Fidelity Merrimack Street Trust - FLDR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 8,873,080 | 444,630 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,245,406 | 62,407 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 890,174 | 44,606 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Athena Wealth Management, LLC | History | Reduced | 801,191 | 39,861 | 28.62% | 30.28% | 4 | -11,293 | -1.39% | Q3 2026 | Oct 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 671,984 | 33,432 | 0.04% | 0.04% | 5 | -17,399 | -2.52% | Q3 2026 | Nov 02, 2026 |
| LPL Financial LLC | History | No change | 525,613 | 26,338 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 527,890 | 26,263 | 0.07% | 0.07% | 7 | +121,542 | 29.91% | Q3 2026 | Nov 02, 2026 |
| AE Wealth Management LLC | History | No change | 454,714 | 22,785 | 0.11% | 0.11% | 8 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 319,392 | 15,890 | 4.91% | 4.7% | 9 | +15,221 | 5.0% | Q3 2026 | Oct 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 309,601 | 15,514 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 297,206 | 14,893 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 295,935 | 14,829 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 246,964 | 12,386 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 241,780 | 12,115 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 225,336 | 11,291 | 0.11% | 0.11% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 207,532 | 10,399 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 206,400 | 10,342 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthTrust Axiom LLC | History | No change | 185,258 | 9,283 | 2.07% | 2.07% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 185,960 | 9,251 | 0.48% | 0.48% | 19 | +5,297 | 2.93% | Q3 2026 | Oct 29, 2026 |
| Sowell Financial Services LLC | History | Reduced | 176,817 | 8,797 | 0.28% | 0.3% | 20 | -8,594 | -4.64% | Q3 2026 | Oct 23, 2026 |
| UBS Group AG | History | No change | 153,932 | 7,713 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 123,511 | 6,145 | 2.22% | 1.89% | 22 | +21,262 | 20.79% | Q3 2026 | Oct 28, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 119,876 | 6,006 | 0.4% | 0.4% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 116,895 | 5,838 | 1.23% | 1.18% | 24 | +4,334 | 3.85% | Q3 2026 | Oct 21, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 110,473 | 5,535 | 2.56% | 2.56% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 104,025 | 5,213 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 97,690 | 4,860 | 0.05% | 0.05% | 27 | +2,420 | 2.54% | Q3 2026 | Oct 20, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 97,224 | 4,837 | 2.1% | 0.13% | 28 | +91,562 | 1617.13% | Q3 2026 | Oct 26, 2026 |
| HighTower Advisors, LLC | History | No change | 93,083 | 4,664 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 85,798 | 4,282 | 2.32% | 2.98% | 30 | -39,332 | -31.43% | Q3 2026 | Oct 14, 2026 |
| Cetera Investment Advisers | History | No change | 84,869 | 4,252 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TABLEAUX LLC | History | Reduced | 85,381 | 4,247 | 1.73% | 2.88% | 32 | -51,296 | -37.53% | Q3 2026 | Oct 23, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 80,545 | 4,036 | 1.48% | 1.48% | 33 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 78,345 | 3,926 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cottage Street Advisors LLC | History | Added to | 77,205 | 3,841 | 1.47% | 1.35% | 35 | +7,546 | 10.83% | Q3 2026 | Oct 16, 2026 |
| LOWERY THOMAS, LLC | History | No change | 74,205 | 3,718 | 1.82% | 1.82% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fortis Capital Management LLC | History | No change | 69,149 | 3,465 | 0.39% | 0.39% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 69,189 | 3,442 | 0.01% | — | 38 | +69,189 | New | Q3 2026 | Nov 02, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 68,508 | 3,432 | 1.89% | 1.89% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 67,473 | 3,356 | 0.47% | 0.51% | 40 | -5,800 | -7.92% | Q3 2026 | Nov 03, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 65,054 | 3,236 | 0.28% | 0.29% | 41 | -596 | -0.91% | Q3 2026 | Oct 26, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 63,311 | 3,149 | 0.29% | 0.32% | 42 | -5,505 | -8.0% | Q3 2026 | Oct 19, 2026 |
| Snowden Capital Advisors LLC | History | No change | 55,800 | 2,796 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 54,343 | 2,703 | 1.46% | 0.94% | 44 | +21,588 | 65.91% | Q3 2026 | Oct 21, 2026 |
| Burnham & Co LLC | History | No change | 43,014 | 2,155 | 1.74% | 1.74% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TradeWell Securities, LLC. | History | Added to | 41,255 | 2,052 | 0.69% | 0.64% | 46 | +5,231 | 14.52% | Q3 2026 | Oct 21, 2026 |
| Schwallier Wealth Management LLC | History | No change | 38,577 | 1,933 | 1.22% | 1.22% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 38,228 | 1,901 | 0.09% | 0.11% | 48 | -4,932 | -11.43% | Q3 2026 | Oct 22, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 37,351 | 1,858 | 1.24% | 0.8% | 49 | +14,101 | 60.65% | Q3 2026 | Oct 07, 2026 |
| World Investment Advisors | History | No change | 34,255 | 1,714 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 34,048 | 1,704 | 1.08% | 1.08% | 51 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PFG Advisors | History | Added to | 31,612 | 1,572 | 0.08% | 0.08% | 52 | +916 | 2.98% | Q3 2026 | Oct 15, 2026 |
| FCG Investment Co | History | Added to | 28,995 | 1,442 | 0.47% | 0.47% | 53 | +2,090 | 7.77% | Q3 2026 | Oct 13, 2026 |
| Financially Speaking Inc | History | Reduced | 26,902 | 1,338 | 1.61% | 36.61% | 54 | -123,712 | -82.14% | Q3 2026 | Nov 05, 2026 |
| HRT FINANCIAL LP | History | No change | 26,639 | 1,334 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LongView Wealth Management | History | Added to | 20,185 | 1,004 | 0.24% | 0.26% | 56 | +56 | 0.28% | Q3 2026 | Oct 19, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 19,700 | 980 | 0.0% | 0.01% | 57 | -5,000 | -20.24% | Q3 2026 | Oct 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 18,889 | 939 | 0.04% | 0.04% | 58 | -350 | -1.82% | Q3 2026 | Oct 28, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 17,421 | 868 | 0.04% | 0.02% | 59 | +7,516 | 75.88% | Q3 2026 | Oct 15, 2026 |
| &PARTNERS | History | No change | 15,930 | 798 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 15,926 | 792 | 0.25% | 0.25% | 61 | +140 | 0.89% | Q3 2026 | Oct 20, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 14,534 | 723 | 0.25% | 0.15% | 62 | +6,198 | 74.35% | Q3 2026 | Oct 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 14,178 | 705 | 0.02% | 0.02% | 63 | +826 | 6.19% | Q3 2026 | Nov 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 13,810 | 692 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 13,300 | 666 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 12,239 | 611 | 0.13% | 0.13% | 66 | +384 | 3.24% | Q3 2026 | Nov 03, 2026 |
| Meadowbrook Advisors Group, LLC | History | No change | 11,263 | 564 | 0.3% | 0.3% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Revisor Wealth Management LLC | History | Added to | 11,292 | 563 | 0.14% | 0.14% | 68 | +6 | 0.05% | Q3 2026 | Oct 20, 2026 |
| Essex Financial Services, Inc. | History | No change | 10,980 | 550 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 10,257 | 513 | 0.06% | 0.06% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Csenge Advisory Group | History | Reduced | 9,881 | 491 | 0.02% | 0.02% | 71 | -332 | -3.25% | Q3 2026 | Nov 04, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 9,667 | 484 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 9,297 | 465 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Anson Capital, Inc. | History | Reduced | 8,533 | 424 | 0.28% | 0.3% | 74 | -794 | -8.51% | Q3 2026 | Oct 23, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 8,474 | 421 | 0.01% | 0.01% | 75 | +83 | 0.99% | Q3 2026 | Oct 29, 2026 |
| GWN SECURITIES INC. | History | No change | 8,323 | 417 | 0.07% | 0.07% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Virtus Wealth Solutions LLC | History | Added to | 8,283 | 412 | 0.07% | 0.05% | 77 | +245 | 3.05% | Q3 2026 | Nov 03, 2026 |
| Southland Equity Partners LLC | History | Reduced | 7,777 | 386 | 0.07% | 0.07% | 78 | -89 | -1.13% | Q3 2026 | Oct 14, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 7,750 | 385 | 0.24% | 0.25% | 79 | -250 | -3.13% | Q3 2026 | Oct 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 7,500 | 373 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 7,437 | 370 | 0.41% | — | 81 | +7,437 | New | Q3 2026 | Oct 27, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 7,424 | 369 | 0.04% | 0.04% | 82 | +50 | 0.68% | Q3 2026 | Oct 19, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,640 | 332 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,580 | 329 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 6,584 | 329 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SELDON CAPITAL LP | History | No change | 6,552 | 328 | 0.1% | 0.1% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 6,020 | 299 | 0.01% | 0.01% | 87 | +70 | 1.18% | Q3 2026 | Oct 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,707 | 285 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 5,656 | 283 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Balboa Wealth Partners | History | New | 5,628 | 280 | 0.04% | — | 90 | +5,628 | New | Q3 2026 | Oct 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 5,547 | 275 | 0.0% | 0.01% | 91 | -1,255 | -18.45% | Q3 2026 | Nov 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 4,954 | 248 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | No change | 4,524 | 226 | 0.08% | 0.08% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Addison Capital Co | History | No change | 4,479 | 224 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GK Wealth Management LLC | History | No change | 4,416 | 219 | 0.12% | 0.12% | 95 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Bogart Wealth, LLC | History | No change | 3,100 | 155 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| West Branch Capital LLC | History | Added to | 2,419 | 120 | 0.03% | 0.03% | 97 | +21 | 0.88% | Q3 2026 | Oct 20, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,000 | 100 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,975 | 98 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 1,955 | 97 | 0.0% | 0.0% | 100 | +19 | 0.98% | Q3 2026 | Nov 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,858 | 93 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,490 | 74 | 0.0% | 0.01% | 102 | -368 | -19.81% | Q3 2026 | Oct 30, 2026 |
| IFP Advisors, Inc | History | Added to | 1,348 | 67 | 0.0% | 0.0% | 103 | +8 | 0.6% | Q3 2026 | Oct 16, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,174 | 58 | 0.03% | 0.04% | 104 | -69 | -5.55% | Q3 2026 | Oct 27, 2026 |
| Arax Advisory Partners | History | No change | 1,091 | 54 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | Added to | 855 | 42 | 0.0% | 0.0% | 106 | +73 | 9.34% | Q3 2026 | Oct 30, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 859 | 42 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 668 | 33 | 0.0% | 0.0% | 109 | +1 | 0.15% | Q3 2026 | Oct 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 664 | 33 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 654 | 32 | 0.0% | — | 110 | +654 | New | Q3 2026 | Nov 04, 2026 |
| Nova Financial LLC | History | New | 552 | 27 | 0.01% | — | 111 | +552 | New | Q3 2026 | Nov 04, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 511 | 25 | 0.0% | 0.0% | 112 | +5 | 0.99% | Q3 2026 | Oct 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 266 | 13 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 173 | 8 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| JNBA Financial Advisors | History | Added to | 159 | 7 | 0.0% | 0.0% | 115 | +1 | 0.63% | Q3 2026 | Nov 03, 2026 |
| Triumph Capital Management | History | No change | 150 | 7 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 104 | 5 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | New | 83 | 4 | 0.0% | — | 118 | +83 | New | Q3 2026 | Oct 21, 2026 |
| Mosley Wealth Management | History | No change | 42 | 2 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 21 | 1 | 0.0% | 0.01% | 120 | -797 | -97.43% | Q3 2026 | Nov 04, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 22 | 1 | 0.0% | — | 122 | +21 | 2100.0% | Q3 2026 | Nov 04, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Rossby Financial, LCC | History | No change | 29 | 1 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Mainstream Capital Management LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 23, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |