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 $8.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
289,625
shares
|
$13.2 Million
3.93% of portfolio
|
Q3 2024
Added 1419.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
288,536
shares
|
$13.1 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
287,819
shares
|
$13.1 Million
0.17% of portfolio
|
Q3 2024
Added 24.12%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
286,183
shares
|
$13 Million
0.15% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
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
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
275,650
shares
|
$12.5 Million
0.53% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
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%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
270,861
shares
|
$12.3 Million
2.86% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
259,279
shares
|
$11.8 Million
2.11% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
255,463
shares
|
$11.6 Million
2.17% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
254,511
shares
|
$11.6 Million
0.01% of portfolio
|
Q3 2024
Added 309.14%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
251,228
shares
|
$11.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 55.93%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
251,116
shares
|
$11.4 Million
2.27% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
248,375
shares
|
$11.3 Million
3.48% of portfolio
|
Q3 2024
Added 15.53%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
243,644
shares
|
$11.1 Million
4.13% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Oct 21, 2024 Q3 2024 |
238,632
shares
|
$10.8 Million
9.54% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
234,979
shares
|
$10.7 Million
0.71% of portfolio
|
Q3 2024
Added 21.07%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
231,770
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2024
Added 9729.09%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
231,222
shares
|
$10.5 Million
8.37% of portfolio
|
Q3 2024
Added 102.58%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
230,650
shares
|
$10.5 Million
4.86% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
229,398
shares
|
$10.4 Million
0.24% of portfolio
|
Q3 2024
Added 26.95%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
227,318
shares
|
$10.3 Million
2.51% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
223,836
shares
|
$10.2 Million
0.06% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
222,883
shares
|
$10.1 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
222,298
shares
|
$10.1 Million
4.73% of portfolio
|
Q3 2024
Reduced 2.73%
|