FLTB institutional holders

FIDELITY MERRIMACK STR TR · 13F, 2026Q2

Managers holding87
Shares held5,060,571
Reported value$253.7m
Quarter flows19 new, 45 added, 13 trimmed, 11 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/923,052$46.3m0.0%
ENVESTNET ASSET MANAGEMENT INC446,264$22.4m0.0%
UBS Group AG430,243$21.6m0.0%
COMMONWEALTH EQUITY SERVICES, LLC367,410$18.4m0.0%
MORGAN STANLEY332,980$16.7m0.0%
LPL Financial LLC219,258$11.0m0.0%
Holos Integrated Wealth LLC198,581$9.9m4.6%
OSAIC HOLDINGS, INC.163,458$8.2m0.0%
ROYAL BANK OF CANADA129,638$6.5m0.0%
RAYMOND JAMES FINANCIAL INC114,487$5.7m0.0%
Kestra Advisory Services, LLC106,845$5.4m0.0%
Regal Investment Advisors LLC94,389$4.7m0.2%
Sanctuary Advisors, LLC81,803$4.1m0.0%
Cambridge Investment Research Advisors, Inc.80,246$4.0m0.0%
Salus Financial Advisors, LLC79,432$4.0m2.0%
JONES FINANCIAL COMPANIES LLLP75,274$3.8m0.0%
Savant Capital, LLC66,480$3.3m0.0%
Cetera Investment Advisers64,186$3.2m0.0%
Merkkuri Wealth Advisors LLC60,605$3.0m1.9%
OLD MISSION CAPITAL LLC55,133$2.8m0.0%
KESTRA PRIVATE WEALTH SERVICES, LLC53,614$2.7m0.0%
Fidelis Wealth Advisors LLC49,910$2.5m3.7%
Focus Partners Wealth45,572$2.3m0.0%
Koshinski Asset Management, Inc.43,768$2.2m0.1%
B. Riley Wealth Advisors, Inc.42,931$2.2m0.1%

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

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