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 656 institutions that hold shares in the stock, with a total of 319 Million shares, which have been reported (via 13F filing form) to have a value of $14.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
73,383,975
shares
|
$3.35 Billion
2.79% of portfolio
|
Q4 2024
Added 1542.47%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
35,169,747
shares
|
$1.6 Billion
0.11% of portfolio
|
Q4 2024
Added 25.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
11,296,969
shares
|
$515 Million
0.04% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
9,556,568
shares
|
$436 Million
3.06% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
7,194,319
shares
|
$328 Million
0.03% of portfolio
|
Q4 2024
Added 39.17%
|
|
|
Country Trust Bank
|
Apr 22, 2025 Q1 2025 |
5,991,275
shares
|
$273 Million
7.36% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,097,709
shares
|
$232 Million
0.08% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
5,050,176
shares
|
$230 Million
0.04% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,752,156
shares
|
$217 Million
6.16% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
4,378,019
shares
|
$200 Million
0.07% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
3,855,031
shares
|
$176 Million
2.05% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,379,362
shares
|
$154 Million
0.06% of portfolio
|
Q4 2024
Added 21.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,374,879
shares
|
$154 Million
0.03% of portfolio
|
Q4 2024
Added 60.92%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
3,181,431
shares
|
$145 Million
4.64% of portfolio
|
Q1 2025
Added 202.91%
|
|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
3,096,566
shares
|
$141 Million
9.42% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
3,072,896
shares
|
$140 Million
0.8% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
3,049,607
shares
|
$139 Million
0.2% of portfolio
|
Q4 2024
Added 28.18%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
2,940,413
shares
|
$134 Million
2.28% of portfolio
|
Q4 2024
Added 142.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
2,804,806
shares
|
$128 Million
0.27% of portfolio
|
Q4 2024
Added 55.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,691,492
shares
|
$123 Million
0.3% of portfolio
|
Q4 2024
Reduced 10.35%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,614,666
shares
|
$119 Million
2.78% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
2,493,627
shares
|
$114 Million
0.22% of portfolio
|
Q4 2024
Added 15.5%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
2,456,424
shares
|
$112 Million
9.74% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,210,040
shares
|
$101 Million
0.14% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,198,162
shares
|
$100 Million
3.05% of portfolio
|
Q1 2025
Added 18.5%
|