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 |
|---|---|---|---|---|---|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
1,355,457
shares
|
$61.5 Million
3.92% of portfolio
|
Q3 2024
Added 256.52%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,273,648
shares
|
$57.8 Million
0.26% of portfolio
|
Q3 2024
Added 27.27%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,203,539
shares
|
$54.6 Million
3.48% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
1,184,782
shares
|
$53.8 Million
2.33% of portfolio
|
Q3 2024
Added 81.32%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
1,166,291
shares
|
$52.9 Million
0.11% of portfolio
|
Q2 2024
Added 18.92%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 12, 2024 Q2 2024 |
1,094,805
shares
|
$49.7 Million
1.45% of portfolio
|
Q2 2024
New holding
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2024 Q3 2024 |
1,090,108
shares
|
$49.5 Million
9.21% of portfolio
|
Q3 2024
New holding
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
1,086,918
shares
|
$49.3 Million
6.37% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
1,046,658
shares
|
$47.5 Million
10.11% of portfolio
|
Q3 2024
Added 771.48%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
1,025,492
shares
|
$46.5 Million
1.58% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
956,513
shares
|
$43.4 Million
1.37% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
940,971
shares
|
$42.7 Million
2.78% of portfolio
|
Q3 2024
Added 102.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
934,795
shares
|
$42.4 Million
0.01% of portfolio
|
Q2 2024
Added 220.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
899,501
shares
|
$40.8 Million
0.14% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
883,319
shares
|
$40.1 Million
9.65% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
870,041
shares
|
$39.5 Million
10.89% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
823,879
shares
|
$37.4 Million
1.85% of portfolio
|
Q2 2024
Added 13.36%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
808,400
shares
|
$36.7 Million
1.16% of portfolio
|
Q2 2024
Added 5.29%
|
|
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
792,627
shares
|
$36 Million
32.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
756,163
shares
|
$34.3 Million
3.06% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
718,840
shares
|
$32.6 Million
3.03% of portfolio
|
Q3 2024
Added 73.02%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
713,533
shares
|
$32.4 Million
2.99% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
697,121
shares
|
$31.6 Million
7.65% of portfolio
|
Q2 2024
Added 96.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
683,289
shares
|
$31 Million
1.42% of portfolio
|
Q3 2024
Added 22.97%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
662,515
shares
|
$30.1 Million
6.96% of portfolio
|
Q3 2024
Added 5.61%
|