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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
12,232
shares
|
$614,780
0.0% of portfolio
|
Q2 2025
Added 82.02%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
11,953
shares
|
$600,757
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
11,000
shares
|
$552,860
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
10,861
shares
|
$545,873
0.16% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,281
shares
|
$516,723
0.0% of portfolio
|
Q3 2024
Reduced 91.79%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
9,430
shares
|
$473,951
0.39% of portfolio
|
Q2 2025
Reduced 19.7%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
8,700
shares
|
$437,262
0.32% of portfolio
|
Q4 2023
Reduced 33.08%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Aug 15, 2025 Q2 2025 |
8,661
shares
|
$435,301
0.38% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
8,422
shares
|
$423,289
0.01% of portfolio
|
Q2 2025
Reduced 51.78%
|
|
|
Seldon Capital LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
8,075
shares
|
$405,849
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
8,029
shares
|
$403,537
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
7,880
shares
|
$396,048
0.03% of portfolio
|
Q4 2023
Reduced 8.44%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
7,753
shares
|
$389,665
0.07% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
7,309
shares
|
$367,350
0.03% of portfolio
|
Q2 2025
Reduced 94.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
6,870
shares
|
$345,286
0.0% of portfolio
|
Q2 2025
Reduced 24.51%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
6,690
shares
|
$336,239
0.0% of portfolio
|
Q2 2025
Added 46.65%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
6,380
shares
|
$320,658
0.05% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
6,354
shares
|
$319,352
0.01% of portfolio
|
Q2 2025
Added 184.04%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
6,011
shares
|
$302,112
0.03% of portfolio
|
Q2 2025
Added 200.7%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,991
shares
|
$301,107
0.01% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
5,296
shares
|
$266,176
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
5,104
shares
|
$256,527
0.15% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
5,094
shares
|
$256,024
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
4,797
shares
|
$241,097
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,735
shares
|
$237,981
0.01% of portfolio
|
Q2 2025
Reduced 59.07%
|