FIDELITY MERRIMACK STR TR (FTBD)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
17
Reporting holders
$6.8M
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 28,903 | 0.00% | 9q | +17.1%+$208.5K |
| InTrack Investment Management Inc | $1.2M | 24,102 | 0.59% | 5q | +152.8%+$718.0K |
| OSAIC HOLDINGS, INC. | $803.4K | 16,297 | 0.00% | 8q | +35.6%+$210.9K |
| BG Investment Services, LLC | $586.1K | 11,892 | 0.42% | 6q | +6.8%+$37.3K |
| AdvisorNet Financial, Inc | $533.3K | 10,822 | 0.02% | 2q | +50.1%+$178.0K |
| Koshinski Asset Management, Inc. | $450.9K | 9,149 | 0.02% | 8q | -32.8%-$220.0K |
| MORGAN STANLEY | $391.4K | 7,942 | 0.00% | new | NEW |
| Arkadios Wealth Advisors | $388.7K | 7,888 | 0.01% | 5q | -0.8%-$3.1K |
| Clarity Asset Management, Inc. | $320.8K | 6,509 | 0.16% | 2q | +6.5%+$19.7K |
| Avidian Wealth Enterprises, LLC | $266.7K | 5,412 | 0.01% | 4q | -32.4%-$127.5K |
| J.W. COLE ADVISORS, INC. | $254.3K | 5,160 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $49.0K | 1,004 | 0.00% | 12q | HELD |
| TD Waterhouse Canada Inc. | $35.1K | 714 | 0.00% | 13q | HELD |
| JPMORGAN CHASE & CO | $34.5K | 698 | 0.00% | 7q | +20.8%+$5.9K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $26.5K | 539 | 0.00% | 3q | +150.7%+$16.0K |
| BANK OF MONTREAL /CAN/ | $15.5K | 315 | 0.00% | 10q | HELD |
| UBS Group AG | $5.3K | 108 | 0.00% | 3q | +191.9%+$3.5K |
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 | 17 | $6.8M | 137,454 | 2 | 9 | 3 | 0.0% |
| Q1 2026 | 21 | $6.8M | 138,247 | 6 | 9 | 2 | 0.0% |
| Q4 2025 | 17 | $4.6M | 92,236 | 4 | 5 | 5 | 0.0% |
| Q3 2025 | 16 | $8.8M | 176,154 | 3 | 10 | 3 | 0.0% |
| Q2 2025 | 14 | $6.5M | 131,754 | 2 | 6 | 6 | 0.0% |
| Q1 2025 | 13 | $8.9M | 182,467 | 4 | 5 | 2 | 0.0% |
| Q4 2024 | 10 | $14.9M | 310,182 | 1 | 4 | 2 | 0.0% |
| Q3 2024 | 9 | $12.8M | 252,862 | 3 | 3 | 1 | 0.0% |
| Q2 2024 | 8 | $6.9M | 143,391 | 3 | 1 | 3 | 0.0% |
| Q1 2024 | 10 | $9.0M | 182,932 | 4 | 4 | 1 | 0.0% |
| Q4 2023 | 7 | $10.4M | 209,030 | 1 | 3 | 2 | 0.0% |
| Q3 2023 | 7 | $12.7M | 270,926 | 1 | 3 | 2 | 0.0% |
| Q2 2023 | 6 | $14.4M | 293,109 | 3 | 2 | 1 | 0.0% |
| Q1 2023 | 3 | $26.2M | 526,030 | 3 | 0 | 0 | 0.0% |