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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
7,290
shares
|
$366,759
0.0% of portfolio
|
Q4 2025
Added 0.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,550
shares
|
$329,530
0.0% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
6,461
shares
|
$325,052
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
6,431
shares
|
$323,543
0.04% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
6,430
shares
|
$323,493
0.01% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
6,084
shares
|
$306,086
0.03% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,056
shares
|
$304,677
0.01% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
6,000
shares
|
$301,860
0.0% of portfolio
|
Q4 2025
Reduced 45.45%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
5,965
shares
|
$300,099
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,098
shares
|
$256,480
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,094
shares
|
$256,279
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Parkside Investments, LLC
|
Nov 10, 2025 Q3 2025 |
5,000
shares
|
$251,550
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
4,479
shares
|
$225,338
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
4,429
shares
|
$222,822
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
4,283
shares
|
$215,477
0.14% of portfolio
|
Q4 2025
Added 2.2%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,697
shares
|
$135,686
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
2,355
shares
|
$118,480
0.03% of portfolio
|
Q4 2025
Added 0.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
2,000
shares
|
$100,620
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,981
shares
|
$99,664
0.0% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,896
shares
|
$95,387
0.01% of portfolio
|
Q4 2025
Added 1.12%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,762
shares
|
$88,646
0.0% of portfolio
|
Q3 2025
Reduced 31.6%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,032
shares
|
$51,919
0.0% of portfolio
|
Q3 2025
Reduced 63.31%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
825
shares
|
$41,505
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
808
shares
|
$40,650
0.0% of portfolio
|
Q3 2025
Added 60.96%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
686
shares
|
$34,512
0.02% of portfolio
|
Q1 2023
Reduced 91.3%
|
|