FBND: Fidelity Merrimack Str Tr insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
797 institutions reported holding $21.63B of Fidelity Merrimack Str Tr on Form 13F (758 the quarter before). 75 opened a new position and 40 sold out. Shares held by institutions: +7%.
| Largest holders | Shares | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 101,656,759 | $4.62B |
| MORGAN STANLEY | 36,816,208 | $1.67B |
| BANK OF AMERICA CORP /DE/ | 15,740,788 | $716.05M |
| FMR LLC | 15,305,769 | $696.26M |
| JPMORGAN CHASE & CO | 13,982,930 | $638.60M |
| LPL Financial LLC | 13,045,220 | $593.43M |
| Dynasty Wealth Management, LLC | 10,970,047 | $499.03M |
| RAYMOND JAMES FINANCIAL INC | 9,016,360 | $410.15M |
| Modern Wealth Management, LLC | 8,110,234 | $368.93M |
| ENVESTNET ASSET MANAGEMENT INC | 8,059,617 | $366.63M |
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