Fidelity Merrimack Street Trust - FIGB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | History | Added to | 198,785 | 8,633 | 0.01% | 0.01% | 1 | +81,750 | 69.85% | Q4 2025 | Feb 17, 2026 |
| Anson Capital, Inc. | History | Reduced | 196,586 | 8,537 | 6.21% | 6.54% | 2 | -3,834 | -1.91% | Q4 2025 | Feb 04, 2026 |
| Clarity Retirement & Wealth, LLC | History | New | 192,290 | 8,351 | 7.35% | — | 3 | +192,290 | New | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 186,679 | 8,107 | 0.0% | — | 4 | +186,679 | New | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 118,373 | 5,139 | 0.01% | 0.01% | 5 | +5,052 | 4.46% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 70,306 | 3,053 | 0.0% | 0.0% | 6 | -10,011 | -12.46% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 66,250 | 2,877 | 0.01% | 0.01% | 7 | +3,304 | 5.25% | Q4 2025 | Feb 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 61,528 | 2,672 | 1.34% | 1.5% | 8 | -3,279 | -5.06% | Q4 2025 | Jan 05, 2026 |
| Cetera Investment Advisers | History | Added to | 55,529 | 2,411 | 0.0% | 0.0% | 9 | +9,841 | 21.54% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 49,805 | 2,163 | 0.0% | 0.0% | 10 | +12,863 | 34.82% | Q4 2025 | Feb 10, 2026 |
| Boston Partners | History | New | 44,558 | 1,943 | 0.0% | — | 11 | +44,558 | New | Q4 2025 | Feb 13, 2026 |
| Bill Few Associates, Inc. | History | Added to | 34,153 | 1,483 | 0.36% | 0.34% | 12 | +4,144 | 13.81% | Q4 2025 | Jan 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 31,293 | 1,359 | 0.0% | 0.0% | 13 | +1,057 | 3.5% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 29,011 | 1,259 | 0.03% | 0.03% | 14 | -303 | -1.03% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 28,866 | 1,254 | 0.0% | 0.0% | 15 | +3,260 | 12.73% | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 26,479 | 1,150 | 0.0% | 0.0% | 16 | +1,230 | 4.87% | Q4 2025 | Feb 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 22,582 | 981 | 0.03% | 0.04% | 17 | +595 | 2.71% | Q4 2025 | Feb 13, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 20,800 | 903 | 0.23% | 0.15% | 18 | +7,407 | 55.31% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,629 | 765 | 0.0% | 0.0% | 19 | -30,839 | -63.63% | Q4 2025 | Feb 12, 2026 |
| Davis Wealth Advisors, LLC | History | New | 17,295 | 751 | 0.62% | — | 20 | +17,295 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 14,284 | 620 | 0.01% | 0.01% | 21 | +906 | 6.77% | Q4 2025 | Feb 09, 2026 |
| Virtus Wealth Solutions LLC | History | Added to | 13,673 | 593 | 0.11% | 0.11% | 22 | +374 | 2.81% | Q4 2025 | Jan 29, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 13,075 | 567 | 0.08% | 0.09% | 23 | -1,448 | -9.97% | Q4 2025 | Jan 09, 2026 |
| Kovack Advisors, Inc. | History | Added to | 11,331 | 492 | 0.02% | 0.04% | 24 | +2,299 | 25.45% | Q4 2025 | Feb 17, 2026 |
| Trust Investment Advisors | History | New | 10,800 | 469 | 0.25% | — | 25 | +10,800 | New | Q4 2025 | Jan 20, 2026 |
| Latitude Advisors, LLC | History | Added to | 8,959 | 389 | 0.17% | 0.17% | 26 | +301 | 3.48% | Q4 2025 | Jan 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 8,197 | 355 | 0.01% | 0.0% | 27 | +3,435 | 72.13% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 7,907 | 343 | 0.0% | 0.0% | 28 | -1,345 | -14.54% | Q4 2025 | Feb 17, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 6,607 | 286 | 0.12% | 0.12% | 29 | +274 | 4.33% | Q4 2025 | Feb 03, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 6,578 | 285 | 0.14% | 0.11% | 30 | +1,888 | 40.26% | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 6,343 | 275 | 0.0% | — | 31 | +6,343 | New | Q4 2025 | Feb 17, 2026 |
| Elevation Wealth Management LLC | History | New | 5,812 | 253 | 0.24% | — | 32 | +5,812 | New | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | New | 5,504 | 239 | 0.0% | — | 33 | +5,504 | New | Q4 2025 | Feb 11, 2026 |
| Integrated Advisors Network LLC | History | Added to | 5,109 | 221 | 0.01% | 0.01% | 34 | +31 | 0.61% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | New | 4,696 | 203 | 0.0% | — | 35 | +4,696 | New | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | No change | 2,120 | 92 | 0.0% | 0.01% | 36 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 1,759 | 76 | 0.05% | — | 37 | +1,759 | New | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,371 | 59 | 0.0% | 0.0% | 38 | +230 | 20.16% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,187 | 52 | 0.0% | — | 39 | +1,187 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,145 | 49 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Added to | 578 | 25 | 0.0% | 0.0% | 41 | +502 | 660.53% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 460 | 19 | 0.0% | 0.0% | 42 | +5 | 1.1% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 430 | 18 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ancora Advisors LLC | History | No change | 235 | 10 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 114 | 4 | 0.0% | — | 45 | +114 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 43 | 1 | 0.0% | — | 46 | +24 | 126.32% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 32 | 1 | 0.0% | 0.0% | 47 | +2 | 6.67% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,899 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,425 | -100.0% | Q3 2025 | Oct 27, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,943 | -100.0% | Q3 2025 | Feb 04, 2026 |
| Allworth Financial LP | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |