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 667 institutions that hold shares in the stock, with a total of 347 Million shares, which have been reported (via 13F filing form) to have a value of $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
941,643
shares
|
$42.4 Million
8.62% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
931,524
shares
|
$42 Million
6.98% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
908,202
shares
|
$40.9 Million
11.83% of portfolio
|
Q1 2025
New holding
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
867,568
shares
|
$39.1 Million
11.43% of portfolio
|
Q1 2025
Added 30.23%
|
|
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
Apr 10, 2025 Q1 2025 |
854,544
shares
|
$38.5 Million
33.26% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Olio Financial Planning
|
Apr 11, 2025 Q1 2025 |
854,166
shares
|
$38.5 Million
13.5% of portfolio
|
Q1 2025
Added 11.53%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
850,394
shares
|
$38.3 Million
1.73% of portfolio
|
Q1 2025
Added 39.25%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
817,233
shares
|
$36.8 Million
15.1% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
797,645
shares
|
$36 Million
3.0% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
770,062
shares
|
$34.7 Million
0.26% of portfolio
|
Q1 2025
Added 14.36%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
742,863
shares
|
$33.5 Million
7.78% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
West Hill Financial Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
741,126
shares
|
$33.4 Million
7.76% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
740,629
shares
|
$33.4 Million
9.55% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Weatherly Asset Management L. P.
|
May 01, 2025 Q1 2025 |
734,203
shares
|
$33.1 Million
3.04% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
727,242
shares
|
$32.8 Million
0.21% of portfolio
|
Q1 2025
Added 345.14%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
725,564
shares
|
$32.7 Million
9.34% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
719,615
shares
|
$32.4 Million
0.2% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
712,528
shares
|
$32.1 Million
7.79% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
711,867
shares
|
$32.1 Million
8.35% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
690,361
shares
|
$31.1 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
688,869
shares
|
$31.1 Million
7.54% of portfolio
|
Q1 2025
Added 19.13%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
673,137
shares
|
$30.3 Million
3.44% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
667,821
shares
|
$30.1 Million
2.87% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
655,444
shares
|
$29.5 Million
3.73% of portfolio
|
Q1 2025
Added 58.24%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
646,774
shares
|
$29.2 Million
7.96% of portfolio
|
Q1 2025
Added 2.79%
|