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 7.13 Million shares, which have been reported (via 13F filing form) to have a value of $342 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
17,403
shares
|
$835,169
0.15% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
16,006
shares
|
$768,127
0.02% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
14,679
shares
|
$704,445
0.01% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
14,564
shares
|
$698,926
0.14% of portfolio
|
Q2 2025
Reduced 11.7%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
13,348
shares
|
$640,570
0.54% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
11,976
shares
|
$574,728
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Jul 28, 2025 Q2 2025 |
11,976
shares
|
$574,728
0.12% of portfolio
|
Q2 2025
Added 159.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
10,998
shares
|
$527,794
0.0% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,851
shares
|
$520,739
0.0% of portfolio
|
Q1 2025
Reduced 57.82%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
10,377
shares
|
$497,992
0.0% of portfolio
|
Q2 2025
Reduced 34.87%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
10,237
shares
|
$491,273
0.07% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
9,540
shares
|
$457,824
0.01% of portfolio
|
Q2 2024
Reduced 17.39%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
9,043
shares
|
$433,973
0.0% of portfolio
|
Q2 2025
Reduced 27.55%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
8,189
shares
|
$392,990
0.0% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
8,124
shares
|
$389,870
0.01% of portfolio
|
Q2 2025
Added 23.11%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
7,495
shares
|
$359,685
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
7,094
shares
|
$340,441
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
6,640
shares
|
$318,653
0.03% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
6,038
shares
|
$289,763
0.01% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
5,917
shares
|
$283,956
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
5,150
shares
|
$247,148
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
5,017
shares
|
$240,765
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,971
shares
|
$238,558
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
4,863
shares
|
$233,375
0.01% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
4,782
shares
|
$229,488
0.02% of portfolio
|
Q2 2025
Added 6.15%
|