FIDELITY MERRIMACK STR TR (FMUB)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
36
Reporting holders
$70.7M
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $16.5M | 320,712 | 0.02% | 4q | +99.9%+$8.2M |
| Wealth Alliance Advisory Group, LLC | $14.7M | 285,829 | 2.13% | 2q | +0.5%+$73.8K |
| JPMORGAN CHASE & CO | $6.8M | 131,398 | 0.00% | 5q | +59.9%+$2.5M |
| Advyzon Investment Management, LLC | $4.0M | 77,577 | 0.29% | 2q | +50.3%+$1.3M |
| Clarity Retirement & Wealth, LLC | $3.7M | 72,039 | 2.55% | 2q | +7.7%+$264.0K |
| Concurrent Investment Advisors, LLC | $3.0M | 57,694 | 0.03% | 3q | -3.4%-$104.0K |
| LPL Financial LLC | $2.6M | 50,239 | 0.00% | 2q | +232.2%+$1.8M |
| HICKS CAPITAL MANAGEMENT LLC | $2.6M | 49,866 | 2.10% | 4q | +50.7%+$861.8K |
| IHT Wealth Management, LLC | $1.8M | 34,815 | 0.04% | 3q | +187.5%+$1.2M |
| Advisory Services Network, LLC | $1.6M | 31,629 | 0.02% | 4q | +21.0%+$282.6K |
| Avidian Wealth Enterprises, LLC | $1.5M | 28,300 | 0.04% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $1.1M | 21,461 | 0.00% | 5q | +51.8%+$376.6K |
| Landmark Wealth Management, LLC | $1.0M | 20,305 | 0.25% | 5q | HELD |
| Aptus Capital Advisors, LLC | $1.0M | 19,803 | 0.01% | 4q | +11.5%+$105.2K |
| ENVESTNET ASSET MANAGEMENT INC | $931.7K | 18,126 | 0.00% | 3q | +43.0%+$280.3K |
| RAYMOND JAMES FINANCIAL INC | $891.9K | 17,351 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $733.5K | 14,228 | 0.00% | 4q | +6.4%+$43.9K |
| JANE STREET GROUP, LLC | $719.7K | 14,000 | 0.00% | 5q | -31.5%-$330.5K |
| GAINLINE FINANCIAL PARTNERS, LLC | $694.7K | 13,514 | 0.65% | new | FIRST |
| J.W. COLE ADVISORS, INC. | $666.1K | 12,957 | 0.01% | new | NEW |
| Cetera Investment Advisers | $632.7K | 12,308 | 0.00% | 2q | +128.3%+$355.5K |
| PFG Advisors | $534.3K | 10,394 | 0.03% | 2q | +0.8%+$4.1K |
| Elequin Capital, LP | $501.7K | 9,759 | 0.01% | new | NEW |
| Fifth Third Securities, Inc. | $467.5K | 9,095 | 0.03% | 3q | +82.8%+$211.8K |
| AdvisorNet Financial, Inc | $381.0K | 7,412 | 0.02% | new | NEW |
| Sequoia Financial Advisors, LLC | $318.7K | 6,199 | 0.00% | 3q | HELD |
| Physician Wealth Advisors, Inc. | $312.9K | 6,087 | 0.04% | new | NEW |
| IFG Advisory, LLC | $293.0K | 5,701 | 0.01% | new | NEW |
| NewEdge Advisors, LLC | $235.0K | 4,572 | 0.00% | new | NEW |
| Inspire Advisors, LLC | $214.6K | 4,175 | 0.01% | 2q | -1.6%-$3.4K |
| Integrated Wealth Concepts LLC | $123.1K | 2,394 | 0.00% | new | NEW |
| IFP Advisors, Inc | $102.8K | 2,000 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $100.8K | 1,961 | 0.00% | new | NEW |
| MCF Advisors LLC | $66.0K | 1,280 | 0.00% | 3q | +45.5%+$20.6K |
| Roxbury Financial LLC | $15.4K | 300 | 0.01% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.5K | 28,575 | 0.00% | new | NEW |
| FMR LLC | $10 | 0 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 36 | $70.7M | 1,375,480 | 11 | 17 | 3 | 0.0% |
| Q1 2026 | 27 | $109.5M | 2,163,137 | 8 | 11 | 6 | 0.0% |
| Q4 2025 | 20 | $42.8M | 840,011 | 9 | 11 | 0 | 0.0% |
| Q3 2025 | 12 | $29.6M | 582,384 | 6 | 4 | 2 | 0.0% |
| Q2 2025 | 5 | $23.6M | 475,512 | 5 | 0 | 0 | 0.0% |