23 institutions reported holding $38.0M of FIDELITY MERRIMACK STR TR (FMUN) in SEC 13F filings for 2026-03-31. Largest institutional holders: Riverview Trust Co ($17.4M), COMMONWEALTH EQUITY SERVICES, LLC ($4.1M), JANE STREET GROUP, LLC ($4.0M), LPL Financial LLC ($4.0M), Life Planning Partners, Inc ($2.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Riverview Trust Co | $17.4M | 351,465 | Hold |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 82,505 | Added |
| 3 | JANE STREET GROUP, LLC | $4.0M | 80,870 | Trimmed |
| 4 | LPL Financial LLC | $4.0M | 80,380 | Trimmed |
| 5 | Life Planning Partners, Inc | $2.2M | 44,768 | Trimmed |
| 6 | Financial Planning Fort Collins, LLC | $1.9M | 37,293 | Added |
| 7 | Embree Financial Group | $912,117 | 18,377 | Added |
| 8 | Avidian Wealth Enterprises, LLC | $734,580 | 14,800 | Added |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $392,651 | 7,911 | Trimmed |
| 10 | Sigma Planning Corp | $295,260 | 5,949 | Trimmed |
| 11 | Global Wealth Management, LLC | $292,027 | 5,884 | Added |
| 12 | CAMELOT TECHNOLOGY ADVISORS, INC. | $278,079 | 5,603 | Added |
| 13 | Quantinno Capital Management LP | $253,975 | 5,117 | New |
| 14 | CAHABA WEALTH MANAGEMENT, INC. | $233,283 | 4,700 | Hold |
| 15 | Kestra Advisory Services, LLC | $203,959 | 4,109 | Added |
| 16 | OSAIC HOLDINGS, INC. | $197,985 | 3,985 | Trimmed |
| 17 | TD Capital Management LLC | $175,707 | 3,540 | Added |
| 18 | Advisory Services Network, LLC | $155,452 | 3,132 | New |
| 19 | Stone House Investment Management, LLC | $140,016 | 2,821 | New |
| 20 | Steward Partners Investment Advisory, LLC | $33,356 | 672 | New |
| 21 | IFP Advisors, Inc | $27,844 | 561 | Trimmed |
| 22 | FMR LLC | $22,969 | 463 | Trimmed |
| 23 | MARS JEWETT FINANCIAL GROUP, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31