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 67 institutions that hold shares in the stock, with a total of 6.88 Million shares, which have been reported (via 13F filing form) to have a value of $321 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
|
May 14, 2025 Q1 2025 |
220,061
shares
|
$10.3 Million
0.05% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
171,050
shares
|
$7.99 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
154,840
shares
|
$7.23 Million
0.0% of portfolio
|
Q1 2025
Added 21024.15%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
141,291
shares
|
$6.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
102,182
shares
|
$4.77 Million
4.63% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
91,981
shares
|
$4.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
74,679
shares
|
$3.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.08%
|
|
|
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%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
50,712
shares
|
$2.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
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
|
$2.1 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%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
29,889
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 42.13%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
28,292
shares
|
$1.32 Million
0.02% of portfolio
|
Q1 2025
Added 84.42%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
28,240
shares
|
$1.32 Million
0.06% of portfolio
|
Q1 2025
Reduced 46.04%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
27,102
shares
|
$1.27 Million
0.93% of portfolio
|
Q1 2025
Added 66.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
24,456
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 27.81%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
20,369
shares
|
$951,435
0.01% of portfolio
|
Q1 2025
Added 926.66%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
17,204
shares
|
$803,598
0.2% of portfolio
|
Q1 2025
Reduced 79.12%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
16,494
shares
|
$770,434
0.17% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
16,474
shares
|
$769,500
0.0% of portfolio
|
Q1 2025
Added 15.52%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
16,272
shares
|
$760,065
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
15,933
shares
|
$744,230
0.0% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
15,519
shares
|
$724,892
0.01% of portfolio
|
Q1 2025
Added 4.36%
|