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Disclosery

FMUB FIDELITY MERRIMACK STR TR

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MUN BD OPPORTUN (fund)

37 managers (37 13F filers) reported a position in FMUB shares at 2026-06-30, 1,404,055 shares in all. 12 filers opened a position and 2 filers sold out during the quarter.

Managers
37
13F filers
37
New
12
Added
18
Reduced
3
Sold out
2
Shares held by filers
1,404,055

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
COMMONWEALTH EQUITY SERVICES, LLC320,712$16.5M0.02%+160,26113F-HRTimeline
Wealth Alliance Advisory Group, LLC285,829$14.7M2.13%+1,43513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO131,398$6.76M<0.01%+49,23813F-HRTimelineGroup
Advyzon Investment Management, LLC77,577$3.99M0.29%+25,94613F-HRTimeline
Clarity Retirement & Wealth, LLC72,039$3.7M2.56%+5,13513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…57,694$2.97M0.03%-2,02313F-HRTimelineGroup
LPL Financial LLC50,239$2.58M<0.01%+35,11413F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC49,866$2.56M2.1%+16,76613F-HRTimeline
IHT Wealth Management, LLC34,815$1.79M0.04%+22,70513F-HRTimeline
Advisory Services Network, LLC31,629$1.63M0.02%+5,49713F-HRTimeline
Cambridge Investment Research Advisors,…28,575$1.47M<0.01%new13F-HR/ATimeline
Avidian Wealth Enterprises, LLC28,300$1.45M0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,461$1.1M<0.01%+7,32413F-HRTimelineGroup
Landmark Wealth Management, LLC20,305$1.04M0.25%+4313F-HRTimeline
Aptus Capital Advisors, LLC19,803$1.02M0.01%+2,04613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,126$932K<0.01%+5,45213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,351$892K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,228$734K<0.01%+85213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,000$720K<0.01%-6,42913F-HRTimelineGroup
GAINLINE FINANCIAL PARTNERS, LLC13,514$695K0.65%13F-HRTimeline
J.W. COLE ADVISORS, INC.12,957$666K0.01%new13F-HRTimeline
Cetera Investment Advisers12,308$633K<0.01%+6,91613F-HRTimeline
PFG Advisors10,394$534K0.03%+8013F-HRTimeline
Elequin Capital, LP9,759$502K0.02%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…9,095$468K0.03%+4,12013F-HRTimelineGroup
AdvisorNet Financial, Inc7,412$381K0.02%new13F-HRTimeline
Sequoia Financial Advisors, LLC6,199$319K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.6,087$313K0.04%new13F-HRTimeline
IFG Advisory, LLC5,701$293K0.01%new13F-HRTimeline
NewEdge Advisors, LLC4,572$235K<0.01%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,175$215K0.01%-6613F-HRTimelineGroup
Integrated Wealth Concepts LLC2,394$123K<0.01%new13F-HRTimeline
IFP Advisors, Inc2,000$103K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC1,961$101K<0.01%new13F-HRTimeline
MCF Advisors LLC1,280$66K<0.01%+40013F-HRTimeline
Roxbury Financial LLC300$15.4K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC0$10<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.