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 |
|---|---|---|---|---|---|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
210,464
shares
|
$9.63 Million
2.5% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
207,266
shares
|
$9.48 Million
0.12% of portfolio
|
Q4 2024
Added 18.89%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
206,605
shares
|
$9.45 Million
0.08% of portfolio
|
Q4 2024
Reduced 17.76%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
206,062
shares
|
$9.43 Million
0.03% of portfolio
|
Q4 2024
Added 15.23%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
204,508
shares
|
$9.35 Million
0.47% of portfolio
|
Q4 2024
Added 11.4%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
202,327
shares
|
$9.25 Million
7.83% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
197,860
shares
|
$9.05 Million
0.01% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
196,108
shares
|
$8.97 Million
4.03% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
195,401
shares
|
$8.94 Million
1.8% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
194,827
shares
|
$8.91 Million
0.6% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
194,183
shares
|
$8.88 Million
0.32% of portfolio
|
Q4 2024
Added 3817.35%
|
|
|
Members Wealth LLC
Media, PA |
Mar 17, 2025 Q4 2024 |
191,377
shares
|
$8.75 Million
6.42% of portfolio
|
Q4 2024
New holding
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
186,756
shares
|
$8.54 Million
6.81% of portfolio
|
Q4 2024
Reduced 19.23%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
184,887
shares
|
$8.46 Million
0.39% of portfolio
|
Q4 2024
Added 200.37%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
184,395
shares
|
$8.43 Million
1.14% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
183,414
shares
|
$8.39 Million
2.53% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
177,553
shares
|
$8.12 Million
3.14% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
176,048
shares
|
$8.05 Million
3.08% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
174,968
shares
|
$8 Million
2.24% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
172,373
shares
|
$7.88 Million
0.6% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
171,893
shares
|
$7.86 Million
1.49% of portfolio
|
Q4 2024
Added 17.66%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
169,326
shares
|
$7.74 Million
0.25% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
168,961
shares
|
$7.73 Million
1.14% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
165,382
shares
|
$7.56 Million
6.77% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
163,374
shares
|
$7.47 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.53%
|