Fidelity Merrimack Street Trust - FSEC
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 | Added to | 217,976,663 | 9,556,096 | 0.41% | 0.48% | 1 | +10,830,230 | 5.23% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 469,854 | 20,598 | 0.02% | 0.02% | 2 | +84,688 | 21.99% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 252,534 | 11,071 | 0.0% | — | 3 | +252,534 | New | Q2 2026 | Sep 02, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 213,061 | 9,340 | 1.77% | 2.03% | 4 | +24,332 | 12.89% | Q2 2026 | Jul 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 136,208 | 5,971 | 0.0% | 0.0% | 5 | +48,284 | 54.92% | Q2 2026 | Aug 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 130,680 | 5,729 | 0.01% | — | 6 | +130,680 | New | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 103,183 | 4,547 | 0.0% | 0.0% | 7 | +22,422 | 27.76% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 74,726 | 3,275 | 0.01% | 0.01% | 8 | +8,519 | 12.87% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 68,557 | 2,993 | 0.01% | 0.0% | 9 | +27,273 | 66.06% | Q2 2026 | Jul 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 48,009 | 2,104 | 0.0% | 0.0% | 10 | -134,695 | -73.72% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Added to | 37,862 | 1,732 | 0.01% | 0.01% | 11 | +4,587 | 13.79% | Q2 2026 | Aug 14, 2026 |
| Midwest Financial Network, LLC | History | Added to | 34,887 | 1,529 | 1.04% | 0.57% | 12 | +18,527 | 113.25% | Q2 2026 | Jul 07, 2026 |
| RCS Financial Planning, LLC | History | Added to | 27,097 | 1,191 | 0.56% | 0.62% | 13 | +15 | 0.06% | Q2 2026 | Jul 22, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 27,216 | 1,184 | 0.06% | 0.45% | 14 | -118,218 | -81.29% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 26,212 | 1,149 | 0.0% | 0.0% | 15 | +14,450 | 122.85% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 21,483 | 941 | 0.0% | 0.0% | 16 | +980 | 4.78% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 19,573 | 858 | 0.0% | 0.0% | 17 | +7,029 | 56.03% | Q2 2026 | Aug 19, 2026 |
| Focus Partners Wealth | History | Added to | 16,705 | 732 | 0.0% | 0.0% | 18 | +8,053 | 93.08% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | New | 14,619 | 640 | 0.0% | — | 19 | +14,619 | New | Q2 2026 | Aug 14, 2026 |
| Synergy Asset Management, LLC | History | New | 14,101 | 618 | 0.06% | — | 20 | +14,101 | New | Q2 2026 | Jul 22, 2026 |
| Capital Investment Advisors, LLC | History | New | 11,310 | 495 | 0.01% | — | 21 | +11,310 | New | Q2 2026 | Aug 06, 2026 |
| MONECO ADVISORS, LLC | History | New | 10,820 | 474 | 0.03% | — | 22 | +10,820 | New | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 9,622 | 421 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 9,543 | 418 | 0.03% | — | 24 | +9,543 | New | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | New | 9,284 | 407 | 0.0% | — | 25 | +9,284 | New | Q2 2026 | Aug 13, 2026 |
| Calamos Wealth Management LLC | History | No change | 8,963 | 392 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RDA Financial Network | History | Added to | 8,458 | 370 | 0.08% | 0.05% | 27 | +3,697 | 77.65% | Q2 2026 | Jul 06, 2026 |
| Curi Capital, LLC | History | New | 8,142 | 358 | 0.01% | — | 28 | +8,142 | New | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | Added to | 8,023 | 351 | 0.0% | 0.0% | 29 | +2,556 | 46.75% | Q2 2026 | Aug 10, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 7,818 | 342 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Advisor OS, LLC | History | New | 7,346 | 322 | 0.02% | — | 31 | +7,346 | New | Q2 2026 | Aug 05, 2026 |
| Foundation Wealth Management, LLC\PA | History | New | 7,184 | 314 | 0.09% | — | 32 | +7,184 | New | Q2 2026 | Jul 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 6,548 | 287 | 0.0% | — | 33 | +6,548 | New | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 6,526 | 286 | 0.0% | — | 34 | +6,526 | New | Q2 2026 | Jul 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 5,709 | 250 | 0.0% | 0.0% | 35 | -5,656 | -49.77% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Added to | 5,580 | 244 | 0.0% | 0.0% | 36 | +2,621 | 88.58% | Q2 2026 | Aug 03, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 5,273 | 231 | 0.07% | 0.08% | 37 | +152 | 2.97% | Q2 2026 | Jul 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 5,262 | 230 | 0.0% | 0.0% | 38 | -527 | -9.1% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Reduced | 5,087 | 223 | 0.0% | 0.0% | 39 | -1,130 | -18.18% | Q2 2026 | Aug 14, 2026 |
| HOWE & RUSLING INC | History | New | 4,975 | 218 | 0.01% | — | 40 | +4,975 | New | Q2 2026 | Aug 10, 2026 |
| Meridian Wealth Management, LLC | History | New | 4,974 | 218 | 0.01% | — | 41 | +4,974 | New | Q2 2026 | Aug 05, 2026 |
| NWAM LLC | History | New | 4,589 | 201 | 0.01% | — | 42 | +4,589 | New | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 3,040 | 134 | 0.0% | — | 43 | +3,040 | New | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 2,629 | 115 | 0.0% | 0.0% | 44 | +779 | 42.11% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 2,484 | 108 | 0.0% | — | 45 | +2,484 | New | Q2 2026 | Aug 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,845 | 79 | 0.01% | 0.01% | 46 | +1 | 0.05% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,796 | 78 | 0.0% | 0.0% | 47 | +11 | 0.62% | Q2 2026 | Jul 17, 2026 |
| IFP Advisors, Inc | History | No change | 1,732 | 75 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 327 | 14 | 0.0% | — | 49 | +327 | New | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 91 | 3 | 0.0% | — | 50 | +91 | New | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,863 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Granite Harbor Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.29% | — | -15,053 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.02% | — | -10,657 | -100.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,397 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,963 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,302 | -100.0% | Q2 2026 | Jul 27, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,267 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,269 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -5,055 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,020 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -2,866 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -581 | -100.0% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -542 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -184 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q2 2026 | Jul 20, 2026 |
| MORGAN STANLEY | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |