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 |
|---|---|---|---|---|---|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
84,836
shares
|
$3.86 Million
2.06% of portfolio
|
Q1 2024
Added 17.47%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
84,770
shares
|
$3.86 Million
0.37% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
84,300
shares
|
$3.84 Million
0.19% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
83,838
shares
|
$3.82 Million
0.13% of portfolio
|
Q4 2024
Added 15.2%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Feb 19, 2025 Q4 2024 |
83,476
shares
|
$3.8 Million
4.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
83,459
shares
|
$3.8 Million
3.2% of portfolio
|
Q4 2024
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
82,315
shares
|
$3.75 Million
1.91% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
81,826
shares
|
$3.72 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
81,543
shares
|
$3.71 Million
0.1% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
81,461
shares
|
$3.71 Million
1.36% of portfolio
|
Q4 2024
Added 45.51%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
80,911
shares
|
$3.68 Million
4.81% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
79,967
shares
|
$3.64 Million
1.55% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
78,378
shares
|
$3.57 Million
0.27% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
77,126
shares
|
$3.51 Million
1.06% of portfolio
|
Q4 2024
Added 15.75%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
77,107
shares
|
$3.51 Million
0.41% of portfolio
|
Q4 2023
Added 30.46%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
76,619
shares
|
$3.49 Million
1.48% of portfolio
|
Q4 2024
Reduced 28.94%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
75,199
shares
|
$3.42 Million
0.29% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
74,428
shares
|
$3.39 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
73,400
shares
|
$3.34 Million
3.27% of portfolio
|
Q4 2024
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
73,394
shares
|
$3.34 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
73,381
shares
|
$3.34 Million
0.3% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
72,632
shares
|
$3.31 Million
1.12% of portfolio
|
Q4 2024
Added 21.1%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
71,708
shares
|
$3.26 Million
1.68% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
71,549
shares
|
$3.26 Million
1.58% of portfolio
|
Q4 2024
Added 39.19%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
71,402
shares
|
$3.25 Million
0.37% of portfolio
|
Q4 2024
Added 1.29%
|