Home › FLTB

Who holds FLTB

FIDELITY MERRIMACK STR TR · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
BANK OF AMERICA CORP /DE/923.1K$46.3M0.0%
ENVESTNET ASSET MANAGEMENT INC446.3K$22.4M0.0%
UBS Group AG430.2K$21.6M0.0%
COMMONWEALTH EQUITY SERVICES, LLC367.4K$18.4M0.0%
MORGAN STANLEY333.0K$16.7M0.0%
LPL Financial LLC219.3K$11.0M0.0%
Holos Integrated Wealth LLC198.6K$9.9M4.6%
OSAIC HOLDINGS, INC.163.5K$8.2M0.0%
ROYAL BANK OF CANADA129.6K$6.5M0.0%
RAYMOND JAMES FINANCIAL INC114.5K$5.7M0.0%
Kestra Advisory Services, LLC106.8K$5.4M0.0%
Regal Investment Advisors LLC94.4K$4.7M0.2%
Sanctuary Advisors, LLC81.8K$4.1M0.0%
Cambridge Investment Research Advisors, Inc.80.2K$4.0M0.0%
Salus Financial Advisors, LLC79.4K$4.0M2.0%
JONES FINANCIAL COMPANIES LLLP75.3K$3.8M0.0%
Savant Capital, LLC66.5K$3.3M0.0%
Cetera Investment Advisers64.2K$3.2M0.0%
Merkkuri Wealth Advisors LLC60.6K$3.0M1.9%
OLD MISSION CAPITAL LLC55.1K$2.8M0.0%
KESTRA PRIVATE WEALTH SERVICES, LLC53.6K$2.7M0.0%
Fidelis Wealth Advisors LLC49.9K$2.5M3.7%
Focus Partners Wealth45.6K$2.3M0.0%
Koshinski Asset Management, Inc.43.8K$2.2M0.1%
Advisor OS, LLC41.4K$2.1M0.1%
ISLAY CAPITAL MANAGEMENT, LLC38.8K$1.9M0.9%
Grey Ledge Advisors, LLC37.7K$1.9M0.4%
MML INVESTORS SERVICES, LLC36.5K$1.8M0.0%
Great Lakes Retirement, Inc.34.7K$1.7M0.2%
Clearwave Capital, LLC32.2K$1.6M0.9%
Waverly Advisors, LLC29.8K$1.5M0.0%
GOLDMAN SACHS GROUP INC29.7K$1.5M0.0%
Equitable Holdings, Inc.28.5K$1.4M0.0%
JPMORGAN CHASE & CO25.3K$1.3M0.0%
CITADEL ADVISORS LLC25.3K$1.3M0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC23.7K$1.2M0.0%
Focus Partners Advisor Solutions, LLC23.0K$1.2M0.0%
Lakeridge Wealth Management LLC21.3K$1.1M0.4%
Centurion Wealth Management LLC18.0K$900,1500.2%
Vestmark Advisory Solutions, Inc.17.2K$859,8300.0%
Farther Finance Advisors, LLC16.9K$847,8530.0%
RESOLUTE CAPITAL, LLC16.6K$830,9580.3%
Hoxton Planning & Management, LLC16.3K$815,1100.2%
B. Riley Wealth Advisors, Inc.13.7K$684,6710.0%
Core Wealth Advisors, Inc.13.3K$664,4230.1%
49 WEALTH MANAGEMENT, LLC12.3K$618,1560.1%
ALONGSIDE, LLC12.3K$618,1560.1%
Soltis Investment Advisors LLC12.3K$614,3930.0%
CAHILL FINANCIAL ADVISORS INC11.2K$560,5070.1%
PRIMORIS WEALTH ADVISORS, LLC11.0K$551,4300.3%
BG Investment Services, LLC10.8K$539,8360.4%
Rehmann Capital Advisory Group10.6K$532,4880.0%
NATIXIS ADVISORS, LLC10.2K$510,0000.0%
McGlone Suttner Wealth Management, Inc.9.7K$487,2170.1%
United Advisor Group, LLC9.2K$464,7670.0%
PNC FINANCIAL SERVICES GROUP, INC.7.1K$358,0800.0%
Indivisible Partners7.0K$351,4610.0%
Opus Financial Solutions LLC6.8K$341,2350.3%
MERCER GLOBAL ADVISORS INC /ADV6.5K$325,8330.0%
COFG Advisors, LLC5.7K$286,3430.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}