13FBOX
FIDELITY MERRIMACK STR TR · 13F Institutional Holdings
Options Calculator Rankings
F

FIDELITY MERRIMACK STR TR

FMUN
Institutions
23
Combined AUM (Q2 2026)
$37.3M
Combined Shares (Q2 2026)
739,062
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+133,756
16 · 9 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-159,599
13 · 8 Exit · ≈
⚖️ Net
-25,843
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$37.3M
Institutions
23
New Buys
9
Adds
7
Reduces
5
Exits
8
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Riverview Trust Co
17.39%21.48%#1$14.6M289,629$17.4M351,465-61,836-17.59%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#13$4.3M85,228$4.1M82,505+2,723+3.30%Add
LPL Financial LLC
<0.01%<0.01%#18$3.8M75,697$4.0M80,380-4,683-5.83%Reduce
Global Retirement Partners, LLC
0.03%#7$2.1M42,252$00+42,252New Buy
Life Planning Partners, Inc
1.44%1.7%#3$1.9M38,530$2.2M44,768-6,238-13.93%Reduce
Financial Planning Fort Collins, LLC
1.45%1.32%#2$1.9M37,887$1.9M37,293+594+1.59%Add
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%#16$1.7M33,387$00+33,387New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#20$1.5M30,194$4.0M80,870-50,676-62.66%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#17$1.3M25,617$197,9853,985+21,632+542.84%Add
Avidian Wealth Enterprises, LLC
0.02%0.02%#8$748,08214,840$734,58014,800+40+0.27%Add
Embree Financial Group
0.07%0.11%#6$665,51313,202$912,11718,377-5,175-28.16%Reduce
EverSource Wealth Advisors, LLC
0.02%#10$487,5159,671$00+9,671New Buy
Global Wealth Management, LLC
0.15%0.16%#5$299,0585,933$292,0275,884+49+0.83%Add
CAMELOT TECHNOLOGY ADVISORS, INC.
0.17%0.2%#4$284,7765,649$278,0795,603+46+0.82%Add
Elequin Capital, LP
0.01%#12$258,0495,119$00+5,119New Buy
CAHABA WEALTH MANAGEMENT, INC.
0.01%0.02%#11$236,9324,700$233,2834,70000.00%Unchanged
J.W. COLE ADVISORS, INC.
<0.01%#15$228,2924,529$00+4,529New Buy
CITADEL ADVISORS LLC
<0.01%#22$228,0044,523$00+4,523New Buy
RAYMOND JAMES FINANCIAL INC
<0.01%#21$200,8843,985$00+3,985New Buy
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#19$187,6903,723$00+3,723New Buy
Stone House Investment Management, LLC
0.02%0.03%#9$142,2072,821$140,0162,82100.00%Unchanged
FMR LLC
<0.01%<0.01%#23$54,4491,080$22,969463+617+133.26%Add
Moisand Fitzgerald Tamayo, LLC
<0.01%#14$43,656866$00+866New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow