Institutional Ownership Fidelity Merrimack Str Tr Corp (FCOR)
This table provides information about the institutional ownership of Fidelity Merrimack Str Tr Corp (FCOR). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 7.72 Million shares, which have been reported (via 13F filing form) to have a value of $369 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
5,205,000
shares
|
$249 Million
0.1% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
509,768
shares
|
$24.4 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
217,339
shares
|
$10.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 16.27%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
177,955
shares
|
$8.51 Million
0.0% of portfolio
|
Q3 2025
Added 11.88%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
139,902
shares
|
$6.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.79%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Nov 07, 2025 Q3 2025 |
138,970
shares
|
$6.65 Million
4.11% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
133,936
shares
|
$6.41 Million
0.07% of portfolio
|
Q3 2025
Added 147.6%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
102,753
shares
|
$4.91 Million
3.98% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
102,377
shares
|
$4.9 Million
0.0% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,263
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
64,560
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2025
Added 14.4%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
58,972
shares
|
$2.82 Million
0.17% of portfolio
|
Q3 2025
Added 237.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
52,141
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2025
Added 18.12%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
49,227
shares
|
$2.35 Million
1.15% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
42,601
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2025
Added 24.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
38,826
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Added 23.85%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
38,174
shares
|
$1.83 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
37,662
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
36,008
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
Added 30.5%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
30,147
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
27,971
shares
|
$1.34 Million
0.85% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
27,609
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
27,415
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Added 152.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
25,805
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
Added 35.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
25,658
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
Added 41.4%
|
|