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Disclosery

FSEC FIDELITY MERRIMACK STR TR

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INVESTMENT GR SE (fund)

50 managers (51 13F filers) reported a position in FSEC shares at 2026-06-30, 219,888,220 shares in all. 20 filers opened a position and 15 filers sold out during the quarter.

Managers
50
13F filers
51
New
20
Added
21
Reduced
5
Sold out
15
Shares held by filers
219,888,220

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
FMR LLCin group FMR LLC217,976,663$9.56B0.41%+10,830,23013F-HRTimelineGroup
Cetera Investment Advisers469,854$20.6M0.02%+84,68813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC252,534$11.1M0.01%new13F-HR/ATimelineGroup
Global Wealth Strategies & Associates213,061$9.34M1.77%+24,33213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding145,830$6.39M+48,284Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…130,680$5.73M0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO103,183$4.55M<0.01%+22,42213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC74,726$3.28M0.01%+8,51913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…68,557$2.99M0.01%+27,27313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC48,009$2.1M<0.01%-134,69513F-HRTimelineGroup
&PARTNERS37,862$1.73M0.01%+4,58713F-HRTimeline
Midwest Financial Network, LLC34,887$1.53M1.04%+18,52713F-HRTimeline
RCS Financial Planning, LLC27,097$1.19M0.56%+1513F-HRTimeline
KINTRA WEALTH, LLC27,216$1.18M0.06%-118,21813F-HRTimeline
Creative Planningin group Creative Planning26,212$1.15M<0.01%+14,45013F-HRTimelineGroup
LPL Financial LLC21,483$942K<0.01%+98013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,573$858K<0.01%+7,02913F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth16,705$732K<0.01%+8,05313F-HRTimelineGroup
HRT FINANCIAL LP14,619$640K<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC14,101$618K0.06%new13F-HRTimelineGroup
Capital Investment Advisors, LLC11,310$496K0.01%new13F-HRTimeline
MONECO ADVISORS, LLC10,820$474K0.03%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC9,543$418K0.03%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC9,284$407K<0.01%new13F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding8,963$393K-8,963Timeline
RDA Financial Network8,458$371K0.08%+3,69713F-HRTimeline
Curi Capital, LLC8,142$358K0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,023$352K<0.01%+2,55613F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …7,818$343K0.02%013F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC7,346$322K0.02%new13F-HRTimelineGroup
Foundation Wealth Management, LLC\PA7,184$315K0.1%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,548$287K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.6,526$286K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,709$250K<0.01%-5,65613F-HRTimelineGroup
AE Wealth Management LLC5,580$245K<0.01%+2,62113F-HRTimeline
ShoreHaven Wealth Partners, LLC5,273$231K0.07%+15213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,262$231K<0.01%-52713F-HRTimelineGroup
MAI Capital Management5,087$223K<0.01%-1,13013F-HRTimeline
HOWE & RUSLING INC4,975$218K0.01%new13F-HRTimeline
Meridian Wealth Management, LLC4,974$218K0.01%new13F-HRTimeline
NWAM LLC4,589$201K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,040$134K<0.01%new13F-HRTimelineGroup
Allworth Financial LP2,629$115K<0.01%+77913F-HRTimeline
Steward Partners Investment Advisory, L…2,484$109K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC1,845$80K0.01%+113F-HRTimeline
Farther Finance Advisors, LLC1,796$78.8K<0.01%+1113F-HRTimeline
IFP Advisors, Inc1,732$75.9K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS327$14.3K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…91$3.99K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY10$466<0.01%013F-HRTimelineGroup