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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
156,044
shares
|
$7.09 Million
0.53% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
154,472
shares
|
$7.02 Million
3.78% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
149,829
shares
|
$6.81 Million
0.17% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Oct 17, 2024 Q3 2024 |
149,612
shares
|
$6.8 Million
6.53% of portfolio
|
Q3 2024
New holding
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
149,282
shares
|
$6.78 Million
0.48% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
146,994
shares
|
$6.68 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
146,090
shares
|
$6.64 Million
1.43% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
144,459
shares
|
$6.57 Million
2.16% of portfolio
|
Q3 2024
Added 38.21%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
142,192
shares
|
$6.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
141,668
shares
|
$6.44 Million
4.77% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
139,684
shares
|
$6.35 Million
1.13% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
136,288
shares
|
$6.19 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
131,024
shares
|
$5.96 Million
0.52% of portfolio
|
Q3 2024
Reduced 18.91%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
129,638
shares
|
$5.89 Million
0.67% of portfolio
|
Q3 2024
Added 67.49%
|
|
|
Cmh Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
128,794
shares
|
$5.85 Million
1.42% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
125,717
shares
|
$5.71 Million
2.6% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
125,504
shares
|
$5.7 Million
0.34% of portfolio
|
Q3 2024
Added 1376.52%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
125,143
shares
|
$5.69 Million
0.68% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
123,132
shares
|
$5.6 Million
4.55% of portfolio
|
Q3 2024
Added 23.27%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
123,038
shares
|
$5.59 Million
0.76% of portfolio
|
Q3 2024
Added 2139.91%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
122,716
shares
|
$5.58 Million
0.05% of portfolio
|
Q3 2024
Added 577.95%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
122,560
shares
|
$5.57 Million
3.97% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
120,655
shares
|
$5.48 Million
5.51% of portfolio
|
Q3 2024
New holding
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
119,143
shares
|
$5.42 Million
0.35% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
118,333
shares
|
$5.38 Million
0.02% of portfolio
|
Q3 2024
Added 10.28%
|