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 559 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 $8.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
389,193
shares
|
$17.9 Million
2.06% of portfolio
|
Q3 2024
Added 44.98%
|
|
|
Cmg Global Holdings, LLC
|
Nov 12, 2024 Q3 2024 |
385,023
shares
|
$17.7 Million
10.67% of portfolio
|
Q3 2024
Added 90.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
382,726
shares
|
$17.6 Million
0.57% of portfolio
|
Q3 2024
Added 33.04%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
381,420
shares
|
$17.5 Million
0.04% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
379,749
shares
|
$17.4 Million
5.93% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
377,681
shares
|
$17.3 Million
2.49% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
368,963
shares
|
$16.9 Million
1.78% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
367,781
shares
|
$16.9 Million
0.18% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
364,165
shares
|
$16.7 Million
2.06% of portfolio
|
Q3 2024
Added 241.77%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2024 Q3 2024 |
360,348
shares
|
$16.5 Million
4.32% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
349,712
shares
|
$16.1 Million
0.31% of portfolio
|
Q3 2024
Added 142.81%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
347,469
shares
|
$16 Million
8.26% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
344,405
shares
|
$15.8 Million
2.61% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
333,692
shares
|
$15.3 Million
2.66% of portfolio
|
Q3 2023
Added 16.45%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
330,537
shares
|
$15.2 Million
2.79% of portfolio
|
Q3 2024
Reduced 26.37%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
321,728
shares
|
$14.8 Million
5.47% of portfolio
|
Q3 2024
Added 14.97%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
319,231
shares
|
$14.7 Million
2.18% of portfolio
|
Q3 2024
Added 55.51%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
306,882
shares
|
$14.1 Million
8.77% of portfolio
|
Q3 2024
Added 13.38%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 18, 2024 Q3 2024 |
304,497
shares
|
$14 Million
6.1% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
300,147
shares
|
$13.8 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
|
$13.8 Million
2.17% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 09, 2024 Q3 2024 |
296,509
shares
|
$13.6 Million
9.37% of portfolio
|
Q3 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
293,087
shares
|
$13.5 Million
2.71% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
293,034
shares
|
$13.5 Million
1.97% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
290,986
shares
|
$13.4 Million
0.44% of portfolio
|
Q4 2023
New holding
|