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 530 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $7.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
5,049
shares
|
$229,073
0.04% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
4,993
shares
|
$226,532
0.05% of portfolio
|
Q3 2024
Reduced 22.26%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
4,988
shares
|
$226,305
0.01% of portfolio
|
Q2 2024
Added 12.9%
|
|
|
Seelaus Asset Management LLC
|
Aug 13, 2024 Q2 2024 |
4,980
shares
|
$225,942
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
4,961
shares
|
$225,080
0.02% of portfolio
|
Q2 2024
Reduced 41.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,957
shares
|
$224,899
0.01% of portfolio
|
Q3 2024
Added 1709.12%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
4,950
shares
|
$224,581
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
4,930
shares
|
$223,674
0.13% of portfolio
|
Q4 2023
Added 0.65%
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
4,773
shares
|
$216,551
0.01% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
4,697
shares
|
$213,102
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Round Rock Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
4,627
shares
|
$209,926
0.05% of portfolio
|
Q2 2024
Reduced 46.03%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
4,621
shares
|
$209,654
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
4,615
shares
|
$209,382
0.03% of portfolio
|
Q2 2024
Reduced 20.98%
|
|
|
9258 Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
4,565
shares
|
$207,114
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
4,549
shares
|
$206,388
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
4,372
shares
|
$198,357
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
3,874
shares
|
$175,763
0.06% of portfolio
|
Q2 2024
Reduced 22.19%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
3,209
shares
|
$145,592
0.04% of portfolio
|
Q2 2024
Reduced 13.81%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
2,879
shares
|
$130,620
0.07% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
2,760
shares
|
$125,221
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,623
shares
|
$119,005
0.0% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
2,438
shares
|
$110,612
0.02% of portfolio
|
Q3 2024
Reduced 38.28%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,360
shares
|
$107,073
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
2,330
shares
|
$105,712
0.01% of portfolio
|
Q3 2024
Added 323.64%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
2,114
shares
|
$95,912
0.0% of portfolio
|
Q1 2024
Added 22.91%
|