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 |
|---|---|---|---|---|---|
|
Trust Investment Advisors
|
Nov 12, 2024 Q3 2024 |
15,592
shares
|
$713,022
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
15,343
shares
|
$701,635
0.4% of portfolio
|
Q3 2024
Reduced 23.95%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
15,227
shares
|
$696,330
0.55% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
15,208
shares
|
$695,461
0.0% of portfolio
|
Q3 2024
Reduced 13.59%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
15,158
shares
|
$693,175
0.08% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
15,124
shares
|
$691,620
0.31% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
15,119
shares
|
$691,391
0.19% of portfolio
|
Q3 2024
Added 26.14%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
15,000
shares
|
$685,950
0.18% of portfolio
|
Q2 2022
Reduced 65.23%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 22, 2024 Q3 2024 |
14,848
shares
|
$678,999
0.28% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
14,825
shares
|
$677,947
0.36% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
14,825
shares
|
$677,947
0.02% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
14,786
shares
|
$676,163
0.5% of portfolio
|
Q1 2024
Added 140.61%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
14,720
shares
|
$673,145
0.2% of portfolio
|
Q3 2024
Added 76.29%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
14,650
shares
|
$669,944
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
14,550
shares
|
$665,371
0.09% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
13,907
shares
|
$635,967
0.15% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
13,842
shares
|
$632,994
0.31% of portfolio
|
Q3 2024
Added 57.22%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
13,713
shares
|
$627,095
0.13% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
13,330
shares
|
$609,580
0.03% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
13,243
shares
|
$605,602
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
13,166
shares
|
$602,081
0.07% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
13,153
shares
|
$601,486
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
13,153
shares
|
$601,486
0.02% of portfolio
|
Q3 2024
Reduced 13.63%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
12,867
shares
|
$588,407
0.33% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
12,608
shares
|
$576,563
0.03% of portfolio
|
Q3 2024
Added 40.54%
|