13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
FMUB

FIDELITY MERRIMACK STR TR

30 institutions still hold FIDELITY MERRIMACK STR TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316188853·30 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.8%
vs prior quarter
13F value held
$108M
72.0% inst. owned
of float
Holders
30
-116 QoQ
filers reporting
Activity
+27 / −73
+921 added · −738 reduced
this quarter
Concentration
55.88%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

30 institutions reported FMUB in Q1 2026. CWM, LLC leads at 55.9% of the visible book. -116 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$60M1.2M0.16%Q1 202602
Wealth Alliance Advisory Group, LLC
CIK 0001735734
$14M284K2.28%Q1 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M160K0.01%Q1 202604
JPMORGAN CHASE & CO
CIK 0000019617
$4M82K0.00%Q1 202605
Clarity Retirement & Wealth, LLC
CIK 0002103352
$3M67K2.73%Q1 202606
Concurrent Investment Advisors, LLC
CIK 0002001015
$3M60K0.03%Q1 202607
Advyzon Investment Management, LLC
CIK 0002011872
$3M52K0.23%Q1 202608
HICKS CAPITAL MANAGEMENT LLC
CIK 0002062978
$2M33K1.68%Q1 202609
Avidian Wealth Enterprises, LLC
CIK 0001471474
$1M28K0.05%Q1 202610
Advisory Services Network, LLC
CIK 0001573876
$1M26K0.02%Q1 202611
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M20K0.00%Q1 202612
Landmark Wealth Management, LLC
CIK 0001728778
$1M20K0.27%Q1 202613
Aptus Capital Advisors, LLC
CIK 0001664193
$898,55418K0.01%Q1 202614
LPL Financial LLC
CIK 0001403438
$765,36715K0.00%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$715,57414K0.00%Q1 202616
Independent Advisor Alliance
CIK 0001696899
$702,46814K0.01%Q1 202617
Kestra Advisory Services, LLC
CIK 0001830819
$676,84813K0.00%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$641,35813K0.00%Q1 202619
IHT Wealth Management, LLC
CIK 0001697490
$612,80012K0.01%Q1 202620
PFG Advisors
CIK 0001694435
$521,94010K0.03%Q1 2026
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