Institutional Ownership
Fidelity Merrimack Str Tr
CUSIP 316188879TACTICAL BONDFTBDQ1 2026
Institutional Holders
22
13F filers
Shares Held
145.3K
Aggregate institutional
Institutional Value
$6.80M
Q1 2026
Net New Holders
+5
7 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased9
Decreased2
Sold out2
Institutional Holders
22 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, LLC | 24.7K | $1.21M | +2.5K | Added |
| 2 | Citadel Advisors LLC | 21.5K | $1.06M | +21.5K | New |
| 3 | Koshinski Asset Management, Inc. | 13.6K | $669.2K | 0 | Held |
| 4 | Osaic Holdings, Inc. | 12.0K | $590.9K | +806 | Added |
| 5 | Bg Investment Services, LLC | 11.1K | $547.3K | +1.1K | Added |
| 6 | Intrack Investment Management Inc | 9.5K | $468.6K | +2.4K | Added |
| 7 | Avidian Wealth Enterprises, LLC | 8.0K | $393.2K | 0 | Held |
| 8 | Arkadios Wealth Advisors | 8.0K | $390.9K | +1.7K | Added |
| 9 | Advisornet Financial, Inc | 7.2K | $354.4K | +7.2K | New |
| 10 | Jane Street Group, LLC | 6.8K | $332.6K | +6.8K | New |
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