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 | No change | 1,134,364 | 48,584 | 10.05% | 10.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 357,618 | 15,316 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 295,025 | 12,635 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 221,059 | 9,467 | 0.69% | 0.69% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarity Retirement & Wealth, LLC | History | Added to | 232,404 | 9,458 | 6.48% | 6.57% | 5 | +10,135 | 4.56% | Q3 2026 | Nov 04, 2026 |
| Anson Capital, Inc. | History | Added to | 225,389 | 9,173 | 5.98% | 6.11% | 6 | +6,191 | 2.82% | Q3 2026 | Oct 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 182,826 | 7,830 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 96,598 | 3,931 | 0.01% | 0.0% | 8 | +21,032 | 27.83% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 72,888 | 3,121 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 72,620 | 2,955 | 0.01% | 0.01% | 10 | +2,676 | 3.83% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 62,641 | 2,682 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Noble Wealth Management PBC | History | Reduced | 62,845 | 2,557 | 1.14% | 1.21% | 12 | -191 | -0.3% | Q3 2026 | Oct 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 51,395 | 2,216 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 49,620 | 2,125 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 49,364 | 2,121 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITADEL ADVISORS LLC | History | No change | 40,652 | 1,741 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 38,360 | 1,642 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 36,029 | 1,550 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 35,846 | 1,459 | 0.0% | — | 19 | +35,846 | New | Q3 2026 | Nov 02, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 32,660 | 1,398 | 0.28% | 0.28% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 34,277 | 1,395 | 0.02% | 0.03% | 21 | +415 | 1.23% | Q3 2026 | Oct 16, 2026 |
| Bill Few Associates, Inc. | History | Reduced | 31,008 | 1,262 | 0.26% | 0.3% | 22 | -2,315 | -6.95% | Q3 2026 | Oct 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 26,064 | 1,116 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 22,015 | 942 | 0.73% | 0.73% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 19,807 | 848 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 16,601 | 675 | 0.0% | 0.0% | 26 | +1,269 | 8.28% | Q3 2026 | Oct 30, 2026 |
| FMR LLC | History | No change | 13,283 | 568 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevation Wealth Management LLC | History | Added to | 11,436 | 467 | 0.32% | 0.24% | 28 | +4,102 | 55.93% | Q3 2026 | Nov 02, 2026 |
| Kovack Advisors, Inc. | History | No change | 10,707 | 457 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 10,819 | 440 | 0.05% | 0.07% | 30 | -2,569 | -19.19% | Q3 2026 | Oct 08, 2026 |
| Trust Investment Advisors | History | No change | 10,800 | 439 | 0.19% | 0.22% | 31 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 10,345 | 421 | 0.15% | 0.15% | 32 | +668 | 6.9% | Q3 2026 | Oct 14, 2026 |
| LPL Financial LLC | History | No change | 9,531 | 408 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 9,331 | 399 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Latitude Advisors, LLC | History | Added to | 9,583 | 390 | 0.12% | 0.16% | 35 | +251 | 2.69% | Q3 2026 | Oct 27, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 9,398 | 382 | 0.19% | 0.21% | 36 | -484 | -4.9% | Q3 2026 | Oct 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 8,805 | 377 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,631 | 370 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,594 | 368 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 7,704 | 329 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtus Wealth Solutions LLC | History | Added to | 7,858 | 319 | 0.05% | 0.04% | 41 | +381 | 5.1% | Q3 2026 | Nov 03, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 6,712 | 287 | 0.13% | 0.13% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aurdan Capital Management, LLC | History | No change | 5,487 | 235 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Signature Equity Partners, LLC | History | New | 5,715 | 232 | 0.08% | — | 44 | +5,715 | New | Q3 2026 | Oct 29, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 5,046 | 205 | 0.04% | — | 45 | +5,046 | New | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,826 | 196 | 0.0% | 0.0% | 46 | +481 | 11.07% | Q3 2026 | Oct 08, 2026 |
| Spire Wealth Management | History | Added to | 2,373 | 96 | 0.0% | 0.0% | 47 | +2,194 | 1225.7% | Q3 2026 | Oct 30, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 2,000 | 81 | 0.05% | — | 48 | +2,000 | New | Q3 2026 | Nov 04, 2026 |
| NFSG Corp | History | New | 1,758 | 71 | 0.01% | — | 49 | +1,758 | New | Q3 2026 | Oct 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,489 | 60 | 0.0% | — | 50 | +1,489 | New | Q3 2026 | Nov 05, 2026 |
| Financially Speaking Inc | History | New | 1,170 | 47 | 0.06% | — | 51 | +1,170 | New | Q3 2026 | Nov 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 770 | 32 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 577 | 24 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 469 | 20 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 425 | 17 | 0.0% | 0.01% | 55 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 377 | 16 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | New | 348 | 14 | 0.0% | — | 57 | +348 | New | Q3 2026 | Oct 13, 2026 |
| Ancora Advisors LLC | History | No change | 235 | 10 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 167 | 7 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 106 | 4 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 114 | 4 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascentis Independent Advisors | History | No change | 115 | 4 | 0.0% | 0.01% | 62 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MORGAN STANLEY | History | No change | 57 | 2 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Register Financial Advisors LLC | History | No change | 61 | 2 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Mainstream Capital Management LLC | History | New | 28 | 1 | 0.0% | — | 65 | +28 | New | Q3 2026 | Oct 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68,303 | -100.0% | Q3 2026 | Oct 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.05% | — | -14,802 | -100.0% | Q3 2026 | Oct 29, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Cordant, Inc. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Abound Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |