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Disclosery

FLDR FIDELITY MERRIMACK STR TR

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LOW DURTIN ETF (fund)

125 managers (126 13F filers) reported a position in FLDR shares at 2025-12-31, 9,764,151 shares in all. 22 filers opened a position and 8 filers sold out during the quarter.

Managers
125
13F filers
126
New
22
Added
62
Reduced
32
Sold out
8
Shares held by filers
9,764,151

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,023,685$51.4M0.01%+29,07913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC776,443$39M0.01%+158,76213F-HRTimelineGroup
Athena Wealth Management, LLC747,658$37.6M36.5%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC644,156$32.4M0.04%+205,84613F-HRTimeline
LPL Financial LLC533,043$26.8M0.01%+58,82913F-HRTimeline
AE Wealth Management LLC399,536$20.1M0.12%+59,48213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY371,438$18.7M<0.01%+6,57213F-HR/ATimelineGroup
Financially Speaking Inc349,000$17.5M11.34%+241,21613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/313,077$15.7M<0.01%+9,08113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC272,283$13.7M<0.01%new13F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding266,259$13.4M+50,317Timeline
MML INVESTORS SERVICES, LLC265,044$13.3M0.03%-35,05813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.206,882$10.4M0.02%+19,48513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC202,621$10.2M<0.01%-32,93613F-HRTimelineGroup
Kraft, Davis & Associates, LLC173,373$8.72M1.95%+35,25813F-HRTimeline
UBS Group AGin group UBS Group AG172,452$8.66M<0.01%-22413F-HRTimelineGroup
Foundations Investment Advisors, LLC165,588$8.32M0.11%+19,76413F-HRTimeline
Prime Capital Investment Advisors, LLC164,055$8.24M0.1%+24,18213F-HRTimeline
WealthTrust Axiom LLC158,401$7.96M2.05%+33,40113F-HRTimeline
Cedar Point Capital Partners, LLC126,328$6.35M4.05%+6,08713F-HRTimeline
RCS Financial Planning, LLC121,192$6.11M2.63%+9,11613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA116,737$5.86M<0.01%+16,12813F-HRTimelineGroup
Huntleigh Advisors, Inc.114,180$5.74M0.97%-3,09413F-HRTimeline
PLANNING DIRECTIONS INC113,546$5.7M2.87%-5,44713F-HRTimeline
Koshinski Asset Management, Inc.113,050$5.68M0.37%+71,49013F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC109,018$5.48M3.9%13F-HRTimeline
Arete Wealth Advisors, LLC106,151$5.33M0.37%+5,04113F-HR/ATimeline
Mariner, LLCin group Mariner, LLC84,240$4.23M0.01%-1,26913F-HRTimelineGroup
HighTower Advisors, LLC83,262$4.18M<0.01%+13,34413F-HRTimeline
LOWERY THOMAS, LLC74,451$3.74M2.11%+5,38413F-HRTimeline
Snowden Capital Advisors LLC71,800$3.62M0.09%+5,80013F-HRTimeline
NWF Advisory Services Inc.70,881$3.56M0.39%-6,38313F-HRTimeline
Lakeridge Wealth Management LLC67,619$3.4M1.54%+5,63013F-HRTimeline
Cetera Investment Advisers65,932$3.31M<0.01%+80713F-HRTimeline
Cambridge Investment Research Advisors,…60,002$3.01M0.01%-4,37713F-HRTimeline
Sowell Financial Services LLC57,865$2.91M0.11%new13F-HRTimeline
Great Lakes Retirement, Inc.56,149$2.83M0.29%+2,42913F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC50,663$2.54M1.11%+12,66113F-HRTimeline
TABLEAUX LLC44,076$2.41M1.71%-38,26613F-HR/ATimeline
Schwallier Wealth Management LLC47,887$2.4M1.54%new13F-HRTimeline
HERBST GROUP, LLC47,600$2.39M1.41%+7,85013F-HRTimeline
FLOW TRADERS U.S. LLC47,483$2.38M0.08%+38,96313F-HRTimeline
Cottage Street Advisors LLC47,462$2.38M1.01%+25,45613F-HRTimeline
Meridian Wealth Management, LLC45,203$2.27M0.08%+1,11513F-HRTimeline
Strategic Blueprint, LLC40,449$2.03M0.12%+12,98113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC34,690$1.74M0.13%-24013F-HRTimeline
World Investment Advisors34,255$1.72M0.03%new13F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,124$1.66M<0.01%-84,10713F-HRTimelineGroup
TradeWell Securities, LLC.30,790$1.55M0.6%+3,21913F-HRTimeline
Flavin Financial Services, Inc.27,857$1.4M0.96%+2,97413F-HRTimeline
Genesee Capital Advisors, LLC16,522$830K0.33%+68913F-HRTimeline
Sugar Maple Asset Management, LLC15,608$784K0.53%-1,17213F-HRTimeline
Savvy Advisors, Inc.14,746$741K0.02%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC14,504$729K0.25%-25213F-HRTimeline
FORONJY FINANCIAL LLC14,285$718K0.3%+58213F-HRTimeline
Virtus Wealth Solutions LLC13,173$662K0.13%+35913F-HRTimeline
Andrew Hill Investment Advisors, Inc.13,061$656K0.5%-1,19513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,826$594K0.01%-2,25613F-HRTimelineGroup
&PARTNERS11,794$592K<0.01%-61013F-HRTimeline
Anson Capital, Inc.11,228$564K0.41%+20713F-HRTimeline
SHUFRO ROSE & CO LLC11,100$558K0.04%new13F-HRTimeline
Elm3 Financial Group, LLC10,973$551K0.46%-31613F-HRTimeline
GUIDANCE CAPITAL, INC10,881$547K0.13%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,234$514K<0.01%new13F-HRTimelineGroup
Mach-1 Financial Group, LLC9,801$492K0.1%new13F-HRTimeline
Csenge Advisory Group9,596$482K0.02%+1,50813F-HRTimeline
Revisor Wealth Management LLC8,858$445K0.12%new13F-HRTimeline
Seed Wealth Management, Inc.8,700$437K0.3%013F-HRTimeline
LaSalle St. Investment Advisors, LLC8,419$422K0.07%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,219$413K0.01%+9313F-HRTimeline
Main Street Financial Solutions, LLC7,970$400K0.03%+9013F-HRTimeline
LongView Wealth Management7,604$382K0.09%+1,91713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,500$377K0.01%013F-HRTimeline
Advisory Services Network, LLC7,444$374K0.01%+2,35013F-HRTimeline
Southland Equity Partners LLC7,405$372K0.07%+2,93213F-HRTimeline
Prospera Financial Services Inc7,386$371K0.01%-4713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,290$366K<0.01%+6713F-HRTimelineGroup
New England Private Wealth Advisors LLC7,201$362K0.05%+77013F-HR/ATimeline
Sequoia Financial Advisors, LLC6,580$331K<0.01%-1,00013F-HRTimeline
GWN SECURITIES INC.6,575$330K0.07%-1,06913F-HRTimeline
SELDON CAPITAL LP6,552$329K0.11%-1,52313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC6,519$327K0.04%+5813F-HRTimeline
Global Retirement Partners, LLC6,504$327K0.01%+7413F-HRTimeline
Parkside Investments, LLC6,500$326K0.04%+1,50013F-HRTimeline
TD Capital Management LLC6,153$309K0.03%+6913F-HRTimeline
DAVENPORT & Co LLC6,000$301K<0.01%-5,00013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,965$300K0.02%new13F-HRTimeline
J.W. COLE ADVISORS, INC.5,118$257K0.01%-93813F-HRTimeline
Sigma Planning Corp4,823$242K0.01%new13F-HRTimeline
Addison Capital Co4,479$225K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…4,450$224K<0.01%-2,10013F-HRTimeline
GK Wealth Management LLC4,429$222K0.16%new13F-HRTimeline
Accelerate Investment Advisors LLC4,283$215K0.14%+9213F-HRTimeline
FMR LLCin group FMR LLC4,197$211K<0.01%+1,05613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,193$211K<0.01%-3,44313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,150$208K<0.01%+4,00013F-HR/ATimelineGroup
WPG Advisers, LLC3,294$165K0.12%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,568$129K<0.01%+80613F-HRTimelineGroup
West Branch Capital LLC2,355$118K0.03%+2313F-HRTimeline
Farther Finance Advisors, LLC2,000$100K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC2,000$100K0.03%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,915$96.2K<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,896$95.3K0.01%+2113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,799$90.4K<0.01%+99113F-HR/ATimelineGroup
Elevated Capital Advisors, LLC1,756$88.2K0.02%new13F-HRTimeline
IFP Advisors, Inc1,321$66.4K<0.01%-65813F-HRTimeline
COMERICA BANK954$47.9K<0.01%-7813F-HRTimeline
Geneos Wealth Management Inc.564$28.3K<0.01%-2,13313F-HRTimeline
McIlrath & Eck, LLC427$21.4K<0.01%-39813F-HRTimeline
Root Financial Partners, LLC422$21.2K<0.01%+22213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management185$9.29K<0.01%+1013F-HRTimelineGroup
JNBA Financial Advisors155$7.76K<0.01%+213F-HRTimeline
Triumph Capital Management150$7.53K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.132$6.63K<0.01%-2913F-HRTimeline
Clarity Asset Management, Inc.109$5.45K<0.01%+213F-HRTimeline
Tanglewood Legacy Advisors, LLC104$5.22K<0.01%new13F-HRTimeline
TSFG, LLC99$5K<0.01%+213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP79$3.97K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC29$1.46K<0.01%013F-HRTimeline
Arax Advisory Partners23$1.18K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.23$1.16K<0.01%013F-HRTimeline
Allworth Financial LP19$978<0.01%+1913F-HRTimeline
Strategic Wealth Partners, Ltd.16$804<0.01%new13F-HRTimeline
New Millennium Group LLC13$677<0.01%013F-HRTimeline
Kingdom Financial Group LLC.10$485<0.01%-14,38013F-HRTimeline