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Disclosery

FLDR FIDELITY MERRIMACK STR TR

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LOW DURTIN ETF (fund)

83 managers (83 13F filers) reported a position in FLDR shares at 2024-12-31, 4,723,121 shares in all. 12 filers opened a position and 5 filers sold out during the quarter.

Managers
83
13F filers
83
New
12
Added
30
Reduced
17
Sold out
5
Shares held by filers
4,723,121

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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,121,876$56M0.01%+128,78413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC332,214$16.6M0.02%+86,82813F-HRTimeline
LPL Financial LLC303,315$15.1M0.01%+71,65413F-HRTimeline
AE Wealth Management LLC295,931$14.8M0.13%+141,72013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/230,525$11.5M<0.01%-8,50513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY177,104$8.84M<0.01%+26,73113F-HR/ATimelineGroup
NWF Advisory Services Inc.164,292$8.24M1.21%+12,35113F-HRTimeline
UBS Group AGin group UBS Group AG162,835$8.13M<0.01%-31,89813F-HRTimelineGroup
Anson Capital, Inc.158,601$7.92M6.9%new13F-HRTimeline
Cedar Point Capital Partners, LLC150,578$7.52M5.09%+7,93413F-HRTimeline
Archer Investment Management, LLC137,358$6.86M4.22%13F-HRTimeline
Prime Capital Investment Advisors, LLC126,487$6.32M0.09%+11,43713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.118,500$5.92M0.01%+23,72513F-HR/ATimelineGroup
RCS Financial Planning, LLC97,051$4.87M2.59%new13F-HRTimeline
PLANNING DIRECTIONS INC81,161$4.05M2.35%+1,36513F-HRTimeline
Cambridge Investment Research Advisors,…77,895$3.89M0.01%+23,85213F-HRTimeline
Arete Wealth Advisors, LLC69,131$3.45M0.25%+1,37913F-HRTimeline
LOWERY THOMAS, LLC65,512$3.27M2.13%+16,87613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC56,026$2.8M<0.01%+43,81413F-HRTimelineGroup
Financially Speaking Inc54,212$2.71M1.84%13F-HRTimeline
Snowden Capital Advisors LLC48,800$2.45M0.08%-10013F-HRTimeline
Great Lakes Retirement, Inc.46,988$2.36M0.3%+1,37113F-HRTimeline
HighTower Advisors, LLC46,914$2.34M<0.01%+85613F-HRTimeline
MML INVESTORS SERVICES, LLC46,318$2.31M0.01%+13,64013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC40,528$2.02M0.01%+7,69613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,781$1.74M<0.01%-42,85513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,749$1.69M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA32,765$1.64M<0.01%-11,03513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.31,396$1.57M0.04%+21,41813F-HRTimeline
Lakeridge Wealth Management LLC29,494$1.47M0.76%+25,22413F-HRTimeline
Foundations Investment Advisors, LLC28,718$1.43M0.03%+13,90113F-HRTimeline
Cetera Investment Advisers28,025$1.4M<0.01%-1,76113F-HRTimeline
Flavin Financial Services, Inc.24,250$1.21M1.15%13F-HR/ATimeline
Kraft, Davis & Associates, LLC21,979$1.1M0.31%-12,20113F-HRTimeline
Secure Asset Management, LLC18,627$930K0.14%+5613F-HRTimeline
TradeWell Securities, LLC.17,953$896K0.46%13F-HRTimeline
Genesee Capital Advisors, LLC16,866$842K0.39%-41313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,569$578K0.02%new13F-HRTimelineGroup
Elm3 Financial Group, LLC11,326$566K0.48%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,405$520K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,353$517K<0.01%13F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,569$478K0.01%-76813F-HRTimelineGroup
GUIDANCE CAPITAL, INC9,511$476K0.15%013F-HRTimeline
Steward Partners Investment Advisory, L…8,900$444K<0.01%+6,10013F-HRTimeline
Seed Wealth Management, Inc.8,700$434K0.35%013F-HRTimeline
Sugar Maple Asset Management, LLC8,413$420K0.32%-1,38213F-HRTimeline
SELDON CAPITAL LP8,075$403K0.17%013F-HRTimeline
Main Street Financial Solutions, LLC7,880$393K0.04%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,500$374K0.01%013F-HRTimeline
Virtus Wealth Solutions LLC6,458$322K0.08%13F-HRTimeline
&PARTNERS6,391$319K<0.01%new13F-HRTimeline
New England Private Wealth Advisors LLC6,206$310K0.05%new13F-HRTimeline
Mach-1 Financial Group, LLC5,565$278K0.5%-2,62213F-HRTimeline
Strategic Blueprint, LLC5,438$272K0.02%-113F-HRTimeline
J.W. COLE ADVISORS, INC.5,240$262K0.01%+96413F-HRTimeline
Advisory Services Network, LLC5,170$258K<0.01%-3,23913F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC4,957$248K0.14%new13F-HRTimeline
GWN SECURITIES INC.4,884$244K0.07%13F-HRTimeline
HRT FINANCIAL LP4,818$240K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,688$234K<0.01%-44,55213F-HRTimelineGroup
Independent Advisor Alliance4,106$205K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,275$164K0.02%013F-HRTimelineGroup
TD Capital Management LLC3,178$159K0.02%+4113F-HRTimeline
FIRST COMMUNITY TRUST NA2,274$114K0.08%013F-HRTimeline
Global Retirement Partners, LLC2,237$112K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2,167$108K<0.01%+1,92813F-HRTimelineGroup
IFP Advisors, Inc1,632$81.5K<0.01%+1613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,423$71K<0.01%-14913F-HRTimelineGroup
COMERICA BANK728$36.3K<0.01%+13213F-HR/ATimeline
EASTERN BANK271$13.5K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC217$10.8K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc208$10.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sunbelt Securities, Inc.163$8.14K<0.01%013F-HRTimeline
Arax Advisory Partners140$6.99K<0.01%+213F-HRTimeline
JNBA Financial Advisors129$6.42K<0.01%+213F-HRTimeline
Spectrum Wealth Counsel, LLC97$4.85K<0.01%-30013F-HRTimeline
Quest 10 Wealth Builders, Inc.41$2.05K<0.01%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…27$1.4K<0.01%-613F-HRTimeline
FLP Wealth Management, LLC14$710<0.01%13F-HRTimeline
New Millennium Group LLC13$673<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC7$371<0.01%013F-HRTimeline
Capital A Wealth Management, LLC3$150<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.