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 |
|---|---|---|---|---|---|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
30,413
shares
|
$1.38 Million
0.41% of portfolio
|
Q3 2024
Reduced 33.16%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
30,010
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2024
Added 455.53%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
29,936
shares
|
$1.36 Million
0.09% of portfolio
|
Q3 2024
Added 484.12%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 28, 2024 Q3 2024 |
29,461
shares
|
$1.34 Million
0.1% of portfolio
|
Q3 2024
Added 29.49%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
28,850
shares
|
$1.31 Million
0.4% of portfolio
|
Q1 2023
Added 26.98%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
28,113
shares
|
$1.28 Million
0.08% of portfolio
|
Q3 2024
Added 254.25%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
28,113
shares
|
$1.28 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
27,656
shares
|
$1.26 Million
0.32% of portfolio
|
Q3 2024
Reduced 23.16%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
27,334
shares
|
$1.24 Million
0.89% of portfolio
|
Q3 2024
Reduced 80.54%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
27,032
shares
|
$1.23 Million
0.9% of portfolio
|
Q3 2024
Added 39.65%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
26,940
shares
|
$1.22 Million
0.38% of portfolio
|
Q3 2024
Added 394.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
26,750
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
26,322
shares
|
$1.2 Million
0.22% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
25,777
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2024
Added 43.82%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
25,336
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
25,276
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2024
Added 87.04%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
24,991
shares
|
$1.14 Million
0.8% of portfolio
|
Q3 2024
Added 13.11%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
24,943
shares
|
$1.13 Million
0.95% of portfolio
|
Q2 2022
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
24,935
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Added 432.69%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
24,640
shares
|
$1.12 Million
0.18% of portfolio
|
Q3 2024
Added 12.51%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
24,545
shares
|
$1.12 Million
0.57% of portfolio
|
Q3 2024
Reduced 25.21%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
24,537
shares
|
$1.11 Million
1.95% of portfolio
|
Q2 2022
Reduced 22.13%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
24,516
shares
|
$1.11 Million
0.82% of portfolio
|
Q3 2024
Added 23.63%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
24,369
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2024
Added 4.88%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
24,199
shares
|
$1.1 Million
0.86% of portfolio
|
Q3 2023
New holding
|