FIDELITY MERRIMACK STR TR (FLDR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
121
Reporting holders
$989.3M
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 |
|---|---|---|---|---|---|
| FMR LLC | $444.6M | 8,873,080 | 0.02% | 16q | +92260.6%+$444.1M |
| WELLS FARGO & COMPANY/MN | $62.4M | 1,245,406 | 0.01% | 27q | -42.1%-$45.4M |
| RAYMOND JAMES FINANCIAL INC | $44.6M | 890,174 | 0.01% | 7q | +2.2%+$972.5K |
| Athena Wealth Management, LLC | $40.7M | 812,484 | 30.28% | 3q | +9.9%+$3.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $34.5M | 689,383 | 0.04% | 31q | -18.3%-$7.8M |
| LPL Financial LLC | $26.3M | 525,613 | 0.01% | 25q | +1.4%+$363.8K |
| AE Wealth Management LLC | $22.8M | 454,714 | 0.11% | 26q | +6.4%+$1.4M |
| Kestra Advisory Services, LLC | $20.4M | 406,348 | 0.07% | 12q | +34.5%+$5.2M |
| BANK OF AMERICA CORP /DE/ | $15.5M | 309,601 | 0.00% | 31q | -5.0%-$809.9K |
| WEALTH MANAGEMENT RESOURCES, INC. | $15.2M | 304,171 | 4.70% | new | NEW |
| MML INVESTORS SERVICES, LLC | $14.9M | 297,206 | 0.03% | 13q | +15.9%+$2.0M |
| JANE STREET GROUP, LLC | $14.8M | 295,935 | 0.00% | 7q | +360.3%+$11.6M |
| OSAIC HOLDINGS, INC. | $12.4M | 246,964 | 0.01% | 26q | +49.7%+$4.1M |
| MORGAN STANLEY | $12.1M | 241,780 | 0.00% | 21q | -31.2%-$5.5M |
| Arete Wealth Advisors, LLC | $12.0M | 239,752 | 0.26% | 29q | +99.0%+$6.0M |
| Stratos Wealth Partners, LTD. | $11.3M | 225,336 | 0.11% | 6q | +2038.1%+$10.8M |
| ENVESTNET ASSET MANAGEMENT INC | $10.4M | 207,532 | 0.00% | 16q | +9.8%+$926.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.3M | 206,400 | 0.01% | 5q | +40771.3%+$10.3M |
| Sowell Financial Services LLC | $9.3M | 185,411 | 0.30% | 3q | +24.8%+$1.8M |
| WealthTrust Axiom LLC | $9.3M | 185,258 | 2.07% | 6q | +4.9%+$434.6K |
| Koshinski Asset Management, Inc. | $9.1M | 180,663 | 0.48% | 4q | +2.7%+$242.0K |
| UBS Group AG | $7.7M | 153,932 | 0.00% | 27q | -4.8%-$385.5K |
| Financially Speaking Inc | $7.5M | 150,614 | 36.61% | 7q | HELD |
| TABLEAUX LLC | $6.8M | 136,677 | 2.88% | 5q | +3.3%+$216.0K |
| RCS Financial Planning, LLC | $6.3M | 125,130 | 2.98% | 7q | +1.8%+$111.8K |
| Kraft, Davis & Associates, LLC | $5.6M | 112,561 | 1.18% | 14q | -2.8%-$164.7K |
| PLANNING DIRECTIONS INC | $5.5M | 110,473 | 2.56% | 11q | -7.9%-$472.8K |
| ROYAL BANK OF CANADA | $5.2M | 104,025 | 0.00% | 29q | -22.6%-$1.5M |
| HOWARD WEALTH MANAGEMENT, LLC | $5.1M | 102,249 | 1.89% | 5q | +63.6%+$2.0M |
| Prime Capital Investment Advisors, LLC | $4.8M | 95,270 | 0.05% | 9q | +2.9%+$133.8K |
| HighTower Advisors, LLC | $4.7M | 93,083 | 0.00% | 12q | +11.6%+$486.5K |
| Cetera Investment Advisers | $4.3M | 84,869 | 0.00% | 12q | -15.1%-$754.3K |
| Lakeridge Wealth Management LLC | $4.0M | 80,545 | 1.48% | 8q | +8.5%+$317.3K |
| JPMORGAN CHASE & CO | $3.9M | 78,345 | 0.00% | 12q | +538.2%+$3.3M |
| LOWERY THOMAS, LLC | $3.7M | 74,205 | 1.82% | 8q | -1.6%-$61.9K |
| Huntleigh Advisors, Inc. | $3.7M | 73,273 | 0.51% | 5q | -29.4%-$1.5M |
| Cottage Street Advisors LLC | $3.5M | 69,659 | 1.35% | 4q | +11.1%+$348.4K |
| Fortis Capital Management LLC | $3.5M | 69,149 | 0.39% | 2q | +5.5%+$182.2K |
| NWF Advisory Services Inc. | $3.4M | 68,816 | 0.32% | 11q | -3.4%-$123.1K |
| PERSPECTIVE WEALTH ADVISORS LLC | $3.4M | 68,508 | 1.89% | 3q | -44.6%-$2.8M |
| Great Lakes Retirement, Inc. | $3.3M | 65,650 | 0.29% | 8q | +6.1%+$188.3K |
| Snowden Capital Advisors LLC | $2.8M | 55,800 | 0.07% | 11q | +6.1%+$160.4K |
| Strategic Blueprint, LLC | $2.2M | 43,160 | 0.11% | 26q | +8.8%+$174.8K |
| Burnham & Co LLC | $2.2M | 43,014 | 1.74% | new | FIRST |
| Schwallier Wealth Management LLC | $1.9M | 38,577 | 1.22% | 3q | -7.5%-$156.7K |
| TradeWell Securities, LLC. | $1.8M | 36,024 | 0.64% | 7q | +8.6%+$143.6K |
| World Investment Advisors | $1.7M | 34,255 | 0.03% | 3q | HELD |
| Kastel Capital Advisors, LLC | $1.7M | 34,048 | 1.08% | new | NEW |
| Flavin Financial Services, Inc. | $1.6M | 32,755 | 0.94% | 7q | +13.5%+$194.8K |
| PFG Advisors | $1.5M | 30,696 | 0.08% | new | NEW |
| FCG Investment Co | $1.3M | 26,905 | 0.47% | 2q | -35.2%-$732.4K |
| DAVENPORT & Co LLC | $1.2M | 24,700 | 0.01% | 5q | +23.5%+$235.5K |
| Elm3 Financial Group, LLC | $1.2M | 23,250 | 0.80% | 7q | +112.3%+$616.4K |
| LongView Wealth Management | $1.0M | 20,129 | 0.26% | 5q | HELD |
| PARSONS CAPITAL MANAGEMENT INC/RI | $964.1K | 19,239 | 0.04% | 3q | +11.6%+$99.9K |
| &PARTNERS | $798.3K | 15,930 | 0.00% | 7q | +17.0%+$115.7K |
| Genesee Capital Advisors, LLC | $791.0K | 15,786 | 0.25% | 13q | +1.8%+$14.0K |
| PRINCIPAL SECURITIES, INC. | $692.0K | 13,810 | 0.01% | 11q | -1.1%-$7.9K |
| Meridian Wealth Management, LLC | $669.0K | 13,352 | 0.02% | 4q | -9.5%-$70.0K |
| SHUFRO ROSE & CO LLC | $666.5K | 13,300 | 0.04% | 3q | HELD |
| GUIDANCE CAPITAL, INC | $594.4K | 11,855 | 0.13% | 9q | +7.0%+$38.9K |
| Revisor Wealth Management LLC | $566.3K | 11,286 | 0.14% | 3q | +27.8%+$123.1K |
| Meadowbrook Advisors Group, LLC | $564.4K | 11,263 | 0.30% | new | NEW |
| Essex Financial Services, Inc. | $550.2K | 10,980 | 0.03% | 2q | -8.1%-$48.6K |
| LaSalle St. Investment Advisors, LLC | $514.0K | 10,257 | 0.06% | 3q | +1.7%+$8.7K |
| Csenge Advisory Group | $511.8K | 10,213 | 0.02% | 4q | +15.0%+$66.9K |
| AdvisorNet Financial, Inc | $496.3K | 9,905 | 0.02% | 2q | -8.3%-$45.2K |
| Ameritas Advisory Services, LLC | $484.4K | 9,667 | 0.01% | new | NEW |
| Anson Capital, Inc. | $467.4K | 9,327 | 0.30% | 7q | -1.2%-$5.5K |
| Savvy Advisors, Inc. | $465.9K | 9,297 | 0.01% | 3q | -6.1%-$30.2K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $420.5K | 8,391 | 0.01% | 5q | -1.4%-$5.8K |
| FORONJY FINANCIAL LLC | $417.7K | 8,336 | 0.15% | 5q | -41.6%-$297.6K |
| GWN SECURITIES INC. | $417.1K | 8,323 | 0.07% | 7q | -4.1%-$17.8K |
| Virtus Wealth Solutions LLC | $402.8K | 8,038 | 0.05% | 7q | +0.9%+$3.7K |
| Seed Wealth Management, Inc. | $400.9K | 8,000 | 0.25% | 15q | -8.0%-$35.1K |
| Southland Equity Partners LLC | $394.2K | 7,866 | 0.07% | 4q | +10.8%+$38.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $375.8K | 7,500 | 0.01% | 6q | HELD |
| New England Private Wealth Advisors LLC | $369.7K | 7,374 | 0.04% | 7q | +1.3%+$4.9K |
| J.W. COLE ADVISORS, INC. | $340.9K | 6,802 | 0.01% | new | NEW |
| Global Retirement Partners, LLC | $332.7K | 6,640 | 0.01% | 5q | +2.1%+$6.8K |
| Sequoia Financial Advisors, LLC | $329.7K | 6,580 | 0.00% | 6q | HELD |
| LIBERTY WEALTH MANAGEMENT LLC | $329.5K | 6,584 | 0.04% | 4q | HELD |
| SELDON CAPITAL LP | $328.3K | 6,552 | 0.10% | 12q | HELD |
| Sigma Planning Corp | $298.2K | 5,950 | 0.01% | 3q | +22.2%+$54.1K |
| Rockefeller Capital Management L.P. | $286.0K | 5,707 | 0.00% | 4q | +37.5%+$78.0K |
| OmniStar Financial Group, Inc. | $283.8K | 5,662 | 0.13% | new | NEW |
| Kovack Advisors, Inc. | $283.4K | 5,656 | 0.01% | 2q | +17.1%+$41.3K |
| Envestnet Portfolio Solutions, Inc. | $248.2K | 4,954 | 0.00% | 2q | HELD |
| RASP WEALTH SOLUTIONS, LLC | $226.7K | 4,524 | 0.08% | new | FIRST |
| Addison Capital Co | $224.4K | 4,479 | 0.04% | 6q | HELD |
| GK Wealth Management LLC | $221.3K | 4,416 | 0.12% | new | NEW |
| Bogart Wealth, LLC | $155.3K | 3,100 | 0.01% | 2q | -11.4%-$20.0K |
| West Branch Capital LLC | $120.2K | 2,398 | 0.03% | 5q | +0.9%+$1.1K |
| Medallion Wealth Advisors, LLC | $100.2K | 2,000 | 0.03% | 6q | HELD |
| Steward Partners Investment Advisory, LLC | $99.0K | 1,975 | 0.00% | 20q | -11.2%-$12.5K |
| JFS WEALTH ADVISORS, LLC | $97.0K | 1,936 | 0.00% | 6q | +1.0% |
| Capital Investment Advisory Services, LLC | $93.1K | 1,858 | 0.01% | new | NEW |
| Aptus Capital Advisors, LLC | $93.1K | 1,858 | 0.00% | new | NEW |
| IFP Advisors, Inc | $67.1K | 1,340 | 0.00% | 28q | +0.8% |
| WPG Advisers, LLC | $62.3K | 1,243 | 0.04% | 3q | -17.2%-$12.9K |
Showing the largest 100 of 123 reported holders.
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 | 121 | $989.3M | 19,742,192 | 14 | 52 | 33 | 0.0% |
| Q1 2026 | 122 | $543.9M | 10,865,574 | 18 | 51 | 35 | 0.0% |
| Q4 2025 | 122 | $484.9M | 9,754,300 | 21 | 58 | 31 | 0.0% |
| Q3 2025 | 105 | $344.3M | 6,856,668 | 20 | 47 | 21 | 0.0% |
| Q2 2025 | 94 | $290.6M | 5,822,648 | 16 | 42 | 21 | 0.0% |
| Q1 2025 | 81 | $236.3M | 4,714,609 | 12 | 41 | 11 | 0.0% |
| Q4 2024 | 77 | $209.1M | 4,185,270 | 11 | 25 | 15 | 0.0% |
| Q3 2024 | 59 | $162.0M | 3,226,102 | 9 | 25 | 13 | 0.0% |
| Q2 2024 | 59 | $150.8M | 3,023,282 | 10 | 25 | 14 | 0.0% |
| Q1 2024 | 53 | $163.5M | 3,271,034 | 5 | 27 | 10 | 0.0% |
| Q4 2023 | 53 | $124.9M | 2,502,944 | 8 | 21 | 17 | 0.0% |
| Q3 2023 | 51 | $96.2M | 1,941,964 | 14 | 14 | 12 | 0.0% |
| Q2 2023 | 42 | $77.9M | 1,564,377 | 4 | 19 | 11 | 0.0% |
| Q1 2023 | 38 | $63.0M | 1,269,951 | 3 | 12 | 17 | 0.0% |
| Q4 2022 | 43 | $72.3M | 1,459,180 | 7 | 8 | 15 | 0.0% |
| Q3 2022 | 39 | $77.7M | 1,572,659 | 3 | 11 | 16 | 0.0% |
| Q2 2022 | 42 | $93.2M | 1,880,903 | 5 | 7 | 20 | 0.0% |
| Q1 2022 | 40 | $83.3M | 1,659,933 | 8 | 11 | 11 | 0.0% |
| Q4 2021 | 38 | $84.0M | 1,656,404 | 4 | 10 | 12 | 0.0% |
| Q3 2021 | 32 | $80.5M | 1,582,731 | 4 | 8 | 15 | 0.0% |
| Q2 2021 | 32 | $95.7M | 1,883,507 | 3 | 10 | 10 | 0.0% |
| Q1 2021 | 35 | $86.2M | 1,700,430 | 6 | 8 | 16 | 0.0% |
| Q4 2020 | 34 | $86.6M | 1,697,053 | 5 | 18 | 8 | 0.0% |
| Q3 2020 | 29 | $64.8M | 1,269,813 | 8 | 11 | 7 | 0.0% |
| Q2 2020 | 23 | $53.2M | 1,044,912 | 4 | 5 | 10 | 0.0% |
| Q1 2020 | 27 | $58.7M | 1,199,634 | 9 | 10 | 4 | 0.0% |
| Q4 2019 | 27 | $52.3M | 1,032,198 | 9 | 8 | 3 | 0.0% |
| Q3 2019 | 16 | $28.0M | 552,783 | 7 | 6 | 0 | 0.0% |
| Q2 2019 | 11 | $10.3M | 203,936 | 3 | 3 | 3 | 0.0% |
| Q1 2019 | 10 | $7.7M | 153,558 | 5 | 2 | 0 | 0.0% |
| Q4 2018 | 5 | $3.7M | 74,067 | 0 | 0 | 0 | 0.0% |