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FMUB FIDELITY MERRIMACK STR TR

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MUN BD OPPORTUN (fund)

22 managers (22 13F filers) reported a position in FMUB shares at 2025-12-31, 1,866,376 shares in all. 10 filers opened a position and 2 filers sold out during the quarter.

Managers
22
13F filers
22
New
10
Added
12
Reduced
0
Sold out
2
Shares held by filers
1,866,376

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
CWM, LLCin group CWM, LLC1,021,446$52.1M0.14%+37,68813F-HRTimelineGroup
FMR LLCin group FMR LLC448,307$22.8M<0.01%+4,63913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC146,900$7.49M0.01%+30,47813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO42,697$2.18M<0.01%+24,64513F-HRTimelineGroup
Avidian Wealth Enterprises, LLC31,000$1.58M0.06%+19,00013F-HRTimeline
Advisory Services Network, LLC23,216$1.18M0.02%+1,23913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,549$1.15M<0.01%+15,00613F-HRTimelineGroup
Aptus Capital Advisors, LLC17,559$895K0.01%+53713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,732$853K0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,928$761K<0.01%+6,40313F-HRTimelineGroup
Landmark Wealth Management, LLC12,693$647K0.25%+59613F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC10,401$530K0.53%+26513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,676$493K<0.01%+1,45613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,551$487K<0.01%new13F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…7,432$379K0.02%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC6,595$336K<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC6,430$328K0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC6,199$316K<0.01%new13F-HRTimeline
Sigma Planning Corp5,148$274K0.01%new13F-HRTimeline
HRT FINANCIAL LP4,919$250K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,118$57K<0.01%new13F-HRTimeline
MCF Advisors LLC880$45K<0.01%new13F-HRTimeline