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 68 institutions that hold shares in the stock, with a total of 6.82 Million shares, which have been reported (via 13F filing form) to have a value of $315 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,205,000
shares
|
$243 Million
0.13% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
204,849
shares
|
$9.58 Million
0.06% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
171,798
shares
|
$8.03 Million
0.01% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
158,436
shares
|
$7.41 Million
0.0% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
102,182
shares
|
$4.78 Million
4.63% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
99,662
shares
|
$4.66 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
91,160
shares
|
$4.26 Million
0.0% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,263
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
52,337
shares
|
$2.45 Million
0.1% of portfolio
|
Q4 2024
Added 455.77%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
51,647
shares
|
$2.42 Million
0.0% of portfolio
|
Q4 2024
Added 156.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
51,609
shares
|
$2.41 Million
0.0% of portfolio
|
Q4 2024
Added 516.37%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
45,561
shares
|
$2.13 Million
1.28% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
45,061
shares
|
$2.11 Million
1.6% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
41,069
shares
|
$1.92 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
25,727
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 32.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
24,513
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 14.45%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
22,100
shares
|
$1.03 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
19,134
shares
|
$894,705
0.0% of portfolio
|
Q4 2024
Reduced 81.86%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
17,009
shares
|
$795,340
0.37% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
16,494
shares
|
$771,259
0.17% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
16,474
shares
|
$770,324
0.0% of portfolio
|
Q1 2025
Added 15.52%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
16,330
shares
|
$763,590
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
16,306
shares
|
$762,468
0.56% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
16,270
shares
|
$760,785
0.03% of portfolio
|
Q4 2024
Added 14.49%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
15,341
shares
|
$717,345
0.01% of portfolio
|
Q4 2024
Added 13.11%
|