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 $8.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
52,330
shares
|
$2.38 Million
0.0% of portfolio
|
Q1 2023
Reduced 0.04%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
52,239
shares
|
$2.37 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
52,095
shares
|
$2.37 Million
1.51% of portfolio
|
Q2 2024
Reduced 16.14%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
51,727
shares
|
$2.35 Million
0.76% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
51,404
shares
|
$2.34 Million
1.21% of portfolio
|
Q3 2024
Added 96.06%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
51,203
shares
|
$2.33 Million
0.84% of portfolio
|
Q1 2024
Added 5.51%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
51,185
shares
|
$2.33 Million
0.05% of portfolio
|
Q3 2024
Reduced 22.35%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
50,113
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2024
Added 25.81%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
49,641
shares
|
$2.26 Million
0.16% of portfolio
|
Q2 2024
Added 29.93%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
48,103
shares
|
$2.19 Million
0.11% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
48,093
shares
|
$2.19 Million
0.21% of portfolio
|
Q3 2024
Added 13.95%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
48,023
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2023
Added 3.69%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
47,913
shares
|
$2.18 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
47,832
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.01%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
47,774
shares
|
$2.17 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.3%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
47,727
shares
|
$2.17 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
River & Mercantile LLC
Waltham, MA |
Nov 06, 2024 Q3 2024 |
47,727
shares
|
$2.17 Million
0.66% of portfolio
|
Q2 2023
New holding
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
47,574
shares
|
$2.16 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
47,420
shares
|
$2.15 Million
0.06% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
45,486
shares
|
$2.07 Million
0.1% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
45,459
shares
|
$2.07 Million
0.36% of portfolio
|
Q3 2024
Added 126.02%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
44,097
shares
|
$2 Million
0.55% of portfolio
|
Q3 2024
Added 33.71%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
43,472
shares
|
$1.98 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
43,472
shares
|
$1.98 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
42,920
shares
|
$1.95 Million
0.72% of portfolio
|
Q3 2024
Reduced 3.67%
|