Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF include Silverlake Wealth Management Llc, Us Bancorp \de\, and Briaud Financial Planning, Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 9,905 | 4.63 | 499 | 5.27 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 1,544 | 1.45 | 78 | 1.32 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 3,980 | 201 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 27,887 | 1,406 | ||||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 14,374 | 3.00 | 724 | 3.58 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 17,400 | 19.36 | 877 | 20.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4,284 | 216 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 23,446 | 11.23 | 1,182 | 11.94 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 10,271 | 518 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 114,964 | 22.61 | 5,794 | 23.38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 96,898 | 19.34 | 4,888 | 20.01 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 14,777 | 18.69 | 745 | 19.42 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 53,268 | 56.78 | 2,685 | 57.79 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 10,689 | 0.02 | 539 | 0.56 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 35,902 | 1.53 | 1,809 | 2.15 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 58,728 | 1,069.41 | 3 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4,894 | 16.39 | 247 | 17.14 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 229,834 | 13.15 | 11,584 | 13.85 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 60,058 | 7.86 | 3,027 | 8.50 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 14,306 | 0.06 | 721 | 0.70 | ||||
| 2025-08-14 | 13F | Fmr Llc | 401 | 33.22 | 20 | 33.33 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 17,250 | 0.22 | 869 | 0.81 | ||||
| 2025-08-14 | 13F | UBS Group AG | 592,856 | 5.08 | 29,880 | 5.73 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 11,695 | 8.50 | 589 | 9.28 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 138,578 | 17.14 | 6,989 | 17.96 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 119,752 | 28.82 | 6,035 | 29.62 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 116,404 | 60.76 | 5,867 | 61.78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5,203 | 262 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 214,137 | 19.01 | 10,793 | 19.75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 336,752 | 2.84 | 17 | 0.00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 9,640 | 486 | ||||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 27,332 | 9.72 | 1,383 | 10.38 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 9,422 | 0.38 | 475 | 0.85 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 10 | 0 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 16,343 | 17.36 | 824 | 18.08 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 50,027 | 4.57 | 2,521 | 5.22 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 29,612 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5,272 | 112.58 | 265 | 113.71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 764 | 39 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 78,706 | 2.34 | 3,967 | 2.96 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 10,606 | 17.37 | 535 | 18.14 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 353 | 18 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 16,596 | 0.61 | 836 | 1.21 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7,493 | 8.91 | 379 | 9.86 |
