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 559 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 $8.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
42,889
shares
|
$1.96 Million
0.15% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
42,396
shares
|
$1.94 Million
0.25% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
42,097
shares
|
$1.93 Million
0.38% of portfolio
|
Q3 2024
Added 65.32%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
41,226
shares
|
$1.89 Million
0.6% of portfolio
|
Q3 2024
Added 28.73%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
40,273
shares
|
$1.84 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.89%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
39,999
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
39,408
shares
|
$1.8 Million
0.31% of portfolio
|
Q3 2024
Added 1213.6%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
39,102
shares
|
$1.79 Million
0.7% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
38,687
shares
|
$1.77 Million
0.12% of portfolio
|
Q3 2022
Reduced 69.67%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
37,231
shares
|
$1.7 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
35,170
shares
|
$1.61 Million
0.76% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
35,080
shares
|
$1.6 Million
0.61% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
34,424
shares
|
$1.57 Million
0.06% of portfolio
|
Q3 2024
Reduced 16.52%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
34,392
shares
|
$1.57 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
33,979
shares
|
$1.55 Million
1.07% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
33,977
shares
|
$1.55 Million
0.05% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
33,393
shares
|
$1.53 Million
0.07% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
33,311
shares
|
$1.52 Million
0.15% of portfolio
|
Q3 2024
Added 17.09%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
32,096
shares
|
$1.47 Million
1.03% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
31,881
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
31,818
shares
|
$1.46 Million
0.75% of portfolio
|
Q2 2023
Added 3.66%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
31,396
shares
|
$1.44 Million
0.31% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
31,229
shares
|
$1.43 Million
0.75% of portfolio
|
Q3 2024
Added 4298.45%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
30,804
shares
|
$1.41 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
30,584
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 184.53%
|