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 559 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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
12,519
shares
|
$572,493
0.0% of portfolio
|
Q3 2024
Added 35.83%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
12,515
shares
|
$572,310
0.16% of portfolio
|
Q3 2024
Added 47.95%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
12,449
shares
|
$569,292
0.04% of portfolio
|
Q3 2024
Reduced 63.33%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
12,007
shares
|
$549,080
0.13% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
11,799
shares
|
$539,568
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
11,522
shares
|
$526,901
0.34% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,360
shares
|
$519,492
0.03% of portfolio
|
Q3 2024
Added 12.79%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
11,029
shares
|
$504,356
0.46% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
10,895
shares
|
$498,228
0.04% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
10,888
shares
|
$497,908
0.1% of portfolio
|
Q3 2024
Reduced 20.16%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
10,772
shares
|
$492,603
0.02% of portfolio
|
Q3 2024
Added 57.69%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
10,693
shares
|
$488,990
0.04% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,671
shares
|
$487,984
0.02% of portfolio
|
Q3 2024
Added 30.18%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 29, 2024 Q3 2024 |
10,619
shares
|
$485,606
0.32% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
10,616
shares
|
$485,469
0.08% of portfolio
|
Q4 2023
Added 41.25%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
10,612
shares
|
$485,286
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,500
shares
|
$480,164
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
10,282
shares
|
$470,195
0.23% of portfolio
|
Q3 2024
Added 51.14%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
10,030
shares
|
$458,671
0.32% of portfolio
|
Q2 2023
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
9,982
shares
|
$456,476
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
9,965
shares
|
$455,699
0.14% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
9,955
shares
|
$455,242
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,953
shares
|
$455,150
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
9,873
shares
|
$451,492
0.15% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
9,852
shares
|
$450,531
0.13% of portfolio
|
Q3 2024
New holding
|