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Disclosery

FCOR FIDELITY MERRIMACK STR TR

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CORP BOND ETF (fund)

64 managers (65 13F filers) reported a position in FCOR shares at 2024-12-31, 6,545,334 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
64
13F filers
65
New
8
Added
28
Reduced
14
Sold out
4
Shares held by filers
6,545,334

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC204,849$9.54M0.05%+55,91513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC171,798$7.97M0.01%+5,93613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC158,436$7.35M<0.01%+15,59513F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC5,103,000$5.1M0.13%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC99,662$4.62M<0.01%13F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/91,160$4.23M<0.01%+55013F-HRTimelineGroup
FLOW TRADERS U.S. LLC52,337$2.43M0.1%+42,92013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY51,647$2.4M<0.01%+31,49813F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,609$2.39M<0.01%+43,23613F-HRTimelineGroup
Millington Financial Advisors, LLC43,399$2.01M1.17%+8,36613F-HRTimeline
Valmark Advisers, Inc.42,380$1.97M0.03%+3,26013F-HRTimeline
Salus Financial Advisors, LLC40,817$1.89M1.48%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,727$1.19M<0.01%-12,28213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,344$1.13M<0.01%+2,92613F-HR/ATimelineGroup
Hoxton Planning & Management, LLC22,077$1.02M0.39%-2313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding21,673$1.01M+8,110Timeline
LPL Financial LLC19,134$887K<0.01%-86,32813F-HRTimeline
CALTON & ASSOCIATES, INC.17,009$789K0.35%-12713F-HRTimeline
Marshall Financial Group, LLC16,719$775K0.19%-17113F-HRTimeline
UBS Group AGin group UBS Group AG16,330$757K<0.01%+11713F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC16,306$756K0.53%+77313F-HRTimeline
IFP Advisors, Inc16,270$755K0.02%+2,05913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,988$695K0.02%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.14,870$690K0.01%+5,37013F-HRTimelineGroup
OmniStar Financial Group, Inc.14,523$674K0.54%-25813F-HRTimeline
Cambridge Investment Research Advisors,…14,261$661K<0.01%+28913F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.13,512$627K0.57%+2413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,055$605K0.01%+11813F-HRTimelineGroup
Advisory Services Network, LLC12,410$576K0.01%-64713F-HRTimeline
GeoWealth Management, LLC11,779$546K0.02%-113,90413F-HRTimeline
Glen Eagle Advisors, LLC10,091$468K0.08%+37013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/9,569$444K<0.01%+1,38013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC9,562$443K<0.01%+35713F-HRTimeline
RWA WEALTH PARTNERS, LLC9,540$442K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,439$438K<0.01%+3,92213F-HRTimelineGroup
NORRIS PERNE & FRENCH LLP/MI9,056$420K0.03%+5013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,660$314K<0.01%-39013F-HRTimelineGroup
Atria Wealth Solutions, Inc.6,638$309K<0.01%-28213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,538$303K<0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.6,232$289K0.03%new13F-HRTimeline
J.W. COLE ADVISORS, INC.5,942$276K0.01%-27713F-HRTimeline
Sigma Planning Corp5,329$247K0.01%+45613F-HRTimeline
PFG Investments, LLC5,131$238K0.01%-40213F-HRTimeline
Virtus Wealth Solutions LLC4,893$227K0.05%13F-HRTimeline
McGlone Suttner Wealth Management, Inc.4,564$212K0.04%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,548$164K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC3,440$160K0.11%13F-HRTimeline
TD Waterhouse Canada Inc.1,984$91.9K<0.01%013F-HRTimeline
AE Wealth Management LLC1,945$90.2K<0.01%-3,10013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,944$90K<0.01%013F-HR/ATimelineGroup
Bellwether Advisors, LLC1,453$67.4K0.01%new13F-HRTimeline
EASTERN BANK1,140$52.9K<0.01%-26013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,134$52.6K<0.01%+213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management931$43.2K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC749$34.7K<0.01%+18213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP733$34K<0.01%+53313F-HRTimelineGroup
COMERICA BANK589$27.3K<0.01%013F-HR/ATimeline
Addison Advisors LLC439$20.4K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…20$928<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.12$557<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC8$358<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC0$20<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$3<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.