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FMUN FIDELITY MERRIMACK STR TR

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SYSTEMATIC MUN (fund)

19 managers (19 13F filers) reported a position in FMUN shares at 2025-06-30, 978,032 shares in all. 19 filers opened a position and 0 filers sold out during the quarter.

Managers
19
13F filers
19
New
19
Added
0
Reduced
0
Sold out
0
Shares held by filers
978,032

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Co387,421$18.8M23.45%new13F-HRTimeline
LPL Financial LLC136,576$6.64M<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC136,496$6.64M0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC135,965$6.61M0.01%new13F-HRTimeline
Life Planning Partners, Inc57,504$2.8M2.23%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,339$1.82M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,921$1.75M<0.01%new13F-HR/ATimelineGroup
Avidian Wealth Enterprises, LLC11,798$574K0.02%new13F-HRTimeline
Strategic Equity Management7,343$357K0.13%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC6,541$318K<0.01%new13F-HRTimelineGroup
CAMELOT TECHNOLOGY ADVISORS, INC.5,465$266K0.23%new13F-HRTimeline
MONEYWISE, INC.5,022$244K0.11%new13F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.4,700$229K0.02%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC4,455$217K<0.01%new13F-HRTimelineGroup
TD Capital Management LLC3,453$168K0.02%new13F-HRTimeline
IFP Advisors, Inc1,040$50.6K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG505$24.6K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC488$23.7K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.