Institutional Ownership
Fidelity Merrimack Str Tr
CUSIP 316188853MUN BD OPPORTUNFMUBQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
26
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Cwm, LLC | 1.19M | $60.41M |
| 2 | Wealth Alliance Advisory Group, LLC | 284.4K | $14.39M |
| 3 | Commonwealth Equity Services, LLC | 160.5K | $8.12M |
| 4 | Jpmorgan Chase & Co | 82.2K | $4.15M |
| 5 | Clarity Retirement & Wealth, LLC | 66.9K | $3.39M |
| 6 | Concurrent Investment Advisors, LLC | 59.7K | $3.02M |
| 7 | Advyzon Investment Management, LLC | 51.6K | $2.61M |
| 8 | Hicks Capital Management LLC | 33.1K | $1.67M |
| 9 | Avidian Wealth Enterprises, LLC | 28.3K | $1.43M |
| 10 | Advisory Services Network, LLC | 26.1K | $1.32M |