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 667 institutions that hold shares in the stock, with a total of 347 Million shares, which have been reported (via 13F filing form) to have a value of $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
70
shares
|
$3,155
0.0% of portfolio
|
Q1 2025
Reduced 32.04%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
58
shares
|
$2,614
0.0% of portfolio
|
Q1 2025
Reduced 98.19%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
58
shares
|
$2,614
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
56
shares
|
$2,524
0.0% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
52
shares
|
$2,344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
44
shares
|
$1,983
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
42
shares
|
$1,893
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
37
shares
|
$1,667
0.0% of portfolio
|
Q1 2025
Reduced 97.5%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
29
shares
|
$1,307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
20
shares
|
$901
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
17
shares
|
$766
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
13
shares
|
$586
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
9
shares
|
$405
0.0% of portfolio
|
Q1 2025
Reduced 89.16%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|