Institutional Ownership Fidelity Merrimack Str Tr LTD (FLTB)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr LTD (FLTB). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 3.3 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,661
shares
|
$286,616
0.0% of portfolio
|
Q3 2025
Reduced 34.46%
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
5,633
shares
|
$285,198
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
5,203
shares
|
$263,427
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
4,859
shares
|
$246,011
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
4,650
shares
|
$235,429
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,416
shares
|
$223,582
0.0% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,980
shares
|
$201,507
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,537
shares
|
$179,078
0.0% of portfolio
|
Q1 2025
Reduced 42.41%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
1,561
shares
|
$79,033
0.07% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
1,317
shares
|
$66,679
0.02% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,046
shares
|
$52,958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,039
shares
|
$52,604
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,004
shares
|
$50,832
0.0% of portfolio
|
Q3 2025
Reduced 9.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
600
shares
|
$30,378
0.0% of portfolio
|
Q3 2025
Reduced 21.47%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
487
shares
|
$24,656
0.0% of portfolio
|
Q4 2022
Reduced 69.99%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
314
shares
|
$15,897
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
227
shares
|
$11,493
0.0% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
208
shares
|
$10,531
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
198
shares
|
$10,024
0.0% of portfolio
|
Q3 2025
Reduced 82.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
160
shares
|
$8,100
0.0% of portfolio
|
Q2 2024
Reduced 65.22%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
55
shares
|
$2,784
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
13
shares
|
$658
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1
shares
|
$50
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|