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Disclosery

FSEC FIDELITY MERRIMACK STR TR

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INVESTMENT GR SE (fund)

42 managers (43 13F filers) reported a position in FSEC shares at 2025-12-31, 201,320,197 shares in all. 14 filers opened a position and 11 filers sold out during the quarter.

Managers
42
13F filers
43
New
14
Added
16
Reduced
9
Sold out
11
Shares held by filers
201,320,197

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
FMR LLCin group FMR LLC200,299,217$8.84B0.45%+6,380,52213F-HRTimelineGroup
Cetera Investment Advisers341,761$15.1M0.02%+325,87713F-HRTimeline
KINTRA WEALTH, LLC144,832$6.39M0.89%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC121,727$5.37M<0.01%+90,33613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding69,981$3.09M+29,161Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…66,495$2.94M<0.01%+13,54213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO40,522$1.79M<0.01%+3,61813F-HRTimelineGroup
LPL Financial LLC22,085$975K<0.01%+10,66313F-HRTimeline
&PARTNERS20,317$898K<0.01%new13F-HRTimeline
Granite Harbor Advisors, Inc.15,053$664K0.28%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,234$584K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,102$578K<0.01%+6,39813F-HRTimelineGroup
Csenge Advisory Group12,657$559K0.03%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,401$547K<0.01%new13F-HRTimelineGroup
High Falls Advisors, Inc12,305$543K0.11%+57713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,110$446K<0.01%+2,83413F-HR/ATimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC8,963$396K0.01%013F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC8,105$358K0.05%-3,67113F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …7,818$345K0.02%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS6,806$300K<0.01%-94613F-HRTimeline
Glenview Trust Co6,530$288K<0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,412$283K0.01%-2,47513F-HRTimeline
Indiana Trust & Investment Management Co6,266$277K0.08%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,417$239K<0.01%+2,66013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.5,350$236K0.01%+24613F-HRTimeline
Dentgroup LLC5,212$230K0.16%-10413F-HRTimeline
HighTower Advisors, LLC5,203$230K<0.01%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC5,151$227K0.08%new13F-HRTimeline
OLD MISSION CAPITAL LLC5,067$224K0.01%new13F-HRTimeline
Mid-American Wealth Advisory Group, Inc.5,055$223K0.09%new13F-HRTimeline
NWAM LLC4,651$206K0.01%-3,38413F-HRTimeline
Blue Trust, Inc.3,329$147K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC1,842$81.7K0.01%013F-HRTimeline
Allworth Financial LP1,850$81.6K<0.01%-5,40013F-HRTimeline
IFP Advisors, Inc1,707$75.3K<0.01%+10713F-HRTimeline
MAI Capital Management1,443$63.7K<0.01%-2,87713F-HRTimeline
AE Wealth Management LLC1,320$58.3K<0.01%-88413F-HRTimeline
Sterling Capital Management LLC572$25.2K<0.01%+613F-HRTimeline
UBS Group AGin group UBS Group AG149$6.58K<0.01%-3,31413F-HRTimelineGroup
Sound Income Strategies, LLC116$5.13K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY52$2.31K<0.01%+5013F-HR/ATimelineGroup
Sunbelt Securities, Inc.12$530<0.01%013F-HRTimeline