21 institutions reported holding $385.1M of FIDELITY MERRIMACK STR TR (FLDB) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($368.8M), HARMONY ASSET MANAGEMENT LLC ($7.0M), JPMORGAN CHASE & CO ($1.7M), ENVESTNET ASSET MANAGEMENT INC ($1.7M), Pathstone Holdings, LLC ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $368.8M | 7.3M | Trimmed |
| 2 | HARMONY ASSET MANAGEMENT LLC | $7.0M | 138,723 | Hold |
| 3 | JPMORGAN CHASE & CO | $1.7M | 34,655 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 32,892 | Added |
| 5 | Pathstone Holdings, LLC | $1.1M | 22,213 | Hold |
| 6 | LPL Financial LLC | $979,077 | 19,488 | Added |
| 7 | &PARTNERS | $762,307 | 15,173 | Added |
| 8 | Odyssey Group, LLC | $724,930 | 14,429 | New |
| 9 | OLD MISSION CAPITAL LLC | $580,422 | 11,553 | New |
| 10 | Cetera Investment Advisers | $556,367 | 11,074 | Trimmed |
| 11 | Midwest Financial Network, LLC | $462,547 | 9,205 | Added |
| 12 | NWAM LLC | $349,666 | 6,960 | Trimmed |
| 13 | RCS Financial Planning, LLC | $341,729 | 6,779 | Added |
| 14 | Integrated Wealth Concepts LLC | $50,742 | 1,010 | New |
| 15 | OSAIC HOLDINGS, INC. | $24,867 | 494 | Added |
| 16 | Cornerstone Planning Group LLC | $18,762 | 373 | Hold |
| 17 | FIDUCIARY FINANCIAL ADVISORS | $3,215 | 64 | New |
| 18 | IFG Advisory, LLC | $2,763 | 55 | New |
| 19 | IFP Advisors, Inc | $1,356 | 27 | Hold |
| 20 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 21 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30