7 institutions reported holding $9.8M of FIDELITY MERRIMACK STR TR (FLDB) in SEC 13F filings for 2026-06-30. Largest institutional holders: HARMONY ASSET MANAGEMENT LLC ($7.0M), ENVESTNET ASSET MANAGEMENT INC ($1.7M), Midwest Financial Network, LLC ($462,547), NWAM LLC ($349,666), RCS Financial Planning, LLC ($341,729). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HARMONY ASSET MANAGEMENT LLC | $7.0M | 138,723 | Hold |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 32,892 | Added |
| 3 | Midwest Financial Network, LLC | $462,547 | 9,205 | New |
| 4 | NWAM LLC | $349,666 | 6,960 | Trimmed |
| 5 | RCS Financial Planning, LLC | $341,729 | 6,779 | Added |
| 6 | Cornerstone Planning Group LLC | $18,762 | 373 | Hold |
| 7 | IFP Advisors, Inc | $1,356 | 27 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30