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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 316188853

FIDELITY MERRIMACK STR TR

26 institutions · $42.5M total · 1,987,890 shares

#ManagerSharesValue% of TotalPeriod
1FMR LLC448,307$22.8M22.55%2025-12-31
2COMMONWEALTH EQUITY SERVICES, LLC146,900$7.5M7.38%2025-12-31
3JPMORGAN CHASE & CO42,697$2.2M2.14%2025-12-31
4Avidian Wealth Solutions, LLC31,000$1.6M1.55%2025-12-31
5Advisory Services Network, LLC23,216$1.2M1.16%2025-12-31
6JANE STREET GROUP, LLC22,549$1.1M1.13%2025-12-31
7Aptus Capital Advisors, LLC17,559$894.8K0.88%2025-12-31
8Landmark Wealth Management, LLC12,693$646.8K0.63%2025-12-31
9ADVISOR GROUP HOLDINGS, INC.10,928$557.2K0.54%2025-12-31
10HICKS CAPITAL MANAGEMENT LLC10,401$530.0K0.52%2025-12-31
11Kestra Advisory Services, LLC9,676$493.1K0.48%2025-12-31
12ENVESTNET ASSET MANAGEMENT INC9,551$486.7K0.48%2025-12-31
13Concurrent Investment Advisors, LLC8,366$426.4K0.42%2025-12-31
14Fifth Third Securities, Inc.7,432$378.7K0.37%2025-12-31
15Mariner, LLC6,595$336.1K0.33%2025-12-31
16IHT Wealth Management, LLC6,430$327.7K0.32%2025-12-31
17Sequoia Financial Advisors, LLC6,199$315.9K0.31%2025-12-31
18Sigma Planning Corp5,148$273.8K0.25%2025-12-31
19CITADEL ADVISORS LLC5,053$257.0K0.25%2025-09-30
20FLAGSHIP HARBOR ADVISORS, LLC1,118$57.0K0.05%2025-12-31
21CWM, LLC1,021,446$52.1K51.38%2025-12-31
22MCF Advisors LLC880$45.0K0.04%2025-12-31
23Accredited Wealth Management, LLC128,788$34.7K6.47%2025-09-30
24UBS Group AG39$2.0K0.00%2025-09-30
25HRT FINANCIAL LP4,919$2500.24%2025-12-31
26CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30