13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
FIGB

FIDELITY MERRIMACK STR TR

57 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 316188606·57 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.7%
vs prior quarter
13F value held
$78M
54.0% inst. owned
of float
Holders
57
-81 QoQ
filers reporting
Activity
+95 / −34
+817 added · −869 reduced
this quarter
Concentration
16.02%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

57 institutions reported FIGB in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 16.0% of the visible book. -81 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M291K0.00%Q1 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$12M285K0.02%Q1 202603
Clarity Retirement & Wealth, LLC
CIK 0002103352
$9M209K7.26%Q1 202604
Anson Capital, Inc.
CIK 0001906003
$9M205K6.04%Q1 202605
Advyzon Investment Management, LLC
CIK 0002011872
$8M175K0.67%Q1 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M71K0.00%Q1 202607
Kestra Advisory Services, LLC
CIK 0001830819
$3M71K0.01%Q1 202608
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M65K0.01%Q1 202609
Noble Wealth Management PBC
CIK 0002055065
$2M57K1.24%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$2M57K0.00%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M51K0.00%Q1 202612
Boston Partners
CIK 0001386060
$2M49K0.00%Q1 202613
JPMORGAN CHASE & CO
CIK 0000019617
$1M34K0.00%Q1 202614
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$1M33K0.01%Q2 202515
Bill Few Associates, Inc.
CIK 0001914644
$1M32K0.33%Q1 202616
IFP Advisors, Inc
CIK 0001641866
$1M28K0.03%Q1 202617
Core Wealth Advisors, Inc.
CIK 0001770532
$1M28K0.29%Q1 202618
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$1M26K0.00%Q4 202519
Davis Wealth Advisors, LLC
CIK 0002104502
$1M24K0.85%Q1 202620
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$939,87022K0.01%Q1 2026
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