Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF includono 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 .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
