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Disclosery

FCOR FIDELITY MERRIMACK STR TR

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CORP BOND ETF (fund)

65 managers (65 13F filers) reported a position in FCOR shares at 2025-03-31, 6,657,415 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
65
13F filers
65
New
5
Added
23
Reduced
28
Sold out
5
Shares held by filers
6,657,415

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC220,061$10.3M0.05%+15,21213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC171,050$8.03M0.01%-74813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC141,291$6.64M<0.01%-17,14513F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC5,205,000$5.21M0.13%+102,00013F-HRTimeline
Lakeshore Capital Group, Inc.102,182$4.8M4.63%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,981$4.32M<0.01%-7,68113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/74,679$3.51M<0.01%-16,48113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,712$2.38M<0.01%-89713F-HRTimelineGroup
Salus Financial Advisors, LLC45,061$2.12M1.6%+4,24413F-HRTimeline
Millington Financial Advisors, LLC45,561$2.08M1.28%+2,16213F-HRTimeline
Valmark Advisers, Inc.41,069$1.93M0.03%-1,31113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY29,889$1.4M<0.01%-21,75813F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding28,292$1.33M+6,619Timeline
FLOW TRADERS U.S. LLC28,240$1.33M0.06%-24,09713F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC27,102$1.27M0.86%+10,79613F-HRTimeline
LPL Financial LLC24,456$1.15M<0.01%+5,32213F-HRTimeline
TD Waterhouse Canada Inc.20,369$958K0.01%+18,38513F-HRTimeline
CALTON & ASSOCIATES, INC.17,204$808K0.18%+19513F-HR/ATimeline
Marshall Financial Group, LLC16,494$775K0.17%-22513F-HRTimeline
Cambridge Investment Research Advisors,…16,474$774K<0.01%+2,21313F-HRTimeline
IFP Advisors, Inc16,272$764K0.02%+213F-HRTimeline
UBS Group AGin group UBS Group AG15,933$748K<0.01%-39713F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.15,519$729K0.01%+64913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,112$710K0.02%+12413F-HRTimelineGroup
CAMELOT TECHNOLOGY ADVISORS, INC.13,348$627K0.58%-16413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,482$586K<0.01%+3,04313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,517$541K<0.01%+4,97913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,987$516K0.01%-2,06813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,851$510K<0.01%-14,87613F-HRTimelineGroup
Glen Eagle Advisors, LLC10,091$474K0.08%013F-HRTimeline
MML INVESTORS SERVICES, LLC9,701$456K<0.01%+13913F-HRTimeline
RWA WEALTH PARTNERS, LLC9,540$448K0.01%013F-HRTimeline
Cetera Investment Advisers8,340$392K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,189$384K<0.01%-1,38013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,660$314K<0.01%013F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.6,599$310K0.01%+65713F-HRTimeline
Atria Wealth Solutions, Inc.6,488$306K<0.01%-15013F-HRTimeline
Kovack Advisors, Inc.6,446$303K0.03%+21413F-HRTimeline
Advisory Services Network, LLC6,181$290K0.01%-6,22913F-HRTimeline
Hoxton Planning & Management, LLC5,702$268K0.1%-16,37513F-HRTimeline
PFG Investments, LLC5,076$238K0.02%-5513F-HRTimeline
Griffith & Werner, Inc.5,017$236K0.15%new13F-HRTimeline
Virtus Wealth Solutions LLC4,622$217K0.07%-27113F-HRTimeline
McGlone Suttner Wealth Management, Inc.4,538$213K0.03%-2613F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI4,505$212K0.02%-4,55113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,324$202K0.02%new13F-HR/ATimeline
Sigma Planning Corp4,306$202K0.01%-1,02313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,067$191K<0.01%+51913F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,758$177K<0.01%-20,58613F-HRTimelineGroup
Noble Wealth Management PBC2,990$140K0.1%-45013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,944$91K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,699$79.6K<0.01%+96613F-HR/ATimelineGroup
FMR LLCin group FMR LLC1,668$78.3K<0.01%+91913F-HRTimelineGroup
Bellwether Advisors, LLC1,453$68.2K0.01%013F-HRTimeline
EASTERN BANK1,140$53.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,077$50.6K<0.01%-5713F-HRTimeline
COMERICA BANK589$27.7K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management479$22.5K<0.01%-45213F-HRTimelineGroup
Iron Horse Wealth Management, LLC454$21.3K0.01%new13F-HRTimeline
AE Wealth Management LLC351$16.5K<0.01%-1,59413F-HRTimeline
Addison Advisors LLC220$10.3K<0.01%-21913F-HRTimeline
Tradewinds Capital Management, LLC9$418<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4$171<0.01%+413F-HRTimelineGroup
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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.