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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
593,315
shares
|
$30 Million
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
329,858
shares
|
$16.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
278,124
shares
|
$14.1 Million
0.0% of portfolio
|
Q3 2025
Added 21.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
243,053
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2025
Added 102.96%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
237,356
shares
|
$12 Million
0.0% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
138,578
shares
|
$7.02 Million
4.2% of portfolio
|
Q2 2025
Added 17.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
132,655
shares
|
$6.72 Million
0.0% of portfolio
|
Q3 2025
Added 15.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
108,464
shares
|
$5.49 Million
0.01% of portfolio
|
Q3 2025
Added 11.94%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
84,513
shares
|
$4.28 Million
0.1% of portfolio
|
Q3 2025
Added 3519.4%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
80,948
shares
|
$4.1 Million
0.28% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
63,323
shares
|
$3.21 Million
0.01% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Nov 07, 2025 Q3 2025 |
63,101
shares
|
$3.19 Million
1.97% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
57,664
shares
|
$2.92 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
57,587
shares
|
$2.92 Million
0.06% of portfolio
|
Q3 2025
Reduced 50.53%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
52,048
shares
|
$2.64 Million
0.01% of portfolio
|
Q3 2025
Added 1114.94%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
51,444
shares
|
$2.6 Million
1.73% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
44,290
shares
|
$2.24 Million
0.03% of portfolio
|
Q3 2025
Added 88.9%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
42,200
shares
|
$2.14 Million
0.03% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
36,448
shares
|
$1.85 Million
0.45% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
34,417
shares
|
$1.74 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
34,350
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2025
Added 23.18%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
32,738
shares
|
$1.66 Million
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
31,782
shares
|
$1.61 Million
0.4% of portfolio
|
Q2 2024
Added 10.27%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
29,102
shares
|
$1.47 Million
0.16% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
26,575
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Added 40.24%
|
|