Institutional Ownership
Fidelity Merrimack Str Tr
CUSIP 316188200LTD TRM BD ETFFLTBQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
79
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 843.2K | $42.39M |
| 2 | Ubs Group AG | 451.3K | $22.69M |
| 3 | Envestnet Asset Management Inc | 373.7K | $18.79M |
| 4 | Morgan Stanley | 332.7K | $16.73M |
| 5 | Commonwealth Equity Services, LLC | 328.4K | $16.51M |
| 6 | Lpl Financial LLC | 297.8K | $14.97M |
| 7 | Holos Integrated Wealth LLC | 163.5K | $8.21M |
| 8 | Royal Bank Of Canada | 124.7K | $6.27M |
| 9 | Regal Investment Advisors LLC | 87.6K | $4.40M |
| 10 | Kestra Advisory Services, LLC | 82.4K | $4.14M |