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 557 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 |
|---|---|---|---|---|---|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,382,073
shares
|
$62.7 Million
8.01% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,357,174
shares
|
$61.6 Million
0.04% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
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%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
1,214,475
shares
|
$55.1 Million
1.72% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
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%
|
|
|
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
|
$46.6 Million
1.58% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
1,024,445
shares
|
$46.5 Million
1.4% of portfolio
|
Q3 2024
Added 26.73%
|
|
|
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%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
913,860
shares
|
$41.5 Million
1.92% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
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%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
871,158
shares
|
$39.6 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
870,041
shares
|
$39.5 Million
10.89% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
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%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
753,094
shares
|
$34.2 Million
0.01% of portfolio
|
Q3 2024
Added 75.48%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
742,863
shares
|
$33.7 Million
7.78% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
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%
|