DOSSIER · 13F Holders · Q2 2026

FIDELITY MERRIMACK STR TR

22 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 316188879·22 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$8M
visible holders
Holders
22
filers reporting
Concentration
18.55%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

22 institutions reported FIDELITY MERRIMACK STR TR in Q2 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 18.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M29K0.00%Q2 2026
02
InTrack Investment Management Inc
CIK 0001847343
$1M24K0.59%Q2 2026
03
OSAIC HOLDINGS, INC.
CIK 0001677044
$803K16K0.00%Q2 2026
04
BG Investment Services, Inc.
CIK 0001873989
$586K12K0.42%Q2 2026
05
AdvisorNet Financial, Inc
CIK 0001409362
$533K11K0.02%Q2 2026
06
Koshinski Asset Management, Inc.
CIK 0001633389
$451K9K0.02%Q2 2026
07
MORGAN STANLEY
CIK 0000895421
$391K8K0.00%Q2 2026
08
Arkadios Wealth Advisors
CIK 0001800798
$389K8K0.01%Q2 2026
09
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$345K7K0.00%Q1 2026
10
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$333K7K0.00%Q1 2026
11
Clarity Asset Management, Inc.
CIK 0001756759
$321K7K0.16%Q2 2026
12
Avidian Wealth Enterprises, LLC
CIK 0001471474
$267K5K0.01%Q2 2026
13
J.W. COLE ADVISORS, INC.
CIK 0001404763
$254K5K0.00%Q2 2026
14
Sunbelt Securities, Inc.
CIK 0001632932
$220K4K0.01%Q1 2026
15
ROYAL BANK OF CANADA
CIK 0001000275
$49K1K0.00%Q2 2026
16
TD Waterhouse Canada Inc.
CIK 0001999606
$35K7140.00%Q2 2026
17
JPMORGAN CHASE & CO
CIK 0000019617
$35K6980.00%Q2 2026
18
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$27K5390.00%Q2 2026
19
BANK OF MONTREAL /CAN/
CIK 0000927971
$16K3150.00%Q2 2026
20
CWM, LLC
CIK 0001535847
$12K2440.00%Q1 2026
Page 1 of 2
2 more holders available. Log in →