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 646 institutions that hold shares in the stock, with a total of 312 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 |
|---|---|---|---|---|---|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
129,393
shares
|
$5.89 Million
5.12% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
128,641
shares
|
$5.86 Million
4.92% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
128,180
shares
|
$5.83 Million
0.37% of portfolio
|
Q4 2024
Added 244.28%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
126,110
shares
|
$5.74 Million
0.68% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
123,267
shares
|
$5.61 Million
2.45% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
122,472
shares
|
$5.57 Million
3.09% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
121,516
shares
|
$5.53 Million
0.08% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Apr 08, 2025 Q1 2025 |
121,272
shares
|
$5.52 Million
5.56% of portfolio
|
Q1 2025
New holding
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
120,748
shares
|
$5.5 Million
0.35% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
118,585
shares
|
$5.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
115,745
shares
|
$5.27 Million
0.39% of portfolio
|
Q4 2024
Reduced 15.07%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
114,688
shares
|
$5.22 Million
4.07% of portfolio
|
Q4 2024
Added 9.96%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
114,270
shares
|
$5.2 Million
0.53% of portfolio
|
Q4 2024
Added 11.37%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
113,324
shares
|
$5.16 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
113,110
shares
|
$5.15 Million
2.0% of portfolio
|
Q4 2024
Added 26.55%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
112,366
shares
|
$5.11 Million
1.05% of portfolio
|
Q4 2024
Added 257.9%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
111,350
shares
|
$5.07 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
110,481
shares
|
$5.03 Million
0.05% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
109,512
shares
|
$4.98 Million
0.26% of portfolio
|
Q4 2024
Added 53.83%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
108,847
shares
|
$4.95 Million
0.87% of portfolio
|
Q4 2024
Added 313.52%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
108,787
shares
|
$4.95 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
107,889
shares
|
$4.91 Million
1.5% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
106,935
shares
|
$4.87 Million
0.08% of portfolio
|
Q4 2024
Added 11.34%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
106,683
shares
|
$4.86 Million
0.41% of portfolio
|
Q4 2024
Added 72.3%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
105,776
shares
|
$4.81 Million
4.17% of portfolio
|
Q4 2024
New holding
|