Vault-13

FIDELITY MERRIMACK STR TR FLTB

LTD TRM BD ETF · ETP · CUSIP 316188200

87 institutional holders +8 vs Q1 2026
5,060,5715.1m shares reported held*
$253.7mreported value*
16 new 45 added 13 reduced 10 sold out net bought ≈ $31.4m (+627.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $50.13.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 52Q4 22: 71Q1 23: 60Q2 23: 58Q3 23: 57Q4 23: 56Q1 24: 55Q2 24: 60Q3 24: 59Q4 24: 62Q1 25: 67Q2 25: 72Q3 25: 73Q4 25: 81Q1 26: 79Q2 26: 8787Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202252
Q4 202271
Q1 202360
Q2 202358
Q3 202357
Q4 202356
Q1 202455
Q2 202460
Q3 202459
Q4 202462
Q1 202567
Q2 202572
Q3 202573
Q4 202581
Q1 202679
Q2 202687

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 35 bought or addedQ3 24: 18 cut or sold outQ4 24: 35 bought or addedQ4 24: 18 cut or sold outQ4 24Q1 25: 38 bought or addedQ1 25: 20 cut or sold outQ2 25: 47 bought or addedQ2 25: 19 cut or sold outQ2 25Q3 25: 46 bought or addedQ3 25: 25 cut or sold outQ4 25: 45 bought or addedQ4 25: 29 cut or sold outQ4 25Q1 26: 53 bought or addedQ1 26: 25 cut or sold outQ2 26: 61 bought or addedQ2 26: 23 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243518
Q4 20243518
Q1 20253820
Q2 20254719
Q3 20254625
Q4 20254529
Q1 20265325
Q2 20266123

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +100,716+100.7k
OSAIC HOLDINGS, INC. Added +83,100+83.1k
BANK OF AMERICA CORP /DE/ Added +79,891+79.9k
ENVESTNET ASSET MANAGEMENT INC Added +72,542+72.5k
Merkkuri Wealth Advisors LLC New +60,605+60.6k
OLD MISSION CAPITAL LLC New +55,133+55.1k
Fidelis Wealth Advisors LLC New +49,910+49.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +39,037+39.0k
Holos Integrated Wealth LLC Added +35,118+35.1k
Waverly Advisors, LLC New +29,800+29.8k

Biggest sellers

LPL Financial LLC Reduced -78,577-78.6k
Cambridge Investment Research Advisors, Inc. Reduced -56,751-56.8k
JANE STREET GROUP, LLC Sold out -53,679-53.7k
ASSETMARK, INC Reduced -51,733-51.7k
UBS Group AG Reduced -21,066-21.1k
IFP Advisors, Inc Reduced -6,384-6.4k
FLOW TRADERS U.S. LLC Sold out -5,384-5.4k
Independent Advisor Alliance Sold out -5,256-5.3k
BENJAMIN EDWARDS INC Sold out -5,118-5.1k
STIFEL FINANCIAL CORP Sold out -4,485-4.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 923,052923.1k $46.3m $46.3m 0.00% Added +79.9k +79,891
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 446,264446.3k $22.4m $22.4m 0.01% Added +72.5k +72,542
3 UBS Group AG 0.00% of their portfolio ZURICH, V8 430,243430.2k $21.6m $21.6m 0.00% Reduced -21.1k -21,066
4 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 367,410367.4k $18.4m $18.4m 0.02% Added +39.0k +39,037
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 332,980333.0k $16.7m $16.7m 0.00% Added +248 +248
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 219,258219.3k $11.0m $11.0m 0.00% Reduced -78.6k -78,577
7 Holos Integrated Wealth LLC 4.64% of their portfolio KENNETT SQUARE, PA 198,581198.6k $9.9m $9.9m 4.64% Added +35.1k +35,118
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 163,458163.5k $8.2m $8.2m 0.01% Added +83.1k +83,100
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 129,638129.6k $6.5m $6.5m 0.00% Added +5.0k +4,982
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 114,487114.5k $5.7m $5.7m 0.00% Added +100.7k +100,716
11 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 106,845106.8k $5.4m $5.4m 0.02% Added +24.4k +24,426
12 Regal Investment Advisors LLC 0.25% of their portfolio KENTWOOD, MI 94,38994.4k $4.7m $4.7m 0.25% Added +6.8k +6,810
13 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 81,80381.8k $4.1m $4.1m 0.02% Added +10.1k +10,090
14 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 80,24680.2k $4.0m $4.0m 0.00% Reduced -56.8k -56,751
15 Salus Financial Advisors, LLC 1.96% of their portfolio COLORADO SPRINGS, CO 79,43279.4k $4.0m $4.0m 1.96% Added +6.0k +5,975
16 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 75,27475.3k $3.8m $3.8m 0.00% Added +21.7k +21,693
17 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 66,48066.5k $3.3m $3.3m 0.01% Added +10.5k +10,480
18 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 64,18664.2k $3.2m $3.2m 0.00% Added +4.2k +4,195
19 Merkkuri Wealth Advisors LLC 1.88% of their portfolio HICKSVILLE, NY 60,60560.6k $3.0m $3.0m 1.88% New
20 OLD MISSION CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 55,13355.1k $2.8m $2.8m 0.07% New
21 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 53,61453.6k $2.7m $2.7m 0.03% Added +17.8k +17,838
22 Fidelis Wealth Advisors LLC 3.75% of their portfolio CASTLE ROCK, CO 49,91049.9k $2.5m $2.5m 3.75% New
23 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 45,57245.6k $2.3m $2.3m 0.00% Added +27.9k +27,949
24 Koshinski Asset Management, Inc. 0.12% of their portfolio DECATUR, IL 43,76843.8k $2.2m $2.2m 0.12% Added +11.0k +10,982
25 B. Riley Wealth Advisors, Inc. 0.12% of their portfolio MEMPHIS, TN 42,93142.9k $2.2m $2.2m 0.12% Added +5.8k +5,823
26 Advisor OS, LLC 0.14% of their portfolio CHICAGO, IL 41,36241.4k $2.1m $2.1m 0.14% Added +17.5k +17,506
27 ISLAY CAPITAL MANAGEMENT, LLC 0.91% of their portfolio Lubbock, TX 38,75338.8k $1.9m $1.9m 0.91% Added +3.2k +3,155
28 Grey Ledge Advisors, LLC 0.38% of their portfolio GUILFORD, CT 37,73137.7k $1.9m $1.9m 0.38% Added +1.4k +1,397
29 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 36,49136.5k $1.8m $1.8m 0.00% Added +6.5k +6,451
30 Great Lakes Retirement, Inc. 0.16% of their portfolio SANDUSKY, OH 34,74534.7k $1.7m $1.7m 0.16% Added +2.0k +2,039
31 Clearwave Capital, LLC 0.89% of their portfolio UPLAND, CA 32,24032.2k $1.6m $1.6m 0.89% Added +3.1k +3,124
32 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 29,80029.8k $1.5m $1.5m 0.01% New
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 29,68429.7k $1.5m $1.5m 0.00% New
34 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 28,50728.5k $1.4m $1.4m 0.01% Reduced -2.9k -2,897
35 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 25,30425.3k $1.3m $1.3m 0.00% Added +872 +872
36 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 25,28525.3k $1.3m $1.3m 0.00% New
37 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 23,66023.7k $1.2m $1.2m 0.00% Added +860 +860
38 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 22,95923.0k $1.2m $1.2m 0.01% Added +44 +44
39 Lakeridge Wealth Management LLC 0.39% of their portfolio MENTOR, OH 21,29321.3k $1.1m $1.1m 0.39% Added +3.1k +3,109
40 Centurion Wealth Management LLC 0.22% of their portfolio Mclean, VA 17,95618.0k $900.1k $900.1k 0.22% Reduced -1.7k -1,673
41 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 17,15217.2k $859.8k $859.8k 0.01% Reduced -2.1k -2,073
42 NORRIS PERNE & FRENCH LLP/MI 0.04% of their portfolio GRAND RAPIDS, MI 16,97817.0k $851.1k $851.1k 0.04% Added +1.9k +1,882
43 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 16,91316.9k $847.9k $847.9k 0.01% Reduced -29 -29
44 RESOLUTE CAPITAL, LLC 0.29% of their portfolio GREENVILLE, SC 16,57616.6k $831.0k $831.0k 0.29% Added +4.0k +3,979
45 Hoxton Planning & Management, LLC 0.21% of their portfolio SHEPHERDSTOWN, WV 16,26016.3k $815.1k $815.1k 0.21% Added +139 +139
46 Core Wealth Advisors, Inc. 0.13% of their portfolio LAKELAND, FL 13,25413.3k $664.4k $664.4k 0.13% New
47 49 WEALTH MANAGEMENT, LLC 0.12% of their portfolio AUSTIN, TX 12,33112.3k $618.2k $618.2k 0.12% New
48 ALONGSIDE, LLC 0.12% of their portfolio AUSTIN, TX 12,33112.3k $618.2k $618.2k 0.12% First filing
49 Soltis Investment Advisors LLC 0.04% of their portfolio ST. GEORGE, UT 12,25612.3k $614.4k $614.4k 0.04% Unchanged
50 CAHILL FINANCIAL ADVISORS INC 0.05% of their portfolio EDINA, MN 11,18111.2k $560.5k $560.5k 0.05% Added +56 +56
51 PRIMORIS WEALTH ADVISORS, LLC 0.25% of their portfolio North Palm Beach, FL 11,00011.0k $551.4k $551.4k 0.25% New
52 BG Investment Services, LLC 0.39% of their portfolio HAGATNA, GU 10,76910.8k $539.8k $539.8k 0.39% Added +1.0k +1,022
53 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 10,62210.6k $532.5k $532.5k 0.02% Added +136 +136
54 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 10,17910.2k $510.0k $510.0k 0.00% New
55 McGlone Suttner Wealth Management, Inc. 0.06% of their portfolio APPLETON, WI 9,7199.7k $487.2k $487.2k 0.06% Reduced -170 -170
56 United Advisor Group, LLC 0.05% of their portfolio CINCINNATI, OH 9,2379.2k $464.8k $464.8k 0.05% Added +308 +308
57 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 7,1437.1k $358.1k $358.1k 0.00% Added +6.9k +6,941
58 Indivisible Partners 0.02% of their portfolio CLEARWATER, FL 7,0117.0k $351.5k $351.5k 0.02% New
59 Opus Financial Solutions LLC 0.28% of their portfolio DOWNERS GROVE, IL 6,8076.8k $341.2k $341.2k 0.28% Reduced -1.4k -1,431
60 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 6,5006.5k $325.8k $325.8k 0.00% Added +57 +57
61 COFG Advisors, LLC 0.05% of their portfolio OAK BROOK, IL 5,7125.7k $286.3k $286.3k 0.05% New
62 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 5,7055.7k $286.0k $286.0k 0.00% New
63 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 5,5685.6k $279.1k $279.1k 0.00% Added +207 +207
64 Copper Harbor Investment Advisors, LLC 0.05% of their portfolio APPLETON, WI 4,8844.9k $244.8k $244.8k 0.05% First filing
65 FMR LLC 0.00% of their portfolio BOSTON, MA 4,7644.8k $238.8k $238.8k 0.00% Reduced -1.4k -1,385
66 Clearstead Trust, LLC 0.03% of their portfolio PORTLAND, ME 4,6504.7k $233.1k $233.1k 0.03% Unchanged
67 SOUTHERN CAPITAL ADVISORS, LLC 0.09% of their portfolio Jackson, TN 4,2134.2k $211.2k $211.2k 0.09% Reduced -110 -110
68 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,6382.6k $132.2k $132.2k 0.00% Reduced -6.4k -6,384
69 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 2,6302.6k $131.9k $131.9k 0.00% Added +320 +320
70 Roxbury Financial LLC 0.08% of their portfolio MOUNT ARLINGTON, NJ 2,1192.1k $106.2k $106.2k 0.08% Added +23 +23
71 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 2,0002.0k $100.3k $100.3k 0.00% Unchanged
72 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,8961.9k $95.0k $95.0k 0.00% Unchanged
73 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,4821.5k $74.3k $74.3k 0.00% New
74 Glass Jacobson Investment Advisors llc 0.02% of their portfolio OWINGS MILLS, MD 1,1461.1k $57.4k $57.4k 0.02% Added +2 +2
75 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,0001.0k $50.1k $50.1k 0.00% New
76 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 943943 $47.3k $47.3k 0.00% Added +646 +646
77 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 892892 $44.7k $44.7k 0.00% Reduced -51.7k -51,733
78 Investment Research & Advisory Group, Inc. 0.01% of their portfolio ATLANTA, GA 811811 $40.7k $40.7k 0.01% Unchanged
79 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 606606 $30.4k $30.4k 0.00% First filing
80 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 487487 $24.4k $24.4k 0.00% Unchanged
81 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 367367 $18.4k $18.4k 0.00% Added +366 +366
82 Burk Holdings LLC 0.00% of their portfolio TULSA, OK 172172 $8.6k $8.6k 0.00% Unchanged
83 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 160160 $8.0k $8.0k 0.00% Unchanged
84 Abound Wealth Management 0.00% of their portfolio FRANKLIN, TN 102102 $5.1k $5.1k 0.00% Added +1 +1
85 Wilmington Savings Fund Society, FSB 0.00% of their portfolio WILMINGTON, DE 5555 $2.8k $2.8k 0.00% Unchanged
86 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1111 $550 $550 0.00% Unchanged
87 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1010 $501 $501 0.00% New