Who Owns FIDELITY MERRIMACK (FMUB)? -- Institutional Holders (2026-06-30)

37 institutions reported holding $72.1M of FIDELITY MERRIMACK (FMUB) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($16.5M), Wealth Alliance Advisory Group, LLC ($14.7M), JPMORGAN CHASE & CO ($6.8M), Advyzon Investment Management, LLC ($4.0M), Clarity Retirement & Wealth, LLC ($3.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$16.5M320,712Added
2Wealth Alliance Advisory Group, LLC$14.7M285,829Added
3JPMORGAN CHASE & CO$6.8M131,398Added
4Advyzon Investment Management, LLC$4.0M77,577Added
5Clarity Retirement & Wealth, LLC$3.7M72,039Added
6Concurrent Investment Advisors, LLC$3.0M57,694Trimmed
7LPL Financial LLC$2.6M50,239Added
8HICKS CAPITAL MANAGEMENT LLC$2.6M49,866Added
9IHT Wealth Management, LLC$1.8M34,815Added
10Advisory Services Network, LLC$1.6M31,629Added
11Cambridge Investment Research Advisors, Inc.$1.5M28,575New
12Avidian Wealth Enterprises, LLC$1.5M28,300Hold
13OSAIC HOLDINGS, INC.$1.1M21,461Added
14Landmark Wealth Management, LLC$1.0M20,305Added
15Aptus Capital Advisors, LLC$1.0M19,803Added
16ENVESTNET ASSET MANAGEMENT INC$931,73418,126Added
17RAYMOND JAMES FINANCIAL INC$891,92117,351New
18Kestra Advisory Services, LLC$733,54714,228Added
19JANE STREET GROUP, LLC$719,66414,000Trimmed
20GAINLINE FINANCIAL PARTNERS, LLC$694,68813,514New
21J.W. COLE ADVISORS, INC.$666,06012,957New
22Cetera Investment Advisers$632,70012,308Added
23PFG Advisors$534,31910,394Added
24Elequin Capital, LP$501,6579,759New
25Fifth Third Securities, Inc.$467,5259,095Added

Source: SEC Form 13F filings · as of 2026-06-30