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 |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
517
shares
|
$23,471
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
472
shares
|
$21,428
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
446
shares
|
$20,248
0.0% of portfolio
|
Q1 2024
Reduced 68.37%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
438
shares
|
$19,885
0.01% of portfolio
|
Q4 2023
Added 0.69%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
395
shares
|
$17,933
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
330
shares
|
$14,982
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
319
shares
|
$14,482
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
298
shares
|
$13,529
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
238
shares
|
$10,805
0.01% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
190
shares
|
$8,626
0.01% of portfolio
|
Q3 2024
Added 18.01%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
182
shares
|
$8,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
162
shares
|
$7,354
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
161
shares
|
$7,309
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
107
shares
|
$4,857
0.0% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
103
shares
|
$4,676
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
103
shares
|
$4,676
0.0% of portfolio
|
Q3 2024
Reduced 41.81%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
97
shares
|
$4,403
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
74
shares
|
$3,359
0.0% of portfolio
|
Q4 2019
Reduced 90.82%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
66
shares
|
$2,996
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
58
shares
|
$2,633
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
56
shares
|
$2,542
0.0% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
47
shares
|
$2,133
0.0% of portfolio
|
Q3 2024
Reduced 85.08%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
37
shares
|
$1,679
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
37
shares
|
$1,679
0.0% of portfolio
|
Q2 2024
Reduced 54.88%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
29
shares
|
$1,316
0.0% of portfolio
|
Q3 2024
New holding
|