CUSIP 316188101
FIDELITY MERRIMACK STR TR
99 institutions · $130.6M total · 7,885,208 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 247,217 | $11.8M | 3.13% | 2025-12-31 |
| 2 | Kestra Advisory Services, LLC | 240,905 | $11.5M | 3.05% | 2025-12-31 |
| 3 | Cetera Investment Advisers | 204,731 | $9.8M | 2.59% | 2025-12-31 |
| 4 | OneDigital Investment Advisors LLC | 181,185 | $8.7M | 2.29% | 2025-12-31 |
| 5 | Salus Financial Advisors, LLC | 145,736 | $7.0M | 1.84% | 2025-12-31 |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 129,301 | $6.2M | 1.63% | 2025-12-31 |
| 7 | Jaffetilchin Investment Partners, LLC | 117,716 | $5.6M | 1.49% | 2025-12-31 |
| 8 | SAGESPRING WEALTH PARTNERS, LLC | 5,205,000 | $5.2M | 66.00% | 2025-12-31 |
| 9 | RAYMOND JAMES FINANCIAL INC | 105,454 | $5.0M | 1.33% | 2025-12-31 |
| 10 | MORGAN STANLEY | 78,227 | $3.7M | 0.99% | 2025-12-31 |
| 11 | Lakeshore Capital Group, Inc. | 73,609 | $3.5M | 0.93% | 2025-12-31 |
| 12 | Raymond James Financial Services Advisors, Inc. | 71,263 | $3.4M | 0.90% | 2024-09-30 |
| 13 | Retireful, LLC | 68,202 | $3.2M | 0.86% | 2025-06-30 |
| 14 | LPL Financial LLC | 65,473 | $3.1M | 0.83% | 2025-12-31 |
| 15 | BANK OF AMERICA CORP /DE/ | 50,706 | $2.4M | 0.64% | 2025-12-31 |
| 16 | Millington Financial Advisors, LLC | 46,165 | $2.2M | 0.58% | 2025-12-31 |
| 17 | OSAIC HOLDINGS, INC. | 43,816 | $2.1M | 0.55% | 2025-12-31 |
| 18 | Valmark Advisers, Inc. | 38,325 | $1.8M | 0.48% | 2025-12-31 |
| 19 | GTS SECURITIES LLC | 38,174 | $1.8M | 0.48% | 2025-09-30 |
| 20 | TD Waterhouse Canada Inc. | 36,637 | $1.8M | 0.46% | 2025-12-31 |
| 21 | ARWA LLC | 35,315 | $1.7M | 0.44% | 2025-12-31 |
| 22 | ISLAY CAPITAL MANAGEMENT, LLC | 34,020 | $1.6M | 0.43% | 2025-12-31 |
| 23 | JPMORGAN CHASE & CO | 31,162 | $1.5M | 0.39% | 2025-12-31 |
| 24 | Stratos Wealth Partners, LTD. | 30,191 | $1.4M | 0.38% | 2025-12-31 |
| 25 | CITADEL ADVISORS LLC | 27,609 | $1.3M | 0.35% | 2025-09-30 |
| 26 | Cullen/Frost Bankers, Inc. | 25,881 | $1.2M | 0.32% | 2025-12-31 |
| 27 | Hoxton Planning & Management, LLC | 22,077 | $1.0M | 0.27% | 2025-09-30 |
| 28 | JANE STREET GROUP, LLC | 19,253 | $924.1K | 0.24% | 2025-09-30 |
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,436 | $836.9K | 0.22% | 2025-09-30 |
| 30 | &PARTNERS | 15,382 | $834.9K | 0.19% | 2025-12-31 |
| 31 | CALTON & ASSOCIATES, INC. | 17,371 | $830.9K | 0.22% | 2025-12-31 |
| 32 | Concurrent Investment Advisors, LLC | 14,679 | $694.5K | 0.18% | 2025-06-30 |
| 33 | CAMELOT TECHNOLOGY ADVISORS, INC. | 14,166 | $677.6K | 0.17% | 2025-12-31 |
| 34 | OmniStar Financial Group, Inc. | 14,523 | $674.0K | 0.18% | 2024-12-31 |
| 35 | J.W. COLE ADVISORS, INC. | 13,949 | $667.2K | 0.17% | 2025-12-31 |
| 36 | Marshall Financial Group, LLC | 12,500 | $597.9K | 0.15% | 2025-12-31 |
| 37 | Virtus Wealth Solutions LLC | 12,416 | $593.9K | 0.15% | 2025-12-31 |
| 38 | Kovack Advisors, Inc. | 12,208 | $585.4K | 0.15% | 2025-12-31 |
| 39 | Equitable Holdings, Inc. | 12,104 | $578.9K | 0.15% | 2025-12-31 |
| 40 | Sugar Maple Asset Management, LLC | 12,066 | $577.1K | 0.15% | 2025-12-31 |
| 41 | GGM Financials LLC | 11,976 | $566.6K | 0.15% | 2025-06-30 |
| 42 | IFP Advisors, Inc | 11,801 | $566.4K | 0.14% | 2025-12-31 |
| 43 | JONES FINANCIAL COMPANIES LLLP | 11,468 | $548.5K | 0.14% | 2025-12-31 |
| 44 | Glen Eagle Advisors, LLC | 11,430 | $546.7K | 0.14% | 2025-12-31 |
| 45 | GeoWealth Management, LLC | 11,779 | $546.3K | 0.14% | 2024-12-31 |
| 46 | UBS Group AG | 11,247 | $537.9K | 0.14% | 2025-12-31 |
| 47 | MML INVESTORS SERVICES, LLC | 11,122 | $532.0K | 0.14% | 2025-12-31 |
| 48 | PNC Financial Services Group, Inc. | 10,903 | $521.5K | 0.13% | 2025-12-31 |
| 49 | NWAM LLC | 10,024 | $486.9K | 0.12% | 2025-12-31 |
| 50 | RWA WEALTH PARTNERS, LLC | 9,540 | $456.3K | 0.12% | 2025-12-31 |
| 51 | NATIONAL BANK OF CANADA /FI/ | 8,189 | $391.7K | 0.10% | 2025-12-31 |
| 52 | NewEdge Advisors, LLC | 8,022 | $387.7K | 0.10% | 2024-09-30 |
| 53 | Grant Private Wealth Management Inc | 7,495 | $354.6K | 0.09% | 2025-06-30 |
| 54 | NORRIS PERNE & FRENCH LLP/MI | 7,138 | $342.6K | 0.09% | 2025-09-30 |
| 55 | Griffith & Werner, Inc. | 7,119 | $340.5K | 0.09% | 2025-12-31 |
| 56 | MAS Advisors LLC | 7,248 | $334.3K | 0.09% | 2024-09-30 |
| 57 | High Falls Advisors, Inc | 6,960 | $332.9K | 0.08% | 2025-12-31 |
| 58 | KESTRA PRIVATE WEALTH SERVICES, LLC | 6,172 | $295.2K | 0.07% | 2025-12-31 |
| 59 | Stratos Investment Management, LLC | 6,332 | $293.7K | 0.08% | 2024-12-31 |
| 60 | Atria Wealth Solutions, Inc. | 6,038 | $286.7K | 0.07% | 2025-06-30 |
| 61 | FORONJY FINANCIAL LLC | 5,995 | $286.7K | 0.07% | 2025-12-31 |
| 62 | Private Advisor Group, LLC | 5,787 | $276.8K | 0.07% | 2025-12-31 |
| 63 | PFG Investments, LLC | 5,587 | $267.2K | 0.07% | 2025-12-31 |
| 64 | Ameritas Advisory Services, LLC | 5,336 | $255.2K | 0.06% | 2025-12-31 |
| 65 | Sunbelt Securities, Inc. | 4,832 | $231.1K | 0.06% | 2025-12-31 |
| 66 | Sigma Planning Corp | 4,590 | $220.3K | 0.05% | 2025-09-30 |
| 67 | McGlone Suttner Wealth Management, Inc. | 4,538 | $217.0K | 0.05% | 2025-12-31 |
| 68 | SILVER OAK SECURITIES, INCORPORATED | 4,446 | $213.2K | 0.05% | 2025-12-31 |
| 69 | Royal Bank of Canada | 3,316 | $159.0K | 0.04% | 2025-12-31 |
| 70 | Noble Wealth Management PBC | 2,990 | $143.5K | 0.03% | 2025-12-31 |
| 71 | TORONTO DOMINION BANK | 1,944 | $93.0K | 0.02% | 2025-12-31 |
| 72 | Asset Dedication, LLC | 1,677 | $79.3K | 0.02% | 2025-06-30 |
| 73 | FMR LLC | 1,498 | $71.7K | 0.01% | 2025-12-31 |
| 74 | Bellwether Advisors, LLC | 1,453 | $68.7K | 0.01% | 2025-06-30 |
| 75 | Advisory Services Network, LLC | 1,280 | $61.4K | 0.01% | 2025-09-30 |
| 76 | EASTERN BANK | 1,140 | $54.5K | 0.01% | 2025-12-31 |
| 77 | Cornerstone Planning Group LLC | 1,047 | $50.2K | 0.01% | 2025-12-31 |
| 78 | COMERICA BANK | 832 | $39.8K | 0.01% | 2025-12-31 |
| 79 | BALDWIN WEALTH PARTNERS LLC/MA | 500 | $24.2K | 0.00% | 2024-09-30 |
| 80 | Spire Wealth Management | 450 | $21.5K | 0.00% | 2025-12-31 |
| 81 | Iron Horse Wealth Management, LLC | 454 | $21.3K | 0.00% | 2025-03-31 |
| 82 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 406 | $19.4K | 0.00% | 2025-12-31 |
| 83 | AE Wealth Management LLC | 351 | $16.5K | 0.00% | 2025-03-31 |
| 84 | HARBOUR INVESTMENTS, INC. | 344 | $16.5K | 0.00% | 2025-12-31 |
| 85 | Arax Advisory Partners | 323 | $15.4K | 0.00% | 2025-12-31 |
| 86 | PRINCIPAL SECURITIES, INC. | 125 | $5.9K | 0.00% | 2025-06-30 |
| 87 | MASECO LLP | 100 | $4.8K | 0.00% | 2025-12-31 |
| 88 | Farther Finance Advisors, LLC | 97 | $4.6K | 0.00% | 2025-12-31 |
| 89 | TWIN PEAKS WEALTH ADVISORS, LLC | 49 | $2.3K | 0.00% | 2025-06-30 |
| 90 | FLOW TRADERS U.S. LLC | 22,669 | $1.1K | 0.28% | 2025-12-31 |
| 91 | Addison Advisors LLC | 22 | $1.1K | 0.00% | 2025-12-31 |
| 92 | Cambridge Investment Research Advisors, Inc. | 21,619 | $1.0K | 0.27% | 2025-12-31 |
| 93 | EverSource Wealth Advisors, LLC | 20 | $928 | 0.00% | 2024-12-31 |
| 94 | Tradewinds Capital Management, LLC | 9 | $427 | 0.00% | 2025-09-30 |
| 95 | PARK AVENUE SECURITIES LLC | 8,906 | $426 | 0.11% | 2025-12-31 |
| 96 | Thrivent Financial for Lutherans | 6,321 | $303 | 0.08% | 2025-12-31 |
| 97 | ASSETMARK, INC | 1 | $48 | 0.00% | 2025-12-31 |
| 98 | WELLS FARGO & COMPANY/MN | 1 | $41 | 0.00% | 2025-12-31 |
| 99 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |