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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 2026-03-31, 9,934,738 shares in all. 17 filers opened a position and 16 filers sold out during the quarter.

Managers
125
13F filers
126
New
17
Added
55
Reduced
39
Sold out
16
Shares held by filers
9,934,738

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/MN1,075,212$53.8M0.01%+51,52713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC870,766$43.6M0.01%+94,32313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC844,053$42.2M0.06%+199,89713F-HRTimeline
Athena Wealth Management, LLC739,317$37M30.27%-8,34113F-HRTimeline
LPL Financial LLC518,353$25.9M0.01%-14,69013F-HRTimeline
AE Wealth Management LLC427,308$21.4M0.12%+27,77213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY351,356$17.6M<0.01%-20,08213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/325,763$16.3M<0.01%+12,68613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding302,142$15.1M+35,883Timeline
MML INVESTORS SERVICES, LLC256,470$12.8M0.04%-8,57413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC214,147$10.7M0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding193,987$9.71M-8,634Timeline
WealthTrust Axiom LLC176,586$8.84M2.17%+18,18513F-HRTimeline
Koshinski Asset Management, Inc.175,834$8.8M0.55%+62,78413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.164,979$8.26M0.01%-41,90313F-HRTimelineGroup
UBS Group AGin group UBS Group AG161,625$8.09M<0.01%-10,82713F-HRTimelineGroup
Financially Speaking Inc150,585$7.54M36.6%-198,41513F-HRTimeline
Sowell Financial Services LLC148,563$7.44M0.27%+90,69813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA134,333$6.72M<0.01%+17,59613F-HRTimelineGroup
TABLEAUX LLC132,367$6.62M3.21%+88,29113F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC123,585$6.19M4.01%+14,56713F-HRTimeline
RCS Financial Planning, LLC122,905$6.17M3.2%+1,71313F-HRTimeline
Arete Wealth Advisors, LLC120,505$6.03M0.45%+14,35413F-HR/ATimeline
PLANNING DIRECTIONS INC119,909$6M3.04%+6,36313F-HRTimeline
Kraft, Davis & Associates, LLC115,847$5.8M1.24%-57,52613F-HRTimeline
Huntleigh Advisors, Inc.103,774$5.19M0.89%-10,40613F-HRTimeline
Cetera Investment Advisers99,922$5M0.01%+33,99013F-HRTimeline
Prime Capital Investment Advisors, LLC92,599$4.63M0.05%-71,45613F-HRTimeline
Mariner, LLCin group Mariner, LLC84,993$4.25M<0.01%+75313F-HRTimelineGroup
HighTower Advisors, LLC83,374$4.17M<0.01%+11213F-HRTimeline
Cambridge Investment Research Advisors,…80,172$4.01M0.01%+20,17013F-HRTimeline
LOWERY THOMAS, LLC75,440$3.78M2.16%+98913F-HRTimeline
Lakeridge Wealth Management LLC74,212$3.71M1.6%+6,59313F-HRTimeline
NWF Advisory Services Inc.71,273$3.57M0.4%+39213F-HRTimeline
Fortis Capital Management LLC65,514$3.28M0.44%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC64,291$3.22M<0.01%+31,16713F-HRTimelineGroup
Cottage Street Advisors LLC62,706$3.14M1.36%+15,24413F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC62,484$3.13M1.32%+11,82113F-HRTimeline
Great Lakes Retirement, Inc.61,903$3.1M0.32%+5,75413F-HRTimeline
Snowden Capital Advisors LLC52,600$2.64M0.07%-19,20013F-HRTimeline
FLOW TRADERS U.S. LLC44,772$2.24M0.07%-2,71113F-HRTimeline
Schwallier Wealth Management LLC41,705$2.09M1.52%-6,18213F-HRTimeline
FCG Investment Co41,522$2.08M0.91%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC41,490$2.08M<0.01%-230,79313F-HRTimelineGroup
Strategic Blueprint, LLC39,672$1.99M0.12%-77713F-HRTimeline
Trask Adam Roland36,444$1.82M1.73%13F-HRTimeline
World Investment Advisors34,255$1.71M0.03%013F-HRTimeline
TradeWell Securities, LLC.33,159$1.66M0.7%+2,36913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,909$1.65M<0.01%+22,67513F-HRTimelineGroup
Flavin Financial Services, Inc.28,867$1.44M0.97%+1,01013F-HRTimeline
LongView Wealth Management20,190$1.01M0.25%+12,58613F-HRTimeline
DAVENPORT & Co LLC20,000$1M0.01%+14,00013F-HRTimeline
HRT FINANCIAL LP19,197$960K<0.01%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI17,246$863K0.04%+11,28113F-HRTimeline
Genesee Capital Advisors, LLC15,507$776K0.33%-1,01513F-HRTimeline
Meridian Wealth Management, LLC14,748$738K0.03%-30,45513F-HRTimeline
FORONJY FINANCIAL LLC14,274$714K0.3%-1113F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC13,982$700K0.25%-52213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,968$699K0.01%+2,14213F-HRTimelineGroup
&PARTNERS13,621$682K<0.01%+1,82713F-HRTimeline
SHUFRO ROSE & CO LLC13,300$666K0.05%+2,20013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,275$614K<0.01%+9,70713F-HR/ATimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.11,950$598K0.03%new13F-HRTimelineGroup
GUIDANCE CAPITAL, INC11,079$555K0.12%+19813F-HRTimeline
Elm3 Financial Group, LLC10,949$548K0.46%-2413F-HRTimeline
AdvisorNet Financial, Inc10,807$541K0.03%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,539$527K0.01%+3,24913F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC10,083$505K0.07%+1,66413F-HRTimeline
Savvy Advisors, Inc.9,900$496K0.01%-4,84613F-HRTimeline
FMR LLCin group FMR LLC9,607$481K<0.01%+5,41013F-HRTimelineGroup
Anson Capital, Inc.9,436$472K0.32%-1,79213F-HRTimeline
TWO SIGMA SECURITIES, LLC9,395$470K0.05%new13F-HRTimeline
Csenge Advisory Group8,878$444K0.02%-71813F-HRTimeline
Revisor Wealth Management LLC8,832$443K0.12%-2613F-HRTimeline
Seed Wealth Management, Inc.8,700$435K0.3%013F-HRTimeline
GWN SECURITIES INC.8,679$434K0.08%+2,10413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,506$426K0.01%+28713F-HRTimeline
Virtus Wealth Solutions LLC7,964$399K0.08%-5,20913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,500$375K0.01%013F-HR/ATimeline
New England Private Wealth Advisors LLC7,277$364K0.04%+7613F-HRTimeline
Southland Equity Partners LLC7,102$355K0.07%-30313F-HRTimeline
Prospera Financial Services Inc6,795$340K0.01%-59113F-HRTimeline
HERBST GROUP, LLC6,649$333K0.21%-40,95113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC6,584$330K0.04%+6513F-HRTimeline
Sequoia Financial Advisors, LLC6,580$329K<0.01%013F-HRTimeline
SELDON CAPITAL LP6,552$328K0.12%013F-HRTimeline
Main Street Financial Solutions, LLC5,747$288K0.02%-2,22313F-HRTimeline
Sigma Planning Corp4,870$244K0.01%+4713F-HRTimeline
Kovack Advisors, Inc.4,832$242K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC4,774$239K<0.01%new13F-HRTimelineGroup
Addison Capital Co4,479$224K0.04%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,150$208K<0.01%013F-HRTimelineGroup
TD Capital Management LLC3,719$186K0.02%-2,43413F-HRTimeline
Bogart Wealth, LLC3,500$175K0.01%new13F-HRTimeline
Advisory Services Network, LLC2,573$129K<0.01%-4,87113F-HRTimeline
West Branch Capital LLC2,377$119K0.03%+2213F-HRTimeline
Steward Partners Investment Advisory, L…2,225$111K<0.01%-2,22513F-HRTimeline
Elevated Capital Advisors, LLC2,162$108K0.03%+40613F-HRTimeline
Medallion Wealth Advisors, LLC2,000$100K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,917$95.9K0.01%+2113F-HRTimeline
WPG Advisers, LLC1,501$75.1K0.06%-1,79313F-HRTimeline
IFP Advisors, Inc1,330$66.6K<0.01%+913F-HRTimeline
Basepoint Wealth LLC1,177$58.9K0.03%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management907$45.4K<0.01%+72213F-HRTimelineGroup
Farther Finance Advisors, LLC667$33.4K<0.01%-1,33313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…664$33.2K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.570$28.5K<0.01%+613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…505$25.3K<0.01%-1,29413F-HRTimelineGroup
GHP Investment Advisors, Inc.501$25.1K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC427$21.4K<0.01%013F-HRTimeline
Root Financial Partners, LLC222$11.1K<0.01%-20013F-HRTimeline
Quest 10 Wealth Builders, Inc.173$8.66K0.01%+15013F-HRTimeline
JNBA Financial Advisors156$7.82K<0.01%+113F-HRTimeline
Triumph Capital Management150$7.51K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.132$6.61K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.108$5.41K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.108$5.41K<0.01%+9813F-HRTimeline
Tanglewood Legacy Advisors, LLC104$5.21K<0.01%013F-HRTimeline
TSFG, LLC77$4K<0.01%-2213F-HRTimeline
Sound Income Strategies, LLC79$3.95K<0.01%new13F-HRTimeline
Mosley Wealth Management42$2.11K<0.01%new13F-HRTimeline
Rossby Financial, LCC29$1.45K<0.01%013F-HRTimeline
Arax Advisory Partners583$1.18K<0.01%+56013F-HRTimeline
Abound Wealth Management1$26<0.01%new13F-HRTimeline
Allworth Financial LP0$20<0.01%-1913F-HRTimelineAmount filed as zero, left out of ratios.