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FMUB FIDELITY MERRIMACK STR TR

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MUN BD OPPORTUN (fund)

27 managers (27 13F filers) reported a position in FMUB shares at 2026-03-31, 2,163,137 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
27
13F filers
27
New
8
Added
11
Reduced
6
Sold out
3
Shares held by filers
2,163,137

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
CWM, LLCin group CWM, LLC1,193,840$60.4M0.16%+172,39413F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC284,394$14.4M2.28%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC160,451$8.12M0.01%+13,55113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO82,160$4.15M<0.01%+39,46313F-HR/ATimelineGroup
Clarity Retirement & Wealth, LLC66,904$3.39M2.73%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…59,717$3.02M0.03%+42,98513F-HRTimelineGroup
Advyzon Investment Management, LLC51,631$2.61M0.23%new13F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC33,100$1.67M1.68%+22,69913F-HRTimeline
Avidian Wealth Enterprises, LLC28,300$1.43M0.05%-2,70013F-HRTimeline
Advisory Services Network, LLC26,132$1.32M0.02%+2,91613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,429$1.03M<0.01%-2,12013F-HRTimelineGroup
Landmark Wealth Management, LLC20,262$1.03M0.27%+7,56913F-HRTimeline
Aptus Capital Advisors, LLC17,757$899K0.01%+19813F-HRTimeline
LPL Financial LLC15,125$765K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,137$716K<0.01%-79113F-HRTimelineGroup
Independent Advisor Alliance13,882$702K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,376$677K<0.01%+3,70013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,674$641K<0.01%+3,12313F-HRTimelineGroup
IHT Wealth Management, LLC12,110$613K0.01%+5,68013F-HRTimeline
PFG Advisors10,314$522K0.03%new13F-HRTimeline
Sequoia Financial Advisors, LLC6,199$314K<0.01%013F-HRTimeline
Cetera Investment Advisers5,392$273K<0.01%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…4,975$252K0.02%-2,45713F-HRTimelineGroup
Sigma Planning Corp4,755$241K0.01%-39313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,241$215K0.02%new13F-HRTimelineGroup
MCF Advisors LLC880$44.7K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC0$10<0.01%-448,30713F-HRTimelineGroupAmount filed as zero, left out of ratios.