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FMUN FIDELITY MERRIMACK STR TR

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SYSTEMATIC MUN (fund)

23 managers (23 13F filers) reported a position in FMUN shares at 2026-06-30, 735,339 shares in all. 8 filers opened a position and 8 filers sold out during the quarter.

Managers
23
13F filers
23
New
8
Added
7
Reduced
5
Sold out
8
Shares held by filers
735,339

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
Riverview Trust Co289,629$14.6M17.39%-61,83613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC85,228$4.3M0.01%+2,72313F-HRTimeline
LPL Financial LLC75,697$3.82M<0.01%-4,68313F-HRTimeline
Global Retirement Partners, LLC42,252$2.13M0.03%13F-HRTimeline
Life Planning Partners, Inc38,530$1.94M1.44%-6,23813F-HRTimeline
Financial Planning Fort Collins, LLC37,887$1.91M1.51%+59413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…33,387$1.68M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,194$1.52M<0.01%-50,67613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,617$1.29M<0.01%+21,63213F-HRTimelineGroup
Avidian Wealth Enterprises, LLC14,840$748K0.02%+4013F-HRTimeline
Embree Financial Group13,202$666K0.07%-5,17513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,671$488K0.02%new13F-HRTimelineGroup
Global Wealth Management, LLC5,933$299K0.15%+4913F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.5,649$285K0.19%+4613F-HRTimeline
Elequin Capital, LP5,119$258K0.01%new13F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.4,700$237K0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.4,529$228K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,523$228K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,985$201K<0.01%new13F-HRTimelineGroup
Stone House Investment Management, LLC2,821$142K0.02%013F-HRTimeline
FMR LLCin group FMR LLC1,080$54.4K<0.01%+61713F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC866$43.7K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS0$9<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.