Institutional Ownership
Fidelity Merrimack Str Tr
CUSIP 316188606INVESTMENT GR BDFIGBQ1 2026
Institutional Holders
55
13F filers
Shares Held
3.16M
Aggregate institutional
Institutional Value
$134.47M
Q1 2026
Net New Holders
+7
11 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased28
Decreased12
Sold out4
Institutional Holders
55 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Heartland Bank & Trust Co | 1.11M | $47.97M | +1.11M | New |
| 2 | Raymond James Financial Inc | 290.6K | $12.51M | +104.0K | Added |
| 3 | Osaic Holdings, Inc. | 285.2K | $12.27M | +86.4K | Added |
| 4 | Clarity Retirement & Wealth, LLC | 209.2K | $9.00M | +16.9K | Added |
| 5 | Anson Capital, Inc. | 205.2K | $8.83M | +8.6K | Added |
| 6 | Advyzon Investment Management, LLC | 174.6K | $7.52M | +174.6K | New |
| 7 | Commonwealth Equity Services, LLC | 71.4K | $3.07M | +1.1K | Added |
| 8 | Kestra Advisory Services, LLC | 71.4K | $3.07M | +5.1K | Added |
| 9 | Wealth Enhancement Advisory Services, LLC | 64.8K | $2.79M | −53.6K | Reduced |
| 10 | Noble Wealth Management Pbc | 57.1K | $2.46M | −4.4K | Reduced |
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