FIDELITY MERRIMACK STR TR (FSEC)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
49
Reporting holders
$9.6B
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 |
|---|---|---|---|---|---|
| FMR LLC | $9.6B | 217,976,663 | 0.41% | 9q | +5.2%+$474.8M |
| Cetera Investment Advisers | $20.6M | 469,854 | 0.02% | 5q | +22.0%+$3.7M |
| CITADEL ADVISORS LLC | $11.1M | 252,534 | 0.00% | new | NEW |
| Global Wealth Strategies & Associates | $9.3M | 213,061 | 1.77% | 2q | +12.9%+$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $6.0M | 136,208 | 0.00% | 5q | +54.9%+$2.1M |
| JPMORGAN CHASE & CO | $4.5M | 103,183 | 0.00% | 6q | +27.8%+$988.1K |
| Kestra Advisory Services, LLC | $3.3M | 74,726 | 0.01% | 2q | +12.9%+$373.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.0M | 68,557 | 0.01% | 7q | +66.1%+$1.2M |
| JANE STREET GROUP, LLC | $2.1M | 48,009 | 0.00% | 3q | -73.7%-$5.9M |
| &PARTNERS | $1.7M | 37,862 | 0.01% | 3q | +13.8%+$209.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.7M | 39,146 | 0.00% | 3q | +212.1%+$1.2M |
| Midwest Financial Network, LLC | $1.5M | 34,887 | 1.04% | new | FIRST |
| RCS Financial Planning, LLC | $1.2M | 27,097 | 0.56% | 2q | HELD |
| KINTRA WEALTH, LLC | $1.2M | 27,216 | 0.06% | 3q | -81.3%-$5.1M |
| Creative Planning | $1.1M | 26,212 | 0.00% | 2q | +122.9%+$633.5K |
| LPL Financial LLC | $941.8K | 21,483 | 0.00% | 6q | +4.8%+$43.0K |
| Focus Partners Wealth | $732.3K | 16,705 | 0.00% | 2q | +93.1%+$353.0K |
| Synergy Asset Management, LLC | $618.2K | 14,101 | 0.06% | new | NEW |
| Capital Investment Advisors, LLC | $495.8K | 11,310 | 0.01% | new | NEW |
| MONECO ADVISORS, LLC | $474.3K | 10,820 | 0.03% | new | NEW |
| Envestnet Portfolio Solutions, Inc. | $421.8K | 9,622 | 0.00% | 8q | HELD |
| Galvin, Gaustad & Stein, LLC | $418.4K | 9,543 | 0.03% | new | NEW |
| Mariner, LLC | $407.0K | 9,284 | 0.00% | new | NEW |
| Calamos Wealth Management LLC | $392.9K | 8,963 | 0.01% | 6q | HELD |
| RDA Financial Network | $370.8K | 8,458 | 0.08% | 2q | +77.7%+$162.1K |
| Curi Capital, LLC | $358.1K | 8,142 | 0.01% | new | NEW |
| Savant Capital, LLC | $351.7K | 8,023 | 0.00% | 2q | +46.8%+$112.1K |
| Advisor OS, LLC | $322.0K | 7,346 | 0.02% | new | NEW |
| Foundation Wealth Management, LLC\PA | $314.9K | 7,184 | 0.10% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $287.1K | 6,548 | 0.00% | new | NEW |
| J.W. COLE ADVISORS, INC. | $286.1K | 6,526 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $250.3K | 5,709 | 0.00% | 7q | -49.8%-$248.0K |
| AE Wealth Management LLC | $244.6K | 5,580 | 0.00% | 4q | +88.6%+$114.9K |
| ShoreHaven Wealth Partners, LLC | $231.2K | 5,273 | 0.07% | 3q | +3.0%+$6.7K |
| RAYMOND JAMES FINANCIAL INC | $230.7K | 5,262 | 0.00% | 2q | -9.1%-$23.1K |
| MAI Capital Management | $223.0K | 5,087 | 0.00% | 6q | -18.2%-$49.5K |
| HOWE & RUSLING INC | $218.1K | 4,975 | 0.01% | new | NEW |
| Meridian Wealth Management, LLC | $218.0K | 4,974 | 0.01% | new | NEW |
| NWAM LLC | $201.2K | 4,589 | 0.01% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $134.2K | 3,040 | 0.00% | new | NEW |
| Allworth Financial LP | $115.3K | 2,629 | 0.00% | 5q | +42.1%+$34.2K |
| Steward Partners Investment Advisory, LLC | $108.9K | 2,484 | 0.00% | new | NEW |
| Cornerstone Planning Group LLC | $80.0K | 1,845 | 0.01% | 4q | HELD |
| Farther Finance Advisors, LLC | $78.8K | 1,796 | 0.00% | 2q | +0.6% |
| IFP Advisors, Inc | $75.9K | 1,732 | 0.00% | 5q | HELD |
| Integrated Wealth Concepts LLC | $14.5K | 331 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $14.3K | 327 | 0.00% | new | NEW |
| Thrivent Financial for Lutherans | $5.7K | 130,680 | 0.01% | new | NEW |
| Tower Research Capital LLC (TRC) | $4.0K | 91 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $640 | 14,619 | 0.00% | new | NEW |
| MORGAN STANLEY | $466 | 10 | 0.00% | 10q | HELD |
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 | 49 | $9.6B | 219,755,007 | 19 | 18 | 5 | 0.0% |
| Q1 2026 | 45 | $9.1B | 208,609,608 | 17 | 13 | 6 | 0.0% |
| Q4 2025 | 43 | $8.9B | 201,320,197 | 14 | 15 | 10 | 0.0% |
| Q3 2025 | 38 | $8.6B | 194,413,767 | 15 | 10 | 7 | 0.0% |
| Q2 2025 | 33 | $7.9B | 180,906,041 | 17 | 9 | 3 | 0.0% |
| Q1 2025 | 20 | $7.0B | 161,122,099 | 11 | 8 | 0 | 0.0% |
| Q4 2024 | 13 | $3.0B | 71,414,570 | 7 | 3 | 2 | 0.0% |
| Q3 2024 | 8 | $1.1B | 24,856,324 | 4 | 1 | 0 | 0.0% |
| Q2 2024 | 5 | $1.7M | 40,424 | 2 | 0 | 2 | 0.0% |
| Q1 2024 | 6 | $2.5M | 58,662 | 1 | 0 | 1 | 0.0% |
| Q4 2023 | 6 | $2.9M | 68,026 | 2 | 1 | 0 | 0.0% |
| Q3 2023 | 4 | $1.8M | 44,731 | 0 | 0 | 1 | 0.0% |
| Q2 2023 | 5 | $2.2M | 51,586 | 3 | 0 | 1 | 0.0% |
| Q1 2023 | 3 | $1.9M | 43,426 | 1 | 1 | 1 | 0.0% |
| Q4 2022 | 2 | $1.9M | 43,860 | 1 | 1 | 0 | 0.0% |
| Q3 2022 | 1 | $1.7M | 40,762 | 0 | 0 | 1 | 0.0% |
| Q2 2022 | 1 | $1.9M | 43,817 | 0 | 0 | 1 | 0.0% |
| Q1 2022 | 2 | $2.1M | 45,036 | 0 | 1 | 0 | 0.0% |
| Q4 2021 | 5 | $8.3M | 167,977 | 0 | 0 | 1 | 0.0% |
| Q3 2021 | 5 | $8.4M | 168,359 | 1 | 1 | 1 | 0.0% |
| Q2 2021 | 4 | $8.8M | 176,824 | 1 | 0 | 1 | 0.0% |
| Q1 2021 | 5 | $11.8M | 237,158 | 5 | 0 | 0 | 0.0% |