Vault-13

FIDELITY MERRIMACK STR TR FMUN

SYSTEMATIC MUN · ETP · CUSIP 316188846

23 institutional holders +1 vs Q1 2026
735,339735.3k shares reported held*
$37.1mreported value*
8 new 7 added 5 reduced 8 sold out net sold ≈ $3.6m (-71.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $50.41.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q2 25: 19Q3 25: 17Q4 25: 20Q1 26: 22Q2 26: 2323Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 202519
Q3 202517
Q4 202520
Q1 202622
Q2 202623

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 25: 9 bought or addedQ3 25: 11 cut or sold outQ3 25Q4 25: 9 bought or addedQ4 25: 12 cut or sold outQ4 25Q1 26: 12 bought or addedQ1 26: 9 cut or sold outQ1 26Q2 26: 15 bought or addedQ2 26: 13 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2025911
Q4 2025912
Q1 2026129
Q2 20261513

Biggest buyers

Thrivent Financial for Lutherans New +33,387+33.4k
OSAIC HOLDINGS, INC. Added +21,632+21.6k
EverSource Wealth Advisors, LLC New +9,671+9.7k
Elequin Capital, LP New +5,119+5.1k
J.W. COLE ADVISORS, INC. New +4,529+4.5k
CITADEL ADVISORS LLC New +4,523+4.5k
RAYMOND JAMES FINANCIAL INC New +3,985+4.0k
COMMONWEALTH EQUITY SERVICES, LLC Added +2,723+2.7k
Moisand Fitzgerald Tamayo, LLC New +866+866
FMR LLC Added +617+617

Biggest sellers

Riverview Trust Co Reduced -61,836-61.8k
JANE STREET GROUP, LLC Reduced -50,676-50.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -7,911-7.9k
Life Planning Partners, Inc Reduced -6,238-6.2k
Sigma Planning Corp Sold out -5,949-5.9k
Embree Financial Group Reduced -5,175-5.2k
Quantinno Capital Management LP Sold out -5,117-5.1k
LPL Financial LLC Reduced -4,683-4.7k
Kestra Advisory Services, LLC Sold out -4,109-4.1k
TD Capital Management LLC Sold out -3,540-3.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Riverview Trust Co 17.39% of their portfolio VANCOUVER, WA 289,629289.6k $14.6m $14.6m 17.39% Reduced -61.8k -61,836
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 85,22885.2k $4.3m $4.3m 0.01% Added +2.7k +2,723
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 75,69775.7k $3.8m $3.8m 0.00% Reduced -4.7k -4,683
4 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 42,25242.3k $2.1m $2.1m 0.03% First filing
5 Life Planning Partners, Inc 1.44% of their portfolio JACKSONVILLE, FL 38,53038.5k $1.9m $1.9m 1.44% Reduced -6.2k -6,238
6 Financial Planning Fort Collins, LLC 1.51% of their portfolio FORT COLLINS, CO 37,88737.9k $1.9m $1.9m 1.51% Added +594 +594
7 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 33,38733.4k $1.7m $1.7m 0.00% New
8 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 30,19430.2k $1.5m $1.5m 0.00% Reduced -50.7k -50,676
9 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 25,61725.6k $1.3m $1.3m 0.00% Added +21.6k +21,632
10 Avidian Wealth Enterprises, LLC 0.02% of their portfolio Houston, TX 14,84014.8k $748.1k $748.1k 0.02% Added +40 +40
11 Embree Financial Group 0.07% of their portfolio Chicago, IL 13,20213.2k $665.5k $665.5k 0.07% Reduced -5.2k -5,175
12 EverSource Wealth Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 9,6719.7k $487.5k $487.5k 0.02% New
13 Global Wealth Management, LLC 0.15% of their portfolio KINGSTON, NJ 5,9335.9k $299.1k $299.1k 0.15% Added +49 +49
14 CAMELOT TECHNOLOGY ADVISORS, INC. 0.19% of their portfolio SAN FRANCISCO, CA 5,6495.6k $284.8k $284.8k 0.19% Added +46 +46
15 Elequin Capital, LP 0.01% of their portfolio NEW YORK, NY 5,1195.1k $258.0k $258.0k 0.01% New
16 CAHABA WEALTH MANAGEMENT, INC. 0.01% of their portfolio Atlanta, GA 4,7004.7k $236.9k $236.9k 0.01% Unchanged
17 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 4,5294.5k $228.3k $228.3k 0.00% New
18 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,5234.5k $228.0k $228.0k 0.00% New
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 3,9854.0k $200.9k $200.9k 0.00% New
20 Stone House Investment Management, LLC 0.02% of their portfolio TUNKHANNOCK, PA 2,8212.8k $142.2k $142.2k 0.02% Unchanged
21 FMR LLC 0.00% of their portfolio BOSTON, MA 1,0801.1k $54.4k $54.4k 0.00% Added +617 +617
22 Moisand Fitzgerald Tamayo, LLC 0.00% of their portfolio ORLANDO, FL 866866 $43.7k $43.7k 0.00% New
23 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 00 $9 $9 0.00% New