DOSSIER · 13F Holders · Q3 2026
FAAA

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 316188838·25 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$25M
visible holders
Holders
25
filers reporting
Concentration
48.71%
Northland Capital Management LLC #1
top holder share
AI Holders Summary · Q3 2026

25 institutions reported FAAA in Q3 2026. Northland Capital Management LLC leads at 48.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Northland Capital Management LLC
CIK 0001693032
$12M243K5.61%Q3 2026
02
Crumly & Associates Inc.
CIK 0001759578
$2M46K0.41%Q3 2026
03
Kestra Advisory Services, LLC
CIK 0001830819
$1M24K0.00%Q2 2026
04
ROYAL BANK OF CANADA
CIK 0001000275
$1M20K0.00%Q2 2026
05
IFS Advisors, LLC
CIK 0001765617
$833K17K0.25%Q3 2026
06
CHILDRESS CAPITAL ADVISORS, LLC
CIK 0001849561
$826K16K0.14%Q2 2026
07
MML INVESTORS SERVICES, LLC
CIK 0000701059
$802K16K0.00%Q2 2026
08
AdvisorNet Financial, Inc
CIK 0001409362
$751K15K0.03%Q3 2026
09
Ameritas Advisory Services, LLC
CIK 0001901275
$639K13K0.01%Q2 2026
10
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$598K12K0.00%Q2 2026
11
FMR LLC
CIK 0000315066
$550K11K0.00%Q2 2026
12
Presidio Capital Management, LLC
CIK 0001931750
$485K10K0.12%Q2 2026
13
IFP Advisors, Inc
CIK 0001641866
$460K9K0.01%Q3 2026
14
Family Office Research LLC
CIK 0002041267
$444K9K0.17%Q3 2026
15
Trust Investment Advisors
CIK 0001597690
$425K8K0.19%Q3 2026
16
Sugar Maple Asset Management, LLC
CIK 0002012673
$402K8K0.23%Q3 2026
17
Castleview Partners, LLC
CIK 0001737088
$344K7K0.15%Q3 2026
18
Sunbelt Securities, Inc.
CIK 0001632932
$303K6K0.02%Q1 2026
19
CLG LLC
CIK 0002059872
$261K5K0.05%Q3 2026
20
INSPIRION WEALTH ADVISORS, LLC
CIK 0001633448
$252K5K0.03%Q3 2026
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