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 |
|---|---|---|---|---|---|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
123,267
shares
|
$5.55 Million
2.45% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
123,132
shares
|
$5.54 Million
4.55% of portfolio
|
Q3 2024
Added 23.27%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
122,716
shares
|
$5.52 Million
0.05% of portfolio
|
Q3 2024
Added 577.95%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
122,560
shares
|
$5.51 Million
3.97% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
122,472
shares
|
$5.51 Million
3.09% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
119,143
shares
|
$5.36 Million
0.35% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
118,333
shares
|
$5.32 Million
0.02% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
117,168
shares
|
$5.27 Million
0.11% of portfolio
|
Q2 2024
Added 24.09%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
116,353
shares
|
$5.23 Million
0.26% of portfolio
|
Q3 2024
Added 81.23%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
115,745
shares
|
$5.21 Million
0.39% of portfolio
|
Q4 2024
Reduced 15.07%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
114,688
shares
|
$5.16 Million
4.07% of portfolio
|
Q4 2024
Added 9.96%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
114,224
shares
|
$5.14 Million
1.96% of portfolio
|
Q4 2024
Added 15.62%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
113,110
shares
|
$5.09 Million
2.0% of portfolio
|
Q4 2024
Added 26.55%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
112,819
shares
|
$5.08 Million
1.54% of portfolio
|
Q3 2024
Added 49.62%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
112,366
shares
|
$5.06 Million
1.05% of portfolio
|
Q4 2024
Added 257.9%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
110,030
shares
|
$4.95 Million
0.07% of portfolio
|
Q3 2024
Added 14.9%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
108,122
shares
|
$4.86 Million
1.59% of portfolio
|
Q3 2024
Added 63.27%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
107,819
shares
|
$4.85 Million
2.17% of portfolio
|
Q3 2024
Added 60.55%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
106,683
shares
|
$4.8 Million
0.41% of portfolio
|
Q4 2024
Added 72.3%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
103,140
shares
|
$4.64 Million
1.48% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
102,607
shares
|
$4.62 Million
0.48% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
99,133
shares
|
$4.46 Million
0.04% of portfolio
|
Q3 2024
Added 45.72%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
99,068
shares
|
$4.46 Million
1.08% of portfolio
|
Q1 2024
Added 10.17%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
99,046
shares
|
$4.46 Million
0.05% of portfolio
|
Q3 2024
Added 24.97%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
98,610
shares
|
$4.44 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.83%
|