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 |
|---|---|---|---|---|---|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
211,747
shares
|
$9.72 Million
5.34% of portfolio
|
Q2 2024
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
210,060
shares
|
$9.64 Million
2.47% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
206,136
shares
|
$9.46 Million
2.98% of portfolio
|
Q3 2024
Added 206.23%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
194,647
shares
|
$8.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
194,598
shares
|
$8.93 Million
8.49% of portfolio
|
Q3 2024
Added 75.44%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
190,365
shares
|
$8.74 Million
4.68% of portfolio
|
Q3 2024
Added 19.81%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
189,538
shares
|
$8.7 Million
2.64% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
186,011
shares
|
$8.54 Million
0.09% of portfolio
|
Q3 2024
Added 97.0%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
185,681
shares
|
$8.52 Million
0.6% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
184,731
shares
|
$8.48 Million
1.68% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
184,410
shares
|
$8.47 Million
0.28% of portfolio
|
Q3 2024
Added 23.16%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
183,957
shares
|
$8.45 Million
3.01% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
183,572
shares
|
$8.43 Million
0.43% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
181,699
shares
|
$8.34 Million
5.48% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
178,819
shares
|
$8.21 Million
0.03% of portfolio
|
Q3 2024
Added 13.23%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
174,340
shares
|
$8 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
173,959
shares
|
$7.99 Million
2.46% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
171,126
shares
|
$7.86 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
170,598
shares
|
$7.83 Million
0.75% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
165,799
shares
|
$7.61 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
165,542
shares
|
$7.6 Million
1.55% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
162,845
shares
|
$7.48 Million
0.24% of portfolio
|
Q3 2024
Added 16.17%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
158,278
shares
|
$7.27 Million
2.93% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
157,911
shares
|
$7.25 Million
3.25% of portfolio
|
Q3 2024
Reduced 59.16%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
156,596
shares
|
$7.19 Million
1.15% of portfolio
|
Q3 2024
Added 23.87%
|