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

FIDELITY MERRIMACK STR TR

22 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 316188846·22 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$40M
visible holders
Holders
22
filers reporting
Concentration
43.08%
Riverview Trust Co #1
top holder share
AI Holders Summary · Q1 2026

22 institutions reported FMUN in Q1 2026. Riverview Trust Co leads at 43.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Riverview Trust Co
CIK 0001593600
$17M351K21.48%Q1 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M85K0.01%Q2 202603
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M81K0.00%Q1 202604
LPL Financial LLC
CIK 0001403438
$4M76K0.00%Q2 202605
Global Retirement Partners, LLC
CIK 0001749744
$2M42K0.03%Q2 202606
Life Planning Partners, Inc
CIK 0001910934
$2M39K1.44%Q2 202607
Financial Planning Fort Collins, LLC
CIK 0002111920
$2M38K1.45%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M26K0.00%Q2 202609
Avidian Wealth Enterprises, LLC
CIK 0001471474
$748K15K0.02%Q2 202610
Embree Financial Group
CIK 0002020860
$666K13K0.07%Q2 202611
EverSource Wealth Advisors, LLC
CIK 0001710537
$488K10K0.02%Q2 202612
Global Wealth Management, LLC
CIK 0002039738
$299K6K0.15%Q2 202613
CAMELOT TECHNOLOGY ADVISORS, INC.
CIK 0002021818
$285K6K0.19%Q2 202614
Elequin Capital, LP
CIK 0001810873
$258K5K0.01%Q2 202615
CAHABA WEALTH MANAGEMENT, INC.
CIK 0001716399
$237K5K0.01%Q2 202616
J.W. COLE ADVISORS, INC.
CIK 0001404763
$228K5K0.00%Q2 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$201K4K0.00%Q2 202618
Stone House Investment Management, LLC
CIK 0001696497
$142K3K0.02%Q2 202619
FMR LLC
CIK 0000315066
$54K1K0.00%Q2 202620
Moisand Fitzgerald Tamayo, LLC
CIK 0001649107
$44K8660.00%Q2 2026
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