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 7.1 Million shares, which have been reported (via 13F filing form) to have a value of $339 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
5,205,000
shares
|
$248 Million
0.11% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
259,579
shares
|
$12.4 Million
0.06% of portfolio
|
Q2 2025
Added 17.96%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
170,171
shares
|
$8.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
159,064
shares
|
$7.59 Million
0.0% of portfolio
|
Q2 2025
Added 12.58%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
135,931
shares
|
$6.49 Million
4.32% of portfolio
|
Q2 2025
Added 201.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
94,535
shares
|
$4.51 Million
0.0% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
93,230
shares
|
$4.45 Million
3.91% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
84,959
shares
|
$4.05 Million
0.0% of portfolio
|
Q2 2025
Added 67.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,263
shares
|
$3.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
68,202
shares
|
$3.25 Million
2.36% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
56,433
shares
|
$2.69 Million
0.0% of portfolio
|
Q2 2025
Added 88.81%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
54,094
shares
|
$2.58 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
47,592
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
47,216
shares
|
$2.25 Million
1.12% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
44,141
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.89%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
42,901
shares
|
$2.05 Million
0.03% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
34,310
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2025
Added 68.44%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
31,372
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
31,350
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Added 28.19%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
26,719
shares
|
$1.27 Million
0.88% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
18,978
shares
|
$905,440
0.0% of portfolio
|
Q2 2025
Added 127.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
18,146
shares
|
$865,745
0.0% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
17,720
shares
|
$845,421
0.01% of portfolio
|
Q2 2025
Added 14.18%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
17,449
shares
|
$832,491
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
17,403
shares
|
$830,297
0.15% of portfolio
|
Q2 2025
Added 1.16%
|