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

FIDELITY MERRIMACK STR TR

42 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 316188853·42 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$144M
visible holders
Holders
42
filers reporting
Concentration
41.87%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

42 institutions reported FMUB in Q1 2026. CWM, LLC leads at 41.9% 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
$27M561K0.04%Q3 202603
Wealth Alliance Advisory Group, LLC
CIK 0001735734
$14M286K1.93%Q3 202604
Kestra Advisory Services, LLC
CIK 0001830819
$8M169K0.02%Q3 202605
JPMORGAN CHASE & CO
CIK 0000019617
$7M131K0.00%Q2 202606
LPL Financial LLC
CIK 0001403438
$4M74K0.00%Q3 202607
Clarity Retirement & Wealth, LLC
CIK 0002103352
$3M70K2.32%Q3 202608
Advyzon Investment Management, LLC
CIK 0002011872
$3M52K0.23%Q1 202609
HICKS CAPITAL MANAGEMENT LLC
CIK 0002062978
$3M50K2.10%Q3 202610
Concurrent Investment Advisors, LLC
CIK 0002001015
$2M44K0.01%Q3 202611
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M38K0.00%Q3 202612
IHT Wealth Management, LLC
CIK 0001697490
$2M35K0.04%Q2 202613
Advisory Services Network, LLC
CIK 0001573876
$2M32K0.02%Q2 202614
Physician Wealth Advisors, Inc.
CIK 0001795173
$1M30K0.16%Q3 202615
Lineweaver Wealth Advisors, LLC
CIK 0001797873
$1M30K0.17%Q3 202616
AdvisorNet Financial, Inc
CIK 0001409362
$1M27K0.06%Q3 202617
Avidian Wealth Enterprises, LLC
CIK 0001471474
$1M26K0.03%Q3 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M21K0.00%Q2 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M20K0.00%Q1 202620
Aptus Capital Advisors, LLC
CIK 0001664193
$1M20K0.01%Q2 2026
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