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Disclosery

FIGB FIDELITY MERRIMACK STR TR

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CMN (fund)

57 managers (57 13F filers) reported a position in FIGB shares at 2026-03-31, 3,165,721 shares in all. 12 filers opened a position and 3 filers sold out during the quarter.

Managers
57
13F filers
57
New
12
Added
28
Reduced
13
Sold out
3
Shares held by filers
3,165,721

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Heartland Bank & Trust Co1,114,630$48M10.84%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC290,645$12.5M<0.01%+103,96613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.285,193$12.3M0.02%+86,40813F-HRTimelineGroup
Clarity Retirement & Wealth, LLC209,172$9M7.26%+16,88213F-HRTimeline
Anson Capital, Inc.205,210$8.83M6.04%+8,62413F-HRTimeline
Advyzon Investment Management, LLC174,633$7.52M0.67%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC71,402$3.07M<0.01%+1,09613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC71,366$3.07M0.01%+5,11613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…64,818$2.79M0.01%-53,55513F-HRTimeline
Noble Wealth Management PBC57,090$2.46M1.26%-4,43813F-HRTimeline
Cetera Investment Advisers56,753$2.44M<0.01%+1,22413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,525$2.17M<0.01%+72013F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp49,317$2.13M<0.01%+4,75913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC45,335$1.95M<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO33,987$1.46M<0.01%+2,69413F-HR/ATimelineGroup
Bill Few Associates, Inc.32,430$1.4M0.33%-1,72313F-HRTimeline
IFP Advisors, Inc28,267$1.22M0.03%-74413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…28,174$1.21M<0.01%+1,69513F-HRTimelineGroup
Cambridge Investment Research Advisors,…28,078$1.21M<0.01%-78813F-HRTimeline
Core Wealth Advisors, Inc.27,961$1.2M0.29%+7,16113F-HRTimeline
Davis Wealth Advisors, LLC23,642$1.02M0.85%+6,34713F-HRTimeline
HARBOUR INVESTMENTS, INC.21,837$940K0.01%+7,55313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,683$933K<0.01%+4,05413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,305$913K<0.01%+14,96213F-HRTimelineGroup
Peterson Wealth Advisors, LLC13,240$570K0.08%+16513F-HRTimeline
FMR LLCin group FMR LLC11,297$486K<0.01%+3,39013F-HRTimelineGroup
Trust Investment Advisors10,800$465K0.27%013F-HRTimeline
Kovack Advisors, Inc.10,602$456K0.02%-72913F-HRTimeline
Clarity Asset Management, Inc.9,254$398K0.2%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,246$398K<0.01%+7,87513F-HRTimelineGroup
Arkadios Wealth Advisors9,151$394K0.01%+95413F-HRTimeline
Janney Montgomery Scott LLC8,805$379K<0.01%new13F-HRTimeline
Latitude Advisors, LLC8,444$363K0.17%-51513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,642$329K<0.01%+6,45513F-HRTimelineGroup
Virtus Wealth Solutions LLC7,537$324K0.06%-6,13613F-HRTimeline
LPL Financial LLC7,016$302K<0.01%+1,51213F-HRTimeline
Elevation Wealth Management LLC6,989$302K0.28%+1,17713F-HRTimeline
PLANNING DIRECTIONS INC6,646$286K0.14%+6813F-HRTimeline
FORONJY FINANCIAL LLC6,606$284K0.12%-113F-HRTimeline
Integrated Advisors Network LLC5,162$222K0.01%+5313F-HRTimeline
WELLINGTON-ALTUS USA INC.4,700$201K0.12%new13F-HRTimeline
Farther Finance Advisors, LLC4,345$187K<0.01%+3,20013F-HRTimeline
Advisory Services Network, LLC1,881$81K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC810$34.8K<0.01%-1,31013F-HRTimeline
AE Wealth Management LLC577$24.8K<0.01%-113F-HRTimeline
DHJJ Financial Advisors, Ltd.430$18.5K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.250$10.8K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC235$10.1K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management193$8.31K<0.01%+17913F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…115$4.95K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners114$4.91K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY71$3.09K<0.01%+2813F-HRTimelineGroup
Register Financial Advisors LLC61$2.62K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…24$1.03K<0.01%-813F-HRTimelineGroup
Cordant, Inc.22$947<0.01%new13F-HRTimeline
Abound Wealth Management3$126<0.01%new13F-HRTimeline
Allworth Financial LP0$1<0.01%-813F-HRTimelineAmount filed as zero, left out of ratios.