Institutional Ownership Fidelity Merrimack Str Tr Low (FLDR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Low (FLDR). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 6.61 Million shares, which have been reported (via 13F filing form) to have a value of $332 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
924,663
shares
|
$46.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
578,139
shares
|
$29.1 Million
0.01% of portfolio
|
Q2 2025
Added 2486.64%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
569,158
shares
|
$28.6 Million
0.04% of portfolio
|
Q2 2025
Added 21.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
437,103
shares
|
$22 Million
0.01% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
315,420
shares
|
$15.9 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
255,985
shares
|
$12.9 Million
0.0% of portfolio
|
Q2 2025
Added 41.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
254,599
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
194,017
shares
|
$9.75 Million
0.0% of portfolio
|
Q2 2025
Added 400.13%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Aug 07, 2025 Q2 2025 |
185,296
shares
|
$9.31 Million
6.1% of portfolio
|
Q2 2025
Added 297.38%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
175,940
shares
|
$8.84 Million
0.05% of portfolio
|
Q2 2025
Added 33.1%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
166,044
shares
|
$8.35 Million
1.6% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
165,110
shares
|
$8.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
143,877
shares
|
$7.23 Million
0.02% of portfolio
|
Q2 2025
Added 89.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
129,512
shares
|
$6.51 Million
0.09% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
122,897
shares
|
$6.18 Million
0.1% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
117,192
shares
|
$5.89 Million
4.14% of portfolio
|
Q2 2025
Reduced 22.35%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
115,078
shares
|
$5.78 Million
3.29% of portfolio
|
Q2 2025
Added 15.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
105,939
shares
|
$5.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
99,974
shares
|
$5.02 Million
2.5% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
94,975
shares
|
$4.77 Million
0.0% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
92,754
shares
|
$4.66 Million
0.33% of portfolio
|
Q2 2025
Added 20.11%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
84,109
shares
|
$4.23 Million
0.59% of portfolio
|
Q1 2025
Reduced 48.81%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
76,999
shares
|
$3.87 Million
0.0% of portfolio
|
Q2 2025
Added 87.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
71,862
shares
|
$3.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
70,713
shares
|
$3.55 Million
0.0% of portfolio
|
Q2 2025
Added 26.75%
|