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Disclosery

FIGB FIDELITY MERRIMACK STR TR

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CMN (fund)

64 managers (64 13F filers) reported a position in FIGB shares at 2026-06-30, 3,709,285 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
64
13F filers
64
New
10
Added
30
Reduced
12
Sold out
3
Shares held by filers
3,709,285

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Heartland Bank & Trust Co1,134,364$48.6M10.05%+19,73413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.357,618$15.3M0.02%+72,42513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/295,025$12.6M<0.01%new13F-HRTimelineGroup
Clarity Retirement & Wealth, LLC222,269$9.52M6.58%+13,09713F-HRTimeline
Advyzon Investment Management, LLC221,059$9.47M0.69%+46,42613F-HRTimeline
Anson Capital, Inc.219,198$9.39M6.11%+13,98813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC182,826$7.83M<0.01%-107,81913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC75,566$3.24M<0.01%+4,16413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC72,888$3.12M<0.01%+22,36313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC69,944$3M0.01%-1,42213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…68,303$2.91M<0.01%+3,48513F-HRTimeline
Noble Wealth Management PBC63,036$2.7M1.23%+5,94613F-HRTimeline
Cetera Investment Advisers62,641$2.68M<0.01%+5,88813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP51,395$2.22M<0.01%+30,09013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC49,620$2.13M<0.01%+27,93713F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp49,364$2.12M<0.01%+4713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,652$1.74M<0.01%-4,68313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,360$1.64M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…36,294$1.55M<0.01%+8,21613F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO36,029$1.55M<0.01%+2,04213F-HRTimelineGroup
IFP Advisors, Inc33,862$1.45M0.03%+5,59513F-HRTimeline
Bill Few Associates, Inc.33,323$1.43M0.31%+89313F-HRTimeline
Core Wealth Advisors, Inc.32,660$1.4M0.28%+4,69913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,064$1.12M<0.01%-2,11013F-HRTimelineGroup
Davis Wealth Advisors, LLC22,015$943K0.73%-1,62713F-HRTimeline
HARBOUR INVESTMENTS, INC.19,807$848K0.01%-2,03013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,332$657K<0.01%new13F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO14,802$634K0.05%new13F-HRTimeline
Peterson Wealth Advisors, LLC13,388$573K0.07%+14813F-HRTimeline
FMR LLCin group FMR LLC13,283$569K<0.01%+1,98613F-HRTimelineGroup
Trust Investment Advisors10,800$463K0.22%013F-HRTimeline
Kovack Advisors, Inc.10,707$458K0.02%+10513F-HRTimeline
Clarity Asset Management, Inc.9,882$423K0.21%+62813F-HRTimeline
FORONJY FINANCIAL LLC9,677$414K0.15%+3,07113F-HRTimeline
LPL Financial LLC9,531$408K<0.01%+2,51513F-HRTimeline
Latitude Advisors, LLC9,332$400K0.16%+88813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,331$400K<0.01%+8513F-HRTimelineGroup
Janney Montgomery Scott LLC8,805$377K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,631$370K<0.01%+98913F-HRTimelineGroup
Arkadios Wealth Advisors8,594$368K0.01%-55713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,704$330K<0.01%new13F-HRTimelineGroup
Virtus Wealth Solutions LLC7,477$320K0.04%-6013F-HRTimeline
Elevation Wealth Management LLC7,334$315K0.24%+34513F-HRTimeline
PLANNING DIRECTIONS INC6,712$287K0.13%+6613F-HRTimeline
Aurdan Capital Management, LLC5,487$235K0.06%new13F-HRTimeline
Farther Finance Advisors, LLC4,345$186K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/770$32.6K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC577$24.7K<0.01%013F-HRTimeline
Global Retirement Partners, LLC469$20.1K<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.425$18.2K0.01%-513F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS377$16.1K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.250$10.7K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC235$10.1K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management179$7.67K<0.01%-1413F-HRTimelineGroup
Private Wealth Asset Management, LLC167$7.14K<0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…115$4.92K0.01%013F-HR/ATimelineGroup
Arax Advisory Partners114$4.88K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…106$4.54K<0.01%+8213F-HRTimelineGroup
Register Financial Advisors LLC61$2.61K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY57$2.48K<0.01%-1413F-HRTimelineGroup
Integrated Wealth Concepts LLC24$1.02K<0.01%new13F-HRTimeline
Cordant, Inc.22$943<0.01%013F-HRTimeline
Abound Wealth Management1$40<0.01%-213F-HRTimeline
Allworth Financial LP0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.