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Disclosery

FIGB FIDELITY MERRIMACK STR TR

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CMN (fund)

49 managers (49 13F filers) reported a position in FIGB shares at 2025-12-31, 1,607,168 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
49
13F filers
49
New
9
Added
26
Reduced
7
Sold out
3
Shares held by filers
1,607,168

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.198,785$8.63M0.01%+81,75013F-HRTimelineGroup
Anson Capital, Inc.196,586$8.54M6.21%-3,83413F-HRTimeline
Clarity Retirement & Wealth, LLC192,290$8.35M7.35%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC186,679$8.11M<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…118,373$5.14M0.01%+5,05213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC70,306$3.05M<0.01%-10,01113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC66,250$2.88M0.01%+3,30413F-HRTimelineGroup
Noble Wealth Management PBC61,528$2.67M1.34%-3,27913F-HRTimeline
Cetera Investment Advisers55,529$2.41M<0.01%+9,84113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC49,805$2.16M<0.01%+12,86313F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp44,558$1.94M<0.01%new13F-HRTimelineGroup
Bill Few Associates, Inc.34,153$1.48M0.37%+4,14413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO31,293$1.36M<0.01%+1,05713F-HRTimelineGroup
IFP Advisors, Inc29,011$1.26M0.03%-30313F-HRTimeline
Cambridge Investment Research Advisors,…28,866$1.25M<0.01%+3,26013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,479$1.15M<0.01%+1,23013F-HRTimelineGroup
FLOW TRADERS U.S. LLC22,582$981K0.03%+59513F-HRTimeline
Core Wealth Advisors, Inc.20,800$903K0.23%+7,40713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,629$766K<0.01%-30,83913F-HRTimelineGroup
Davis Wealth Advisors, LLC17,295$751K0.62%+9,62413F-HRTimeline
HARBOUR INVESTMENTS, INC.14,284$620K0.01%+90613F-HRTimeline
Virtus Wealth Solutions LLC13,673$594K0.11%+37413F-HRTimeline
Peterson Wealth Advisors, LLC13,075$568K0.08%-1,44813F-HRTimeline
Kovack Advisors, Inc.11,331$492K0.02%+2,29913F-HR/ATimeline
Trust Investment Advisors10,800$469K0.25%new13F-HRTimeline
Latitude Advisors, LLC8,959$389K0.17%+30113F-HRTimeline
Arkadios Wealth Advisors8,197$356K0.01%+3,43513F-HRTimeline
FMR LLCin group FMR LLC7,907$343K<0.01%-1,34513F-HRTimelineGroup
FORONJY FINANCIAL LLC6,607$287K0.12%+27413F-HRTimeline
PLANNING DIRECTIONS INC6,578$286K0.14%+1,88813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,343$275K<0.01%new13F-HRTimelineGroup
Elevation Wealth Management LLC5,812$253K0.24%13F-HRTimeline
LPL Financial LLC5,504$239K<0.01%new13F-HRTimeline
Integrated Advisors Network LLC5,109$222K0.01%+3113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,696$204K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC2,120$92K<0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.1,759$76.4K0.05%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,371$59.5K<0.01%+23013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,187$52K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1,145$49.7K<0.01%013F-HRTimeline
AE Wealth Management LLC578$25.1K<0.01%+50213F-HRTimeline
Global Retirement Partners, LLC460$20K<0.01%+513F-HRTimeline
DHJJ Financial Advisors, Ltd.430$18.7K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC235$10.2K<0.01%013F-HRTimelineGroup
Arax Advisory Partners114$4.95K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY43$1.89K<0.01%+2413F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…32$1.39K<0.01%+213F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management14$608<0.01%013F-HRTimelineGroup
Allworth Financial LP8$336<0.01%+813F-HRTimeline