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 497 institutions that hold shares in the stock, with a total of 157 Million shares, which have been reported (via 13F filing form) to have a value of $7.39 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Steph & CO
|
Jul 30, 2024 Q2 2024 |
229,054
shares
|
$10.8 Million
4.01% of portfolio
|
Q2 2024
Added 13.49%
|
|
Wealth Care Investment Partners, LLC
|
Jul 18, 2024 Q2 2024 |
228,526
shares
|
$10.8 Million
4.97% of portfolio
|
Q2 2024
Added 3.75%
|
|
Uma Financial Services, Inc.
|
Jul 17, 2024 Q2 2024 |
227,733
shares
|
$10.7 Million
1.99% of portfolio
|
Q2 2024
Added 8.48%
|
|
Lpf Advisors LLC
Sarasota, FL |
Jul 12, 2024 Q2 2024 |
226,812
shares
|
$10.7 Million
9.4% of portfolio
|
Q2 2024
Added 3.38%
|
|
Mjp Associates Inc
|
Jul 12, 2024 Q2 2024 |
224,844
shares
|
$10.6 Million
2.09% of portfolio
|
Q2 2024
Added 4.57%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
223,509
shares
|
$10.5 Million
0.06% of portfolio
|
Q2 2024
Reduced 6.17%
|
|
Tru Independence LLC
|
Aug 06, 2024 Q2 2024 |
214,983
shares
|
$10.1 Million
2.97% of portfolio
|
Q2 2024
Added 15.25%
|
|
Buttonwood Financial Advisors Inc.
|
Aug 08, 2024 Q2 2024 |
214,030
shares
|
$10.1 Million
4.61% of portfolio
|
Q2 2024
Added 14.43%
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 22, 2024 Q2 2024 |
211,747
shares
|
$9.97 Million
4.85% of portfolio
|
Q2 2024
New holding
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
205,861
shares
|
$9.69 Million
0.01% of portfolio
|
Q2 2024
Reduced 22.26%
|
|
Souders Financial Advisors
|
Aug 28, 2024 Q2 2024 |
205,284
shares
|
$9.66 Million
1.44% of portfolio
|
Q2 2024
Added 6.37%
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
204,107
shares
|
$9.61 Million
2.65% of portfolio
|
Q2 2024
Added 8.04%
|
|
Cmg Global Holdings, LLC
|
Aug 16, 2024 Q2 2024 |
202,134
shares
|
$9.52 Million
6.36% of portfolio
|
Q2 2024
Added 21.57%
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
194,090
shares
|
$9.14 Million
0.6% of portfolio
|
Q2 2024
Added 119.34%
|
|
Kfa Private Wealth Group, LLC
|
Aug 07, 2024 Q2 2024 |
188,118
shares
|
$8.86 Million
4.38% of portfolio
|
Q2 2024
Added 440.63%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
187,699
shares
|
$8.84 Million
0.06% of portfolio
|
Q2 2024
Added 83.74%
|
|
Keystone Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
186,347
shares
|
$8.77 Million
2.82% of portfolio
|
Q2 2024
Added 2.36%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Aug 05, 2024 Q2 2024 |
182,234
shares
|
$8.58 Million
1.72% of portfolio
|
Q2 2024
Added 3.24%
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Aug 06, 2024 Q2 2024 |
181,654
shares
|
$8.55 Million
2.87% of portfolio
|
Q2 2024
Added 4.18%
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
180,696
shares
|
$8.51 Million
0.21% of portfolio
|
Q2 2024
Added 39.9%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
177,514
shares
|
$8.36 Million
0.11% of portfolio
|
Q2 2024
Added 4.44%
|
|
Watchman Group, Inc.
Plano, TX |
Aug 14, 2024 Q2 2024 |
173,745
shares
|
$8.18 Million
2.75% of portfolio
|
Q2 2024
Added 4.37%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
173,382
shares
|
$8.16 Million
0.13% of portfolio
|
Q2 2024
Reduced 11.12%
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
169,886
shares
|
$8 Million
0.4% of portfolio
|
Q2 2024
Added 5.8%
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jul 19, 2024 Q2 2024 |
169,644
shares
|
$7.99 Million
5.42% of portfolio
|
Q2 2024
Added 2.84%
|