DOSSIER · 13F Holders · Q1 2026
FLDB

FIDELITY MERRIMACK STR TR

17 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 316188861·17 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$384M
visible holders
Holders
17
filers reporting
Concentration
96.12%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

One firm is the entire institutional-ownership story at Fidelity Merrimack Street Trust (FLDB): Midwest Financial Network, LLC, holding the entirety of the $462,547 in tracked institutional value. This quarter that holder more than doubled its stake, share count rising from 4,417 to 9,205 — a 108% increase representing a genuine $240,595 real addition. With no other institutional owner on record, there is no holder concentration or crowding pattern to weigh — Midwest Financial Network's own buying is the entire institutional-ownership story for this security.

A single holder, and it added meaningfully

This quarter, Midwest Financial Network's share count rose from 4,417 to 9,205 — a 108% increase and a genuine $240,595 real addition, more than doubling its position. There is no accompanying activity from any other institutional filer to compare it against.

Top holders

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

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$369M7.3M0.02%Q1 2026
02
HARMONY ASSET MANAGEMENT LLC
CIK 0002002815
$7M139K1.87%Q2 2026
03
JPMORGAN CHASE & CO
CIK 0000019617
$2M33K0.00%Q1 2026
04
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M29K0.00%Q1 2026
05
Pathstone Holdings, LLC
CIK 0002011612
$1M22K0.00%Q1 2026
06
Cetera Investment Advisers
CIK 0001666741
$738K15K0.00%Q1 2026
07
&PARTNERS
CIK 0000107136
$730K15K0.00%Q1 2026
08
LPL Financial LLC
CIK 0001403438
$667K13K0.00%Q1 2026
09
Midwest Financial Network, LLC
CIK 0002137280
$463K9K0.32%Q2 2026
10
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$364K7K0.00%Q1 2026
11
NWAM LLC
CIK 0001655006
$350K7K0.02%Q2 2026
12
RCS Financial Planning, LLC
CIK 0001963347
$342K7K0.16%Q2 2026
13
Advisory Services Network, LLC
CIK 0001573876
$39K7830.00%Q1 2026
14
OSAIC HOLDINGS, INC.
CIK 0001677044
$25K4880.00%Q1 2026
15
Cornerstone Planning Group LLC
CIK 0001822587
$19K3720.00%Q4 2025
16
IFP Advisors, Inc
CIK 0001641866
$1K270.00%Q2 2026
17
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025