Fidelity Merrimack Street Trust - 316188838
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Northland Capital Management LLC | History | Added to | 243,205 | 12,222 | 5.61% | 6.53% | 1 | +1,754 | 0.73% | Q3 2026 | Oct 15, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 140,472 | 7,059 | 1.09% | 0.14% | 2 | +123,995 | 752.53% | Q3 2026 | Oct 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 90,019 | 4,524 | 0.01% | — | 3 | +90,019 | New | Q3 2026 | Nov 02, 2026 |
| Larson Financial Group LLC | History | New | 87,938 | 4,419 | 0.11% | — | 4 | +87,938 | New | Q3 2026 | Nov 05, 2026 |
| Crumly & Associates Inc. | History | Added to | 45,603 | 2,291 | 0.41% | 0.17% | 5 | +27,700 | 154.72% | Q3 2026 | Oct 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,645 | 1,494 | 0.0% | 0.0% | 6 | +5,961 | 25.17% | Q3 2026 | Nov 02, 2026 |
| Berger Financial Group, Inc | History | New | 21,904 | 1,100 | 0.05% | — | 7 | +21,904 | New | Q3 2026 | Nov 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 20,153 | 1,011 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 18,605 | 933 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | New | 16,961 | 852 | 0.0% | — | 10 | +16,961 | New | Q3 2026 | Nov 06, 2026 |
| IFS Advisors, LLC | History | New | 16,580 | 833 | 0.25% | — | 11 | +16,580 | New | Q3 2026 | Oct 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 16,000 | 802 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | New | 14,933 | 751 | 0.03% | — | 13 | +14,933 | New | Q3 2026 | Oct 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 13,624 | 684 | 0.0% | 0.0% | 14 | +1,700 | 14.26% | Q3 2026 | Nov 02, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 12,742 | 639 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nilsine Partners, LLC | History | New | 11,350 | 570 | 0.04% | — | 16 | +11,350 | New | Q3 2026 | Nov 02, 2026 |
| FMR LLC | History | No change | 10,960 | 550 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Presidio Capital Management, LLC | History | No change | 9,664 | 484 | 0.12% | 0.12% | 18 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IFP Advisors, Inc | History | New | 9,158 | 460 | 0.01% | — | 19 | +9,158 | New | Q3 2026 | Oct 16, 2026 |
| Family Office Research LLC | History | New | 8,827 | 443 | 0.17% | — | 20 | +8,827 | New | Q3 2026 | Oct 14, 2026 |
| Trust Investment Advisors | History | New | 8,450 | 424 | 0.19% | — | 21 | +8,450 | New | Q3 2026 | Oct 20, 2026 |
| Sugar Maple Asset Management, LLC | History | New | 8,000 | 402 | 0.23% | — | 22 | +8,000 | New | Q3 2026 | Oct 13, 2026 |
| Castleview Partners, LLC | History | Reduced | 6,851 | 344 | 0.15% | 0.21% | 23 | -2,562 | -27.22% | Q3 2026 | Oct 09, 2026 |
| Sigma Planning Corp | History | New | 6,701 | 336 | 0.01% | — | 24 | +6,701 | New | Q3 2026 | Oct 23, 2026 |
| CLG LLC | History | New | 5,202 | 261 | 0.05% | — | 25 | +5,202 | New | Q3 2026 | Oct 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | New | 5,019 | 252 | 0.03% | — | 26 | +5,019 | New | Q3 2026 | Oct 08, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 4,954 | 248 | 0.12% | 0.15% | 27 | +54 | 1.1% | Q3 2026 | Oct 15, 2026 |
| Stiles Financial Services Inc | History | New | 4,777 | 240 | 0.06% | — | 28 | +4,777 | New | Q3 2026 | Oct 29, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | New | 4,000 | 201 | 0.02% | — | 29 | +4,000 | New | Q3 2026 | Oct 13, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Added to | 1,840 | 92 | 0.02% | 0.01% | 30 | +450 | 32.37% | Q3 2026 | Oct 13, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 447 | 22 | 0.01% | — | 31 | +447 | New | Q3 2026 | Nov 04, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 363 | 18 | 0.01% | 0.01% | 32 | +4 | 1.11% | Q3 2026 | Oct 14, 2026 |