13F Insight
DOSSIER · 13F Holders · Q1 2026
FMUB

FIDELITY MERRIMACK STR TR

39 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 316188853·39 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$125M
visible holders
Holders
39
filers reporting
Concentration
48.29%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

39 institutions reported FMUB in Q1 2026. CWM, LLC leads at 48.3% of the visible book.

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
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$16M321K0.02%Q2 202603
Wealth Alliance Advisory Group, LLC
CIK 0001735734
$15M286K2.13%Q2 202604
JPMORGAN CHASE & CO
CIK 0000019617
$7M131K0.00%Q2 202605
Clarity Retirement & Wealth, LLC
CIK 0002103352
$4M72K2.55%Q2 202606
Concurrent Investment Advisors, LLC
CIK 0002001015
$3M58K0.03%Q2 202607
Advyzon Investment Management, LLC
CIK 0002011872
$3M52K0.23%Q1 202608
LPL Financial LLC
CIK 0001403438
$3M50K0.00%Q2 202609
HICKS CAPITAL MANAGEMENT LLC
CIK 0002062978
$3M50K2.10%Q2 202610
IHT Wealth Management, LLC
CIK 0001697490
$2M35K0.04%Q2 202611
Advisory Services Network, LLC
CIK 0001573876
$2M32K0.02%Q2 202612
Avidian Wealth Enterprises, LLC
CIK 0001471474
$1M28K0.04%Q2 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M21K0.00%Q2 202614
Landmark Wealth Management, LLC
CIK 0001728778
$1M20K0.25%Q2 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M20K0.00%Q1 202616
Aptus Capital Advisors, LLC
CIK 0001664193
$1M20K0.01%Q2 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$932K18K0.00%Q2 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$892K17K0.00%Q2 202619
Kestra Advisory Services, LLC
CIK 0001830819
$734K14K0.00%Q2 202620
GAINLINE FINANCIAL PARTNERS, LLC
CIK 0002149002
$695K14K0.65%Q2 2026
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