13FBOX
FIDELITY MERRIMACK STR TR · 13F Institutional Holdings
Options Calculator Rankings
F

FIDELITY MERRIMACK STR TR

FMUB
Institutions
34
Combined AUM (Q2 2026)
$70.4M
Combined Shares (Q2 2026)
1.4M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+427,637
29 · 11 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.2M
6 · 3 Exit · ≈
⚖️ Net
-793,358
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$70.4M
Institutions
34
New Buys
11
Adds
18
Reduces
3
Exits
3
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.01%#13$16.5M320,712$8.1M160,451+160,261+99.88%Add
Wealth Alliance Advisory Group, LLC
2.13%2.28%#2$14.7M285,829$14.4M284,394+1,435+0.50%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#31$6.8M131,398$4.1M82,160+49,238+59.93%Add
Advyzon Investment Management, LLC
0.29%0.23%#5$4.0M77,577$2.6M51,631+25,946+50.25%Add
Clarity Retirement & Wealth, LLC
2.55%2.73%#1$3.7M72,039$3.4M66,904+5,135+7.68%Add
Concurrent Investment Advisors, LLC
0.03%0.03%#12$3.0M57,694$3.0M59,717-2,023-3.39%Reduce
LPL Financial LLC
<0.01%<0.01%#29$2.6M50,239$765,36715,125+35,114+232.16%Add
HICKS CAPITAL MANAGEMENT LLC
2.1%1.68%#3$2.6M49,866$1.7M33,100+16,766+50.65%Add
IHT Wealth Management, LLC
0.04%0.01%#8$1.8M34,815$612,80012,110+22,705+187.49%Add
Advisory Services Network, LLC
0.02%0.02%#14$1.6M31,629$1.3M26,132+5,497+21.04%Add
Avidian Wealth Enterprises, LLC
0.04%0.05%#7$1.5M28,300$1.4M28,30000.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#25$1.1M21,461$715,57414,137+7,324+51.81%Add
Landmark Wealth Management, LLC
0.25%0.27%#6$1.0M20,305$1.0M20,262+43+0.21%Add
Aptus Capital Advisors, LLC
0.01%0.01%#20$1.0M19,803$898,55417,757+2,046+11.52%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#33$931,73418,126$641,35812,674+5,452+43.02%Add
RAYMOND JAMES FINANCIAL INC
<0.01%#32$891,92117,351$00+17,351New Buy
Kestra Advisory Services, LLC
<0.01%<0.01%#21$733,54714,228$676,84813,376+852+6.37%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#34$719,66414,000$1.0M20,429-6,429-31.47%Reduce
GAINLINE FINANCIAL PARTNERS, LLC
0.65%#4$694,68813,514$00+13,514New Buy
J.W. COLE ADVISORS, INC.
0.01%#19$666,06012,957$00+12,957New Buy
Cetera Investment Advisers
<0.01%<0.01%#30$632,70012,308$272,8505,392+6,916+128.26%Add
PFG Advisors
0.03%0.03%#10$534,31910,394$521,94010,314+80+0.78%Add
Elequin Capital, LP
0.01%#16$501,6579,759$00+9,759New Buy
FIFTH THIRD SECURITIES, INC.
0.03%0.02%#11$467,5259,095$251,7494,975+4,120+82.81%Add
AdvisorNet Financial, Inc
0.02%#15$381,0317,412$00+7,412New Buy
Sequoia Financial Advisors, LLC
<0.01%<0.01%#24$318,6586,199$313,6876,19900.00%Unchanged
Physician Wealth Advisors, Inc.
0.04%#9$312,9006,087$00+6,087New Buy
NewEdge Advisors, LLC
<0.01%#27$235,0224,572$00+4,572New Buy
Inspire Advisors, LLC
0.01%0.02%#17$214,6144,175$214,6064,241-66-1.56%Reduce
Integrated Wealth Concepts LLC
<0.01%#28$123,1002,394$00+2,394New Buy
IFP Advisors, Inc
<0.01%#23$102,8092,000$00+2,000New Buy
Clearstead Advisors, LLC
<0.01%#26$100,8191,961$00+1,961New Buy
MCF Advisors LLC
<0.01%<0.01%#22$65,9931,280$44,653880+400+45.45%Add
Roxbury Financial LLC
0.01%#18$15,421300$00+300New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow