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 |
|---|---|---|---|---|---|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
7,798
shares
|
$356,602
0.03% of portfolio
|
Q2 2024
Reduced 24.21%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
7,704
shares
|
$352,303
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
7,692
shares
|
$351,755
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
7,653
shares
|
$349,971
0.21% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
7,023
shares
|
$321,161
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
6,985
shares
|
$319,424
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
6,935
shares
|
$317,137
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
6,910
shares
|
$315,994
0.31% of portfolio
|
Q3 2024
Added 38.76%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
6,766
shares
|
$309,409
0.25% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
6,763
shares
|
$309,271
0.01% of portfolio
|
Q3 2024
Reduced 24.09%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
6,717
shares
|
$307,168
0.03% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
6,577
shares
|
$300,766
0.02% of portfolio
|
Q3 2024
Reduced 29.8%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
6,329
shares
|
$289,425
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
6,249
shares
|
$285,766
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Cs Group, LLC
|
Oct 04, 2024 Q3 2024 |
6,171
shares
|
$282,199
0.2% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
6,104
shares
|
$279,135
0.02% of portfolio
|
Q3 2024
Added 23.04%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
5,874
shares
|
$268,618
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
5,690
shares
|
$260,203
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
5,595
shares
|
$255,859
0.09% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
5,490
shares
|
$251,057
0.0% of portfolio
|
Q3 2024
Reduced 40.62%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,458
shares
|
$249,594
0.04% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
5,405
shares
|
$247,170
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
5,282
shares
|
$241,545
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
5,049
shares
|
$230,890
0.04% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
5,036
shares
|
$230,296
0.04% of portfolio
|
Q3 2024
New holding
|