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 496 institutions that hold shares in the stock, with a total of 157 Million shares, which have been reported (via 13F filing form) to have a value of $7.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
23,467,590
shares
|
$1.1 Billion
0.08% of portfolio
|
Q1 2024
Added 45.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
9,467,830
shares
|
$443 Million
0.04% of portfolio
|
Q2 2024
Added 7.98%
|
|
|
Country Trust Bank
|
Jul 12, 2024 Q2 2024 |
5,960,744
shares
|
$279 Million
6.93% of portfolio
|
Q2 2024
Added 12.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
4,649,367
shares
|
$218 Million
0.02% of portfolio
|
Q2 2024
Added 36.6%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
4,501,079
shares
|
$211 Million
0.05% of portfolio
|
Q2 2024
Added 44.92%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
3,824,123
shares
|
$179 Million
0.06% of portfolio
|
Q2 2024
Added 27.53%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
3,689,608
shares
|
$173 Million
5.56% of portfolio
|
Q2 2024
Added 3.12%
|
|
|
Legacy Wealth Management, Inc
|
Jul 12, 2024 Q2 2024 |
2,874,451
shares
|
$135 Million
9.35% of portfolio
|
Q2 2024
Added 2.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
2,548,461
shares
|
$119 Million
0.28% of portfolio
|
Q2 2024
Reduced 10.3%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
2,440,628
shares
|
$114 Million
0.62% of portfolio
|
Q2 2024
Added 82.32%
|
|
|
Blue Chip Partners, Inc.
|
Jul 29, 2024 Q2 2024 |
2,362,836
shares
|
$111 Million
9.81% of portfolio
|
Q2 2024
Added 6.0%
|
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
2,338,291
shares
|
$110 Million
2.65% of portfolio
|
Q2 2024
Added 9.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
2,183,502
shares
|
$102 Million
0.05% of portfolio
|
Q2 2024
Added 13.8%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Aug 13, 2024 Q2 2024 |
2,086,273
shares
|
$97.7 Million
18.85% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
1,974,562
shares
|
$92.5 Million
0.13% of portfolio
|
Q2 2024
Reduced 15.38%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
1,820,211
shares
|
$85.2 Million
3.62% of portfolio
|
Q2 2024
Added 3.62%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
1,709,304
shares
|
$80 Million
0.12% of portfolio
|
Q2 2024
Added 23.86%
|
|
|
Ritholtz Wealth Management
|
Jul 31, 2024 Q2 2024 |
1,693,426
shares
|
$79.3 Million
2.54% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
1,591,785
shares
|
$74.5 Million
0.17% of portfolio
|
Q2 2024
Added 31.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
1,517,942
shares
|
$71.1 Million
0.28% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,499,133
shares
|
$70.2 Million
0.07% of portfolio
|
Q2 2024
Added 14.18%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 19, 2024 Q2 2024 |
1,295,739
shares
|
$60.7 Million
7.77% of portfolio
|
Q2 2024
Added 4345.99%
|
|
|
Octavia Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
1,292,540
shares
|
$60.5 Million
7.93% of portfolio
|
Q2 2024
Added 2.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
1,188,994
shares
|
$55.7 Million
0.04% of portfolio
|
Q2 2024
Added 35.87%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
1,166,291
shares
|
$54.6 Million
0.11% of portfolio
|
Q2 2024
Added 18.92%
|