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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
695,249
shares
|
$31.6 Million
0.05% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
683,289
shares
|
$31 Million
1.42% of portfolio
|
Q3 2024
Added 22.97%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
662,515
shares
|
$30.1 Million
6.96% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
647,868
shares
|
$29.4 Million
6.3% of portfolio
|
Q3 2024
Reduced 15.2%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
646,501
shares
|
$29.4 Million
7.09% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
640,359
shares
|
$29.1 Million
12.96% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
635,130
shares
|
$28.9 Million
12.68% of portfolio
|
Q3 2024
Added 14.9%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
632,770
shares
|
$28.8 Million
0.49% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
632,236
shares
|
$28.7 Million
8.77% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
627,675
shares
|
$28.5 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
626,645
shares
|
$28.5 Million
7.32% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
626,386
shares
|
$28.5 Million
2.57% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
613,101
shares
|
$27.9 Million
7.56% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
608,721
shares
|
$27.7 Million
3.11% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
584,168
shares
|
$26.5 Million
0.93% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
574,159
shares
|
$26.1 Million
7.93% of portfolio
|
Q2 2024
Added 40.57%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
573,373
shares
|
$26.1 Million
6.08% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
566,074
shares
|
$25.7 Million
12.77% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
551,483
shares
|
$25.1 Million
0.17% of portfolio
|
Q3 2024
Added 41.74%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
551,430
shares
|
$25.1 Million
8.43% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
545,579
shares
|
$24.8 Million
8.25% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
535,474
shares
|
$24.3 Million
2.37% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
534,759
shares
|
$24.3 Million
8.65% of portfolio
|
Q2 2024
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
529,509
shares
|
$24.1 Million
4.99% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
521,505
shares
|
$23.7 Million
0.16% of portfolio
|
Q3 2024
Added 17.93%
|