17 institutions reported holding $47.8M of FIDELITY MERRIMACK STR TR (FMUB) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($16.5M), Wealth Alliance Advisory Group, LLC ($14.7M), Clarity Retirement & Wealth, LLC ($3.7M), Concurrent Investment Advisors, LLC ($3.0M), HICKS CAPITAL MANAGEMENT LLC ($2.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | $16.5M | 320,712 | Added |
| 2 | Wealth Alliance Advisory Group, LLC | $14.7M | 285,829 | Added |
| 3 | Clarity Retirement & Wealth, LLC | $3.7M | 72,039 | Added |
| 4 | Concurrent Investment Advisors, LLC | $3.0M | 57,694 | Trimmed |
| 5 | HICKS CAPITAL MANAGEMENT LLC | $2.6M | 49,866 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $1.5M | 28,575 | New |
| 7 | Avidian Wealth Enterprises, LLC | $1.5M | 28,300 | Hold |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $931,734 | 18,126 | Added |
| 9 | Kestra Advisory Services, LLC | $733,547 | 14,228 | Added |
| 10 | J.W. COLE ADVISORS, INC. | $666,060 | 12,957 | New |
| 11 | PFG Advisors | $534,319 | 10,394 | Added |
| 12 | Fifth Third Securities, Inc. | $467,525 | 9,095 | Added |
| 13 | AdvisorNet Financial, Inc | $381,031 | 7,412 | New |
| 14 | Sequoia Financial Advisors, LLC | $318,658 | 6,199 | Hold |
| 15 | Physician Wealth Advisors, Inc. | $312,900 | 6,087 | New |
| 16 | IFP Advisors, Inc | $102,809 | 2,000 | New |
| 17 | Roxbury Financial LLC | $15,421 | 300 | New |
Source: SEC Form 13F filings · as of 2026-06-30