DOSSIER · 13F Holders · Q2 2026
FLDB

FIDELITY MERRIMACK STR TR

20 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 316188861·20 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$385M
visible holders
Holders
20
filers reporting
Concentration
95.85%
FMR LLC #1
top holder share
AI Holders Summary · Q2 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.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

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

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$369M7.3M0.02%Q2 2026
02
HARMONY ASSET MANAGEMENT LLC
CIK 0002002815
$7M139K1.87%Q2 2026
03
JPMORGAN CHASE & CO
CIK 0000019617
$2M35K0.00%Q2 2026
04
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M33K0.00%Q2 2026
05
Pathstone Holdings, LLC
CIK 0002011612
$1M22K0.00%Q2 2026
06
LPL Financial LLC
CIK 0001403438
$979K19K0.00%Q2 2026
07
&PARTNERS
CIK 0000107136
$762K15K0.00%Q2 2026
08
OLD MISSION CAPITAL LLC
CIK 0001455915
$580K12K0.01%Q2 2026
09
Cetera Investment Advisers
CIK 0001666741
$556K11K0.00%Q2 2026
10
Midwest Financial Network, LLC
CIK 0002137280
$463K9K0.32%Q2 2026
11
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$364K7K0.00%Q1 2026
12
NWAM LLC
CIK 0001655006
$350K7K0.02%Q2 2026
13
RCS Financial Planning, LLC
CIK 0001963347
$342K7K0.16%Q2 2026
14
Integrated Wealth Concepts LLC
CIK 0001737109
$51K1K0.00%Q2 2026
15
OSAIC HOLDINGS, INC.
CIK 0001677044
$25K4940.00%Q2 2026
16
Cornerstone Planning Group LLC
CIK 0001822587
$19K3730.00%Q2 2026
17
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119
$3K640.00%Q2 2026
18
IFG Advisory, LLC
CIK 0001728319
$3K550.00%Q2 2026
19
IFP Advisors, Inc
CIK 0001641866
$1K270.00%Q2 2026
20
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025