FLDR — Fidelity Merrimack Str Tr Institutional Holders · Q3 2026
Who owns Fidelity Merrimack Str Tr (FLDR)? 4 institutions reported holding $41.97M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Athena Wealth Management, LLC ($39.9M), Elm3 Financial Group, LLC ($1.9M), GK Wealth Management LLC ($219,707).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Athena Wealth Management, LLC | $39.9M | 801,191 | Trimmed |
| 2 | Elm3 Financial Group, LLC | $1.9M | 37,351 | Added |
| 3 | GK Wealth Management LLC | $219,707 | 4,416 | Hold |
| 4 | Farther Finance Advisors, LLC | $33,210 | 668 | Added |
Source: SEC Form 13F filings · as of 2026-09-30