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Disclosery

FSEC FIDELITY MERRIMACK STR TR

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INVESTMENT GR SE (fund)

45 managers (47 13F filers) reported a position in FSEC shares at 2026-03-31, 208,634,270 shares in all. 19 filers opened a position and 13 filers sold out during the quarter.

Managers
45
13F filers
47
New
19
Added
15
Reduced
6
Sold out
13
Shares held by filers
208,634,270

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
FMR LLCin group FMR LLC207,146,433$9.08B0.48%+6,847,21613F-HRTimelineGroup
Cetera Investment Advisers385,166$16.9M0.02%+43,40513F-HRTimeline
Global Wealth Strategies & Associates188,729$8.27M2.03%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC182,704$8.01M0.01%+170,30313F-HRTimelineGroup
KINTRA WEALTH, LLC145,434$6.38M0.45%+60213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding97,546$4.28M+27,565Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO80,761$3.54M<0.01%+40,23913F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC66,207$2.9M0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…41,284$1.82M<0.01%-25,21113F-HRTimeline
&PARTNERS33,275$1.45M0.01%+12,95813F-HRTimeline
RCS Financial Planning, LLC27,082$1.19M0.62%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,863$1.18M<0.01%new13F-HRTimelineGroup
LPL Financial LLC20,503$899K<0.01%-1,58213F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding17,926$786K+8,963Timeline
Midwest Financial Network, LLC16,360$717K0.57%new13F-HRTimeline
Granite Harbor Advisors, Inc.15,053$660K0.29%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,544$550K<0.01%-69013F-HRTimeline
Creative Planningin group Creative Planning11,762$516K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,365$498K<0.01%+1,25513F-HRTimelineGroup
Csenge Advisory Group10,657$467K0.02%-2,00013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,397$456K<0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth8,652$379K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…8,302$364K<0.01%new13F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …7,818$343K0.02%013F-HRTimelineGroup
BRIGHTON JONES LLC6,267$275K0.01%new13F-HR/ATimeline
MAI Capital Management6,217$273K<0.01%+4,77413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,789$254K<0.01%new13F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC5,467$240K<0.01%new13F-HRTimelineGroup
Valeo Financial Advisors, LLC5,269$231K0.01%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC5,121$225K0.08%-3013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.5,055$223K0.09%013F-HRTimeline
RDA Financial Network4,761$209K0.05%new13F-HRTimeline
Advisory Services Network, LLC3,020$132K<0.01%new13F-HRTimeline
AE Wealth Management LLC2,959$130K<0.01%+1,63913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,866$126K<0.01%new13F-HRTimelineGroup
Allworth Financial LP1,850$81.1K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC1,844$80.9K0.01%+213F-HRTimeline
Farther Finance Advisors, LLC1,785$78.4K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,732$75.9K<0.01%+2513F-HRTimeline
Sterling Capital Management LLC581$25.5K<0.01%+913F-HRTimeline
UBS Group AGin group UBS Group AG542$23.8K<0.01%+39313F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC184$8.06K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC116$5.09K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.12$526<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10$481<0.01%-4213F-HRTimelineGroup