Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF eröffnet haben, gehören Fortis Capital Management LLC, FCG Investment Co, Trask Adam Roland, Essex Financial Services, Inc., AdvisorNet Financial, Inc, Bogart Wealth, LLC, Basepoint Wealth LLC, Fifth Third Bancorp, GHP Investment Advisors, Inc., Western Wealth Management, LLC, Lloyd Advisory Services, LLC., Sound Income Strategies, LLC, Mosley Wealth Management, und Abound Wealth Management .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | FCG Investment Co | 41.522 | 2.078 | ||||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 7.970 | 1,14 | 400 | 1,27 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 120.505 | 13,52 | 6.031 | 120.500,00 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 65.514 | 3.279 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 80.172 | 33,62 | 4 | 33,33 | ||||
| 2026-04-13 | 13F | TradeWell Securities, LLC. | 33.159 | 7,69 | 1.659 | 7,31 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 99.922 | 51,55 | 5.001 | 51,04 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 36.444 | 1.824 | ||||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 62.706 | 32,12 | 3.138 | 31,68 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 79 | 4 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 10.083 | 19,76 | 505 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 32.909 | 221,57 | 1.647 | 220,43 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 1.917 | 1,11 | 96 | 0,00 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 108 | 980,00 | 5 | |||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 13.300 | 19,82 | 666 | 19,39 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 501 | 25 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 134.333 | 15,07 | 6.723 | 14,65 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 427.308 | 6,95 | 21.387 | 6,57 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 42 | 2 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 4.870 | 0,97 | 244 | 0,41 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 123.585 | 13,36 | 6.185 | 12,97 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 6.584 | 1,00 | 330 | 0,61 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 10.807 | 541 | ||||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 1.177 | 59 | ||||||
| 2026-04-14 | 13F | West Branch Capital LLC | 2.377 | 0,93 | 119 | 0,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 570 | 1,06 | 29 | 0,00 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 61.903 | 10,25 | 3.098 | 9,43 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 20.190 | 165,52 | 1.013 | 164,92 | ||||
| 2026-05-15 | 13F | Fmr Llc | 9.607 | 128,90 | 481 | 128,57 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 11.079 | 1,82 | 555 | 1,28 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 13.968 | 18,11 | 699 | 17,68 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 425 | 21 | ||||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 74.212 | 9,75 | 3.714 | 9,36 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 122.905 | 1,41 | 6.172 | 1,00 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 176.586 | 11,48 | 8.838 | 11,09 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 148.563 | 156,74 | 7.436 | 155,85 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 173 | 652,17 | 9 | 700,00 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 3.500 | 175 | ||||||
| 2026-04-15 | 13F | Planning Directions Inc | 119.909 | 5,60 | 6.001 | 5,23 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 4.951 | 248 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 83.374 | 0,13 | 4.173 | -0,24 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 71.800 | 8,79 | 3.621 | 8,84 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 62.484 | 23,33 | 3.127 | 22,92 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 13.621 | 15,49 | 682 | 15,03 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 4.774 | 239 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 11.950 | 598 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 644.156 | 46,96 | 32.356 | 146.968,18 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 64.291 | 94,09 | 3.218 | 93,45 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 4.832 | 242 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 108 | 5 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 175.834 | 55,54 | 8.800 | 54,98 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 19.197 | 1 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 8.679 | 32,00 | 434 | 31,52 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 10.539 | 44,57 | 527 | 43,99 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 84.993 | 0,89 | 4.254 | 0,52 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 9.395 | 470 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 583 | 2.434,78 | 1 | 0,00 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 2.162 | 23,12 | 108 | 22,73 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 325.763 | 4,05 | 16.304 | 3,68 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 214.147 | 10.718 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 6.504 | 1,15 | 327 | 1,24 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.075.212 | 5,03 | 53.814 | 4,66 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 8.506 | 3,49 | 426 | 3,16 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 664 | 33 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 1 | 0 | ||||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 7.277 | 1,06 | 364 | 0,83 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 75.440 | 1,33 | 3.776 | 0,96 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 132.367 | 200,32 | 6.625 | 174,97 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1.330 | 0,68 | 67 | 0,00 | ||||
| 2026-05-07 | 13F | Flavin Financial Services, Inc. | 28.867 | 3,63 | 1.445 | 3,22 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 907 | 390,27 | 45 | 400,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 302.142 | 22,62 | 15.122 | 22,19 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 12.275 | 378,00 | 614 | 375,19 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 156 | 0,65 | 8 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 870.766 | 12,15 | 43.582 | 11,75 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 17.246 | 189,12 | 863 | 188,63 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 20.000 | 233,33 | 1.001 | 232,56 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 71.273 | 0,55 | 3.567 | 0,20 |
