13F Insight
DOSSIER · 13F Holders · Q1 2026

FIDELITY MERRIMACK STR TR

131 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 316188408·131 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$378M
visible holders
Holders
131
filers reporting
Concentration
14.22%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

131 institutions reported FIDELITY MERRIMACK STR TR in Q1 2026. WELLS FARGO & COMPANY/MN leads at 14.2% of the visible book.

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
$41M812K30.28%Q2 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
WEALTH MANAGEMENT RESOURCES, INC.
CIK 0001063516
$15M304K4.70%Q2 202610
Kestra Advisory Services, LLC
CIK 0001830819
$15M302K0.06%Q1 202611
MML INVESTORS SERVICES, LLC
CIK 0000701059
$13M256K0.04%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M189K0.00%Q1 202613
Sowell Financial Services LLC
CIK 0001633697
$9M185K0.30%Q2 202614
WealthTrust Axiom LLC
CIK 0001425949
$9M177K2.17%Q1 202615
Koshinski Asset Management, Inc.
CIK 0001633389
$9M176K0.55%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M165K0.01%Q1 202617
UBS Group AG
CIK 0001610520
$8M162K0.00%Q1 202618
Financially Speaking Inc
CIK 0002040901
$8M151K36.60%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$7M134K0.00%Q1 202620
TABLEAUX LLC
CIK 0002060663
$7M132K3.21%Q1 2026
Page 1 of 7
111 more holders available. Log in →