Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF inkluderar Huntleigh Advisors, Inc., Tableaux Llc, Andrew Hill Investment Advisors, Inc., Howard Wealth Management, Llc, GGM Financials LLC, Foronjy Financial Llc, DAVENPORT & Co LLC, Grimes & Company, Inc., LongView Wealth Management, West Branch Capital LLC, ORG Partners LLC, Northwestern Mutual Wealth Management Co, Asset Dedication, LLC, Clarity Asset Management, Inc., Briaud Financial Planning, Inc, och Allworth Financial LP .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 55 548 | 155,51 | 2 790 | 156,91 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 578 139 | 2 486,64 | 28 947 | 2 484,55 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 8 029 | 402 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 143 | 0,70 | 7 | 0,00 | ||||
| 2025-08-07 | 13F | Financially Speaking Inc | 185 296 | 297,38 | 9 278 | 296,96 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 175 940 | 33,10 | 8 809 | 32,97 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 12 966 | 649 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 48 584 | 122,24 | 2 433 | 122,10 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 7 753 | 6,42 | 388 | 6,30 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 54 889 | 54,20 | 2 748 | 54,04 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 52 | 26,83 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 115 078 | 15,89 | 5 762 | 15,78 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 6 380 | 1,56 | 320 | 1,59 | ||||
| 2025-08-12 | 13F | Riverstone Advisors, LLC | 4 700 | 17,50 | 235 | 17,50 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 6 011 | 200,70 | 301 | 200,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 54 065 | 1 093,75 | 3 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 747 | 87 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 194 017 | 400,13 | 9 714 | 399,69 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6 690 | 46,65 | 335 | 46,93 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 11 000 | 551 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 50 093 | 4,30 | 2 508 | 4,20 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6 354 | 184,04 | 318 | 186,49 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 76 999 | 87,28 | 3 855 | 87,14 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 502 | 25 | ||||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 27 585 | 3,10 | 1 381 | 2,98 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 11 953 | 598 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 92 754 | 20,11 | 5 | 33,33 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 66 200 | 26,82 | 3 328 | 26,74 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2 813 | 286,40 | 141 | 288,89 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 12 966 | 115,06 | 649 | 114,90 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 49 639 | 11,06 | 2 495 | 11,38 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 4 797 | 240 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | West Branch Capital LLC | 2 308 | 116 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 143 877 | 89,06 | 7 | 133,33 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 166 044 | 8 314 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 5 296 | 265 | ||||||
| 2025-04-30 | 13F | TradeWell Securities, LLC. | 21 624 | 20,45 | 1 084 | 20,87 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 70 713 | 26,75 | 3 541 | 26,61 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 299 | 15 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 0 | 0 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 151 | 16,15 | 8 | 16,67 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 991 | 1,05 | 300 | 0,67 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 853 | 1,20 | 93 | 0,00 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 40 000 | 40 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 20 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 166 081 | 52,20 | 8 320 | 52,03 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 17 139 | 1 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 254 599 | 7,46 | 12 748 | 7,35 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 94 975 | 7,18 | 4 755 | 7,07 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 8 661 | 2,75 | 434 | 2,61 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13 912 | 45,39 | 697 | 45,91 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6 282 | 84,60 | 315 | 84,71 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20 830 | 1 043 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 19 677 | 985 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 4 196 | 210 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 437 103 | 9,98 | 21 886 | 9,87 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 966 | 0,92 | 98 | 1,03 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 106 | 5 | ||||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 62 350 | 81,32 | 3 122 | 81,14 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 24 157 | 218,65 | 1 210 | 219,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 569 158 | 21,11 | 28 | 21,74 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 255 985 | 41,64 | 12 817 | 41,50 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 10 861 | 1,94 | 545 | 2,26 | ||||
| 2025-07-10 | 13F | Andrew Hill Investment Advisors, Inc. | 29 701 | 1 487 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12 232 | 82,02 | 612 | 82,14 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 122 897 | 10,70 | 6 153 | 10,59 |
