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FMUN FIDELITY MERRIMACK STR TR

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SYSTEMATIC MUN (fund)

22 managers (22 13F filers) reported a position in FMUN shares at 2026-03-31, 764,905 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
22
13F filers
22
New
4
Added
8
Reduced
8
Sold out
1
Shares held by filers
764,905

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
Riverview Trust Co351,465$17.4M21.48%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC82,505$4.1M0.01%+63113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC80,870$4.01M<0.01%-9,89313F-HRTimelineGroup
LPL Financial LLC80,380$3.99M<0.01%-7,71513F-HRTimeline
Life Planning Partners, Inc44,768$2.22M1.7%-2,93813F-HRTimeline
Financial Planning Fort Collins, LLC37,293$1.88M1.47%+2,79813F-HRTimeline
Embree Financial Group18,377$912K0.11%+7,25213F-HRTimeline
Avidian Wealth Enterprises, LLC14,800$735K0.02%+2,36913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,911$393K<0.01%-35113F-HRTimelineGroup
Sigma Planning Corp5,949$295K0.01%-70513F-HRTimeline
Global Wealth Management, LLC5,884$292K0.16%+4713F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.5,603$278K0.2%+4513F-HRTimeline
Quantinno Capital Management LP5,117$254K<0.01%new13F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.4,700$233K0.02%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,109$204K<0.01%+75413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,985$198K<0.01%-23,05613F-HRTimelineGroup
TD Capital Management LLC3,540$176K0.02%+2813F-HRTimeline
Advisory Services Network, LLC3,132$155K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC2,821$140K0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…672$33.4K<0.01%new13F-HRTimeline
IFP Advisors, Inc561$27.8K<0.01%-1,01713F-HRTimeline
FMR LLCin group FMR LLC463$23K<0.01%-1213F-HRTimelineGroup