13F Insight
DOSSIER · 13F Holders · Q2 2026

FIDELITY MERRIMACK STR TR

129 institutions still hold FIDELITY MERRIMACK STR TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316188408·129 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$834M
visible holders
Holders
129
filers reporting
Concentration
53.32%
FMR LLC #1
top holder share
AI Holders Summary · Q2 2026

129 institutions reported FIDELITY MERRIMACK STR TR in Q2 2026. FMR LLC leads at 53.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$445M8.9M0.02%Q2 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$62M1.2M0.01%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$45M890K0.01%Q2 202604
Athena Wealth Management, LLC
CIK 0002128243
$41M812K30.28%Q2 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$35M689K0.04%Q2 202606
LPL Financial LLC
CIK 0001403438
$26M526K0.01%Q2 202607
AE Wealth Management LLC
CIK 0001697723
$23M455K0.11%Q2 202608
Kestra Advisory Services, LLC
CIK 0001830819
$20M406K0.07%Q2 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$16M310K0.00%Q2 202610
WEALTH MANAGEMENT RESOURCES, INC.
CIK 0001063516
$15M304K4.70%Q2 202611
MML INVESTORS SERVICES, LLC
CIK 0000701059
$15M297K0.03%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M247K0.01%Q2 202613
MORGAN STANLEY
CIK 0000895421
$12M242K0.00%Q2 202614
Stratos Wealth Partners, LTD.
CIK 0001612865
$11M225K0.11%Q2 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M208K0.00%Q2 202616
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$10M206K0.01%Q2 202617
Sowell Financial Services LLC
CIK 0001633697
$9M185K0.30%Q2 202618
WealthTrust Axiom LLC
CIK 0001425949
$9M185K2.07%Q2 202619
Koshinski Asset Management, Inc.
CIK 0001633389
$9M181K0.48%Q2 202620
UBS Group AG
CIK 0001610520
$8M154K0.00%Q2 2026
Page 1 of 7
109 more holders available. Log in →