Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF include Nwam Llc, Envestnet Asset Management Inc, Cetera Investment Advisers, and Principal Securities, Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5,705 | 288 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 11,597 | 585 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 323 | 16 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4,640 | 234 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 7,340,883 | 0.00 | 370,348 | 0.28 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 20,195 | 110.01 | 1,019 | 110.77 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 19,472 | 2,138.16 | 982 | 2,183.72 |
