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Disclosery

FLDR FIDELITY MERRIMACK STR TR

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LOW DURTIN ETF (fund)

102 managers (102 13F filers) reported a position in FLDR shares at 2025-06-30, 6,676,548 shares in all. 18 filers opened a position and 6 filers sold out during the quarter.

Managers
102
13F filers
102
New
18
Added
45
Reduced
24
Sold out
6
Shares held by filers
6,676,548

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/MN924,663$46.3M0.01%-233,27813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC578,139$28.9M0.01%+555,78813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC569,158$28.5M0.04%+99,19513F-HRTimeline
LPL Financial LLC437,103$21.9M0.01%+39,66813F-HRTimeline
AE Wealth Management LLC315,420$15.8M0.12%-7,24413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY255,985$12.8M<0.01%+75,26013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/254,599$12.7M<0.01%+17,67013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC194,017$9.71M0.02%+155,22413F-HRTimelineGroup
Financially Speaking Inc185,296$9.28M6.1%+138,66613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC175,940$8.81M0.04%+43,75113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.166,081$8.32M0.01%+56,95913F-HR/ATimelineGroup
Huntleigh Advisors, Inc.166,044$8.31M1.6%new13F-HRTimeline
UBS Group AGin group UBS Group AG165,110$8.27M<0.01%-7,63913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC143,877$7.2M0.02%+67,77613F-HRTimeline
Prime Capital Investment Advisors, LLC129,512$6.48M0.09%-29,58313F-HRTimeline
Foundations Investment Advisors, LLC122,897$6.15M0.1%+11,87913F-HRTimeline
Cedar Point Capital Partners, LLC117,192$5.87M4.14%-33,72413F-HRTimeline
PLANNING DIRECTIONS INC115,078$5.76M3.24%+15,78113F-HRTimeline
RCS Financial Planning, LLC99,974$5.03M2.5%-15213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA94,975$4.75M<0.01%+6,35913F-HR/ATimelineGroup
Arete Wealth Advisors, LLC92,754$4.64M0.33%+15,53013F-HRTimeline
NWF Advisory Services Inc.81,527$4.08M0.49%-2,58213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC76,999$3.86M<0.01%+35,88413F-HRTimelineGroup
Cambridge Investment Research Advisors,…71,862$3.6M0.01%-1,36713F-HRTimeline
HighTower Advisors, LLC70,713$3.54M<0.01%+14,92313F-HRTimeline
Snowden Capital Advisors LLC66,200$3.33M0.1%+14,00013F-HRTimeline
TABLEAUX LLC84,631$3.26M1.87%new13F-HR/ATimeline
LOWERY THOMAS, LLC62,475$3.13M2%-3,07213F-HRTimeline
WealthTrust Axiom LLC62,350$3.12M0.92%+27,96413F-HRTimeline
Kraft, Davis & Associates, LLC55,548$2.79M0.77%+33,80813F-HRTimeline
Cetera Investment Advisers54,889$2.75M<0.01%+19,29313F-HRTimeline
FLOW TRADERS U.S. LLC54,065$2.71M0.1%+49,53613F-HRTimeline
Lakeridge Wealth Management LLC50,093$2.51M1.15%+2,06313F-HRTimeline
Great Lakes Retirement, Inc.49,639$2.5M0.3%+4,94513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC48,584$2.43M<0.01%+26,72313F-HRTimelineGroup
Andrew Hill Investment Advisors, Inc.29,701$1.49M1.2%new13F-HRTimeline
Flavin Financial Services, Inc.27,585$1.38M1.34%+82913F-HR/ATimeline
Strategic Blueprint, LLC24,157$1.21M0.06%+16,57613F-HRTimeline
TradeWell Securities, LLC.21,828$1.09M0.52%+20413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,830$1.04M<0.01%new13F-HRTimelineGroup
Sequoia Financial Advisors, LLC20,330$1.02M0.01%-10,10013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC19,677$985K0.5%new13F-HRTimeline
HRT FINANCIAL LP17,139$858K<0.01%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC16,384$821K0.16%-7613F-HRTimeline
Genesee Capital Advisors, LLC16,104$806K0.36%-89813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,912$697K0.01%+4,34313F-HRTimelineGroup
Virtus Wealth Solutions LLC12,966$649K0.13%+6,93713F-HRTimeline
Anson Capital, Inc.12,733$638K0.51%-7,42513F-HRTimeline
&PARTNERS12,232$612K<0.01%+5,51213F-HRTimeline
FORONJY FINANCIAL LLC11,953$598K0.28%13F-HRTimeline
DAVENPORT & Co LLC11,000$551K<0.01%new13F-HRTimeline
GUIDANCE CAPITAL, INC10,861$545K0.16%+20713F-HRTimeline
Elm3 Financial Group, LLC9,430$472K0.39%-2,31313F-HRTimeline
Seed Wealth Management, Inc.8,700$436K0.32%013F-HRTimeline
Sugar Maple Asset Management, LLC8,661$434K0.34%+23213F-HRTimeline
HARBOUR INVESTMENTS, INC.8,422$422K0.01%-9,04413F-HRTimeline
SELDON CAPITAL LP8,075$404K0.18%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,029$402K0.01%new13F-HRTimeline
Main Street Financial Solutions, LLC7,880$395K0.03%013F-HRTimeline
GWN SECURITIES INC.7,753$388K0.07%+46813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,500$376K0.01%013F-HRTimeline
Avestar Capital, LLC7,309$367K0.03%-120,74513F-HRTimeline
Steward Partners Investment Advisory, L…6,870$344K<0.01%-2,23013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,690$335K<0.01%+2,12813F-HRTimelineGroup
New England Private Wealth Advisors LLC6,380$320K0.05%+9813F-HRTimeline
Global Retirement Partners, LLC6,354$318K0.01%13F-HRTimeline
FMR LLCin group FMR LLC6,282$315K<0.01%+2,87913F-HRTimelineGroup
TD Capital Management LLC6,011$301K0.03%+4,01213F-HRTimeline
J.W. COLE ADVISORS, INC.5,991$300K0.01%+6213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,296$265K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC5,094$255K<0.01%-7613F-HRTimeline
Kingdom Financial Group LLC.4,797$240K0.21%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,735$237K0.01%-6,83413F-HRTimelineGroup
Riverstone Advisors, LLC4,700$235K0.13%+70013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC4,576$229K0.12%-52813F-HRTimeline
Addison Capital Co4,479$224K0.08%013F-HRTimeline
LongView Wealth Management4,196$210K0.06%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,275$164K0.02%013F-HRTimelineGroup
COMERICA BANK2,813$141K<0.01%+2,08513F-HRTimeline
West Branch Capital LLC2,308$116K0.03%new13F-HRTimeline
Medallion Wealth Advisors, LLC2,000$100K0.04%013F-HRTimeline
IFP Advisors, Inc1,966$98.4K<0.01%+1813F-HRTimeline
JFS WEALTH ADVISORS, LLC1,853$92.8K0.01%+2213F-HRTimeline
ORG Partners LLC1,747$87.5K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,641$82.2K<0.01%-93513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…502$25.1K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC299$15K<0.01%new13F-HRTimeline
EASTERN BANK271$13.6K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.163$8.14K<0.01%-2013F-HRTimeline
JNBA Financial Advisors151$7.56K<0.01%+2113F-HRTimeline
Arax Advisory Partners143$7.18K<0.01%+113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management133$6.66K<0.01%-64513F-HRTimelineGroup
Clarity Asset Management, Inc.106$5.31K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC71$3.54K0.04%+6813F-HRTimeline
Rossby Financial, LCC29$1.45K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.23$1.15K<0.01%-2913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…22$1.13K<0.01%013F-HRTimeline
Briaud Financial Planning Inc20$1K<0.01%new13F-HRTimeline
New Millennium Group LLC13$675<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC8$410<0.01%013F-HRTimeline
Allworth Financial LP0$4<0.01%new13F-HRTimelineAmount 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.