142 institutions reported holding $497.0M of FIDELITY MERRIMACK STR TR (FLDR) in SEC 13F filings for 2026-03-31. Largest institutional holders: WELLS FARGO & COMPANY/MN ($53.8M), RAYMOND JAMES FINANCIAL INC ($43.6M), COMMONWEALTH EQUITY SERVICES, LLC ($42.2M), Athena Wealth Management, LLC ($37.0M), LPL Financial LLC ($25.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $53.8M | 1.1M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $43.6M | 870,766 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $42.2M | 844,053 | Added |
| 4 | Athena Wealth Management, LLC | $37.0M | 739,317 | Trimmed |
| 5 | LPL Financial LLC | $25.9M | 518,353 | Trimmed |
| 6 | AE Wealth Management LLC | $21.4M | 427,308 | Added |
| 7 | MORGAN STANLEY | $17.6M | 351,356 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $16.3M | 325,763 | Added |
| 9 | Kestra Advisory Services, LLC | $15.1M | 302,142 | Added |
| 10 | MML INVESTORS SERVICES, LLC | $12.8M | 256,470 | Trimmed |
| 11 | CITADEL ADVISORS LLC | $10.7M | 214,147 | New |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $9.5M | 189,036 | Trimmed |
| 13 | WealthTrust Axiom LLC | $8.8M | 176,586 | Added |
| 14 | Koshinski Asset Management, Inc. | $8.8M | 175,834 | Added |
| 15 | OSAIC HOLDINGS, INC. | $8.3M | 164,979 | Trimmed |
| 16 | UBS Group AG | $8.1M | 161,625 | Trimmed |
| 17 | Financially Speaking Inc | $7.5M | 150,585 | Trimmed |
| 18 | Sowell Financial Services LLC | $7.4M | 148,563 | Added |
| 19 | Royal Bank of Canada | $6.7M | 134,333 | Added |
| 20 | TABLEAUX LLC | $6.6M | 132,367 | Added |
| 21 | PERSPECTIVE WEALTH ADVISORS LLC | $6.2M | 123,585 | Added |
| 22 | RCS Financial Planning, LLC | $6.2M | 122,905 | Added |
| 23 | Arete Wealth Advisors, LLC | $6.0M | 120,505 | Added |
| 24 | PLANNING DIRECTIONS INC | $6.0M | 119,909 | Added |
| 25 | Kraft, Davis & Associates, LLC | $5.8M | 115,847 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31