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FMUN FIDELITY MERRIMACK STR TR

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SYSTEMATIC MUN (fund)

20 managers (20 13F filers) reported a position in FMUN shares at 2025-12-31, 841,366 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
20
13F filers
20
New
5
Added
4
Reduced
8
Sold out
4
Shares held by filers
841,366

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
Riverview Trust Co351,465$17.7M21.26%-10,66713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC90,763$4.56M0.01%-79,19013F-HRTimelineGroup
LPL Financial LLC88,095$4.43M<0.01%-13,57913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC81,874$4.11M0.01%-1,14413F-HRTimeline
Life Planning Partners, Inc47,706$2.4M1.84%-5,90413F-HRTimeline
Global Retirement Partners, LLC43,572$2.19M0.04%new13F-HRTimeline
Financial Planning Fort Collins, LLC34,495$1.73M1.52%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,041$1.36M<0.01%-4,42413F-HRTimelineGroup
MARS JEWETT FINANCIAL GROUP, INC.12,868$653K0.19%13F-HRTimeline
Avidian Wealth Enterprises, LLC12,431$624K0.02%+2013F-HRTimeline
Embree Financial Group11,125$559K0.07%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,262$415K<0.01%-22,70413F-HRTimelineGroup
Sigma Planning Corp6,654$346K0.01%new13F-HRTimeline
Global Wealth Management, LLC5,837$293K0.16%new13F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.5,558$279K0.21%+4613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.4,700$236K0.02%013F-HRTimeline
TD Capital Management LLC3,512$176K0.02%+2913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,355$169K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc1,578$79.3K<0.01%+1013F-HRTimeline
FMR LLCin group FMR LLC475$23.9K<0.01%-1113F-HRTimelineGroup