FIDELITY MERRIMACK STR TR (FSBD)
Institutional ownership reported to the SEC as of Q3 2025, across 14 quarters.
6
Reporting holders
$6.1M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Bond & Devick Financial Network, Inc. | $5.3M | 111,088 | 1.60% | 5q | +21.4%+$937.3K |
| FMR LLC | $718.3K | 14,998 | 0.00% | 11q | -40.0%-$478.9K |
| OSAIC HOLDINGS, INC. | $27.4K | 578 | 0.00% | 4q | HELD |
| Sunbelt Securities, Inc. | $1.0K | 21 | 0.00% | new | NEW |
| MORGAN STANLEY | $86 | 1 | 0.00% | 5q | HELD |
| UBS Group AG | $48 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2025 | 6 | $6.1M | 126,687 | 2 | 1 | 1 | 0.0% |
| Q2 2025 | 5 | $5.9M | 125,838 | 0 | 3 | 1 | 0.0% |
| Q1 2025 | 6 | $8.3M | 176,780 | 1 | 1 | 1 | 0.0% |
| Q4 2024 | 5 | $7.5M | 160,734 | 2 | 0 | 1 | 0.0% |
| Q3 2024 | 5 | $9.9M | 205,158 | 3 | 0 | 2 | 0.0% |
| Q2 2024 | 4 | $10.2M | 220,357 | 1 | 2 | 0 | 0.0% |
| Q1 2024 | 4 | $10.1M | 215,892 | 1 | 1 | 1 | 0.0% |
| Q4 2023 | 3 | $9.9M | 210,155 | 2 | 0 | 1 | 0.0% |
| Q3 2023 | 1 | $10.1M | 226,998 | 0 | 0 | 0 | 0.0% |
| Q2 2023 | 2 | $10.9M | 233,576 | 0 | 1 | 1 | 0.0% |
| Q1 2023 | 2 | $21.7M | 459,430 | 2 | 0 | 0 | 0.0% |
| Q4 2022 | 5 | $8.5M | 185,008 | 1 | 0 | 1 | 0.0% |
| Q3 2022 | 5 | $11.5M | 249,998 | 0 | 0 | 0 | 0.0% |
| Q2 2022 | 5 | $12.1M | 249,998 | 5 | 0 | 0 | 0.0% |