Filing Research | FIDELITY MERRIMACK STR TR Institutional Holdings

Snapshot holdings

50 / 276 loaded

#		Instrument	quantity
1	COUNTRY TRUST BANK	Shares	6.9MSH	$312.0M
2	Legacy Wealth Management, LLC	Shares	5.5MSH	$250.0M
3	SAX WEALTH ADVISORS, LLC	Shares	4.5MSH	$204.9M
4	Summit Financial Strategies, Inc.	Shares	2.4MSH	$108.5M
5	Octavia Wealth Advisors, LLC	Shares	2.1MSH	$93.8M
6	Valeo Financial Advisors, LLC	Shares	2.0MSH	$85.3M
7	Falcon Wealth Planning	Shares	1.6MSH	$74.4M
8	Wealthcare Advisory Partners LLC	Shares	1.6MSH	$71.2M
9	Syntegra Private Wealth Group, LLC	Shares	1.4MSH	$63.2M
10	Sunburst Financial Group, LLC	Shares	1.2MSH	$54.1M
11	RFG Advisory, LLC	Shares	1.2MSH	$52.9M
12	Harbor Group, Inc.	Shares	1.1MSH	$50.8M
13	McGlone Suttner Wealth Management, Inc.	Shares	1.1MSH	$50.7M
14	Dynamic Advisor Solutions LLC	Shares	1.1MSH	$49.8M
15	OLIO Financial Planning	Shares	1.1MSH	$49.3M
16	Crane Advisory, LLC	Shares	1.0MSH	$46.4M
17	Sherrill & Hutchins Financial Advisory, Inc	Shares	943.9KSH	$42.9M
18	Shakespeare Wealth Management, LLC	Shares	941.2KSH	$42.8M
19	WEATHERLY ASSET MANAGEMENT L. P.	Shares	927.0KSH	$42.3M
20	WestHill Financial Advisors, Inc.	Shares	915.0KSH	$41.6M
21	Lineweaver Wealth Advisors, LLC	Shares	903.8KSH	$41.1M
22	Brookstone Capital Management	Shares	895.0KSH	$40.7M
23	ASPIRIANT, LLC	Shares	833.9KSH	$37.9M
24	KFG WEALTH MANAGEMENT, LLC	Shares	814.0KSH	$37.0M
25	Mascoma Wealth Management LLC	Shares	802.0KSH	$36.5M
26	ABLE Financial Group, LLC	Shares	791.7KSH	$36.0M
27	Scott Capital Advisors, LLC	Shares	722.9KSH	$32.9M
28	Leelyn Smith, LLC	Shares	702.9KSH	$32.0M
29	Presidio Capital Management, LLC	Shares	694.8KSH	$31.6M
30	Wealth Alliance Advisory Group, LLC	Shares	674.1KSH	$30.7M
31	Farther Finance Advisors, LLC	Shares	664.2KSH	$30.2M
32	CAPITAL WEALTH MANAGEMENT, LLC	Shares	663.6KSH	$30.2M
33	Cyndeo Wealth Partners, LLC	Shares	662.8KSH	$30.2M
34	WEALTH MANAGEMENT RESOURCES, INC.	Shares	656.7KSH	$29.9M
35	TrueWealth Advisors, LLC	Shares	616.6KSH	$28.0M
36	Targeted Financial Services LLC	Shares	615.5KSH	$28.0M
37	DeDora Capital, Inc.	Shares	577.9KSH	$26.3M
38	Rise Advisors, LLC	Shares	573.8KSH	$26.1M
39	Andrews Advisory Associates, LLC	Shares	556.5KSH	$25.3M
40	Spire Wealth Management	Shares	544.2KSH	$24.8M
41	Financial & Tax Architects, LLC	Shares	529.0KSH	$24.1M
42	Catawba River Capital	Shares	510.6KSH	$23.2M
43	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	509.0KSH	$23.2M
44	CPA Asset Management Group, LLC	Shares	508.8KSH	$23.1M
45	Kastel Capital Advisors, LLC	Shares	483.9KSH	$22.1M
46	Dogwood Wealth Management LLC	Shares	449.8KSH	$20.5M
47	Waterway Wealth Management, LLC	Shares	462.7KSH	$20.3M
48	Buttonwood Financial Advisors Inc.	Shares	426.5KSH	$19.4M
49	Meriwether Wealth & Planning, LLC	Shares	402.9KSH	$18.3M
50	ETF Portfolio Partners, Inc.	Shares	399.6KSH	$18.2M

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Manager changes2026-06-30 vs 2026-03-31

50 / 285 loaded

#		Instrument
1	Legacy Wealth Management, LLC added	Shares	+2.0M	+$90.3M	$250.0M
2	Syntegra Private Wealth Group, LLC added	Shares	+543.9K	+$24.6M	$63.2M
3	Financial & Tax Architects, LLC new	Shares	+529.0K	+$24.1M	$24.1M
4	SAX WEALTH ADVISORS, LLC added	Shares	+492.8K	+$20.8M	$204.9M
5	J.W. COLE ADVISORS, INC. new	Shares	+354.5K	+$16.1M	$16.1M
6	Scott Capital Advisors, LLC added	Shares	+329.7K	+$14.9M	$32.9M
7	Waterway Wealth Management, LLC added	Shares	+278.2K	+$11.9M	$20.3M
8	Rise Advisors, LLC added	Shares	+243.7K	+$11.0M	$26.1M
9	Summit Financial Strategies, Inc. added	Shares	+157.6K	+$6.9M	$108.5M
10	BridgePort Financial Solutions, LLC new	Shares	+141.3K	+$6.4M	$6.4M
11	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+134.8K	+$6.1M	$23.2M
12	Octavia Wealth Advisors, LLC added	Shares	+134.9K	+$5.9M	$93.8M
13	Falcon Wealth Planning added	Shares	+129.2K	+$5.7M	$74.4M
14	Dynamic Advisor Solutions LLC added	Shares	+126.5K	+$5.6M	$49.8M
15	COUNTRY TRUST BANK added	Shares	+114.1K	+$4.3M	$312.0M
16	ASPIRIANT, LLC added	Shares	+84.3K	+$3.7M	$37.9M
17	Targeted Financial Services LLC added	Shares	+82.1K	+$3.7M	$28.0M
18	Presidio Capital Management, LLC added	Shares	+78.3K	+$3.5M	$31.6M
19	Shakespeare Wealth Management, LLC added	Shares	+70.6K	+$3.1M	$42.8M
20	OLIO Financial Planning added	Shares	+66.2K	+$2.9M	$49.3M
21	Lineweaver Wealth Advisors, LLC added	Shares	+60.5K	+$2.6M	$41.1M
22	Brookstone Capital Management added	Shares	+58.8K	+$2.6M	$40.7M
23	FELL CAPITAL MANAGEMENT /ADV added	Shares	+55.4K	+$2.5M	$3.9M
24	CMH Wealth Management LLC added	Shares	+54.1K	+$2.4M	$9.6M
25	S Harris Financial Group, LLC added	Shares	+51.2K	+$2.3M	$16.6M
26	Valeo Financial Advisors, LLC added	Shares	+51.6K	+$2.1M	$85.3M
27	Barry Investment Advisors, LLC added	Shares	+47.0K	+$2.1M	$8.0M
28	RMR Wealth Builders new	Shares	+45.2K	+$2.1M	$2.1M
29	Kastel Capital Advisors, LLC added	Shares	+47.8K	+$2.0M	$22.1M
30	McGlone Suttner Wealth Management, Inc. added	Shares	+46.3K	+$2.0M	$50.7M
31	ABLE Financial Group, LLC added	Shares	+44.1K	+$1.9M	$36.0M
32	Dogwood Wealth Management LLC added	Shares	+41.4K	+$1.8M	$20.5M
33	Sunburst Financial Group, LLC added	Shares	+43.2K	+$1.8M	$54.1M
34	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+43.2K	+$1.8M	$18.1M
35	Physician Wealth Advisors, Inc. added	Shares	+40.1K	+$1.8M	$16.2M
36	Storen Legacy Partners, LLC added	Shares	+38.5K	+$1.7M	$12.4M
37	Wealthcare Advisory Partners LLC added	Shares	+41.0K	+$1.7M	$71.2M
38	CAPITAL WEALTH MANAGEMENT, LLC added	Shares	+38.1K	+$1.7M	$30.2M
39	Sherrill & Hutchins Financial Advisory, Inc added	Shares	+38.5K	+$1.6M	$42.9M
40	Cornerstone Wealth Management, LLC added	Shares	+36.2K	+$1.6M	$13.6M
41	Mascoma Wealth Management LLC added	Shares	+35.8K	+$1.5M	$36.5M
42	Pearl Planning LLC added	Shares	+34.4K	+$1.5M	$17.5M
43	ETF Portfolio Partners, Inc. added	Shares	+33.2K	+$1.5M	$18.2M
44	D.A. DAVIDSON & CO. added	Shares	+30.8K	+$1.4M	$18.0M
45	FIFTH THIRD SECURITIES, INC. added	Shares	+29.9K	+$1.3M	$4.6M
46	Holos Integrated Wealth LLC added	Shares	+31.4K	+$1.3M	$11.5M
47	Sachetta, LLC added	Shares	+28.2K	+$1.3M	$10.2M
48	UNIQUE WEALTH, LLC added	Shares	+27.7K	+$1.2M	$7.6M
49	KFG WEALTH MANAGEMENT, LLC added	Shares	+29.5K	+$1.2M	$37.0M
50	Leelyn Smith, LLC added	Shares	+28.6K	+$1.2M	$32.0M

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