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 557 institutions that hold shares in the stock, with a total of 192 Million shares, which have been reported (via 13F filing form) to have a value of $8.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
24,081
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2024
Added 23.31%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
23,690
shares
|
$1.08 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
22,949
shares
|
$1.04 Million
0.79% of portfolio
|
Q3 2024
Added 22.26%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
22,866
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
22,158
shares
|
$1.01 Million
0.16% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
22,152
shares
|
$1.01 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
21,859
shares
|
$992,398
0.08% of portfolio
|
Q3 2024
Reduced 19.38%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
21,196
shares
|
$962,298
0.09% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 14, 2024 Q3 2024 |
20,935
shares
|
$950,449
0.63% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
20,524
shares
|
$931,789
0.42% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
19,618
shares
|
$890,657
0.07% of portfolio
|
Q3 2024
Added 45.84%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
19,225
shares
|
$872,815
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
18,475
shares
|
$838,765
0.44% of portfolio
|
Q3 2024
Added 202.82%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
18,407
shares
|
$835,677
0.08% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
18,273
shares
|
$829,594
0.03% of portfolio
|
Q3 2024
Reduced 20.14%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
18,039
shares
|
$818,970
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
17,820
shares
|
$809,028
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
17,704
shares
|
$803,761
0.66% of portfolio
|
Q3 2024
Added 119.84%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
17,636
shares
|
$800,674
0.49% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
16,976
shares
|
$770,710
0.49% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
16,852
shares
|
$765,080
0.01% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
16,791
shares
|
$762,311
0.31% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
16,421
shares
|
$745,513
0.04% of portfolio
|
Q3 2024
Reduced 19.34%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
15,698
shares
|
$712,689
0.26% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Trust Investment Advisors
|
Nov 12, 2024 Q3 2024 |
15,592
shares
|
$707,876
0.48% of portfolio
|
Q3 2024
New holding
|