Who Owns FIDELITY MERRIMACK STR TR (FMUN)? -- Institutional Holders (2026-06-30)

30 institutions reported holding $37.1M of FIDELITY MERRIMACK STR TR (FMUN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Riverview Trust Co ($14.6M), COMMONWEALTH EQUITY SERVICES, LLC ($4.3M), LPL Financial LLC ($3.8M), Global Retirement Partners, LLC ($2.1M), Life Planning Partners, Inc ($1.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Riverview Trust Co	$14.6M	289,629	Trimmed
2	COMMONWEALTH EQUITY SERVICES, LLC	$4.3M	85,228	Added
3	LPL Financial LLC	$3.8M	75,697	Trimmed
4	Global Retirement Partners, LLC	$2.1M	42,252	Trimmed
5	Life Planning Partners, Inc	$1.9M	38,530	Trimmed
6	Financial Planning Fort Collins, LLC	$1.9M	37,887	Added
7	Thrivent Financial for Lutherans	$1.7M	33,387	New
8	JANE STREET GROUP, LLC	$1.5M	30,194	Trimmed
9	OSAIC HOLDINGS, INC.	$1.3M	25,617	Added
10	Avidian Wealth Enterprises, LLC	$748,082	14,840	Added
11	Embree Financial Group	$665,513	13,202	Trimmed
12	EverSource Wealth Advisors, LLC	$487,515	9,671	New
13	Global Wealth Management, LLC	$299,058	5,933	Added
14	CAMELOT TECHNOLOGY ADVISORS, INC.	$284,776	5,649	Added
15	Elequin Capital, LP	$258,049	5,119	New
16	CAHABA WEALTH MANAGEMENT, INC.	$236,932	4,700	Hold
17	J.W. COLE ADVISORS, INC.	$228,292	4,529	New
18	CITADEL ADVISORS LLC	$228,004	4,523	New
19	RAYMOND JAMES FINANCIAL INC	$200,884	3,985	New
20	Stone House Investment Management, LLC	$142,207	2,821	Hold
21	FMR LLC	$54,449	1,080	Added
22	Moisand Fitzgerald Tamayo, LLC	$43,656	866	New
23	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$0	0	Exited
24	Sigma Planning Corp	$0	0	Exited
25	TD Capital Management LLC	$0	0	Exited

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