FIDELITY MERRIMACK STR TR (FCOR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
69
Reporting holders
$127.6M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | $14.1M | 296,823 | 0.05% | 24q | -17.0%-$2.9M |
| Cetera Investment Advisers | $13.5M | 286,465 | 0.01% | 6q | +21.3%+$2.4M |
| OneDigital Investment Advisors LLC | $12.6M | 267,285 | 0.11% | 5q | +19.1%+$2.0M |
| ENVESTNET ASSET MANAGEMENT INC | $9.8M | 207,566 | 0.00% | 26q | -15.6%-$1.8M |
| Salus Financial Advisors, LLC | $7.9M | 166,697 | 3.87% | 7q | +5.7%+$425.9K |
| RWA WEALTH PARTNERS, LLC | $6.9M | 146,642 | 0.07% | 25q | +1437.1%+$6.5M |
| One Capital Management, LLC | $5.4M | 113,740 | 0.15% | 2q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 87,499 | 0.01% | 29q | -33.7%-$2.1M |
| Lakeshore Capital Group, Inc. | $3.6M | 76,351 | 2.66% | 6q | -11.0%-$444.9K |
| MORGAN STANLEY | $3.4M | 72,002 | 0.00% | 34q | -15.9%-$641.9K |
| JPMORGAN CHASE & CO | $3.2M | 67,981 | 0.00% | 12q | +23.4%+$609.4K |
| LPL Financial LLC | $3.2M | 67,091 | 0.00% | 30q | -8.7%-$300.9K |
| BANK OF AMERICA CORP /DE/ | $2.7M | 57,531 | 0.00% | 31q | -4.6%-$129.6K |
| RAYMOND JAMES FINANCIAL INC | $2.6M | 55,980 | 0.00% | 7q | -43.2%-$2.0M |
| Millington Financial Advisors, LLC | $2.4M | 52,113 | 0.96% | 15q | +9.7%+$214.7K |
| OSAIC HOLDINGS, INC. | $2.4M | 50,890 | 0.00% | 26q | +189.8%+$1.6M |
| ISLAY CAPITAL MANAGEMENT, LLC | $2.2M | 47,166 | 1.03% | 27q | +18.6%+$349.3K |
| ARWA LLC | $2.2M | 46,022 | 0.89% | 3q | +9.6%+$188.1K |
| Valmark Advisers, Inc. | $1.9M | 39,604 | 0.02% | 12q | +4.3%+$77.4K |
| JANE STREET GROUP, LLC | $1.7M | 35,585 | 0.00% | 2q | -34.1%-$868.5K |
| Stratos Wealth Partners, LTD. | $1.6M | 34,148 | 0.02% | 10q | +9.6%+$141.4K |
| CITADEL ADVISORS LLC | $1.3M | 27,313 | 0.00% | 2q | -55.4%-$1.6M |
| UBS Group AG | $1.3M | 26,867 | 0.00% | 31q | +5.8%+$69.8K |
| Cullen/Frost Bankers, Inc. | $1.3M | 26,693 | 0.01% | 10q | +18.2%+$193.4K |
| &PARTNERS | $1.1M | 22,847 | 0.00% | 3q | -8.8%-$103.3K |
| Midwest Financial Network, LLC | $975.6K | 20,692 | 0.67% | new | FIRST |
| JONES FINANCIAL COMPANIES LLLP | $963.7K | 20,305 | 0.00% | 8q | +27.9%+$210.1K |
| CALTON & ASSOCIATES, INC. | $873.4K | 18,525 | 0.13% | 11q | +7.5%+$60.9K |
| Kapstone Financial Advisors LLC | $859.5K | 18,228 | 0.36% | 2q | +14.5%+$109.1K |
| TD Waterhouse Canada Inc. | $853.0K | 18,130 | 0.00% | 19q | +10.7%+$82.1K |
| Sugar Maple Asset Management, LLC | $800.0K | 16,968 | 0.52% | 3q | +7.9%+$58.7K |
| RCS Financial Planning, LLC | $738.1K | 15,593 | 0.35% | 2q | -2.4%-$18.4K |
| J.W. COLE ADVISORS, INC. | $667.8K | 14,164 | 0.01% | new | NEW |
| PNC Financial Services Group, Inc. | $619.8K | 13,145 | 0.00% | 9q | +15.4%+$82.5K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $612.7K | 12,995 | 0.41% | 11q | HELD |
| IFP Advisors, Inc | $566.7K | 12,020 | 0.01% | 28q | +0.9%+$5.0K |
| Equitable Holdings, Inc. | $561.1K | 11,900 | 0.00% | 3q | HELD |
| Ameritas Advisory Services, LLC | $561.0K | 11,898 | 0.01% | 5q | +67.2%+$225.5K |
| FORONJY FINANCIAL LLC | $554.3K | 11,757 | 0.20% | 5q | +94.9%+$269.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $539.0K | 11,431 | 0.01% | 3q | +19.4%+$87.4K |
| Glen Eagle Advisors, LLC | $535.3K | 11,353 | 0.07% | 39q | HELD |
| MML INVESTORS SERVICES, LLC | $529.2K | 11,224 | 0.00% | 28q | +2.2%+$11.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $440.5K | 9,343 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $386.0K | 8,189 | 0.00% | 11q | HELD |
| Marshall Financial Group, LLC | $342.8K | 7,270 | 0.05% | 8q | -12.5%-$48.9K |
| Griffith & Werner, Inc. | $340.0K | 7,204 | 0.16% | 5q | +0.6%+$1.9K |
| Virtus Wealth Solutions LLC | $291.2K | 6,175 | 0.04% | 7q | -43.0%-$219.6K |
| ROYAL BANK OF CANADA | $272.0K | 5,761 | 0.00% | 31q | HELD |
| PFG Investments, LLC | $224.6K | 4,764 | 0.01% | 8q | -16.5%-$44.3K |
| Fisher Asset Management, LLC | $219.5K | 4,654 | 0.00% | new | NEW |
| SILVER OAK SECURITIES, INCORPORATED | $214.5K | 4,549 | 0.01% | 6q | +1.2%+$2.5K |
| McGlone Suttner Wealth Management, Inc. | $213.9K | 4,538 | 0.03% | 7q | HELD |
| Noble Wealth Management PBC | $131.5K | 2,790 | 0.06% | 6q | -5.1%-$7.1K |
| FMR LLC | $104.9K | 2,225 | 0.00% | 13q | -30.8%-$46.7K |
| TORONTO DOMINION BANK | $92.0K | 1,944 | 0.00% | 17q | HELD |
| EASTERN BANK | $53.8K | 1,140 | 0.00% | 8q | HELD |
| Cornerstone Planning Group LLC | $48.8K | 1,049 | 0.01% | 4q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $48.6K | 1,030 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $39.2K | 832 | 0.00% | 2q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $31.9K | 676 | 0.00% | new | NEW |
| Spire Wealth Management | $18.0K | 381 | 0.00% | 7q | +9.5%+$1.6K |
| HARBOUR INVESTMENTS, INC. | $16.2K | 344 | 0.00% | 21q | HELD |
| Arax Advisory Partners | $15.2K | 323 | 0.00% | new | NEW |
| Buck Wealth Strategies, LLC | $8.2K | 174 | 0.00% | new | NEW |
| IFG Advisory, LLC | $7.5K | 160 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $4.5K | 96 | 0.00% | new | NEW |
| Addison Advisors LLC | $1.0K | 22 | 0.00% | 8q | HELD |
| Cambridge Investment Research Advisors, Inc. | $980 | 20,783 | 0.00% | 31q | -10.0% |
| PARK AVENUE SECURITIES LLC | $460 | 9,760 | 0.00% | 4q | +17.3% |
| Thrivent Financial for Lutherans | $295 | 6,267 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $36 | 1 | 0.00% | 15q | -50.0% |
| ASSETMARK, INC | $0 | 0 | 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 69 | $127.6M | 2,704,863 | 10 | 27 | 18 | 0.0% |
| Q1 2026 | 65 | $132.3M | 2,810,143 | 8 | 30 | 19 | 0.0% |
| Q4 2025 | 65 | $109.2M | 2,279,958 | 7 | 30 | 13 | 0.0% |
| Q3 2025 | 64 | $107.7M | 2,261,347 | 7 | 32 | 15 | 0.0% |
| Q2 2025 | 64 | $77.9M | 1,646,917 | 13 | 26 | 14 | 0.0% |
| Q1 2025 | 57 | $56.7M | 1,209,303 | 5 | 18 | 25 | 0.0% |
| Q4 2024 | 57 | $54.5M | 1,174,661 | 8 | 21 | 12 | 0.0% |
| Q3 2024 | 51 | $57.3M | 1,186,605 | 11 | 16 | 10 | 0.0% |
| Q2 2024 | 43 | $49.1M | 1,098,921 | 3 | 16 | 13 | 0.0% |
| Q1 2024 | 44 | $50.8M | 1,092,204 | 6 | 18 | 12 | 0.0% |
| Q4 2023 | 40 | $36.3M | 772,827 | 4 | 13 | 18 | 0.0% |
| Q3 2023 | 39 | $37.1M | 849,630 | 5 | 16 | 11 | 0.0% |
| Q2 2023 | 36 | $39.6M | 863,624 | 5 | 10 | 13 | 0.0% |
| Q1 2023 | 36 | $34.4M | 744,881 | 2 | 9 | 14 | 0.0% |
| Q4 2022 | 42 | $38.8M | 864,533 | 8 | 8 | 13 | 0.0% |
| Q3 2022 | 37 | $33.1M | 745,841 | 3 | 12 | 11 | 0.0% |
| Q2 2022 | 40 | $38.7M | 827,010 | 2 | 11 | 20 | 0.0% |
| Q1 2022 | 42 | $88.9M | 1,767,165 | 3 | 22 | 7 | 0.0% |
| Q4 2021 | 44 | $91.2M | 1,656,218 | 4 | 15 | 12 | 0.0% |
| Q3 2021 | 42 | $81.3M | 1,467,622 | 1 | 22 | 12 | 0.0% |
| Q2 2021 | 46 | $97.9M | 1,756,342 | 9 | 12 | 22 | 0.0% |
| Q1 2021 | 39 | $108.0M | 1,992,017 | 3 | 18 | 13 | 0.0% |
| Q4 2020 | 39 | $69.2M | 1,209,065 | 5 | 24 | 5 | 0.0% |
| Q3 2020 | 33 | $55.6M | 993,917 | 4 | 19 | 7 | 0.0% |
| Q2 2020 | 32 | $48.5M | 874,502 | 5 | 16 | 8 | 0.0% |
| Q1 2020 | 29 | $42.9M | 855,802 | 2 | 15 | 8 | 0.0% |
| Q4 2019 | 35 | $28.7M | 540,347 | 6 | 15 | 5 | 0.0% |
| Q3 2019 | 31 | $19.5M | 368,403 | 9 | 9 | 7 | 0.0% |
| Q2 2019 | 23 | $22.3M | 431,411 | 7 | 10 | 3 | 0.0% |
| Q1 2019 | 16 | $8.1M | 161,575 | 2 | 5 | 5 | 0.0% |
| Q4 2018 | 16 | $6.6M | 138,189 | 0 | 1 | 1 | 0.0% |