Institutional Ownership Fidelity Merrimack Str Tr Low (FLDR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Low (FLDR). We have compiled data on the 114 institutions that hold shares in the stock, with a total of 7.67 Million shares, which have been reported (via 13F filing form) to have a value of $386 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
994,606
shares
|
$50 Million
0.01% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
617,681
shares
|
$31.1 Million
0.01% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
474,214
shares
|
$23.9 Million
0.01% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
438,310
shares
|
$22.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 22.99%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
364,866
shares
|
$18.4 Million
0.0% of portfolio
|
Q3 2025
Added 42.53%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
340,054
shares
|
$17.1 Million
0.13% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
303,996
shares
|
$15.3 Million
0.0% of portfolio
|
Q3 2025
Added 19.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
300,102
shares
|
$15.1 Million
0.04% of portfolio
|
Q3 2025
Added 108.58%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
235,557
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2025
Added 205.92%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
195,904
shares
|
$9.86 Million
0.05% of portfolio
|
Q3 2025
Added 11.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
187,397
shares
|
$9.43 Million
0.01% of portfolio
|
Q3 2025
Added 12.83%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jan 14, 2026 Q4 2025 |
173,373
shares
|
$8.72 Million
1.95% of portfolio
|
Q4 2025
Added 25.53%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
172,676
shares
|
$8.69 Million
0.0% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
164,055
shares
|
$8.25 Million
0.1% of portfolio
|
Q4 2025
Added 17.29%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
145,824
shares
|
$7.34 Million
0.12% of portfolio
|
Q3 2025
Added 18.66%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
125,000
shares
|
$6.29 Million
1.75% of portfolio
|
Q3 2025
Added 100.48%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
121,192
shares
|
$6.1 Million
2.63% of portfolio
|
Q4 2025
Added 8.13%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
120,241
shares
|
$6.05 Million
3.96% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
117,274
shares
|
$5.9 Million
1.0% of portfolio
|
Q3 2025
Reduced 29.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
117,231
shares
|
$5.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 39.58%
|
|
|
Planning Directions Inc
|
Jan 20, 2026 Q4 2025 |
113,546
shares
|
$5.71 Million
2.97% of portfolio
|
Q4 2025
Reduced 4.58%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
107,784
shares
|
$5.42 Million
3.55% of portfolio
|
Q3 2025
Reduced 41.83%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
101,110
shares
|
$5.09 Million
0.32% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
100,609
shares
|
$5.06 Million
0.0% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
85,509
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|