FLDRFIDELITY MERRIMACK STR TR
CUSIP 316188408 · Yahoo Finance ↗ · Google Finance ↗
Fidelity Merrimack Str Tr (FLDR) has 126 institutional holders in Filings Flow’s 13F database, together reporting 9.95M shares worth $498M as of Q1 2026. The largest reported holders are Wells Fargo & Company/Mn, Raymond James Financial Inc, and Commonwealth Equity Services, LLC.
Institutional Holders
126
Q1 2026
Reported Value
$498M
Ticker
FLDR
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Athena Wealth Management, LLC$122M AUM | 30.27% | $37M | 739.3K | Q1 2026 |
| Cedar Point Capital Partners, LLC$154M AUM | 4.05% | $6M | 126.3K | Q4 2025OLDER |
| PERSPECTIVE WEALTH ADVISORS LLC$154M AUM | 4.01% | $6M | 123.6K | Q1 2026 |
| TABLEAUX LLC$206M AUM | 3.21% | $7M | 132.4K | Q1 2026 |
| RCS Financial Planning, LLC$193M AUM | 3.20% | $6M | 122.9K | Q1 2026 |
| PLANNING DIRECTIONS INC$198M AUM | 3.04% | $6M | 119.9K | Q1 2026 |
| WealthTrust Axiom LLC$406M AUM | 2.17% | $9M | 176.6K | Q1 2026 |
| LOWERY THOMAS, LLC$175M AUM | 2.16% | $4M | 75.4K | Q1 2026 |
| Trask Adam Roland$106M AUM | 1.73% | $2M | 36.4K | Q1 2026 |
| Lakeridge Wealth Management LLC$233M AUM | 1.60% | $4M | 74.2K | Q1 2026 |
| Schwallier Wealth Management LLC$137M AUM | 1.52% | $2M | 41.7K | Q1 2026 |
| Cottage Street Advisors LLC$231M AUM | 1.36% | $3M | 62.7K | Q1 2026 |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 1.32% | $3M | 62.5K | Q1 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 1.24% | $6M | 115.8K | Q1 2026 |
| Flavin Financial Services, Inc.$149M AUM | 0.97% | $1M | 28.9K | Q1 2026 |
| FCG Investment Co$228M AUM | 0.91% | $2M | 41.5K | Q1 2026 |
| Huntleigh Advisors, Inc.$585M AUM | 0.89% | $5M | 103.8K | Q1 2026 |
| TradeWell Securities, LLC.$237M AUM | 0.70% | $2M | 33.2K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.55% | $9M | 175.8K | Q1 2026 |
| Sugar Maple Asset Management, LLC$165M AUM | 0.53% | $784,002 | 15.6K | Q4 2025OLDER |
| Andrew Hill Investment Advisors, Inc.$112M AUM | 0.50% | $656,056 | 13.1K | Q4 2025OLDER |
| Elm3 Financial Group, LLC$118M AUM | 0.46% | $548,008 | 10.9K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.45% | $6M | 120.5K | Q1 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.40% | $4M | 71.3K | Q1 2026 |
| Fortis Capital Management LLC$977M AUM | 0.34% | $3M | 65.5K | Q1 2026 |
| Genesee Capital Advisors, LLC$239M AUM | 0.33% | $776,113 | 15.5K | Q1 2026 |
| Anson Capital, Inc.$146M AUM | 0.32% | $472,272 | 9.4K | Q1 2026 |
| Great Lakes Retirement, Inc.$967M AUM | 0.32% | $3M | 61.9K | Q1 2026 |
| Seed Wealth Management, Inc.$145M AUM | 0.30% | $435,435 | 8.7K | Q1 2026 |
| FORONJY FINANCIAL LLC$241M AUM | 0.30% | $714,409 | 14.3K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.27% | $7M | 148.6K | Q1 2026 |
| LongView Wealth Management$390M AUM | 0.25% | $1M | 20.2K | Q1 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.25% | $699,766 | 14.0K | Q1 2026 |
| HERBST GROUP, LLC$183M AUM | 0.21% | $332,793 | 6.6K | Q1 2026 |
| GK Wealth Management LLC$190M AUM | 0.15% | $222,469 | 4.4K | Q4 2025OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.14% | $215,135 | 4.3K | Q4 2025OLDER |
| Riverstone Advisors, LLC$203M AUM | 0.13% | $235,329 | 4.7K | Q2 2025OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.13% | $2M | 34.7K | Q4 2025OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.12% | $554,947 | 11.1K | Q1 2026 |
| Revisor Wealth Management LLC$362M AUM | 0.12% | $442,799 | 8.8K | Q1 2026 |
| SELDON CAPITAL LP$272M AUM | 0.12% | $327,928 | 6.6K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.12% | $21M | 427.3K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.12% | $2M | 39.7K | Q1 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.12% | $229,123 | 4.6K | Q2 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.11% | $8M | 165.6K | Q4 2025OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.10% | $492,304 | 9.8K | Q4 2025OLDER |
| GWN SECURITIES INC.$523M AUM | 0.08% | $434,424 | 8.7K | Q1 2026 |
| Virtus Wealth Solutions LLC$525M AUM | 0.08% | $398,598 | 8.0K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.07% | $504,696 | 10.1K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.07% | $3M | 52.6K | Q1 2026 |
| Southland Equity Partners LLC$571M AUM | 0.07% | $355,455 | 7.1K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.06% | $42M | 844.1K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.06% | $15M | 302.1K | Q1 2026 |
| WPG Advisers, LLC$136M AUM | 0.06% | $75,125 | 1.5K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $470,220 | 9.4K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.05% | $5M | 92.6K | Q1 2026 |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.05% | $665,665 | 13.3K | Q1 2026 |
| New England Private Wealth Advisors LLC$866M AUM | 0.04% | $364,226 | 7.3K | Q1 2026 |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.04% | $329,525 | 6.6K | Q1 2026 |
| Parkside Investments, LLC$823M AUM | 0.04% | $326,495 | 6.5K | Q4 2025OLDER |
| Addison Capital Co$562M AUM | 0.04% | $224,174 | 4.5K | Q1 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.04% | $863,163 | 17.2K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $562,374 | 11.2K | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $13M | 256.5K | Q1 2026 |
| Basepoint Wealth LLC$175M AUM | 0.03% | $58,909 | 1.2K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.03% | $598,098 | 11.9K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.03% | $100,100 | 2.0K | Q1 2026 |
| West Branch Capital LLC$430M AUM | 0.03% | $118,974 | 2.4K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.03% | $400,319 | 8.0K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.03% | $540,890 | 10.8K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.03% | $2M | 34.3K | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.03% | $108,198 | 2.2K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.03% | $738,127 | 14.7K | Q1 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.03% | $367,416 | 7.3K | Q2 2025OLDER |
| Colonial Trust Co / SC$735M AUM | 0.02% | $163,750 | 3.3K | Q2 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.02% | $444,354 | 8.9K | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 0.02% | $186,147 | 3.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $44M | 870.8K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $495,501 | 9.9K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $375,900 | 7.5K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $241,745 | 4.8K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $997,492 | 19.9K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $8M | 165.0K | Q1 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.01% | $425,743 | 8.5K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $421,690 | 8.4K | Q2 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $699,099 | 14.0K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $54M | 1.08M | Q1 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.01% | $8,659 | 173 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $26M | 518.4K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $243,740 | 4.9K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.01% | $175,175 | 3.5K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $257,072 | 5.1K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $527,494 | 10.5K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $326,679 | 6.5K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $340,084 | 6.8K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $1M | 20.0K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.01% | $95,928 | 1.9K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $5M | 99.9K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $4M | 85.0K | Q1 2026 |
| Decker Retirement Planning Inc.$221M AUM | 0.00% | $8,183 | 163 | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 83.4K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $681,749 | 13.6K | Q1 2026 |
| Clarity Asset Management, Inc.$198M AUM | 0.00% | $5,450 | 109 | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $210,614 | 4.2K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $9M | 189.0K | Q1 2026 |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.00% | $5,205 | 104 | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $329,329 | 6.6K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $11M | 214.1K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $128,792 | 2.6K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $21,371 | 427 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $45,395 | 907 | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $5,405 | 108 | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $5,405 | 108 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $7,508 | 150 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $66,566 | 1.3K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $247,798 | 5.0K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.00% | $7,379 | 147 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $8M | 161.6K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $16M | 325.8K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7M | 134.3K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $19M | 371.4K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $14,971 | 299 | Q2 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $25,069 | 501 | Q1 2026 |
| Mosley Wealth Management$221M AUM | 0.00% | $2,108 | 42 | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $21,290 | 425 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $28,533 | 570 | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $7,817 | 156 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $238,939 | 4.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $111,361 | 2.2K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $11,111 | 222 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $6,607 | 132 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 64.3K | Q1 2026 |
| Briaud Financial Planning Inc$381M AUM | 0.00% | $1,000 | 20 | Q2 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $207,708 | 4.2K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $33,370 | 667 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $1,451 | 29 | Q1 2026 |
| New Millennium Group LLC$231M AUM | 0.00% | $677 | 13 | Q4 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $13,604 | 271 | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 41.5K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $255,936 | 5.1K | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $47,920 | 954 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $3,952 | 79 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 32.9K | Q1 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $411 | 8 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $33,233 | 664 | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $804 | 16 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $96,190 | 1.9K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $613,654 | 12.3K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $1,175 | 23 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $480,840 | 9.6K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $25,275 | 505 | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $26 | 1 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3,968 | 79 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $20 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.