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 632 institutions that hold shares in the stock, with a total of 303 Million shares, which have been reported (via 13F filing form) to have a value of $13.7 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
|
$3.33 Billion
2.79% of portfolio
|
Q4 2024
Added 1542.47%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
35,169,747
shares
|
$1.59 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
|
$512 Million
0.04% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
8,809,902
shares
|
$399 Million
2.27% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
7,194,319
shares
|
$326 Million
0.03% of portfolio
|
Q4 2024
Added 39.17%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
5,991,275
shares
|
$272 Million
6.97% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
5,050,176
shares
|
$229 Million
0.04% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
4,606,970
shares
|
$209 Million
0.07% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
4,378,019
shares
|
$198 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
4,293,510
shares
|
$195 Million
5.63% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
3,651,935
shares
|
$166 Million
2.14% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,379,362
shares
|
$153 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
|
$153 Million
0.03% of portfolio
|
Q4 2024
Added 60.92%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
3,080,887
shares
|
$140 Million
8.87% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
3,072,896
shares
|
$139 Million
0.8% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
3,049,607
shares
|
$138 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
|
$133 Million
2.28% of portfolio
|
Q4 2024
Added 142.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
2,804,806
shares
|
$127 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
|
$122 Million
0.3% of portfolio
|
Q4 2024
Reduced 10.35%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,614,666
shares
|
$118 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
|
$113 Million
0.22% of portfolio
|
Q4 2024
Added 15.5%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
2,456,424
shares
|
$111 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
|
$100 Million
0.14% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,085,128
shares
|
$94.5 Million
18.12% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,970,788
shares
|
$89.3 Million
3.55% of portfolio
|
Q4 2024
Added 3.58%
|