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Disclosery

FLTB FIDELITY MERRIMACK STR TR

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LTD TRM BD ETF (fund)

85 managers (87 13F filers) reported a position in FLTB shares at 2026-06-30, 5,060,571 shares in all. 16 filers opened a position and 10 filers sold out during the quarter.

Managers
85
13F filers
87
New
16
Added
45
Reduced
13
Sold out
10
Shares held by filers
5,060,571

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/923,052$46.3M<0.01%+79,89113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC446,264$22.4M0.01%+72,54213F-HRTimelineGroup
UBS Group AGin group UBS Group AG430,243$21.6M<0.01%-21,06613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC367,410$18.4M0.02%+39,03713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY332,980$16.7M<0.01%+24813F-HRTimelineGroup
LPL Financial LLC219,258$11M<0.01%-78,57713F-HRTimeline
Holos Integrated Wealth LLC198,581$9.94M4.64%+35,11813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.163,458$8.2M0.01%+83,10013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding160,459$8.04M+42,264Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA129,638$6.5M<0.01%+4,98213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC114,487$5.74M<0.01%+100,71613F-HRTimelineGroup
Regal Investment Advisors LLC94,389$4.73M0.25%+6,81013F-HRTimeline
Sanctuary Advisors, LLC81,803$4.1M0.02%+10,09013F-HRTimeline
Cambridge Investment Research Advisors,…80,246$4.02M0.01%-56,75113F-HR/ATimeline
Salus Financial Advisors, LLC79,432$3.98M1.96%+5,97513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP75,274$3.79M<0.01%+21,69313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding68,531$3.44M+27,993Timeline
Savant Capital, LLC66,480$3.33M0.01%+10,48013F-HRTimeline
Cetera Investment Advisers64,186$3.22M<0.01%+4,19513F-HRTimeline
Merkkuri Wealth Advisors LLC60,605$3.04M1.88%new13F-HRTimeline
OLD MISSION CAPITAL LLC55,133$2.76M0.07%new13F-HRTimeline
Fidelis Wealth Advisors LLC49,910$2.5M3.75%new13F-HR/ATimeline
Koshinski Asset Management, Inc.43,768$2.19M0.12%+10,98213F-HRTimeline
B. Riley Wealth Advisors, Inc.42,931$2.15M0.12%+5,82313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC41,362$2.07M0.14%+17,50613F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC38,753$1.94M0.91%+3,15513F-HRTimeline
Grey Ledge Advisors, LLC37,731$1.89M0.38%+1,39713F-HRTimeline
MML INVESTORS SERVICES, LLC36,491$1.83M<0.01%+6,45113F-HRTimeline
Great Lakes Retirement, Inc.34,745$1.75M0.16%+2,03913F-HRTimeline
Clearwave Capital, LLC32,240$1.62M0.89%+3,12413F-HRTimeline
Waverly Advisors, LLC29,800$1.49M0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,684$1.49M<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,507$1.43M0.01%-2,89713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,304$1.27M<0.01%+87213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,285$1.27M<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,660$1.18M<0.01%+86013F-HRTimeline
Lakeridge Wealth Management LLC21,293$1.07M0.39%+3,10913F-HRTimeline
Centurion Wealth Management LLC17,956$900K0.22%-1,67313F-HRTimeline
Vestmark Advisory Solutions, Inc.17,152$860K0.01%-2,07313F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI16,978$851K0.04%+1,88213F-HRTimeline
Farther Finance Advisors, LLC16,913$848K0.01%-2913F-HRTimeline
RESOLUTE CAPITAL, LLC16,576$831K0.29%+3,97913F-HRTimeline
Hoxton Planning & Management, LLC16,260$815K0.21%+13913F-HRTimeline
Core Wealth Advisors, Inc.13,254$664K0.13%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC12,331$618K0.12%new13F-HR/ATimeline
ALONGSIDE, LLC12,331$618K0.12%13F-HRTimeline
Soltis Investment Advisors LLC12,256$614K0.04%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC11,181$561K0.05%+5613F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC11,000$551K0.25%new13F-HRTimeline
BG Investment Services, LLC10,769$540K0.39%+1,02213F-HRTimeline
Rehmann Capital Advisory Group10,622$532K0.02%+13613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,179$510K<0.01%new13F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.9,719$487K0.06%-17013F-HRTimeline
United Advisor Group, LLC9,237$465K0.05%+30813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,143$358K<0.01%+6,94113F-HRTimelineGroup
Indivisible Partners7,011$351K0.02%new13F-HRTimeline
Opus Financial Solutions LLC6,807$341K0.28%-1,43113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,500$326K<0.01%+5713F-HR/ATimeline
COFG Advisors, LLC5,712$286K0.05%new13F-HRTimeline
Merit Financial Group, LLC5,705$286K<0.01%new13F-HR/ATimeline
HighTower Advisors, LLC5,568$279K<0.01%+20713F-HRTimeline
Copper Harbor Investment Advisors, LLC4,884$245K0.05%13F-HRTimeline
FMR LLCin group FMR LLC4,764$239K<0.01%-1,38513F-HRTimelineGroup
Clearstead Trust, LLC4,650$233K0.03%013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC4,213$211K0.09%-11013F-HRTimeline
IFP Advisors, Inc2,638$132K<0.01%-6,38413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,630$132K<0.01%+32013F-HRTimelineGroup
Roxbury Financial LLC2,119$106K0.08%+2313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,000$100K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc1,896$95K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC1,482$74.3K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc1,146$57.4K0.02%+213F-HRTimeline
Geneos Wealth Management Inc.1,000$50.1K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management943$47.3K<0.01%+64613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC892$44.7K<0.01%-51,73313F-HRTimelineGroup
Investment Research & Advisory Group, I…811$40.7K0.01%013F-HRTimeline
Global Retirement Partners, LLC606$30.4K<0.01%13F-HRTimeline
Allworth Financial LP487$24.4K<0.01%013F-HRTimeline
AE Wealth Management LLC367$18.4K<0.01%+36613F-HRTimeline
Burk Holdings LLC172$8.62K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.160$8.02K<0.01%013F-HRTimeline
Abound Wealth Management102$5.12K<0.01%+113F-HRTimeline
Wilmington Savings Fund Society, FSB55$2.76K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11$550<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10$501<0.01%new13F-HRTimelineGroup