Fidelity Merrimack Street Trust - FIGB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Heartland Bank & Trust Co | History | New | 1,114,630 | 47,973 | 10.84% | — | 1 | +1,114,630 | New | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 290,645 | 12,509 | 0.0% | 0.0% | 2 | +103,966 | 55.69% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 285,193 | 12,274 | 0.02% | 0.01% | 3 | +86,408 | 43.47% | Q1 2026 | May 15, 2026 |
| Clarity Retirement & Wealth, LLC | History | Added to | 209,172 | 9,002 | 7.26% | 7.35% | 4 | +16,882 | 8.78% | Q1 2026 | Apr 28, 2026 |
| Anson Capital, Inc. | History | Added to | 205,210 | 8,832 | 6.04% | 6.21% | 5 | +8,624 | 4.39% | Q1 2026 | May 13, 2026 |
| Advyzon Investment Management, LLC | History | New | 174,633 | 7,516 | 0.67% | — | 6 | +174,633 | New | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 71,402 | 3,073 | 0.0% | 0.0% | 7 | +1,096 | 1.56% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 71,366 | 3,071 | 0.01% | 0.01% | 8 | +5,116 | 7.72% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 64,818 | 2,794 | 0.01% | 0.01% | 9 | -53,555 | -45.24% | Q1 2026 | Apr 08, 2026 |
| Noble Wealth Management PBC | History | Reduced | 57,090 | 2,457 | 1.24% | 1.34% | 10 | -4,438 | -7.21% | Q1 2026 | Apr 02, 2026 |
| Cetera Investment Advisers | History | Added to | 56,753 | 2,442 | 0.0% | 0.0% | 11 | +1,224 | 2.2% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 50,525 | 2,174 | 0.0% | 0.0% | 12 | +720 | 1.45% | Q1 2026 | May 04, 2026 |
| Boston Partners | History | Added to | 49,317 | 2,129 | 0.0% | 0.0% | 13 | +4,759 | 10.68% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 45,335 | 1,951 | 0.0% | — | 14 | +45,335 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 33,987 | 1,458 | 0.0% | 0.0% | 15 | +2,694 | 8.61% | Q1 2026 | May 13, 2026 |
| Bill Few Associates, Inc. | History | Reduced | 32,430 | 1,395 | 0.33% | 0.36% | 16 | -1,723 | -5.04% | Q1 2026 | Apr 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 28,267 | 1,216 | 0.03% | 0.03% | 17 | -744 | -2.56% | Q1 2026 | Apr 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 28,174 | 1,212 | 0.0% | 0.0% | 18 | +1,695 | 6.4% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 28,078 | 1,208 | 0.0% | 0.0% | 19 | -788 | -2.73% | Q1 2026 | Apr 30, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 27,961 | 1,203 | 0.29% | 0.23% | 20 | +7,161 | 34.43% | Q1 2026 | May 15, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 23,642 | 1,017 | 0.85% | 0.62% | 21 | +6,347 | 36.7% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 21,837 | 939 | 0.01% | 0.01% | 22 | +7,553 | 52.88% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 21,683 | 933 | 0.0% | 0.0% | 23 | +4,054 | 23.0% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 21,305 | 913 | 0.0% | 0.0% | 24 | +14,962 | 235.88% | Q1 2026 | May 15, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 13,240 | 569 | 0.08% | 0.08% | 25 | +165 | 1.26% | Q1 2026 | Apr 09, 2026 |
| FMR LLC | History | Added to | 11,297 | 486 | 0.0% | 0.0% | 26 | +3,390 | 42.87% | Q1 2026 | May 15, 2026 |
| Trust Investment Advisors | History | No change | 10,800 | 464 | 0.27% | 0.25% | 27 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 10,602 | 455 | 0.02% | 0.02% | 28 | -729 | -6.43% | Q1 2026 | May 12, 2026 |
| Clarity Asset Management, Inc. | History | New | 9,254 | 398 | 0.2% | — | 29 | +9,254 | New | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 9,246 | 397 | 0.0% | 0.0% | 30 | +7,875 | 574.4% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,151 | 393 | 0.01% | 0.01% | 31 | +954 | 11.64% | Q1 2026 | May 18, 2026 |
| Janney Montgomery Scott LLC | History | New | 8,805 | 379 | 0.0% | — | 32 | +8,805 | New | Q1 2026 | Apr 22, 2026 |
| Latitude Advisors, LLC | History | Reduced | 8,444 | 363 | 0.17% | 0.17% | 33 | -515 | -5.75% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 7,642 | 329 | 0.0% | 0.0% | 34 | +6,455 | 543.81% | Q1 2026 | May 15, 2026 |
| Virtus Wealth Solutions LLC | History | Reduced | 7,537 | 324 | 0.06% | 0.11% | 35 | -6,136 | -44.88% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 7,016 | 301 | 0.0% | 0.0% | 36 | +1,512 | 27.47% | Q1 2026 | May 06, 2026 |
| Elevation Wealth Management LLC | History | Added to | 6,989 | 301 | 0.28% | 0.24% | 37 | +1,177 | 20.25% | Q1 2026 | May 11, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 6,646 | 286 | 0.14% | 0.14% | 38 | +68 | 1.03% | Q1 2026 | Apr 15, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 6,606 | 284 | 0.12% | 0.12% | 39 | -1 | -0.02% | Q1 2026 | Apr 23, 2026 |
| Integrated Advisors Network LLC | History | Added to | 5,162 | 222 | 0.01% | 0.01% | 40 | +53 | 1.04% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,345 | 186 | 0.0% | 0.0% | 41 | +3,200 | 279.48% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | New | 1,881 | 80 | 0.0% | — | 42 | +1,881 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 810 | 34 | 0.0% | 0.0% | 43 | -1,310 | -61.79% | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | Reduced | 577 | 24 | 0.0% | 0.0% | 44 | -1 | -0.17% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 460 | 19 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 430 | 18 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| GHP Investment Advisors, Inc. | History | New | 250 | 10 | 0.0% | — | 48 | +250 | New | Q1 2026 | Apr 21, 2026 |
| Ancora Advisors LLC | History | No change | 235 | 10 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 193 | 8 | 0.0% | — | 49 | +179 | 1278.57% | Q1 2026 | Apr 22, 2026 |
| Ascentis Independent Advisors | History | New | 115 | 4 | 0.0% | — | 51 | +115 | New | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | No change | 114 | 4 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 71 | 3 | 0.0% | 0.0% | 52 | +28 | 65.12% | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | New | 61 | 2 | 0.0% | — | 53 | +61 | New | Q1 2026 | Apr 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 24 | 1 | 0.0% | 0.0% | 54 | -8 | -25.0% | Q1 2026 | May 07, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -22,582 | -100.0% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,696 | -100.0% | Q1 2026 | May 15, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,759 | -100.0% | Q1 2026 | May 07, 2026 |
| Cordant, Inc. | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 10, 2026 |