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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,200
shares
|
$99,880
0.0% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,085
shares
|
$94,659
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,707
shares
|
$77,497
0.01% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
1,479
shares
|
$67,146
0.02% of portfolio
|
Q4 2023
Reduced 5.43%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,436
shares
|
$65,194
0.02% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,277
shares
|
$57,975
0.0% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
1,241
shares
|
$56,341
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
1,233
shares
|
$55,978
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
1,222
shares
|
$55,478
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,157
shares
|
$52,527
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,066
shares
|
$48,396
0.03% of portfolio
|
Q2 2024
Reduced 59.05%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,065
shares
|
$48,351
0.01% of portfolio
|
Q3 2024
Added 842.48%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,010
shares
|
$45,854
0.0% of portfolio
|
Q4 2021
Added 206.06%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
998
shares
|
$45,309
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
977
shares
|
$44,355
0.03% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
953
shares
|
$43,266
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
884
shares
|
$40,133
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
876
shares
|
$39,770
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
847
shares
|
$38,453
0.02% of portfolio
|
Q1 2022
Added 0.12%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
724
shares
|
$32,869
0.01% of portfolio
|
Q3 2024
Reduced 25.74%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
700
shares
|
$31,780
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
640
shares
|
$29,056
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
628
shares
|
$28,511
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
535
shares
|
$24,289
0.0% of portfolio
|
Q3 2024
Reduced 53.72%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
534
shares
|
$24,243
0.01% of portfolio
|
Q3 2024
New holding
|