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 106 institutions that hold shares in the stock, with a total of 6.56 Million shares, which have been reported (via 13F filing form) to have a value of $331 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,735
shares
|
$238,501
0.01% of portfolio
|
Q2 2025
Reduced 59.07%
|
|
|
Riverstone Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,700
shares
|
$236,739
0.13% of portfolio
|
Q2 2025
Added 17.5%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
4,479
shares
|
$225,607
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
4,473
shares
|
$225,305
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
4,191
shares
|
$211,100
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
3,275
shares
|
$164,961
0.02% of portfolio
|
Q2 2023
Added 63.75%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,813
shares
|
$141,690
0.0% of portfolio
|
Q2 2025
Added 286.4%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,697
shares
|
$135,847
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,576
shares
|
$129,753
0.0% of portfolio
|
Q1 2025
Added 81.03%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
2,332
shares
|
$117,462
0.03% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,966
shares
|
$99,027
0.0% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,853
shares
|
$93,335
0.01% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
825
shares
|
$41,555
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
686
shares
|
$34,553
0.02% of portfolio
|
Q1 2023
Reduced 91.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
502
shares
|
$25,285
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
299
shares
|
$15,060
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
271
shares
|
$13,650
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
175
shares
|
$8,814
0.0% of portfolio
|
Q3 2025
Added 31.58%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
163
shares
|
$8,210
0.0% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
163
shares
|
$8,210
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
151
shares
|
$7,605
0.0% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
147
shares
|
$7,404
0.0% of portfolio
|
Q3 2025
Reduced 91.59%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
143
shares
|
$7,202
0.0% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
107
shares
|
$5,389
0.0% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
71
shares
|
$3,576
0.04% of portfolio
|
Q2 2025
Added 2266.67%
|