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Disclosery

FLDR FIDELITY MERRIMACK STR TR

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LOW DURTIN ETF (fund)

88 managers (88 13F filers) reported a position in FLDR shares at 2025-03-31, 5,424,104 shares in all. 14 filers opened a position and 9 filers sold out during the quarter.

Managers
88
13F filers
88
New
14
Added
47
Reduced
12
Sold out
9
Shares held by filers
5,424,104

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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,157,941$58M0.01%+36,06513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC469,963$23.6M0.03%+137,74913F-HRTimeline
LPL Financial LLC397,435$19.9M0.01%+94,12013F-HRTimeline
AE Wealth Management LLC322,664$16.2M0.14%+26,73313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/236,929$11.9M<0.01%+6,40413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY180,725$9.06M<0.01%+3,62113F-HRTimelineGroup
UBS Group AGin group UBS Group AG172,749$8.66M<0.01%+9,91413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC159,095$7.97M0.09%+32,60813F-HRTimeline
Cedar Point Capital Partners, LLC150,916$7.56M5.08%+33813F-HRTimeline
Archer Investment Management, LLC147,956$7.42M5.13%+10,59813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC132,189$6.63M0.03%+91,66113F-HRTimelineGroup
Avestar Capital, LLC128,054$6.42M0.61%new13F-HRTimeline
Foundations Investment Advisors, LLC111,018$5.56M0.1%+82,30013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.109,122$5.47M0.01%-9,37813F-HRTimelineGroup
RCS Financial Planning, LLC100,126$5.04M2.66%+3,07513F-HRTimeline
PLANNING DIRECTIONS INC99,297$4.98M2.13%+18,13613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA88,616$4.44M<0.01%+55,85113F-HR/ATimelineGroup
NWF Advisory Services Inc.84,109$4.22M0.59%-80,18313F-HRTimeline
Arete Wealth Advisors, LLC77,224$3.87M0.3%+8,09313F-HRTimeline
MML INVESTORS SERVICES, LLC76,101$3.81M0.01%+29,78313F-HRTimeline
Cambridge Investment Research Advisors,…73,229$3.67M0.01%-4,66613F-HRTimeline
LOWERY THOMAS, LLC65,547$3.29M2.25%+3513F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV65,525$3.28M2.32%new13F-HRTimeline
HighTower Advisors, LLC55,790$2.8M<0.01%+8,87613F-HRTimeline
Snowden Capital Advisors LLC52,200$2.63M0.08%+3,40013F-HRTimeline
Lakeridge Wealth Management LLC48,030$2.41M1.2%+18,53613F-HRTimeline
Financially Speaking Inc46,630$2.34M1.72%-7,58213F-HRTimeline
Great Lakes Retirement, Inc.44,694$2.24M0.29%-2,29413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,115$2.06M<0.01%+6,33413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,793$1.94M<0.01%+5,04413F-HR/ATimelineGroup
Cetera Investment Advisers35,596$1.78M<0.01%+7,57113F-HRTimeline
WealthTrust Axiom LLC34,386$1.72M0.52%new13F-HRTimeline
Sequoia Financial Advisors, LLC30,430$1.53M0.01%new13F-HRTimeline
Flavin Financial Services, Inc.26,756$1.34M1.23%+2,50613F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,351$1.12M<0.01%+11,99813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,861$1.1M<0.01%-34,16513F-HRTimelineGroup
Kraft, Davis & Associates, LLC21,740$1.09M0.35%-23913F-HRTimeline
TradeWell Securities, LLC.21,624$1.08M0.6%+3,67113F-HRTimeline
Anson Capital, Inc.20,158$1.01M0.87%-138,44313F-HRTimeline
HARBOUR INVESTMENTS, INC.17,466$875K0.03%-13,93013F-HRTimeline
Genesee Capital Advisors, LLC17,002$852K0.43%+13613F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC16,460$825K0.15%13F-HRTimeline
Elm3 Financial Group, LLC11,743$589K0.52%+41713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,569$578K0.02%013F-HRTimelineGroup
GUIDANCE CAPITAL, INC10,654$532K0.16%+1,14313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,569$478K0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…9,100$456K<0.01%+20013F-HRTimeline
Seed Wealth Management, Inc.8,700$436K0.35%013F-HRTimeline
B. Riley Wealth Advisors, Inc.8,449$423K0.01%new13F-HRTimeline
Sugar Maple Asset Management, LLC8,429$422K0.33%+1613F-HRTimeline
Tepp RIA, LLC8,407$421K0.57%new13F-HRTimeline
SELDON CAPITAL LP8,075$405K0.25%013F-HRTimeline
Main Street Financial Solutions, LLC7,880$395K0.03%013F-HRTimeline
Strategic Blueprint, LLC7,581$380K0.02%+2,14313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,500$376K0.01%013F-HRTimeline
GWN SECURITIES INC.7,285$365K0.02%+2,40113F-HRTimeline
Mach-1 Financial Group, LLC7,148$358K0.11%+1,58313F-HRTimeline
&PARTNERS6,720$337K<0.01%+32913F-HRTimeline
New England Private Wealth Advisors LLC6,282$315K0.05%+7613F-HRTimeline
Virtus Wealth Solutions LLC6,029$302K0.09%-42913F-HRTimeline
J.W. COLE ADVISORS, INC.5,929$297K0.01%+68913F-HRTimeline
Advisory Services Network, LLC5,170$259K<0.01%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC5,104$256K0.15%+14713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,562$229K<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC4,529$227K0.01%new13F-HRTimeline
Addison Capital Co4,479$224K0.09%new13F-HRTimeline
Riverstone Advisors, LLC4,000$200K0.12%new13F-HRTimeline
FMR LLCin group FMR LLC3,403$171K<0.01%+1,23613F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors3,275$164K0.03%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,576$129K<0.01%+1,15313F-HRTimelineGroup
Medallion Wealth Advisors, LLC2,000$100K0.05%new13F-HRTimeline
TD Capital Management LLC1,999$100K0.01%-1,17913F-HRTimeline
IFP Advisors, Inc1,948$97.6K<0.01%+31613F-HRTimeline
JFS WEALTH ADVISORS, LLC1,831$92.1K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management778$39K<0.01%new13F-HRTimelineGroup
COMERICA BANK728$36.5K<0.01%013F-HRTimeline
EASTERN BANK271$13.6K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc208$10.4K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.183$9.17K<0.01%+2013F-HRTimeline
Arax Advisory Partners142$7.1K<0.01%+213F-HRTimeline
JNBA Financial Advisors130$6.52K<0.01%+113F-HRTimeline
Quest 10 Wealth Builders, Inc.52$2.61K<0.01%+1113F-HRTimeline
Rossby Financial, LCC29$1.45K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…22$1.12K<0.01%-513F-HRTimeline
New Millennium Group LLC13$676<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC8$411<0.01%+113F-HRTimeline
Capital A Wealth Management, LLC3$150<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.