22 institutions reported holding $6.8M of FIDELITY MERRIMACK (FTBD) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($1.4M), InTrack Investment Management Inc ($1.2M), OSAIC HOLDINGS, INC. ($803,426), BG Investment Services, Inc. ($586,054), AdvisorNet Financial, Inc ($533,308). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 28,903 | Added |
| 2 | InTrack Investment Management Inc | $1.2M | 24,102 | Added |
| 3 | OSAIC HOLDINGS, INC. | $803,426 | 16,297 | Added |
| 4 | BG Investment Services, Inc. | $586,054 | 11,892 | Added |
| 5 | AdvisorNet Financial, Inc | $533,308 | 10,822 | Added |
| 6 | Koshinski Asset Management, Inc. | $450,863 | 9,149 | Trimmed |
| 7 | MORGAN STANLEY | $391,382 | 7,942 | New |
| 8 | Arkadios Wealth Advisors | $388,720 | 7,888 | Trimmed |
| 9 | Clarity Asset Management, Inc. | $320,784 | 6,509 | Added |
| 10 | Avidian Wealth Enterprises, LLC | $266,703 | 5,412 | Trimmed |
| 11 | J.W. COLE ADVISORS, INC. | $254,262 | 5,160 | New |
| 12 | Royal Bank of Canada | $49,000 | 1,004 | Hold |
| 13 | TD Waterhouse Canada Inc. | $35,079 | 714 | Hold |
| 14 | JPMORGAN CHASE & CO | $34,522 | 698 | Added |
| 15 | CREATIVE FINANCIAL DESIGNS INC /ADV | $26,548 | 539 | Added |
| 16 | BANK OF MONTREAL /CAN/ | $15,523 | 315 | Hold |
| 17 | UBS Group AG | $5,322 | 108 | Added |
| 18 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 19 | Farther Finance Advisors, LLC | $0 | 0 | Exited |
| 20 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 21 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 22 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30