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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
200
shares
|
$10,062
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
185
shares
|
$9,307
0.0% of portfolio
|
Q4 2025
Added 5.71%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
163
shares
|
$8,200
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
161
shares
|
$8,099
0.0% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
153
shares
|
$7,697
0.0% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
150
shares
|
$7,546
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
107
shares
|
$5,383
0.0% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
97
shares
|
$4,880
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
71
shares
|
$3,572
0.04% of portfolio
|
Q2 2025
Added 2266.67%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
29
shares
|
$1,458
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
23
shares
|
$1,157
0.0% of portfolio
|
Q2 2025
Reduced 55.77%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
13
shares
|
$654
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|