Who Owns FIDELITY MERRIMACK (FTBD)? -- Institutional Holders (2026-06-30)

24 institutions reported holding $7.0M of FIDELITY MERRIMACK (FTBD) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($1.4M), InTrack Investment Management Inc ($1.2M), OSAIC HOLDINGS, INC. ($803,426), BG Investment Services, Inc. ($586,054), AdvisorNet Financial, Inc ($533,308). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	COMMONWEALTH EQUITY SERVICES, LLC	$1.4M	28,903	Added
2	InTrack Investment Management Inc	$1.2M	24,102	Added
3	OSAIC HOLDINGS, INC.	$803,426	16,297	Added
4	BG Investment Services, Inc.	$586,054	11,892	Added
5	AdvisorNet Financial, Inc	$533,308	10,822	Added
6	Koshinski Asset Management, Inc.	$450,863	9,149	Trimmed
7	MORGAN STANLEY	$391,382	7,942	New
8	Arkadios Wealth Advisors	$388,720	7,888	Trimmed
9	Clarity Asset Management, Inc.	$320,784	6,509	Added
10	Avidian Wealth Enterprises, LLC	$266,703	5,412	Trimmed
11	J.W. COLE ADVISORS, INC.	$254,262	5,160	New
12	BROWN, LISLE/CUMMINGS, INC.	$147,347	2,990	New
13	Royal Bank of Canada	$49,000	1,004	Hold
14	SIMPLEX TRADING, LLC	$36,392	800	New
15	TD Waterhouse Canada Inc.	$35,079	714	Hold
16	JPMORGAN CHASE & CO	$34,522	698	Added
17	CREATIVE FINANCIAL DESIGNS INC /ADV	$26,548	539	Added
18	BANK OF MONTREAL /CAN/	$15,523	315	Hold
19	UBS Group AG	$5,322	108	Added
20	Cambridge Investment Research Advisors, Inc.	$0	0	Exited
21	CITADEL ADVISORS LLC	$0	0	Exited
22	Advisory Services Network, LLC	$0	0	Exited
23	JANE STREET GROUP, LLC	$0	0	Exited
24	Farther Finance Advisors, LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30