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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
28,050,391
shares
|
$1.27 Billion
0.1% of portfolio
|
Q3 2024
Added 19.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
10,417,709
shares
|
$473 Million
0.04% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
5,960,102
shares
|
$271 Million
6.99% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
5,169,480
shares
|
$235 Million
0.02% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,780,700
shares
|
$217 Million
0.05% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,483,345
shares
|
$204 Million
0.07% of portfolio
|
Q3 2024
Added 17.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
4,467,913
shares
|
$203 Million
0.19% of portfolio
|
Q3 2024
Added 198.03%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
4,042,746
shares
|
$184 Million
5.94% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
3,544,982
shares
|
$161 Million
2.14% of portfolio
|
Q3 2024
Added 4144.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,002,286
shares
|
$136 Million
0.33% of portfolio
|
Q3 2024
Added 17.81%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
2,937,256
shares
|
$133 Million
8.9% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
2,869,497
shares
|
$130 Million
0.77% of portfolio
|
Q3 2024
Added 17.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,784,376
shares
|
$127 Million
0.06% of portfolio
|
Q3 2024
Added 27.52%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,523,576
shares
|
$115 Million
2.77% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
2,496,864
shares
|
$113 Million
10.15% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,379,142
shares
|
$108 Million
0.17% of portfolio
|
Q3 2024
Added 39.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,210,040
shares
|
$100 Million
0.14% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
2,159,030
shares
|
$98.1 Million
0.19% of portfolio
|
Q3 2024
Added 85.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,097,304
shares
|
$95.3 Million
0.02% of portfolio
|
Q3 2024
Added 124.36%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,085,128
shares
|
$94.8 Million
18.12% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,902,729
shares
|
$86.5 Million
3.62% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,808,771
shares
|
$82.2 Million
0.19% of portfolio
|
Q3 2024
Added 13.63%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
1,759,933
shares
|
$80 Million
2.51% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,736,941
shares
|
$78.9 Million
0.3% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
1,590,011
shares
|
$72.3 Million
9.05% of portfolio
|
Q3 2024
Added 22.71%
|