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 |
|---|---|---|---|---|---|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
344,405
shares
|
$15.6 Million
2.61% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Advisor Os, LLC
|
Aug 05, 2024 Q2 2024 |
337,156
shares
|
$15.3 Million
1.71% of portfolio
|
Q2 2024
Added 3.86%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 31, 2024 Q2 2024 |
334,456
shares
|
$15.2 Million
4.17% of portfolio
|
Q2 2024
Added 12.36%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
333,692
shares
|
$15.1 Million
2.66% of portfolio
|
Q3 2023
Added 16.45%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
330,537
shares
|
$15 Million
2.79% of portfolio
|
Q3 2024
Reduced 26.37%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
327,969
shares
|
$14.9 Million
0.33% of portfolio
|
Q2 2024
Added 3.76%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 18, 2024 Q3 2024 |
304,497
shares
|
$13.8 Million
6.1% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
300,147
shares
|
$13.6 Million
3.58% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
299,558
shares
|
$13.6 Million
2.17% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
297,625
shares
|
$13.5 Million
0.22% of portfolio
|
Q2 2024
Added 15.71%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 09, 2024 Q3 2024 |
296,509
shares
|
$13.5 Million
9.37% of portfolio
|
Q3 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
293,087
shares
|
$13.3 Million
2.71% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
293,034
shares
|
$13.3 Million
1.97% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
290,986
shares
|
$13.2 Million
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
289,625
shares
|
$13.1 Million
3.93% of portfolio
|
Q3 2024
Added 1419.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
287,684
shares
|
$13.1 Million
0.46% of portfolio
|
Q2 2024
Added 23.47%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
284,659
shares
|
$12.9 Million
6.04% of portfolio
|
Q1 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
284,339
shares
|
$12.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
280,899
shares
|
$12.7 Million
0.14% of portfolio
|
Q2 2024
Reduced 31.33%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 13, 2024 Q2 2024 |
279,836
shares
|
$12.7 Million
5.57% of portfolio
|
Q2 2024
Added 41.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
278,262
shares
|
$12.6 Million
0.0% of portfolio
|
Q2 2024
Added 2296.13%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
271,692
shares
|
$12.3 Million
6.08% of portfolio
|
Q3 2024
Added 44.43%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 13, 2024 Q2 2024 |
270,661
shares
|
$12.3 Million
8.31% of portfolio
|
Q2 2024
Added 7.39%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
268,452
shares
|
$12.2 Million
1.55% of portfolio
|
Q2 2024
Added 4.95%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 13, 2024 Q2 2024 |
266,424
shares
|
$12.1 Million
6.9% of portfolio
|
Q2 2024
Added 1.19%
|