FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (BATS)

Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF
US ˙ BATS

Grundlæggende statistik
Institutionelle ejere 98 total, 98 long only, 0 short only, 0 long/short - change of 17,86% MRQ
Gennemsnitlig porteføljeallokering 0.3203 % - change of -10,52% MRQ
Institutionelle aktier (lange) 6.635.118 (ex 13D/G) - change of 1,21MM shares 22,35% MRQ
Institutionel værdi (lang) $ 282.810 USD ($1000)
Institutionelt ejerskab og aktionærer

Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF (US:FLDR) har 98 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 6,635,118 aktier. Største aktionærer omfatter Wells Fargo & Company/mn, Raymond James Financial Inc, Commonwealth Equity Services, Llc, LPL Financial LLC, AE Wealth Management LLC, Morgan Stanley, Bank Of America Corp /de/, Jane Street Group, Llc, Financially Speaking Inc, and Kestra Advisory Services, LLC .

Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF (BATS:FLDR) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of September 10, 2025 is 50,28 / share. Previously, on September 11, 2024, the share price was 50,34 / share. This represents a decline of 0,11% over that period.

FLDR / Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

FLDR / Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF Historical Put/Call Ratio
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-07-29 13F Kraft, Davis & Associates, LLC 55.548 155,51 2.790 156,91
2025-07-22 13F Grimes & Company, Inc. 8.029 402
2025-08-12 13F SRS Capital Advisors, Inc. 143 0,70 7 0,00
2025-08-15 13F Kestra Advisory Services, LLC 175.940 33,10 8.809 32,97
2025-07-23 13F GGM Financials LLC 12.966 649
2025-07-14 13F Seed Wealth Management, Inc. 8.700 0,00 436 -0,23
2025-05-01 13F Quest 10 Wealth Builders, Inc. 52 26,83 3 0,00
2025-08-01 13F Planning Directions Inc 115.078 15,89 5.762 15,78
2025-08-08 13F TD Capital Management LLC 6.011 200,70 301 200,00
2025-07-09 13F Tounjian Advisory Partners, Llc 16.384 -0,46 821 -0,36
2025-08-11 13F Addison Capital Co 4.479 0,00 224 0,00
2025-08-13 13F Flow Traders U.s. Llc 54.065 1.093,75 3
2025-07-22 13F DAVENPORT & Co LLC 11.000 551
2025-08-12 13F Global Retirement Partners, LLC 6.354 184,04 318 186,49
2025-08-06 13F New Millennium Group LLC 13 0,00 1
2025-07-28 13F RCS Financial Planning, LLC 99.974 -0,15 5.026 -0,22
2025-08-01 13F Envestnet Asset Management Inc 76.999 87,28 3.855 87,14
2025-07-24 13F Eastern Bank 271 0,00 14 0,00
2025-08-04 13F Spire Wealth Management 133 -82,90 7 -84,21
2025-07-29 13F Flavin Financial Services, Inc. 27.585 3,10 1.381 2,98
2025-05-12 13F Independent Advisor Alliance 0 -100,00 0
2025-08-12 13F Absolute Capital Management, LLC 4.576 -10,34 229 -10,20
2025-08-14 13F Sunbelt Securities, Inc. 163 -10,93 8 -11,11
2025-08-14 13F Snowden Capital Advisors LLC 66.200 26,82 3.328 26,74
2025-07-15 13F Tepp RIA, LLC 0 -100,00 0
2025-08-11 13F Kingdom Financial Group LLC. 4.797 240
2025-07-16 13F West Branch Capital LLC 2.308 116
2025-08-14 13F Mml Investors Services, Llc 143.877 89,06 7 133,33
2025-07-28 13F Harbour Investments, Inc. 8.422 -51,78 422 -51,89
2025-04-08 13F First Community Trust Na 0 -100,00 0
2025-07-21 13F Ameritas Advisory Services, LLC 4.735 -59,07 237 -58,93
2025-08-12 13F J.w. Cole Advisors, Inc. 5.991 1,05 300 0,67
2025-08-14 13F Seldon Capital Lp 8.075 0,00 404 0,00
2025-07-24 13F Jfs Wealth Advisors, Llc 1.853 1,20 93 0,00
2025-08-12 13F Tableaux Llc 40.000 40
2025-09-04 13F/A Advisor Group Holdings, Inc. 166.081 52,20 8.320 52,03
2025-09-09 13F NWF Advisory Services Inc. 81.527 -3,07 4.082 -3,16
2025-08-14 13F Bank Of America Corp /de/ 254.599 7,46 12.748 7,35
2025-08-14 13F Royal Bank Of Canada 94.975 7,18 4.755 7,07
2025-08-15 13F Sugar Maple Asset Management, LLC 8.661 2,75 434 2,61
2025-07-18 13F Lowery Thomas, Llc 62.475 -4,69 3.128 -4,78
2025-07-11 13F LongView Wealth Management 4.196 210
2025-08-12 13F Jpmorgan Chase & Co 1.641 -36,30 82 -36,43
2025-08-12 13F Steward Partners Investment Advisory, Llc 6.870 -24,51 344 -24,78
2025-08-14 13F Clarity Asset Management, Inc. 106 5
2025-08-07 13F Guidance Capital, Inc 10.861 1,94 545 2,26
2025-07-10 13F Andrew Hill Investment Advisors, Inc. 29.701 1.487
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 12.232 82,02 612 82,14
2025-08-08 13F Foundations Investment Advisors, LLC 122.897 10,70 6.153 10,59
2025-08-14 13F Raymond James Financial Inc 578.139 2.486,64 28.947 2.484,55
2025-08-14 13F Main Street Financial Solutions, LLC 7.880 0,00 395 0,00
2025-08-01 13F Anson Capital, Inc. 12.733 -36,83 638 -36,93
2025-08-07 13F Financially Speaking Inc 185.296 297,38 9.278 296,96
2025-08-14 13F Citadel Advisors Llc 48.584 122,24 2.433 122,10
2025-08-01 13F Gwn Securities Inc. 7.753 6,42 388 6,30
2025-08-08 13F Cetera Investment Advisers 54.889 54,20 2.748 54,04
2025-08-13 13F Colonial Trust Co / SC 3.275 0,00 164 -0,61
2025-08-07 13F New England Private Wealth Advisors LLC 6.380 1,56 320 1,59
2025-08-12 13F Riverstone Advisors, LLC 4.700 17,50 235 17,50
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100,00 0
2025-07-16 13F ORG Partners LLC 1.747 87
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 71.862 -1,87 4 0,00
2025-08-14 13F Jane Street Group, Llc 194.017 400,13 9.714 399,69
2025-07-29 13F Stratos Wealth Partners, LTD. 6.690 46,65 335 46,93
2025-08-01 13F Cedar Point Capital Partners, LLC 117.192 -22,35 5.868 -22,42
2025-08-07 13F Lakeridge Wealth Management LLC 50.093 4,30 2.508 4,20
2025-07-23 13F Prime Capital Investment Advisors, LLC 129.512 -18,59 6.485 -18,68
2025-08-13 13F Northwestern Mutual Wealth Management Co 502 25
2025-05-02 13F Capital A Wealth Management, LLC 3 0,00 0
2025-08-14 13F Foronjy Financial Llc 11.953 598
2025-08-14 13F Arete Wealth Advisors, LLC 92.754 20,11 5 33,33
2025-08-14 13F Comerica Bank 2.813 286,40 141 288,89
2025-08-13 13F Avestar Capital, LLC 7.309 -94,29 367 -94,28
2025-07-28 13F Virtus Wealth Solutions LLC 12.966 115,06 649 114,90
2025-08-04 13F Great Lakes Retirement, Inc. 49.639 11,06 2.495 11,38
2025-08-12 13F Proequities, Inc. 0 0
2025-07-29 13F Huntleigh Advisors, Inc. 166.044 8.314
2025-08-14 13F Goldman Sachs Group Inc 5.296 265
2025-04-30 13F TradeWell Securities, LLC. 21.624 20,45 1.084 20,87
2025-08-01 13F Rossby Financial, LCC 29 0,00 1 0,00
2025-08-11 13F HighTower Advisors, LLC 70.713 26,75 3.541 26,61
2025-08-19 13F Asset Dedication, LLC 299 15
2025-08-07 13F Allworth Financial LP 0 0
2025-07-24 13F JNBA Financial Advisors 151 16,15 8 16,67
2025-07-25 13F Genesee Capital Advisors, LLC 16.104 -5,28 806 -5,40
2025-08-11 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2025-07-23 13F Elm3 Financial Group, LLC 9.430 -19,70 472 -19,73
2025-07-25 13F Sequoia Financial Advisors, LLC 20.330 -33,19 1.018 -33,31
2025-07-31 13F Briaud Financial Planning, Inc 20 0
2025-08-06 13F AE Wealth Management LLC 315.420 -2,25 15.793 -2,34
2025-08-14 13F UBS Group AG 165.110 -4,42 8.267 -4,52
2025-08-14 13F Hrt Financial Lp 17.139 1
2025-07-09 13F Archer Investment Management, LLC 0 -100,00 0
2025-07-15 13F FLP Wealth Management, LLC 0 -100,00 0
2025-08-11 13F Principal Securities, Inc. 13.912 45,39 697 45,91
2025-08-14 13F Fmr Llc 6.282 84,60 315 84,71
2025-08-14 13F Susquehanna International Group, Llp 20.830 1.043
2025-08-11 13F Howard Wealth Management, Llc 19.677 985
2025-05-06 13F Avantax Advisory Services, Inc. 0 -100,00 0
2025-08-12 13F LPL Financial LLC 437.103 9,98 21.886 9,87
2025-08-19 13F Advisory Services Network, LLC 5.094 -1,47 255 -1,54
2025-07-24 13F IFP Advisors, Inc 1.966 0,92 98 1,03
2025-08-13 13F WealthTrust Axiom LLC 62.350 81,32 3.122 81,14
2025-07-30 13F Strategic Blueprint, LLC 24.157 218,65 1.210 219,00
2025-08-06 13F Commonwealth Equity Services, Llc 569.158 21,11 28 21,74
2025-05-07 13F Spectrum Wealth Counsel, LLC 0 -100,00 0 -100,00
2025-08-15 13F Morgan Stanley 255.985 41,64 12.817 41,50
2025-08-14 13F Wells Fargo & Company/mn 924.663 -20,15 46.298 -20,23
2025-07-31 13F Glass Jacobson Investment Advisors llc 0 -100,00 0
2025-04-10 13F Secure Asset Management, LLC 0 -100,00 0 -100,00
2025-07-29 13F Tradewinds Capital Management, LLC 8 0,00 0
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