15 institutions reported holding $383.9M of FIDELITY MERRIMACK STR TR (FLDB) in SEC 13F filings for 2026-03-31. Largest institutional holders: FMR LLC ($369.4M), HARMONY ASSET MANAGEMENT LLC ($7.0M), JPMORGAN CHASE & CO ($1.6M), ENVESTNET ASSET MANAGEMENT INC ($1.4M), Pathstone Holdings, LLC ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $369.4M | 7.3M | Added |
| 2 | HARMONY ASSET MANAGEMENT LLC | $7.0M | 138,723 | New |
| 3 | JPMORGAN CHASE & CO | $1.6M | 32,717 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 28,784 | Trimmed |
| 5 | Pathstone Holdings, LLC | $1.1M | 22,213 | Hold |
| 6 | Cetera Investment Advisers | $737,506 | 14,657 | Trimmed |
| 7 | &PARTNERS | $729,977 | 14,612 | Trimmed |
| 8 | LPL Financial LLC | $666,672 | 13,249 | Added |
| 9 | NWAM LLC | $366,140 | 7,276 | Added |
| 10 | JANE STREET GROUP, LLC | $363,502 | 7,224 | New |
| 11 | RCS Financial Planning, LLC | $340,730 | 6,749 | New |
| 12 | Advisory Services Network, LLC | $39,400 | 783 | New |
| 13 | OSAIC HOLDINGS, INC. | $24,576 | 488 | Trimmed |
| 14 | Cornerstone Planning Group LLC | $18,719 | 373 | Added |
| 15 | IFP Advisors, Inc | $1,359 | 27 | Added |
Source: SEC Form 13F filings · as of 2026-03-31