13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
FLTB

FIDELITY MERRIMACK STR TR

84 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 316188200·84 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.6%
vs prior quarter
13F value held
$187M
70.0% inst. owned
of float
Holders
84
-119 QoQ
filers reporting
Activity
+63 / −66
+877 added · −661 reduced
this quarter
Concentration
22.71%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

84 institutions reported FLTB in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 22.7% of the visible book. -119 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$42M843K0.00%Q1 202602
UBS Group AG
CIK 0001610520
$23M451K0.00%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$19M374K0.01%Q1 202604
MORGAN STANLEY
CIK 0000895421
$17M333K0.00%Q1 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$17M328K0.02%Q1 202606
LPL Financial LLC
CIK 0001403438
$15M298K0.00%Q1 202607
Holos Integrated Wealth LLC
CIK 0002080096
$8M163K4.15%Q1 202608
ROYAL BANK OF CANADA
CIK 0001000275
$6M125K0.00%Q1 202609
Global Retirement Partners, LLC
CIK 0001749744
$4M88K0.08%Q4 202510
Regal Investment Advisors LLC
CIK 0001559789
$4M88K0.25%Q1 202611
Kestra Advisory Services, LLC
CIK 0001830819
$4M82K0.02%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M80K0.01%Q1 202613
Salus Financial Advisors, LLC
CIK 0002056601
$4M73K2.15%Q1 202614
Sanctuary Advisors, LLC
CIK 0001777271
$4M72K0.02%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$3M60K0.00%Q1 202616
Savant Capital, LLC
CIK 0001482880
$3M56K0.01%Q1 202617
ASSETMARK, INC
CIK 0001344551
$3M53K0.01%Q4 202518
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M54K0.00%Q1 202619
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3M54K0.00%Q1 202620
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$2M37K0.12%Q1 2026
Page 1 of 5
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