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Disclosery

FLTB FIDELITY MERRIMACK STR TR

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LTD TRM BD ETF (fund)

77 managers (79 13F filers) reported a position in FLTB shares at 2026-03-31, 4,416,500 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
77
13F filers
79
New
10
Added
43
Reduced
18
Sold out
7
Shares held by filers
4,416,500

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/843,161$42.4M<0.01%+154,26213F-HRTimelineGroup
UBS Group AGin group UBS Group AG451,309$22.7M<0.01%-6,97713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC373,722$18.8M0.01%+62,61113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY332,732$16.7M<0.01%+33,59113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC328,373$16.5M0.02%-14,04413F-HRTimeline
LPL Financial LLC297,835$15M<0.01%+9,35513F-HRTimeline
Holos Integrated Wealth LLC163,463$8.21M4.15%+40613F-HRTimeline
Cambridge Investment Research Advisors,…136,997$6.89M0.02%-1,85513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA124,656$6.27M<0.01%+14,44113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding118,195$5.94M-34,472Timeline
Regal Investment Advisors LLC87,579$4.4M0.25%+3,17513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.80,358$4.04M0.01%-25,38913F-HRTimelineGroup
Salus Financial Advisors, LLC73,457$3.69M2.15%+7,35513F-HRTimeline
Sanctuary Advisors, LLC71,713$3.61M0.02%+55,07613F-HRTimeline
Cetera Investment Advisers59,991$3.02M<0.01%+16,57113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC56,000$2.82M0.01%+21,34013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC53,679$2.7M<0.01%+26,20413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP53,581$2.69M<0.01%+15,54213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC52,625$2.65M0.01%-80413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding40,538$2.04M-815Timeline
B. Riley Wealth Advisors, Inc.37,108$1.86M0.12%+2,57813F-HRTimeline
Grey Ledge Advisors, LLC36,334$1.83M0.41%+26813F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC35,598$1.79M0.91%+6,06613F-HRTimeline
Great Lakes Retirement, Inc.32,706$1.65M0.17%+2,39213F-HRTimeline
Koshinski Asset Management, Inc.32,786$1.65M0.1%+8,10713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.31,404$1.59M0.01%+10,69513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC30,040$1.51M<0.01%-4,17513F-HRTimeline
Clearwave Capital, LLC29,116$1.46M1%+3,03213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,432$1.22M<0.01%+12,99013F-HR/ATimelineGroup
Advisor OS, LLCin group Advisor OS, LLC23,856$1.2M0.09%+6,72213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,800$1.15M<0.01%+4,79613F-HRTimeline
Centurion Wealth Management LLC19,629$987K0.22%+4013F-HRTimeline
Vestmark Advisory Solutions, Inc.19,225$966K0.01%-6,69013F-HRTimeline
Lakeridge Wealth Management LLC18,184$914K0.39%-73113F-HRTimeline
Farther Finance Advisors, LLC16,942$850K0.01%+15,19013F-HRTimeline
Hoxton Planning & Management, LLC16,121$810K0.24%new13F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI15,096$759K0.04%+1013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,771$692K<0.01%+1,20613F-HRTimelineGroup
RESOLUTE CAPITAL, LLC12,597$633K0.26%+1,52813F-HRTimeline
Soltis Investment Advisors LLC12,256$616K0.04%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC11,125$559K0.06%+5113F-HRTimeline
Rehmann Capital Advisory Group10,486$527K0.03%+1,13413F-HRTimeline
McGlone Suttner Wealth Management, Inc.9,889$497K0.07%013F-HRTimeline
BG Investment Services, LLC9,747$490K0.41%+1,67813F-HRTimeline
IFP Advisors, Inc9,022$454K0.01%-91513F-HRTimeline
United Advisor Group, LLC8,929$451K0.06%+45913F-HRTimeline
Opus Financial Solutions LLC8,238$414K0.39%-2713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,443$324K<0.01%+73113F-HRTimeline
FMR LLCin group FMR LLC6,149$309K<0.01%+1,96613F-HRTimelineGroup
FLOW TRADERS U.S. LLC5,384$271K0.01%-8,99613F-HRTimeline
HighTower Advisors, LLC5,361$270K<0.01%new13F-HRTimeline
Independent Advisor Alliance5,256$264K<0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,118$257K<0.01%+68413F-HRTimelineGroup
Clearstead Trust, LLC4,650$234K0.04%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,485$225K<0.01%-48213F-HRTimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC4,323$217K0.1%new13F-HRTimeline
Compass Ion Advisors, LLC3,980$200K0.02%013F-HRTimeline
Clarity Asset Management, Inc.3,747$188K0.1%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,310$116K<0.01%+73913F-HRTimelineGroup
Roxbury Financial LLC2,096$105K0.09%+51913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,000$101K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc1,896$95.3K<0.01%+14013F-HRTimeline
Root Financial Partners, LLC1,362$68.4K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc1,144$57.5K0.02%+113F-HRTimeline
Sunbelt Securities, Inc.963$48.4K<0.01%+213F-HRTimeline
Investment Research & Advisory Group, I…811$40.8K0.01%013F-HRTimeline
Allworth Financial LP487$24.5K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management297$14.9K<0.01%-39713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…202$10.2K<0.01%+213F-HRTimelineGroup
Burk Holdings LLC172$8.65K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.160$8.04K<0.01%013F-HRTimeline
Rossby Financial, LCC115$5.77K<0.01%new13F-HRTimeline
Abound Wealth Management101$5.08K<0.01%+113F-HRTimeline
Wilmington Savings Fund Society, FSB55$2.77K<0.01%013F-HRTimeline
Advisory Services Network, LLC20$1K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11$560<0.01%+1013F-HR/ATimelineGroup
AE Wealth Management LLC1$73<0.01%-6213F-HRTimeline