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

FIDELITY MERRIMACK STR TR

56 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 316188705·56 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$9.6B
visible holders
Holders
56
filers reporting
Concentration
99.26%
FMR LLC #1
top holder share
AI Holders Summary · Q2 2026

56 institutions reported FSEC in Q2 2026. FMR LLC leads at 99.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$9.6B218.0M0.41%Q2 202602
Cetera Investment Advisers
CIK 0001666741
$21M470K0.02%Q2 202603
Global Wealth Strategies & Associates
CIK 0001912297
$9M213K1.77%Q2 202604
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$8M183K0.00%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M136K0.00%Q2 202606
CITADEL ADVISORS LLC
CIK 0001423053
$5M122K0.00%Q4 202507
JPMORGAN CHASE & CO
CIK 0000019617
$5M103K0.00%Q2 202608
Kestra Advisory Services, LLC
CIK 0001830819
$3M75K0.01%Q2 202609
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M69K0.01%Q2 202610
&PARTNERS
CIK 0000107136
$2M38K0.01%Q2 202611
Midwest Financial Network, LLC
CIK 0002137280
$2M35K1.04%Q2 202612
RCS Financial Planning, LLC
CIK 0001963347
$1M27K0.56%Q2 202613
Evergreen Wealth Solutions, LLC
CIK 0001904432
$1M27K0.06%Q2 202614
Creative Planning
CIK 0001540235
$1M26K0.00%Q2 202615
LPL Financial LLC
CIK 0001403438
$942K21K0.00%Q2 202616
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$858K20K0.00%Q2 202617
Focus Partners Wealth
CIK 0001542153
$732K17K0.00%Q2 202618
Synergy Asset Management, LLC
CIK 0001699080
$618K14K0.06%Q2 202619
High Falls Advisors, Inc
CIK 0001569139
$543K12K0.11%Q4 202520
Capital Investment Advisors, LLC
CIK 0001582732
$496K11K0.01%Q2 2026
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