FLDR institutional holders

FIDELITY MERRIMACK STR TR · 13F, 2026Q2

Managers holding121
Shares held19,709,316
Reported value$987.7m
Quarter flows17 new, 54 added, 35 trimmed, 21 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
FMR LLC8,873,080$444.6m0.0%
WELLS FARGO & COMPANY/MN1,245,406$62.4m0.0%
RAYMOND JAMES FINANCIAL INC890,174$44.6m0.0%
Athena Wealth Management, LLC812,484$40.7m30.3%
COMMONWEALTH EQUITY SERVICES, LLC689,383$34.5m0.0%
LPL Financial LLC525,613$26.3m0.0%
AE Wealth Management LLC454,714$22.8m0.1%
Kestra Advisory Services, LLC406,348$20.4m0.1%
BANK OF AMERICA CORP /DE/309,601$15.5m0.0%
WEALTH MANAGEMENT RESOURCES, INC.304,171$15.2m4.7%
MML INVESTORS SERVICES, LLC297,206$14.9m0.0%
JANE STREET GROUP, LLC295,935$14.8m0.0%
OSAIC HOLDINGS, INC.246,964$12.4m0.0%
MORGAN STANLEY241,780$12.1m0.0%
Stratos Wealth Partners, LTD.225,336$11.3m0.1%
ENVESTNET ASSET MANAGEMENT INC207,532$10.4m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO206,400$10.3m0.0%
Sowell Financial Services LLC185,411$9.3m0.3%
WealthTrust Axiom LLC185,258$9.3m2.1%
Koshinski Asset Management, Inc.180,663$9.1m0.5%
UBS Group AG153,932$7.7m0.0%
Financially Speaking Inc150,614$7.5m36.6%
TABLEAUX LLC136,677$6.8m2.9%
RCS Financial Planning, LLC125,130$6.3m3.0%
Arete Wealth Advisors, LLC119,876$6.0m0.4%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FLDR"). FLDR price history · All 13F data

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