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 |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
99,068
shares
|
$4.49 Million
1.08% of portfolio
|
Q1 2024
Added 10.17%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
98,192
shares
|
$4.45 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Feb 10, 2025 Q4 2024 |
98,052
shares
|
$4.44 Million
3.24% of portfolio
|
Q4 2024
New holding
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
97,175
shares
|
$4.4 Million
2.34% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
96,696
shares
|
$4.38 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
93,800
shares
|
$4.25 Million
0.06% of portfolio
|
Q4 2024
Added 16.59%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
92,356
shares
|
$4.19 Million
2.77% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
92,023
shares
|
$4.17 Million
0.89% of portfolio
|
Q4 2024
Added 34.62%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
91,649
shares
|
$4.15 Million
1.85% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
91,190
shares
|
$4.13 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
90,087
shares
|
$4.08 Million
1.99% of portfolio
|
Q4 2024
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Feb 12, 2025 Q4 2024 |
89,691
shares
|
$4.06 Million
4.33% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
89,610
shares
|
$4.06 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
89,384
shares
|
$4.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
88,462
shares
|
$4.01 Million
0.29% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
87,343
shares
|
$3.96 Million
1.16% of portfolio
|
Q4 2024
Added 68.85%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
86,791
shares
|
$3.93 Million
1.73% of portfolio
|
Q1 2024
Added 61.45%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
86,616
shares
|
$3.93 Million
0.11% of portfolio
|
Q4 2024
Added 13.82%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
86,339
shares
|
$3.91 Million
0.15% of portfolio
|
Q4 2024
Added 13.11%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
86,119
shares
|
$3.9 Million
1.71% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
85,680
shares
|
$3.88 Million
1.92% of portfolio
|
Q4 2024
Added 34.06%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
84,836
shares
|
$3.84 Million
2.06% of portfolio
|
Q1 2024
Added 17.47%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
84,770
shares
|
$3.84 Million
0.37% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
83,838
shares
|
$3.8 Million
0.13% of portfolio
|
Q4 2024
Added 15.2%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
83,459
shares
|
$3.78 Million
3.2% of portfolio
|
Q4 2024
New holding
|