DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
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
4.8%
vs prior quarter
13F value held
$384M
66.0% inst. owned
of float
Holders
17
+109 QoQ
filers reporting
Activity
+75 / −83
+784 added · −725 reduced
this quarter
Concentration
96.17%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

17 institutions reported FLDB in Q1 2026. FMR LLC leads at 96.2% of the visible book. +109 net new institutions vs prior quarter — accumulation reading.

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
$7M139K2.13%Q1 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
$737,50615K0.00%Q1 2026
07
&PARTNERS
CIK 0000107136
$729,97715K0.00%Q1 2026
08
LPL Financial LLC
CIK 0001403438
$666,67213K0.00%Q1 2026
09
NWAM LLC
CIK 0001655006
$366,1407K0.02%Q1 2026
10
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$363,5027K0.00%Q1 2026
11
RCS Financial Planning, LLC
CIK 0001963347
$340,7307K0.18%Q1 2026
12
Midwest Financial Network, LLC
CIK 0002137280
$222,2564K0.18%Q1 2026
13
Advisory Services Network, LLC
CIK 0001573876
$39,4007830.00%Q1 2026
14
OSAIC HOLDINGS, INC.
CIK 0001677044
$24,5764880.00%Q1 2026
15
Cornerstone Planning Group LLC
CIK 0001822587
$18,7933720.00%Q4 2025
16
IFP Advisors, Inc
CIK 0001641866
$1,359270.00%Q1 2026
17
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025