Institutional Ownership
Fidelity Merrimack Str Tr
CUSIP 316188853MUN BD OPPORTUNFMUBQ1 2026
Institutional Holders
26
13F filers
Shares Held
2.16M
Aggregate institutional
Institutional Value
$109.45M
Q1 2026
Net New Holders
+4
8 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased11
Decreased5
Sold out4
Institutional Holders
26 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cwm, LLC | 1.19M | $60.41M | +172.4K | Added |
| 2 | Wealth Alliance Advisory Group, LLC | 284.4K | $14.39M | +284.4K | New |
| 3 | Commonwealth Equity Services, LLC | 160.5K | $8.12M | +13.6K | Added |
| 4 | Jpmorgan Chase & Co | 82.2K | $4.15M | +39.5K | Added |
| 5 | Clarity Retirement & Wealth, LLC | 66.9K | $3.39M | +66.9K | New |
| 6 | Concurrent Investment Advisors, LLC | 59.7K | $3.02M | +43.0K | Added |
| 7 | Advyzon Investment Management, LLC | 51.6K | $2.61M | +51.6K | New |
| 8 | Hicks Capital Management LLC | 33.1K | $1.67M | +22.7K | Added |
| 9 | Avidian Wealth Enterprises, LLC | 28.3K | $1.43M | −2.7K | Reduced |
| 10 | Advisory Services Network, LLC | 26.1K | $1.32M | +2.9K | Added |
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