14 institutions reported holding $25.7M of FIDELITY MERRIMACK STR TR (FMUN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Riverview Trust Co ($14.6M), COMMONWEALTH EQUITY SERVICES, LLC ($4.3M), Life Planning Partners, Inc ($1.9M), Financial Planning Fort Collins, LLC ($1.9M), Avidian Wealth Enterprises, LLC ($748,082). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Riverview Trust Co | $14.6M | 289,629 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $4.3M | 85,228 | Added |
| 3 | Life Planning Partners, Inc | $1.9M | 38,530 | Trimmed |
| 4 | Financial Planning Fort Collins, LLC | $1.9M | 37,887 | Added |
| 5 | Avidian Wealth Enterprises, LLC | $748,082 | 14,840 | Added |
| 6 | Embree Financial Group | $665,513 | 13,202 | Trimmed |
| 7 | EverSource Wealth Advisors, LLC | $487,515 | 9,671 | New |
| 8 | Global Wealth Management, LLC | $299,058 | 5,933 | Added |
| 9 | CAMELOT TECHNOLOGY ADVISORS, INC. | $284,776 | 5,649 | Added |
| 10 | CAHABA WEALTH MANAGEMENT, INC. | $236,932 | 4,700 | Hold |
| 11 | J.W. COLE ADVISORS, INC. | $228,292 | 4,529 | New |
| 12 | Moisand Fitzgerald Tamayo, LLC | $43,656 | 866 | New |
| 13 | IFP Advisors, Inc | $0 | 0 | Exited |
| 14 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30