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 | 289,629 | 14,600 | 17.39% | 17.39% | 1 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LPL Financial LLC | History | No change | 75,697 | 3,815 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 55,042 | 2,576 | 0.0% | 0.01% | 3 | -30,186 | -35.42% | Q3 2026 | Nov 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 42,252 | 2,129 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Planning Fort Collins, LLC | History | Added to | 38,065 | 1,782 | 1.3% | 1.45% | 5 | +178 | 0.47% | Q3 2026 | Oct 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 33,387 | 1,683 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 30,194 | 1,522 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 25,617 | 1,292 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 17,281 | 809 | 0.02% | 0.02% | 9 | +2,441 | 16.45% | Q3 2026 | Oct 08, 2026 |
| Life Planning Partners, Inc | History | Reduced | 17,081 | 799 | 0.64% | 1.44% | 10 | -21,449 | -55.67% | Q3 2026 | Oct 27, 2026 |
| Embree Financial Group | History | Reduced | 12,667 | 593 | 0.06% | 0.07% | 11 | -535 | -4.05% | Q3 2026 | Oct 22, 2026 |
| Global Wealth Management, LLC | History | Added to | 5,983 | 280 | 0.15% | 0.15% | 12 | +50 | 0.84% | Q3 2026 | Oct 15, 2026 |
| Single Point Partners, LLC | History | New | 5,847 | 273 | 0.05% | — | 13 | +5,847 | New | Q3 2026 | Oct 19, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 5,697 | 266 | 0.18% | 0.19% | 14 | +48 | 0.85% | Q3 2026 | Oct 09, 2026 |
| Elequin Capital, LP | History | No change | 5,119 | 258 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CRA Financial Services, LLC | History | New | 4,915 | 230 | 0.03% | — | 16 | +4,915 | New | Q3 2026 | Oct 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 4,529 | 228 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,523 | 228 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 4,700 | 220 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,985 | 200 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,080 | 54 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,671 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,821 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -866 | -100.0% | Q3 2026 | Oct 15, 2026 |