Who Owns FIDELITY MERRIMACK STR TR (FTBD)? -- Institutional Holders (2026-03-31)
24 institutions reported holding $7.1M of FIDELITY MERRIMACK STR TR (FTBD) in SEC 13F filings for 2026-03-31. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($1.2M), CITADEL ADVISORS LLC ($1.1M), Koshinski Asset Management, Inc. ($669,172), OSAIC HOLDINGS, INC. ($590,923), BG Investment Services, Inc. ($547,300). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 24,673 | Added |
| 2 | CITADEL ADVISORS LLC | $1.1M | 21,532 | New |
| 3 | Koshinski Asset Management, Inc. | $669,172 | 13,614 | Hold |
| 4 | OSAIC HOLDINGS, INC. | $590,923 | 12,019 | Added |
| 5 | BG Investment Services, Inc. | $547,300 | 11,135 | Added |
| 6 | InTrack Investment Management Inc | $468,575 | 9,533 | Added |
| 7 | Avidian Wealth Enterprises, LLC | $393,226 | 8,000 | Hold |
| 8 | Arkadios Wealth Advisors | $390,858 | 7,951 | Added |
| 9 | AdvisorNet Financial, Inc | $354,395 | 7,210 | New |
| 10 | Cambridge Investment Research Advisors, Inc. | $345,000 | 7,011 | New |
| 11 | JANE STREET GROUP, LLC | $332,571 | 6,766 | New |
| 12 | Clarity Asset Management, Inc. | $300,276 | 6,109 | New |
| 13 | Sunbelt Securities, Inc. | $219,998 | 4,476 | Added |
| 14 | Advisory Services Network, LLC | $88,679 | 1,804 | New |
| 15 | Royal Bank of Canada | $49,000 | 1,004 | Hold |
| 16 | TD Waterhouse Canada Inc. | $35,072 | 714 | Trimmed |
| 17 | JPMORGAN CHASE & CO | $28,286 | 578 | Added |
| 18 | Farther Finance Advisors, LLC | $15,651 | 318 | Hold |
| 19 | BANK OF MONTREAL /CAN/ | $15,483 | 315 | Trimmed |
| 20 | CWM, LLC | $11,993 | 244 | New |
| 21 | CREATIVE FINANCIAL DESIGNS INC /ADV | $10,557 | 215 | Added |
| 22 | UBS Group AG | $1,819 | 37 | Added |
| 23 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 24 | J.W. COLE ADVISORS, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31