FIDELITY MERRIMACK STR TR (FMUN)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
23
Reporting holders
$35.6M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Riverview Trust Co | $14.6M | 289,629 | 17.39% | 5q | -17.6%-$3.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.3M | 85,228 | 0.01% | 5q | +3.3%+$137.3K |
| LPL Financial LLC | $3.8M | 75,697 | 0.00% | 5q | -5.8%-$236.1K |
| Global Retirement Partners, LLC | $2.1M | 42,252 | 0.03% | 2q | -3.0%-$66.5K |
| Life Planning Partners, Inc | $1.9M | 38,530 | 1.44% | 5q | -13.9%-$314.5K |
| Financial Planning Fort Collins, LLC | $1.9M | 37,887 | 1.45% | 3q | +1.6%+$29.9K |
| JANE STREET GROUP, LLC | $1.5M | 30,194 | 0.00% | 5q | -62.7%-$2.6M |
| OSAIC HOLDINGS, INC. | $1.3M | 25,617 | 0.00% | 5q | +542.8%+$1.1M |
| Avidian Wealth Enterprises, LLC | $748.1K | 14,840 | 0.02% | 5q | HELD |
| Embree Financial Group | $665.5K | 13,202 | 0.07% | 3q | -28.2%-$260.9K |
| EverSource Wealth Advisors, LLC | $487.5K | 9,671 | 0.02% | new | NEW |
| Global Wealth Management, LLC | $299.1K | 5,933 | 0.15% | 3q | +0.8%+$2.5K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $284.8K | 5,649 | 0.19% | 5q | +0.8%+$2.3K |
| Elequin Capital, LP | $258.0K | 5,119 | 0.01% | new | NEW |
| CAHABA WEALTH MANAGEMENT, INC. | $236.9K | 4,700 | 0.01% | 5q | HELD |
| J.W. COLE ADVISORS, INC. | $228.3K | 4,529 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $228.0K | 4,523 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $200.9K | 3,985 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $187.7K | 3,723 | 0.00% | new | NEW |
| Stone House Investment Management, LLC | $142.2K | 2,821 | 0.02% | 2q | HELD |
| FMR LLC | $54.4K | 1,080 | 0.00% | 5q | +133.3%+$31.1K |
| Moisand Fitzgerald Tamayo, LLC | $43.7K | 866 | 0.00% | new | NEW |
| Thrivent Financial for Lutherans | $1.7K | 33,387 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $9 | 0 | 0.00% | new | NEW |
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 | 23 | $35.6M | 705,675 | 8 | 6 | 6 | 0.0% |
| Q1 2026 | 22 | $38.0M | 764,905 | 4 | 8 | 8 | 0.0% |
| Q4 2025 | 20 | $42.3M | 841,366 | 5 | 3 | 8 | 0.0% |
| Q3 2025 | 15 | $39.3M | 787,955 | 2 | 5 | 5 | 0.0% |
| Q2 2025 | 17 | $41.0M | 842,067 | 17 | 0 | 0 | 0.0% |