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

FIDELITY MERRIMACK STR TR

FSEC
Institutions
51
Combined AUM (Q2 2026)
$9.64B
Combined Shares (Q2 2026)
219.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+11.6M
43 · 21 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-365,924
21 · 16 Exit · ≈
⚖️ Net
+11.3M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$9.64B
Institutions
51
New Buys
21
Adds
22
Reduces
5
Exits
16
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FMR LLC
0.41%0.48%#4$9.56B218.0M$9.08B207.1M+10.8M+5.23%Add
Cetera Investment Advisers
0.02%0.02%#13$20.6M469,854$16.9M385,166+84,688+21.99%Add
CITADEL ADVISORS LLC
<0.01%#30$11.1M252,534$00+252,534New Buy
Global Wealth Strategies & Associates
1.77%2.03%#1$9.3M213,061$8.3M188,729+24,332+12.89%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#28$6.0M136,208$3.9M87,924+48,284+54.92%Add
THRIVENT FINANCIAL FOR LUTHERANS
0.01%#19$5.7M130,680$00+130,680New Buy
JPMORGAN CHASE & CO
<0.01%<0.01%#42$4.5M103,183$3.5M80,761+22,422+27.76%Add
Kestra Advisory Services, LLC
0.01%0.01%#16$3.3M74,726$2.9M66,207+8,519+12.87%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#24$3.0M68,557$1.8M41,284+27,273+66.06%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#44$2.1M48,009$8.0M182,704-134,695-73.72%Reduce
&PARTNERS
0.01%0.01%#20$1.7M37,862$1.4M33,275+4,587+13.79%Add
Midwest Financial Network, LLC
1.04%0.57%#2$1.5M34,887$717,20416,360+18,527+113.25%Add
RCS Financial Planning, LLC
0.56%0.62%#3$1.2M27,097$1.2M27,082+15+0.06%Add
KINTRA WEALTH, LLC
0.06%0.45%#8$1.2M27,216$6.4M145,434-118,218-81.29%Reduce
Creative Planning
<0.01%<0.01%#37$1.1M26,212$515,64611,762+14,450+122.85%Add
LPL Financial LLC
<0.01%<0.01%#43$941,81521,483$898,85220,503+980+4.78%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#33$858,05819,573$549,90712,544+7,029+56.03%Add
Focus Partners Wealth
<0.01%<0.01%#36$732,34716,705$379,3048,652+8,053+93.08%Add
HRT FINANCIAL LP
<0.01%#31$640,89714,619$00+14,619New Buy
Synergy Asset Management, LLC
0.06%#9$618,18814,101$00+14,101New Buy
Capital Investment Advisors, LLC
0.01%#22$495,81011,310$00+11,310New Buy
MONECO ADVISORS, LLC
0.03%#11$474,34910,820$00+10,820New Buy
Envestnet Portfolio Solutions, Inc.
<0.01%<0.01%#26$421,8289,622$421,8289,62200.00%Unchanged
Galvin, Gaustad & Stein, LLC
0.03%#10$418,3659,543$00+9,543New Buy
Mariner, LLC
<0.01%#41$407,0119,284$00+9,284New Buy
Calamos Wealth Management LLC
0.01%0.01%#15$392,9388,963$392,9388,96300.00%Unchanged
RDA Financial Network
0.08%0.05%#6$370,7998,458$208,7224,761+3,697+77.65%Add
Curi Capital, LLC
0.01%#23$358,0618,142$00+8,142New Buy
Savant Capital, LLC
<0.01%<0.01%#34$351,7298,023$239,6745,467+2,556+46.75%Add
Advisor OS, LLC
0.02%#12$322,0497,346$00+7,346New Buy
Foundation Wealth Management, LLC\PA
0.1%#5$314,9477,184$00+7,184New Buy
BANK OF AMERICA CORP /DE/
<0.01%#50$287,0646,548$00+6,548New Buy
J.W. COLE ADVISORS, INC.
<0.01%#25$286,0906,526$00+6,526New Buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#45$250,2825,709$498,25111,365-5,656-49.77%Reduce
AE Wealth Management LLC
<0.01%<0.01%#32$244,6275,580$129,7232,959+2,621+88.58%Add
ShoreHaven Wealth Partners, LLC
0.07%0.08%#7$231,1685,273$224,5055,121+152+2.97%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#48$230,6865,262$253,7905,789-527-9.10%Reduce
MAI Capital Management
<0.01%<0.01%#35$223,0155,087$272,5546,217-1,130-18.18%Reduce
HOWE & RUSLING INC
0.01%#14$218,1044,975$00+4,975New Buy
Meridian Wealth Management, LLC
0.01%#21$218,0414,974$00+4,974New Buy
NWAM LLC
0.01%#18$201,1974,589$00+4,589New Buy
JONES FINANCIAL COMPANIES LLLP
<0.01%#49$134,1553,040$00+3,040New Buy
Allworth Financial LP
<0.01%<0.01%#40$115,2562,629$81,1041,850+779+42.11%Add
Steward Partners Investment Advisory, LLC
<0.01%#39$108,8992,484$00+2,484New Buy
Cornerstone Planning Group LLC
0.01%0.01%#17$79,9931,845$80,9181,844+1+0.05%Add
Farther Finance Advisors, LLC
<0.01%<0.01%#38$78,7561,796$78,4081,785+11+0.62%Add
IFP Advisors, Inc
<0.01%<0.01%#29$75,9311,732$75,9311,73200.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#47$14,497331$00+331New Buy
FIDUCIARY FINANCIAL ADVISORS
<0.01%#27$14,336327$00+327New Buy
Tower Research Capital LLC (TRC)
<0.01%#46$3,98991$00+91New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow