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Disclosery

FLTB FIDELITY MERRIMACK STR TR

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LTD TRM BD ETF (fund)

79 managers (81 13F filers) reported a position in FLTB shares at 2025-12-31, 4,151,591 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
79
13F filers
81
New
10
Added
36
Reduced
21
Sold out
7
Shares held by filers
4,151,591

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/688,899$34.9M<0.01%+556,24413F-HRTimelineGroup
UBS Group AGin group UBS Group AG458,286$23.2M<0.01%-135,02913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC342,417$17.3M0.02%+12,55913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC311,111$15.8M<0.01%+32,98713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY299,141$15.2M<0.01%+61,78513F-HR/ATimelineGroup
LPL Financial LLC288,480$14.6M<0.01%+45,42713F-HRTimeline
Holos Integrated Wealth LLC163,057$8.27M4.62%+15,66013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding152,667$7.73M+58,419Timeline
Cambridge Investment Research Advisors,…138,852$7.03M0.02%+75,52913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA110,215$5.58M<0.01%+106,67813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.105,747$5.36M0.01%-2,71713F-HRTimelineGroup
Global Retirement Partners, LLC87,965$4.46M0.08%+3,45213F-HRTimeline
Regal Investment Advisors LLC84,404$4.28M0.26%+3,45613F-HRTimeline
Salus Financial Advisors, LLC66,102$3.35M2.01%+3,00113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC53,429$2.71M0.01%-4,23513F-HRTimelineGroup
Cetera Investment Advisers43,420$2.2M<0.01%+18,01813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding41,353$2.09M-21,581Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP38,039$1.93M<0.01%+28,80713F-HRTimelineGroup
Grey Ledge Advisors, LLC36,066$1.83M0.41%-38213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC34,660$1.76M0.01%+15,75213F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.34,530$1.75M0.08%+18013F-HRTimeline
MML INVESTORS SERVICES, LLC34,215$1.73M<0.01%+7,64013F-HRTimeline
Great Lakes Retirement, Inc.30,314$1.54M0.16%+1,21213F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC29,532$1.5M0.88%-4,88513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,475$1.39M<0.01%new13F-HRTimelineGroup
Clearwave Capital, LLC26,084$1.32M0.98%13F-HRTimeline
Vestmark Advisory Solutions, Inc.25,915$1.31M0.02%-31,67213F-HRTimeline
Elevation Capital Advisory, LLC25,659$1.3M0.53%-7,07913F-HRTimeline
Koshinski Asset Management, Inc.24,679$1.25M0.08%+2,63313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,709$1.05M0.01%+7,53113F-HRTimelineGroup
Centurion Wealth Management LLC19,589$992K0.22%-50913F-HRTimeline
Lakeridge Wealth Management LLC18,915$958K0.44%+37513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,004$913K<0.01%-6,37413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC17,134$868K0.07%+67413F-HRTimelineGroup
Sanctuary Advisors, LLC16,637$843K<0.01%-1,14613F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI15,086$764K0.05%+1,89813F-HRTimeline
FLOW TRADERS U.S. LLC14,380$728K0.02%-9,33013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,565$637K<0.01%+1,50313F-HRTimelineGroup
Soltis Investment Advisors LLC12,256$621K0.04%013F-HR/ATimeline
ALONGSIDE, LLC11,671$591K0.2%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,442$580K<0.01%+73113F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC11,074$561K0.06%+50513F-HRTimeline
RESOLUTE CAPITAL, LLC11,069$561K0.23%13F-HRTimeline
IFP Advisors, Inc9,937$503K0.01%+1,07613F-HRTimeline
McGlone Suttner Wealth Management, Inc.9,889$501K0.07%-80013F-HRTimeline
Rehmann Capital Advisory Group9,352$474K0.02%-113F-HRTimeline
Sigma Planning Corp9,075$460K0.01%new13F-HRTimeline
Dentgroup LLC9,037$458K0.31%-1,73313F-HRTimeline
United Advisor Group, LLC8,470$431K0.06%-1,41213F-HRTimeline
Opus Financial Solutions LLC8,265$419K0.4%13F-HRTimeline
BG Investment Services, LLC8,069$409K0.36%+2,43613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,014$406K0.01%013F-HRTimelineGroup
Westview Management dba Westview Invest…7,879$399K0.19%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,041$306K<0.01%new13F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV5,712$289K<0.01%+5113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,967$252K<0.01%-3,78713F-HRTimelineGroup
Clearstead Trust, LLC4,650$236K0.04%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,434$225K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC4,183$212K<0.01%+98813F-HRTimelineGroup
Compass Ion Advisors, LLC3,980$202K0.02%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,260$114K0.01%new13F-HRTimeline
COMERICA BANK2,000$101K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,756$89K<0.01%+1,44213F-HRTimeline
Farther Finance Advisors, LLC1,752$88.8K<0.01%new13F-HRTimeline
Roxbury Financial LLC1,577$79.9K0.07%+1613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,571$79.6K<0.01%+52513F-HR/ATimelineGroup
Glass Jacobson Investment Advisors llc1,143$57.9K0.02%-17413F-HRTimeline
Sunbelt Securities, Inc.961$48.7K<0.01%-4313F-HRTimeline
Investment Research & Advisory Group, I…811$41.1K0.01%new13F-HRTimeline
Garton & Associates Financial Advisors …789$40K0.02%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management694$35.2K<0.01%new13F-HRTimelineGroup
Allworth Financial LP487$24.7K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…200$10.1K<0.01%+213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.160$8.11K<0.01%013F-HRTimeline
Abound Wealth Management100$5.07K<0.01%new13F-HRTimeline
AE Wealth Management LLC63$3.21K<0.01%+6213F-HRTimeline
Wilmington Savings Fund Society, FSB55$2.79K<0.01%013F-HRTimeline
New Millennium Group LLC13$638<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$44<0.01%+113F-HRTimelineGroup