Institutional Ownership
Fidelity Merrimack Str Tr
CUSIP 316188200LTD TRM BD ETFFLTBQ1 2026
Institutional Holders
79
13F filers
Shares Held
4.42M
Aggregate institutional
Institutional Value
$214.86M
Q1 2026
Net New Holders
+2
10 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased43
Decreased18
Sold out8
Institutional Holders
79 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 843.2K | $42.39M | +154.3K | Added |
| 2 | Ubs Group AG | 451.3K | $22.69M | −7.0K | Reduced |
| 3 | Envestnet Asset Management Inc | 373.7K | $18.79M | +62.6K | Added |
| 4 | Morgan Stanley | 332.7K | $16.73M | +33.6K | Added |
| 5 | Commonwealth Equity Services, LLC | 328.4K | $16.51M | −14.0K | Reduced |
| 6 | Lpl Financial LLC | 297.8K | $14.97M | +9.4K | Added |
| 7 | Holos Integrated Wealth LLC | 163.5K | $8.21M | +406 | Added |
| 8 | Royal Bank Of Canada | 124.7K | $6.27M | +14.4K | Added |
| 9 | Regal Investment Advisors LLC | 87.6K | $4.40M | +3.2K | Added |
| 10 | Kestra Advisory Services, LLC | 82.4K | $4.14M | −30.8K | Reduced |
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