13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality

FIDELITY MERRIMACK STR TR

130 institutions still hold FIDELITY MERRIMACK STR TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316188408·130 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.3%
vs prior quarter
13F value held
$364M
58.0% inst. owned
of float
Holders
130
-47 QoQ
filers reporting
Activity
+14 / −44
+860 added · −811 reduced
this quarter
Concentration
14.79%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

130 institutions reported FIDELITY MERRIMACK STR TR in Q1 2026. WELLS FARGO & COMPANY/MN leads at 14.8% of the visible book. -47 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$54M1.1M0.01%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$44M871K0.01%Q1 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$42M844K0.06%Q1 202604
Athena Wealth Management, LLC
CIK 0002128243
$37M739K30.27%Q1 202605
LPL Financial LLC
CIK 0001403438
$26M518K0.01%Q1 202606
AE Wealth Management LLC
CIK 0001697723
$21M427K0.12%Q1 202607
MORGAN STANLEY
CIK 0000895421
$18M351K0.00%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$16M326K0.00%Q1 202609
Kestra Advisory Services, LLC
CIK 0001830819
$15M302K0.06%Q1 202610
MML INVESTORS SERVICES, LLC
CIK 0000701059
$13M256K0.04%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M189K0.00%Q1 202612
WealthTrust Axiom LLC
CIK 0001425949
$9M177K2.17%Q1 202613
Koshinski Asset Management, Inc.
CIK 0001633389
$9M176K0.55%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M165K0.01%Q1 202615
UBS Group AG
CIK 0001610520
$8M162K0.00%Q1 202616
Financially Speaking Inc
CIK 0002040901
$8M151K36.60%Q1 202617
Sowell Financial Services LLC
CIK 0001633697
$7M149K0.28%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$7M134K0.00%Q1 202619
TABLEAUX LLC
CIK 0002060663
$7M132K3.21%Q1 202620
PERSPECTIVE WEALTH ADVISORS LLC
CIK 0002080427
$6M124K4.01%Q1 2026
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