Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF incluem Heartland Bank & Trust Co, Advyzon Investment Management, LLC, Clarity Asset Management, Inc., Advisory Services Network, LLC, GHP Investment Advisors, Inc., Golden State Equity Partners, Register Financial Advisors LLC, Cordant, Inc., e Abound Wealth Management .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 13,240 | 1.26 | 570 | 0.35 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 21,683 | 23.00 | 933 | 21.96 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 8,805 | 0 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 50,525 | 1.45 | 2,175 | 0.51 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 21,837 | 52.88 | 940 | 51.45 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 23,642 | 36.70 | 1,018 | 35.42 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 71 | 65.12 | 3 | 200.00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 193 | 1,278.57 | 8 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 28,174 | 6.40 | 1,213 | 5.39 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 61 | 3 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 5,162 | 1.04 | 222 | 0.45 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 115 | 5 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 56,753 | 2.20 | 2,443 | 1.29 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 460 | 1.10 | 20 | 0.00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1,881 | 81 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 7,642 | 543.81 | 329 | 532.69 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 21,305 | 235.88 | 913 | 232.00 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 9,151 | 11.64 | 394 | 10.70 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 9,254 | 398 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 45,335 | 1,951 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 3 | 0 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 285,193 | 43.47 | 12,275 | 42.18 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4,345 | 279.48 | 187 | 279.59 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 22 | 1 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 7,016 | 27.47 | 302 | 25.94 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 250 | 11 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 174,633 | 7,516 | ||||||
| 2026-05-11 | 13F | Boston Partners | 49,317 | 10.68 | 2,129 | 9.57 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 27,961 | 34.43 | 1,203 | 33.22 | ||||
| 2026-05-15 | 13F | Fmr Llc | 11,297 | 42.87 | 486 | 41.69 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 290,645 | 55.69 | 12,509 | 54.30 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 9,246 | 574.40 | 398 | 572.88 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 6,989 | 20.25 | 302 | 18.97 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 6,646 | 1.03 | 286 | 0.35 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 71,366 | 7.72 | 3,072 | 6.74 | ||||
| 2026-04-28 | 13F | Clarity Retirement & Wealth, LLC | 209,172 | 8.78 | 9,003 | 7.80 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 33,987 | 8.61 | 1,459 | 7.28 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 1,114,630 | 47,974 | ||||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 205,210 | 4.39 | 8,832 | 3.46 |
