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 |
|---|---|---|---|---|---|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
82,342
shares
|
$4.14 Million
1.65% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
77,264
shares
|
$3.89 Million
0.43% of portfolio
|
Q4 2023
Reduced 12.97%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
69,918
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
69,067
shares
|
$3.47 Million
2.04% of portfolio
|
Q3 2025
Added 10.55%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
67,619
shares
|
$3.4 Million
1.54% of portfolio
|
Q4 2025
Added 9.08%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
66,000
shares
|
$3.32 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
65,125
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2025
Added 18.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
64,379
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
57,865
shares
|
$2.91 Million
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
53,720
shares
|
$2.7 Million
0.29% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 16, 2026 Q4 2025 |
47,600
shares
|
$2.39 Million
1.51% of portfolio
|
Q4 2025
Added 19.75%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
44,088
shares
|
$2.22 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
41,560
shares
|
$2.09 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
38,002
shares
|
$1.91 Million
0.89% of portfolio
|
Q3 2025
Added 93.13%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
34,930
shares
|
$1.76 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Oct 09, 2025 Q3 2025 |
27,571
shares
|
$1.39 Million
0.58% of portfolio
|
Q3 2025
Added 26.31%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
27,468
shares
|
$1.38 Million
0.07% of portfolio
|
Q3 2025
Added 13.71%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
24,883
shares
|
$1.25 Million
0.89% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
24,678
shares
|
$1.24 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
24,315
shares
|
$1.22 Million
0.27% of portfolio
|
Q3 2022
Reduced 5.08%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
22,006
shares
|
$1.11 Million
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
20,038
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
16,522
shares
|
$831,221
0.35% of portfolio
|
Q4 2025
Added 4.35%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 20, 2026 Q4 2025 |
15,608
shares
|
$785,238
0.61% of portfolio
|
Q4 2025
Reduced 6.98%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
14,746
shares
|
$741,871
0.02% of portfolio
|
Q4 2025
New holding
|
|