FMUNFIDELITY MERRIMACK STR TR
CUSIP 316188846 · Yahoo Finance ↗ · Google Finance ↗
Fidelity Merrimack Str Tr (FMUN) has 22 institutional holders in Filings Flow’s 13F database, together reporting 764.9K shares worth $38M as of Q1 2026. The largest reported holders are Riverview Trust Co, Commonwealth Equity Services, LLC, and Jane Street Group, LLC.
Institutional Holders
22
Q1 2026
Reported Value
$38M
Ticker
FMUN
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Life Planning Partners, Inc$131M AUM | 1.70% | $2M | 44.8K | Q1 2026 |
| Financial Planning Fort Collins, LLC$133M AUM | 1.41% | $2M | 37.3K | Q1 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC.$138M AUM | 0.20% | $278,079 | 5.6K | Q1 2026 |
| MARS JEWETT FINANCIAL GROUP, INC.$316M AUM | 0.19% | $653,096 | 12.9K | Q4 2025OLDER |
| Global Wealth Management, LLC$183M AUM | 0.16% | $292,027 | 5.9K | Q1 2026 |
| Strategic Equity Management$266M AUM | 0.13% | $357,150 | 7.3K | Q2 2025OLDER |
| MONEYWISE, INC.$229M AUM | 0.11% | $244,238 | 5.0K | Q2 2025OLDER |
| Embree Financial Group$849M AUM | 0.11% | $912,117 | 18.4K | Q1 2026 |
| Investment Advisory Group, LLC$393M AUM | 0.07% | $247,032 | 5.0K | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.04% | $2M | 43.6K | Q4 2025OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.03% | $140,016 | 2.8K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $734,580 | 14.8K | Q1 2026 |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 0.02% | $233,283 | 4.7K | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 0.02% | $175,707 | 3.5K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $295,260 | 5.9K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 82.5K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $318,127 | 6.5K | Q2 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $155,452 | 3.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 80.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $203,959 | 4.1K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $27,844 | 561 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 80.9K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $253,975 | 5.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $197,985 | 4.0K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $222,354 | 4.5K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $33,356 | 672 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $392,651 | 7.9K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $24,561 | 505 | Q2 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $22,969 | 463 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.