11 institutions reported holding $19.7M of FIDELITY MERRIMACK STR TR (FAAA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Northland Capital Management LLC ($12.1M), Cambridge Investment Research Advisors, Inc. ($2.8M), Kestra Advisory Services, LLC ($1.2M), Crumly & Associates Inc. ($897,925), CHILDRESS CAPITAL ADVISORS, LLC ($826,404). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Northland Capital Management LLC | $12.1M | 241,451 | New |
| 2 | Cambridge Investment Research Advisors, Inc. | $2.8M | 55,632 | Added |
| 3 | Kestra Advisory Services, LLC | $1.2M | 23,684 | New |
| 4 | Crumly & Associates Inc. | $897,925 | 17,903 | New |
| 5 | CHILDRESS CAPITAL ADVISORS, LLC | $826,404 | 16,477 | New |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $598,020 | 11,924 | Trimmed |
| 7 | Presidio Capital Management, LLC | $484,698 | 9,664 | New |
| 8 | Castleview Partners, LLC | $472,128 | 9,413 | New |
| 9 | KOM Wealth Management Group, LLC | $245,760 | 4,900 | New |
| 10 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $69,715 | 1,390 | New |
| 11 | Lodestone Wealth Management LLC | $18,016 | 359 | New |
Source: SEC Form 13F filings · as of 2026-06-30