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 |
|---|---|---|---|---|---|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
9,710
shares
|
$444,038
0.02% of portfolio
|
Q3 2024
Added 96.16%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
9,599
shares
|
$438,962
0.18% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
9,569
shares
|
$437,590
1.72% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
9,564
shares
|
$437,361
0.0% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
9,550
shares
|
$436,721
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
9,342
shares
|
$427,209
0.08% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
9,330
shares
|
$426,660
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
9,325
shares
|
$426,432
0.28% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
9,179
shares
|
$419,755
0.36% of portfolio
|
Q3 2024
Reduced 22.62%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
9,011
shares
|
$412,073
0.01% of portfolio
|
Q3 2024
Added 14.95%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
8,895
shares
|
$406,768
0.03% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Afs Financial Group, LLC
Bethesda, MD |
Oct 10, 2024 Q3 2024 |
8,859
shares
|
$405,122
35.92% of portfolio
|
Q3 2024
Reduced 57.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
8,732
shares
|
$399,314
0.03% of portfolio
|
Q3 2024
Added 75.06%
|
|
|
Scott Capital Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
8,730
shares
|
$399,222
0.12% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
8,725
shares
|
$398,994
0.03% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
8,704
shares
|
$398,033
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,588
shares
|
$392,729
0.02% of portfolio
|
Q2 2021
Reduced 75.58%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
8,523
shares
|
$389,756
0.21% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
8,462
shares
|
$386,967
0.04% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
8,402
shares
|
$384,223
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
8,315
shares
|
$380,244
0.07% of portfolio
|
Q3 2024
Reduced 82.4%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
8,138
shares
|
$372,150
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
8,033
shares
|
$367,349
0.18% of portfolio
|
Q3 2024
Added 53.74%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
7,910
shares
|
$361,724
0.05% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
7,879
shares
|
$360,306
0.29% of portfolio
|
Q3 2024
New holding
|