Who Owns FIDELITY MERRIMACK STR TR (FLDR)? -- Institutional Holders (2026-06-30)

69 institutions reported holding $233.4M of FIDELITY MERRIMACK STR TR (FLDR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Athena Wealth Management, LLC ($40.7M), COMMONWEALTH EQUITY SERVICES, LLC ($34.5M), AE Wealth Management LLC ($22.8M), Kestra Advisory Services, LLC ($20.4M), WEALTH MANAGEMENT RESOURCES, INC. ($15.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Athena Wealth Management, LLC$40.7M812,484Added
2COMMONWEALTH EQUITY SERVICES, LLC$34.5M689,383Trimmed
3AE Wealth Management LLC$22.8M454,714Added
4Kestra Advisory Services, LLC$20.4M406,348Added
5WEALTH MANAGEMENT RESOURCES, INC.$15.2M304,171New
6ENVESTNET ASSET MANAGEMENT INC$10.4M207,532Added
7Sowell Financial Services LLC$9.3M185,411Added
8Koshinski Asset Management, Inc.$9.1M180,663Added
9Financially Speaking Inc$7.5M150,614Added
10RCS Financial Planning, LLC$6.3M125,130Added
11Kraft, Davis & Associates, LLC$5.6M112,561Trimmed
12HOWARD WEALTH MANAGEMENT, LLC$5.1M102,249Added
13Lakeridge Wealth Management LLC$4.0M80,545Added
14LOWERY THOMAS, LLC$3.7M74,205Trimmed
15Huntleigh Advisors, Inc.$3.7M73,273Trimmed
16Cottage Street Advisors LLC$3.5M69,659Added
17NWF Advisory Services Inc.$3.4M68,816Trimmed
18Great Lakes Retirement, Inc.$3.3M65,650Added
19Cambridge Investment Research Advisors, Inc.$3.1M61,112Trimmed
20Strategic Blueprint, LLC$2.2M43,160Added
21TradeWell Securities, LLC.$1.8M36,024Added
22Kastel Capital Advisors, LLC$1.7M34,048New
23PFG Advisors$1.5M30,696New
24FCG Investment Co$1.3M26,905Trimmed
25DAVENPORT & Co LLC$1.2M24,700Added

Source: SEC Form 13F filings · as of 2026-06-30