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 |
---|---|---|---|---|---|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
168,581
shares
|
$7.94 Million
0.56% of portfolio
|
Q1 2024
Added 10.4%
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Aug 06, 2024 Q2 2024 |
161,570
shares
|
$7.61 Million
0.67% of portfolio
|
Q2 2024
Added 6.71%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
159,805
shares
|
$7.52 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.67%
|
|
New Insight Wealth Advisors
San Ramon, CA |
Aug 15, 2024 Q2 2024 |
158,894
shares
|
$7.48 Million
4.2% of portfolio
|
Q2 2024
Added 20.99%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
157,920
shares
|
$7.43 Million
0.03% of portfolio
|
Q2 2024
Added 14.58%
|
|
Insight Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
155,072
shares
|
$7.3 Million
1.21% of portfolio
|
Q2 2024
Added 2.56%
|
|
Cornerstone Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
153,933
shares
|
$7.25 Million
0.54% of portfolio
|
Q2 2024
Added 3.42%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
149,728
shares
|
$7.05 Million
0.44% of portfolio
|
Q2 2024
Added 12.62%
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
147,653
shares
|
$6.95 Million
0.19% of portfolio
|
Q2 2024
Added 6.76%
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 08, 2024 Q2 2024 |
147,084
shares
|
$6.92 Million
0.85% of portfolio
|
Q2 2024
New holding
|
|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
146,409
shares
|
$6.89 Million
2.9% of portfolio
|
Q2 2024
Added 83.19%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
144,028
shares
|
$6.78 Million
0.13% of portfolio
|
Q2 2024
Added 42.23%
|
|
Courier Capital LLC
|
Jul 23, 2024 Q2 2024 |
143,904
shares
|
$6.78 Million
0.52% of portfolio
|
Q2 2024
Added 309.78%
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2024 Q2 2024 |
140,491
shares
|
$6.61 Million
4.64% of portfolio
|
Q2 2024
Added 4.99%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
140,178
shares
|
$6.6 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
Primoris Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
139,983
shares
|
$6.59 Million
5.02% of portfolio
|
Q2 2024
Added 1.39%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
137,492
shares
|
$6.47 Million
0.16% of portfolio
|
Q2 2024
Added 2021.46%
|
|
Schneider Downs Wealth Management Advisors, LP
|
Aug 07, 2024 Q2 2024 |
135,652
shares
|
$6.39 Million
1.39% of portfolio
|
Q2 2024
New holding
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jul 29, 2024 Q2 2024 |
134,040
shares
|
$6.31 Million
1.1% of portfolio
|
Q2 2024
Added 11.18%
|
|
Onyx Bridge Wealth Group LLC
|
Jul 22, 2024 Q2 2024 |
126,419
shares
|
$5.95 Million
0.96% of portfolio
|
Q2 2024
Added 51.46%
|
|
Allen Capital Group, LLC
|
Aug 12, 2024 Q2 2024 |
124,300
shares
|
$5.85 Million
0.74% of portfolio
|
Q2 2024
Reduced 4.36%
|
|
Cmh Wealth Management LLC
|
Jul 11, 2024 Q2 2024 |
123,963
shares
|
$5.84 Million
1.38% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 18, 2024 Q2 2024 |
121,602
shares
|
$5.73 Million
4.24% of portfolio
|
Q2 2024
Added 2.02%
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 12, 2024 Q2 2024 |
120,101
shares
|
$5.65 Million
1.3% of portfolio
|
Q2 2024
Reduced 73.4%
|
|
Masso Torrence Wealth Management Inc.
|
Jul 22, 2024 Q2 2024 |
117,198
shares
|
$5.52 Million
3.05% of portfolio
|
Q2 2024
Added 6.46%
|