 Million
5.38% of portfolio
|
Q4 2024
Reduced 45.86%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
226,993
shares
|
$10.4 Million
0.29% of portfolio
|
Q4 2024
Added 23.09%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
225,937
shares
|
$10.3 Million
2.82% of portfolio
|
Q4 2024
Added 2193.31%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
225,245
shares
|
$10.3 Million
5.06% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
222,011
shares
|
$10.2 Million
3.24% of portfolio
|
Q4 2024
Added 20.69%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
220,432
shares
|
$10.1 Million
0.69% of portfolio
|
Q4 2024
Added 41.26%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
216,240
shares
|
$9.89 Million
0.51% of portfolio
|
Q4 2024
Added 72.3%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
211,934
shares
|
$9.69 Million
3.72% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
210,966
shares
|
$9.65 Million
0.15% of portfolio
|
Q4 2024
Added 27.24%
|