Fidelity Merrimack Street Trust - FMUN
Detailed investor-level table based on 13F positions.
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 | No change | 351,465 | 17,444 | 21.48% | 21.26% | 1 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 82,505 | 4,095 | 0.01% | 0.01% | 2 | +631 | 0.77% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 80,870 | 4,013 | 0.0% | 0.0% | 3 | -9,893 | -10.9% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 80,380 | 3,989 | 0.0% | 0.0% | 4 | -7,715 | -8.76% | Q1 2026 | May 06, 2026 |
| Life Planning Partners, Inc | History | Reduced | 44,768 | 2,221 | 1.7% | 1.84% | 5 | -2,938 | -6.16% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 43,572 | 2,188 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Planning Fort Collins, LLC | History | Added to | 37,293 | 1,875 | 1.41% | 1.52% | 7 | +2,798 | 8.11% | Q1 2026 | Apr 27, 2026 |
| Embree Financial Group | History | Added to | 18,377 | 912 | 0.11% | 0.07% | 8 | +7,252 | 65.19% | Q1 2026 | Apr 23, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 14,800 | 734 | 0.02% | 0.02% | 9 | +2,369 | 19.06% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,911 | 392 | 0.0% | 0.0% | 10 | -351 | -4.25% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 5,949 | 295 | 0.01% | 0.01% | 11 | -705 | -10.6% | Q1 2026 | May 04, 2026 |
| Global Wealth Management, LLC | History | Added to | 5,884 | 292 | 0.16% | 0.16% | 12 | +47 | 0.81% | Q1 2026 | Apr 16, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 5,603 | 278 | 0.2% | 0.21% | 13 | +45 | 0.81% | Q1 2026 | Apr 09, 2026 |
| Quantinno Capital Management LP | History | New | 5,117 | 253 | 0.0% | — | 14 | +5,117 | New | Q1 2026 | May 15, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 4,700 | 233 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 4,109 | 203 | 0.0% | 0.0% | 16 | +754 | 22.47% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,985 | 197 | 0.0% | 0.0% | 17 | -23,056 | -85.26% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | Added to | 3,540 | 175 | 0.02% | 0.02% | 18 | +28 | 0.8% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 3,132 | 155 | 0.0% | — | 19 | +3,132 | New | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | New | 2,821 | 140 | 0.03% | — | 20 | +2,821 | New | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 672 | 33 | 0.0% | — | 21 | +672 | New | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 561 | 27 | 0.0% | 0.0% | 22 | -1,017 | -64.45% | Q1 2026 | Apr 13, 2026 |
| FMR LLC | History | Reduced | 463 | 22 | 0.0% | 0.0% | 23 | -12 | -2.53% | Q1 2026 | May 15, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | Closed out | 0 | 0 | — | 0.19% | — | -12,868 | -100.0% | Q1 2026 | May 15, 2026 |