13F Insight
DOSSIER · 13F Holders · Q2 2026
FIGB

FIDELITY MERRIMACK STR TR

66 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 316188606·66 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$141M
visible holders
Holders
66
filers reporting
Concentration
34.56%
Heartland Bank & Trust Co #1
top holder share
AI Holders Summary · Q2 2026

66 institutions reported FIGB in Q2 2026. Heartland Bank & Trust Co leads at 34.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Heartland Bank & Trust Co
CIK 0001866040
$49M1.1M10.05%Q2 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$15M358K0.02%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$13M295K0.00%Q2 202604
Clarity Retirement & Wealth, LLC
CIK 0002103352
$10M222K6.57%Q2 202605
Anson Capital, Inc.
CIK 0001906003
$9M219K6.11%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M183K0.00%Q2 202607
Advyzon Investment Management, LLC
CIK 0002011872
$8M175K0.67%Q1 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M76K0.00%Q2 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M73K0.00%Q2 202610
Kestra Advisory Services, LLC
CIK 0001830819
$3M70K0.01%Q2 202611
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M68K0.00%Q2 202612
Noble Wealth Management PBC
CIK 0002055065
$3M63K1.21%Q2 202613
Cetera Investment Advisers
CIK 0001666741
$3M63K0.00%Q2 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M51K0.00%Q2 202615
Boston Partners
CIK 0001386060
$2M49K0.00%Q2 202616
CITADEL ADVISORS LLC
CIK 0001423053
$2M41K0.00%Q2 202617
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M38K0.00%Q2 202618
JPMORGAN CHASE & CO
CIK 0000019617
$2M36K0.00%Q2 202619
IFP Advisors, Inc
CIK 0001641866
$1M34K0.03%Q2 202620
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$1M33K0.01%Q2 2025
Page 1 of 4
46 more holders available. Log in →