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Disclosery

FLDR FIDELITY MERRIMACK STR TR

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LOW DURTIN ETF (fund)

121 managers (122 13F filers) reported a position in FLDR shares at 2026-06-30, 19,709,316 shares in all. 13 filers opened a position and 17 filers sold out during the quarter.

Managers
121
13F filers
122
New
13
Added
54
Reduced
35
Sold out
17
Shares held by filers
19,709,316

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FMR LLCin group FMR LLC8,873,080$445M0.02%+8,863,47313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,245,406$62.4M0.01%+170,19413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC890,174$44.6M0.01%+19,40813F-HRTimelineGroup
Athena Wealth Management, LLC812,484$40.7M30.28%+73,16713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC689,383$34.5M0.04%-154,67013F-HRTimeline
LPL Financial LLC525,613$26.3M0.01%+7,26013F-HRTimeline
AE Wealth Management LLC454,714$22.8M0.11%+27,40613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC406,348$20.4M0.07%+104,20613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/309,601$15.5M<0.01%-16,16213F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.304,171$15.2M4.7%new13F-HRTimeline
MML INVESTORS SERVICES, LLC297,206$14.9M0.03%+40,73613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC295,935$14.8M0.01%+231,64413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.246,964$12.4M0.01%+81,98513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY241,780$12.1M<0.01%-109,57613F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.225,336$11.3M0.11%+214,79713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding212,486$10.6M+18,499Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…206,400$10.3M0.01%+205,89513F-HRTimelineGroup
Sowell Financial Services LLC185,411$9.29M0.3%+36,84813F-HRTimeline
WealthTrust Axiom LLC185,258$9.28M2.07%+8,67213F-HRTimeline
Koshinski Asset Management, Inc.180,663$9.05M0.48%+4,82913F-HRTimeline
UBS Group AGin group UBS Group AG153,932$7.71M<0.01%-7,69313F-HRTimelineGroup
Financially Speaking Inc150,614$7.54M36.61%+2913F-HRTimeline
TABLEAUX LLC136,677$6.85M2.88%+4,31013F-HRTimeline
RCS Financial Planning, LLC125,130$6.29M2.98%+2,22513F-HRTimeline
Arete Wealth Advisors, LLC119,876$6.01M0.4%-62913F-HR/ATimeline
Kraft, Davis & Associates, LLC112,561$5.64M1.18%-3,28613F-HRTimeline
PLANNING DIRECTIONS INC110,473$5.54M2.56%-9,43613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA104,025$5.21M<0.01%-30,30813F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC102,249$5.12M1.89%+39,76513F-HRTimeline
Prime Capital Investment Advisors, LLC95,270$4.77M0.05%+2,67113F-HRTimeline
HighTower Advisors, LLC93,083$4.66M<0.01%+9,70913F-HRTimeline
Cetera Investment Advisers84,869$4.25M<0.01%-15,05313F-HRTimeline
Lakeridge Wealth Management LLC80,545$4.04M1.48%+6,33313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO78,345$3.93M<0.01%+66,07013F-HRTimelineGroup
LOWERY THOMAS, LLC74,205$3.72M1.82%-1,23513F-HRTimeline
Huntleigh Advisors, Inc.73,273$3.67M0.51%-30,50113F-HRTimeline
Cottage Street Advisors LLC69,659$3.49M1.35%+6,95313F-HRTimeline
Fortis Capital Management LLC69,149$3.47M0.39%+3,63513F-HRTimeline
NWF Advisory Services Inc.68,816$3.45M0.32%-2,45713F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC68,508$3.43M1.89%-55,07713F-HRTimeline
Great Lakes Retirement, Inc.65,650$3.3M0.29%+3,74713F-HRTimeline
Cambridge Investment Research Advisors,…61,112$3.06M0.01%-19,06013F-HR/ATimeline
Snowden Capital Advisors LLC55,800$2.8M0.07%+3,20013F-HRTimeline
Strategic Blueprint, LLC43,160$2.16M0.11%+3,48813F-HRTimeline
Burnham & Co LLC43,014$2.16M1.74%13F-HRTimeline
Schwallier Wealth Management LLC38,577$1.93M1.22%-3,12813F-HRTimeline
TradeWell Securities, LLC.36,024$1.81M0.64%+2,86513F-HRTimeline
World Investment Advisors34,255$1.71M0.03%013F-HRTimeline
Kastel Capital Advisors, LLC34,048$1.7M1.08%new13F-HRTimeline
Flavin Financial Services, Inc.32,755$1.64M0.94%+3,88813F-HRTimeline
PFG Advisors30,696$1.54M0.08%new13F-HRTimeline
FCG Investment Co26,905$1.35M0.47%-14,61713F-HRTimeline
HRT FINANCIAL LP26,639$1.33M<0.01%+7,44213F-HRTimeline
DAVENPORT & Co LLC24,700$1.24M0.01%+4,70013F-HRTimeline
Elm3 Financial Group, LLC23,250$1.17M0.8%+12,30113F-HRTimeline
LongView Wealth Management20,129$1.01M0.26%-6113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI19,239$964K0.04%+1,99313F-HRTimeline
&PARTNERS15,930$798K<0.01%+2,30913F-HRTimeline
Genesee Capital Advisors, LLC15,786$791K0.25%+27913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,810$692K0.01%-15813F-HRTimelineGroup
Meridian Wealth Management, LLC13,352$669K0.02%-1,39613F-HRTimeline
SHUFRO ROSE & CO LLC13,300$666K0.04%013F-HRTimeline
GUIDANCE CAPITAL, INC11,855$594K0.13%+77613F-HRTimeline
Revisor Wealth Management LLC11,286$566K0.14%+2,45413F-HRTimeline
Meadowbrook Advisors Group, LLC11,263$564K0.3%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,980$550K0.03%-97013F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC10,257$514K0.06%+17413F-HRTimeline
Csenge Advisory Group10,213$512K0.02%+1,33513F-HRTimeline
AdvisorNet Financial, Inc9,905$496K0.02%-90213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,667$484K0.01%new13F-HRTimelineGroup
Anson Capital, Inc.9,327$467K0.3%-10913F-HRTimeline
Savvy Advisors, Inc.9,297$466K0.01%-60313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,391$420K0.01%-11513F-HRTimeline
FORONJY FINANCIAL LLC8,336$418K0.15%-5,93813F-HRTimeline
GWN SECURITIES INC.8,323$417K0.07%-35613F-HRTimeline
Virtus Wealth Solutions LLC8,038$403K0.05%+7413F-HRTimeline
Seed Wealth Management, Inc.8,000$401K0.25%-70013F-HRTimeline
Southland Equity Partners LLC7,866$394K0.07%+76413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,500$376K0.01%013F-HRTimeline
New England Private Wealth Advisors LLC7,374$370K0.04%+9713F-HRTimeline
J.W. COLE ADVISORS, INC.6,802$341K0.01%new13F-HRTimeline
Global Retirement Partners, LLC6,640$333K0.01%13F-HRTimeline
Sequoia Financial Advisors, LLC6,580$330K<0.01%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC6,584$330K0.04%013F-HRTimeline
SELDON CAPITAL LP6,552$328K0.1%013F-HRTimeline
Sigma Planning Corp5,950$298K0.01%+1,08013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,707$286K<0.01%+1,55713F-HRTimelineGroup
OmniStar Financial Group, Inc.5,662$284K0.13%new13F-HRTimeline
Kovack Advisors, Inc.5,656$283K0.01%+82413F-HRTimeline
RASP WEALTH SOLUTIONS, LLC4,524$227K0.08%13F-HRTimeline
Addison Capital Co4,479$224K0.04%013F-HRTimeline
GK Wealth Management LLC4,416$221K0.13%new13F-HRTimeline
Bogart Wealth, LLC3,100$155K0.01%-40013F-HRTimeline
West Branch Capital LLC2,398$120K0.03%+2113F-HRTimeline
Medallion Wealth Advisors, LLC2,000$100K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…1,975$99K<0.01%-25013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,936$97K<0.01%+1913F-HRTimeline
Capital Investment Advisory Services, L…1,858$93.1K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,858$93.1K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,340$67.1K<0.01%+1013F-HRTimeline
WPG Advisers, LLC1,243$62.3K0.04%-25813F-HRTimeline
Arax Advisory Partners1,091$54.6K<0.01%+50813F-HRTimeline
BLUELINE ADVISORS LLC859$43K0.03%new13F-HRTimeline
Elevated Capital Advisors, LLC818$41K0.01%-1,34413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management782$39.2K<0.01%-12513F-HRTimelineGroup
Farther Finance Advisors, LLC667$33.4K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…664$33.3K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.506$25.4K<0.01%+513F-HRTimeline
Geneos Wealth Management Inc.266$13.4K<0.01%-30413F-HRTimeline
Quest 10 Wealth Builders, Inc.173$8.67K0.01%013F-HRTimeline
JNBA Financial Advisors158$7.91K<0.01%+213F-HRTimeline
Triumph Capital Management150$7.52K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC104$5.21K<0.01%013F-HRTimeline
Mosley Wealth Management42$2.1K<0.01%013F-HRTimeline
Rossby Financial, LCC29$1.45K<0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC28$1.4K<0.01%-13,95413F-HRTimeline
Private Wealth Asset Management, LLC20$1.01K<0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC9$451<0.01%13F-HRTimeline
Integrated Wealth Concepts LLC8$406<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.1$33<0.01%-10713F-HRTimeline
Allworth Financial LP0$20<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.