CUSIP 316188606
FIDELITY MERRIMACK STR TR
65 institutions · $107.4M total · 2,421,083 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 460,304 | $25.0M | 19.01% | 2025-12-31 |
| 2 | OSAIC HOLDINGS, INC. | 197,135 | $8.6M | 8.14% | 2025-12-31 |
| 3 | Anson Capital, Inc. | 196,586 | $8.5M | 8.11% | 2025-12-31 |
| 4 | Clarity Retirement & Wealth, LLC | 192,290 | $8.4M | 7.94% | 2025-12-31 |
| 5 | RAYMOND JAMES FINANCIAL INC | 182,511 | $7.9M | 7.53% | 2025-12-31 |
| 6 | KESTRA PRIVATE WEALTH SERVICES, LLC | 143,648 | $6.2M | 5.93% | 2025-03-31 |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 118,373 | $5.1M | 4.88% | 2025-12-31 |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 70,306 | $3.1M | 2.90% | 2025-12-31 |
| 9 | Kestra Advisory Services, LLC | 66,250 | $2.9M | 2.73% | 2025-12-31 |
| 10 | Noble Wealth Management PBC | 64,807 | $2.8M | 2.67% | 2025-12-31 |
| 11 | Cetera Investment Advisers | 55,529 | $2.4M | 2.29% | 2025-12-31 |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 49,805 | $2.2M | 2.05% | 2025-12-31 |
| 13 | CITADEL ADVISORS LLC | 45,899 | $2.0M | 1.89% | 2025-09-30 |
| 14 | Boston Partners | 44,558 | $1.9M | 1.84% | 2025-12-31 |
| 15 | PKS Advisory Services, LLC | 36,558 | $1.5M | 1.50% | 2024-12-31 |
| 16 | Bill Few Associates, Inc. | 34,153 | $1.5M | 1.41% | 2025-12-31 |
| 17 | AVANTAX ADVISORY SERVICES, INC. | 33,134 | $1.4M | 1.36% | 2025-06-30 |
| 18 | JPMORGAN CHASE & CO | 31,293 | $1.4M | 1.29% | 2025-12-31 |
| 19 | IFP Advisors, Inc | 29,315 | $1.3M | 1.21% | 2025-12-31 |
| 20 | PNC Financial Services Group, Inc. | 26,479 | $1.2M | 1.09% | 2025-12-31 |
| 21 | AFS Financial Group, LLC | 24,204 | $991.9K | 0.99% | 2023-12-31 |
| 22 | OmniStar Financial Group, Inc. | 22,782 | $984.4K | 0.94% | 2025-06-30 |
| 23 | Core Wealth Advisors, Inc. | 20,800 | $903.3K | 0.85% | 2025-12-31 |
| 24 | JANE STREET GROUP, LLC | 17,629 | $765.6K | 0.72% | 2025-12-31 |
| 25 | Davis Wealth Advisors, LLC | 17,295 | $751.1K | 0.71% | 2025-12-31 |
| 26 | HARBOUR INVESTMENTS, INC. | 14,284 | $620.4K | 0.58% | 2025-12-31 |
| 27 | Virtus Wealth Solutions LLC | 13,673 | $593.8K | 0.56% | 2025-12-31 |
| 28 | GGM Financials LLC | 13,218 | $571.1K | 0.54% | 2025-06-30 |
| 29 | Peterson Wealth Advisors, LLC | 13,075 | $567.8K | 0.54% | 2025-12-31 |
| 30 | Kovack Advisors, Inc. | 11,331 | $492.8K | 0.46% | 2025-12-31 |
| 31 | Trust Investment Advisors | 10,800 | $469.0K | 0.44% | 2025-12-31 |
| 32 | HUB Investment Partners, LLC | 9,106 | $401.2K | 0.37% | 2024-09-30 |
| 33 | Latitude Advisors, LLC | 8,959 | $389.1K | 0.37% | 2025-12-31 |
| 34 | FMR LLC | 7,907 | $343.4K | 0.32% | 2025-12-31 |
| 35 | Arkadios Wealth Advisors | 7,304 | $317.2K | 0.30% | 2025-12-31 |
| 36 | NWAM LLC | 6,943 | $305.5K | 0.28% | 2025-12-31 |
| 37 | FORONJY FINANCIAL LLC | 6,607 | $286.9K | 0.27% | 2025-12-31 |
| 38 | PLANNING DIRECTIONS INC | 6,578 | $285.7K | 0.27% | 2025-12-31 |
| 39 | Adams Wealth Management | 6,732 | $275.9K | 0.27% | 2023-12-31 |
| 40 | JONES FINANCIAL COMPANIES LLLP | 6,343 | $275.5K | 0.26% | 2025-12-31 |
| 41 | Elevation Wealth Management LLC | 5,784 | $252.3K | 0.23% | 2025-12-31 |
| 42 | LPL Financial LLC | 5,504 | $239.0K | 0.22% | 2025-12-31 |
| 43 | AMERIFLEX GROUP, INC. | 5,408 | $233.4K | 0.22% | 2025-06-30 |
| 44 | Integrated Advisors Network LLC | 5,109 | $221.9K | 0.21% | 2025-12-31 |
| 45 | Cerity Partners LLC | 4,696 | $203.9K | 0.19% | 2025-12-31 |
| 46 | Sound Income Strategies, LLC | 2,120 | $92.0K | 0.08% | 2025-12-31 |
| 47 | MidAtlantic Capital Management, Inc. | 1,759 | $76.4K | 0.07% | 2025-12-31 |
| 48 | BANK OF MONTREAL /CAN/ | 1,371 | $59.5K | 0.05% | 2025-12-31 |
| 49 | Royal Bank of Canada | 1,187 | $52.0K | 0.04% | 2025-12-31 |
| 50 | Farther Finance Advisors, LLC | 1,145 | $49.7K | 0.04% | 2025-12-31 |
| 51 | AE Wealth Management LLC | 578 | $25.1K | 0.02% | 2025-12-31 |
| 52 | Global Retirement Partners, LLC | 460 | $20.0K | 0.01% | 2025-12-31 |
| 53 | DHJJ Financial Advisors, Ltd. | 430 | $18.7K | 0.01% | 2025-12-31 |
| 54 | Ancora Advisors LLC | 235 | $10.2K | 0.00% | 2025-12-31 |
| 55 | Arax Advisory Partners | 114 | $5.0K | 0.00% | 2025-12-31 |
| 56 | Live Oak Investment Partners | 45 | $1.9K | 0.00% | 2024-12-31 |
| 57 | MORGAN STANLEY | 43 | $1.9K | 0.00% | 2025-12-31 |
| 58 | Cambridge Investment Research Advisors, Inc. | 28,866 | $1.3K | 1.19% | 2025-12-31 |
| 59 | FLOW TRADERS U.S. LLC | 22,582 | $981 | 0.93% | 2025-12-31 |
| 60 | Spire Wealth Management | 14 | $608 | 0.00% | 2025-12-31 |
| 61 | UBS Group AG | 12 | $492 | 0.00% | 2023-12-31 |
| 62 | Janney Montgomery Scott LLC | 8,425 | $366 | 0.34% | 2025-09-30 |
| 63 | Allworth Financial LP | 8 | $336 | 0.00% | 2025-12-31 |
| 64 | CWM, LLC | 685 | $29 | 0.02% | 2025-03-31 |
| 65 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |