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 571 institutions that hold shares in the stock, with a total of 198 Million shares, which have been reported (via 13F filing form) to have a value of $8.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
78,692
shares
|
$3.56 Million
0.11% of portfolio
|
Q3 2024
Added 118.88%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
78,556
shares
|
$3.55 Million
1.93% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
78,076
shares
|
$3.53 Million
0.29% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
77,126
shares
|
$3.49 Million
1.06% of portfolio
|
Q4 2024
Added 15.75%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
77,107
shares
|
$3.48 Million
0.41% of portfolio
|
Q4 2023
Added 30.46%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
76,329
shares
|
$3.45 Million
0.19% of portfolio
|
Q3 2024
Added 77.13%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
76,230
shares
|
$3.44 Million
0.16% of portfolio
|
Q4 2024
Added 25.69%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
76,089
shares
|
$3.44 Million
4.64% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
74,348
shares
|
$3.36 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
74,196
shares
|
$3.35 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
72,632
shares
|
$3.28 Million
1.12% of portfolio
|
Q4 2024
Added 21.1%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
72,511
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2024
Added 118.65%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
71,708
shares
|
$3.24 Million
1.68% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
71,549
shares
|
$3.23 Million
1.58% of portfolio
|
Q4 2024
Added 39.19%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
71,191
shares
|
$3.22 Million
0.16% of portfolio
|
Q3 2024
Reduced 34.37%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
71,149
shares
|
$3.22 Million
0.37% of portfolio
|
Q3 2024
Added 27.33%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
70,818
shares
|
$3.2 Million
1.92% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
70,491
shares
|
$3.19 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
68,359
shares
|
$3.09 Million
0.72% of portfolio
|
Q3 2024
Added 16.25%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
68,068
shares
|
$3.08 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
67,716
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
67,562
shares
|
$3.05 Million
0.84% of portfolio
|
Q4 2024
Added 122.15%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
67,383
shares
|
$3.05 Million
0.18% of portfolio
|
Q4 2024
Added 139.69%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
63,685
shares
|
$2.88 Million
0.77% of portfolio
|
Q3 2024
Added 48.78%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
61,697
shares
|
$2.79 Million
0.34% of portfolio
|
Q4 2024
Added 45.53%
|