FIDELITY MERRIMACK STR TR

Ticker: FSEC CUSIP: 316188705 Class: INVESTMENT GR SE

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
FMR LLC200,299,217$8,839,204
Cetera Investment Advisers341,761$15,082
KINTRA WEALTH, LLC144,832$6,391
CITADEL ADVISORS LLC121,727$5,372
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC66,495$2,938
ENVESTNET ASSET MANAGEMENT INC60,889$2,687
JPMORGAN CHASE & CO40,522$1,788
LPL Financial LLC22,085$975
&PARTNERS20,317$898
Granite Harbor Advisors, Inc.15,053$664
MERCER GLOBAL ADVISORS INC /ADV13,234$584
STIFEL FINANCIAL CORP13,102$578
Csenge Advisory Group12,657$559
JANE STREET GROUP, LLC12,401$547
High Falls Advisors, Inc12,305$543
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO10,110$446
Envestnet Portfolio Solutions, Inc.9,092$401
Calamos Wealth Management LLC8,963$396
TWO SIGMA SECURITIES, LLC8,105$358
SMITH CHAS P & ASSOCIATES PA CPAS7,818$345
CAPTRUST FINANCIAL ADVISORS6,806$300
Glenview Trust co6,530$288
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,412$283
Indiana Trust & Investment Management CO6,266$277
BANK OF AMERICA CORP /DE/5,417$239
J.W. COLE ADVISORS, INC.5,350$236
Dentgroup LLC5,212$230
HighTower Advisors, LLC5,203$230
ShoreHaven Wealth Partners, LLC5,151$227
OLD MISSION CAPITAL LLC5,067$224
Mid-American Wealth Advisory Group, Inc.5,055$223
NWAM LLC4,651$206
Ronald Blue Trust, Inc.3,329$147
Allworth Financial LP1,850$82
Cornerstone Planning Group LLC1,842$82
IFP Advisors, Inc1,707$75
MAI Capital Management1,443$64
AE Wealth Management LLC1,320$58
Sterling Capital Management LLC572$25
UBS Group AG149$7
Sound Income Strategies, LLC116$5
MORGAN STANLEY52$2
Sunbelt Securities, Inc.12$1
Total (43 institutions)201,320,197$8,884,267