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 640 institutions that hold shares in the stock, with a total of 310 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
918,090
shares
|
$42.1 Million
9.32% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
895,790
shares
|
$41.1 Million
6.71% of portfolio
|
Q4 2024
Added 38.27%
|
|
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
823,928
shares
|
$37.8 Million
32.68% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
822,015
shares
|
$37.7 Million
0.04% of portfolio
|
Q4 2024
Added 1113.92%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
774,785
shares
|
$35.6 Million
2.91% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
765,888
shares
|
$35.2 Million
12.09% of portfolio
|
Q4 2024
Added 584.46%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
744,852
shares
|
$34.2 Million
13.96% of portfolio
|
Q4 2024
Added 17.28%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
742,863
shares
|
$34.1 Million
7.78% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
715,999
shares
|
$32.9 Million
9.39% of portfolio
|
Q4 2024
Added 29.84%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
711,339
shares
|
$32.7 Million
16.68% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
704,993
shares
|
$32.4 Million
2.83% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
701,958
shares
|
$32.2 Million
2.83% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
694,526
shares
|
$31.9 Million
0.52% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
682,918
shares
|
$31.3 Million
6.88% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Feb 14, 2025 Q4 2024 |
679,998
shares
|
$31.2 Million
7.28% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
673,390
shares
|
$30.9 Million
0.22% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
666,172
shares
|
$30.6 Million
8.9% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
653,202
shares
|
$30 Million
7.39% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
647,118
shares
|
$29.7 Million
0.19% of portfolio
|
Q4 2024
Added 24.09%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
634,556
shares
|
$29.1 Million
3.13% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
629,202
shares
|
$28.9 Million
7.66% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
610,684
shares
|
$28 Million
1.24% of portfolio
|
Q4 2024
Reduced 48.46%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
609,484
shares
|
$28 Million
10.09% of portfolio
|
Q4 2024
Added 35.86%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
591,627
shares
|
$27.2 Million
8.67% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
591,155
shares
|
$27.1 Million
12.33% of portfolio
|
Q4 2024
Added 4.43%
|