Who Owns FIDELITY MERRIMACK STR TR (FLTB)? -- Institutional Holders (2026-03-31)

87 institutions reported holding $222.0M of FIDELITY MERRIMACK STR TR (FLTB) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($42.4M), UBS Group AG ($22.7M), ENVESTNET ASSET MANAGEMENT INC ($18.8M), MORGAN STANLEY ($16.7M), COMMONWEALTH EQUITY SERVICES, LLC ($16.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$42.4M843,161Added
2UBS Group AG$22.7M451,309Trimmed
3ENVESTNET ASSET MANAGEMENT INC$18.8M373,722Added
4MORGAN STANLEY$16.7M332,732Added
5COMMONWEALTH EQUITY SERVICES, LLC$16.5M328,373Trimmed
6LPL Financial LLC$15.0M297,835Added
7Holos Integrated Wealth LLC$8.2M163,463Added
8Cambridge Investment Research Advisors, Inc.$6.9M136,997Trimmed
9Royal Bank of Canada$6.3M124,656Added
10Regal Investment Advisors LLC$4.4M87,579Added
11Kestra Advisory Services, LLC$4.1M82,419Trimmed
12OSAIC HOLDINGS, INC.$4.0M80,358Trimmed
13Salus Financial Advisors, LLC$3.7M73,457Added
14Sanctuary Advisors, LLC$3.6M71,713Added
15Cetera Investment Advisers$3.0M59,991Added
16Savant Capital, LLC$2.8M56,000Added
17JANE STREET GROUP, LLC$2.7M53,679Added
18JONES FINANCIAL COMPANIES LLLP$2.7M53,581Added
19ASSETMARK, INC$2.6M52,625Trimmed
20B. Riley Wealth Advisors, Inc.$1.9M37,108Added
21Grey Ledge Advisors, LLC$1.8M36,334Added
22KESTRA PRIVATE WEALTH SERVICES, LLC$1.8M35,776Trimmed
23ISLAY CAPITAL MANAGEMENT, LLC$1.8M35,598Added
24Great Lakes Retirement, Inc.$1.7M32,706Added
25Koshinski Asset Management, Inc.$1.6M32,786Added

Source: SEC Form 13F filings · as of 2026-03-31