DOSSIER · 13F Holders · Q3 2026

FIDELITY MERRIMACK STR TR

25 institutions still hold FIDELITY MERRIMACK STR TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316188879·25 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$9M
visible holders
Holders
25
filers reporting
Concentration
20.99%
InTrack Investment Management Inc #1
top holder share
AI Holders Summary · Q3 2026

25 institutions reported FIDELITY MERRIMACK STR TR in Q3 2026. InTrack Investment Management Inc leads at 21.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
InTrack Investment Management Inc
CIK 0001847343
$2M43K0.96%Q3 2026
02
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M32K0.00%Q3 2026
03
AdvisorNet Financial, Inc
CIK 0001409362
$1M27K0.06%Q3 2026
04
BG Investment Services, Inc.
CIK 0001873989
$805K17K0.12%Q3 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$803K16K0.00%Q2 2026
06
Koshinski Asset Management, Inc.
CIK 0001633389
$421K9K0.02%Q3 2026
07
MORGAN STANLEY
CIK 0000895421
$391K8K0.00%Q2 2026
08
Arkadios Wealth Advisors
CIK 0001800798
$389K8K0.01%Q2 2026
09
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$333K7K0.00%Q1 2026
10
Clarity Asset Management, Inc.
CIK 0001756759
$289K6K0.14%Q3 2026
11
Avidian Wealth Enterprises, LLC
CIK 0001471474
$253K5K0.01%Q3 2026
12
Sunbelt Securities, Inc.
CIK 0001632932
$220K4K0.01%Q1 2026
13
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$208K4K0.00%Q3 2026
14
J.W. COLE ADVISORS, INC.
CIK 0001404763
$203K4K0.00%Q3 2026
15
BROWN, LISLE/CUMMINGS, INC.
CIK 0000014745
$202K4K0.04%Q3 2026
16
TD Waterhouse Canada Inc.
CIK 0001999606
$88K2K0.00%Q3 2026
17
ROYAL BANK OF CANADA
CIK 0001000275
$49K1K0.00%Q2 2026
18
JPMORGAN CHASE & CO
CIK 0000019617
$35K6980.00%Q2 2026
19
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$25K5440.00%Q3 2026
20
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CIK 0000717799
$23K4680.00%Q2 2026
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