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 656 institutions that hold shares in the stock, with a total of 315 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
Apr 10, 2025 Q1 2025 |
854,544
shares
|
$38.9 Million
33.26% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Olio Financial Planning
|
Apr 11, 2025 Q1 2025 |
854,166
shares
|
$38.9 Million
13.5% of portfolio
|
Q1 2025
Added 11.53%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
850,394
shares
|
$38.7 Million
1.73% of portfolio
|
Q1 2025
Added 39.25%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
822,015
shares
|
$37.4 Million
0.04% of portfolio
|
Q4 2024
Added 1113.92%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
797,645
shares
|
$36.3 Million
3.0% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
744,852
shares
|
$33.9 Million
13.96% of portfolio
|
Q4 2024
Added 17.28%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
742,863
shares
|
$33.8 Million
7.78% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
West Hill Financial Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
741,126
shares
|
$33.7 Million
7.76% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
715,999
shares
|
$32.6 Million
9.39% of portfolio
|
Q4 2024
Added 29.84%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
711,867
shares
|
$32.4 Million
8.35% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
711,339
shares
|
$32.4 Million
16.68% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
701,958
shares
|
$31.9 Million
2.83% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
694,526
shares
|
$31.6 Million
0.52% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
688,869
shares
|
$31.3 Million
7.54% of portfolio
|
Q1 2025
Added 19.13%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Feb 14, 2025 Q4 2024 |
679,998
shares
|
$30.9 Million
7.28% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
673,390
shares
|
$30.6 Million
0.22% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
667,821
shares
|
$30.4 Million
2.87% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
666,172
shares
|
$30.3 Million
8.9% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
647,118
shares
|
$29.4 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
|
$28.9 Million
3.13% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
634,482
shares
|
$28.9 Million
10.51% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
629,202
shares
|
$28.6 Million
7.66% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Apr 21, 2025 Q1 2025 |
614,593
shares
|
$28 Million
12.35% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
613,052
shares
|
$27.9 Million
3.58% of portfolio
|
Q1 2025
Added 16.75%
|
|
|
Presidio Capital Management, LLC
|
Apr 08, 2025 Q1 2025 |
596,390
shares
|
$27.1 Million
11.17% of portfolio
|
Q1 2025
Added 6.99%
|