Fidelity Merrimack Street Trust - FMUN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Riverview Trust Co | History | Reduced | 351,465 | 17,655 | 21.26% | 21.8% | 1 | -10,667 | -2.95% | Q4 2025 | Jan 26, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 90,763 | 4,559 | 0.0% | 0.0% | 2 | -79,190 | -46.6% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 88,095 | 4,425 | 0.0% | 0.0% | 3 | -13,579 | -13.36% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 81,874 | 4,112 | 0.01% | 0.01% | 4 | -1,144 | -1.38% | Q4 2025 | Feb 12, 2026 |
| Life Planning Partners, Inc | History | Reduced | 47,706 | 2,396 | 1.84% | 1.95% | 5 | -5,904 | -11.01% | Q4 2025 | Jan 16, 2026 |
| Global Retirement Partners, LLC | History | New | 43,572 | 2,188 | 0.04% | — | 6 | +43,572 | New | Q4 2025 | Feb 06, 2026 |
| Financial Planning Fort Collins, LLC | History | New | 34,495 | 1,732 | 1.52% | — | 7 | +34,495 | New | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 27,041 | 1,359 | 0.0% | 0.0% | 8 | -4,424 | -14.06% | Q4 2025 | Feb 17, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | New | 12,868 | 653 | 0.19% | — | 9 | +12,868 | New | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 12,431 | 624 | 0.02% | 0.02% | 10 | +20 | 0.16% | Q4 2025 | Feb 02, 2026 |
| Embree Financial Group | History | New | 11,125 | 558 | 0.07% | — | 11 | +11,125 | New | Q4 2025 | Jan 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,262 | 415 | 0.0% | 0.0% | 12 | -22,704 | -73.32% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | New | 6,654 | 345 | 0.01% | — | 13 | +6,654 | New | Q4 2025 | Jan 30, 2026 |
| Global Wealth Management, LLC | History | New | 5,837 | 293 | 0.16% | — | 14 | +5,837 | New | Q4 2025 | Jan 26, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 5,558 | 279 | 0.21% | 0.22% | 15 | +46 | 0.83% | Q4 2025 | Jan 14, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 4,700 | 236 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| TD Capital Management LLC | History | Added to | 3,512 | 176 | 0.02% | 0.02% | 17 | +29 | 0.83% | Q4 2025 | Feb 26, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,355 | 168 | 0.0% | — | 18 | +3,355 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 1,578 | 79 | 0.0% | 0.0% | 19 | +10 | 0.64% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Reduced | 475 | 23 | 0.0% | 0.0% | 20 | -11 | -2.26% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,543 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Investment Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,958 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,463 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -574 | -100.0% | Q3 2025 | Nov 18, 2025 |