Institutional Ownership
Fidelity Merrimack Str Tr
CUSIP 316188846SYSTEMATIC MUNFMUNQ1 2026
Institutional Holders
22
13F filers
Shares Held
764.9K
Aggregate institutional
Institutional Value
$37.99M
Q1 2026
Net New Holders
+3
4 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased8
Decreased8
Sold out1
Institutional Holders
22 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Riverview Trust Co | 351.5K | $17.44M | 0 | Held |
| 2 | Commonwealth Equity Services, LLC | 82.5K | $4.10M | +631 | Added |
| 3 | Jane Street Group, LLC | 80.9K | $4.01M | −9.9K | Reduced |
| 4 | Lpl Financial LLC | 80.4K | $3.99M | −7.7K | Reduced |
| 5 | Life Planning Partners, Inc | 44.8K | $2.22M | −2.9K | Reduced |
| 6 | Financial Planning Fort Collins, LLC | 37.3K | $1.88M | +2.8K | Added |
| 7 | Embree Financial Group | 18.4K | $912.1K | +7.3K | Added |
| 8 | Avidian Wealth Enterprises, LLC | 14.8K | $734.6K | +2.4K | Added |
| 9 | Susquehanna International Group, LLP | 7.9K | $392.7K | −351 | Reduced |
| 10 | Sigma Planning Corp | 5.9K | $295.3K | −705 | Reduced |
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