Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
Arete Wealth Advisors, LLC | 18 | 18 | 0.00% | 0.24% | 0.42% | Q2 2019 | Q3 2023 | 18 |
JANE STREET GROUP, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 18 |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
IFP Advisors, Inc | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
ANCHOR CAPITAL ADVISORS LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 16 |
UBS Group AG | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
SHUFRO ROSE & CO LLC | 16 | 16 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Advisory Services Network, LLC | 13 | 2 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
Strategic Blueprint, LLC | 15 | 15 | 0.02% | 0.09% | 0.19% | Q1 2020 | Q3 2023 | 15 |
AE Wealth Management LLC | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q3 2023 | 15 |
LPL Financial LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Bedel Financial Consulting, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 13 |
Alhambra Investment Management LLC | 12 | 12 | 0.15% | 0.39% | 0.74% | Q3 2020 | Q2 2023 | 12 |
Citadel Advisors | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 12 |
Cambridge Investment Research Advisors, Inc. | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Raymond James Financial Services Advisors, Inc. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 12 |
JNBA Financial Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MORGAN STANLEY | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 11 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
Elmwood Wealth Management, Inc. | 7 | 2 | 0.13% | 0.15% | 0.18% | Q1 2021 | Q2 2023 | 9 |
Steward Partners Investment Advisory, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Financial Partners Group, Inc | 6 | 3 | 0.30% | 1.10% | 1.90% | Q2 2019 | Q3 2021 | 9 |
Main Street Financial Solutions, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
New Millennium Group LLC | 8 | 8 | 0.04% | 0.18% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Belpointe Asset Management LLC | 6 | 2 | 0.00% | 0.05% | 0.15% | Q3 2020 | Q1 2023 | 8 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8 | 8 | 0.18% | 1.10% | 1.79% | Q3 2019 | Q2 2021 | 8 |
Capital Market Strategies LLC | 5 | 2 | 0.31% | 0.36% | 0.41% | Q4 2021 | Q3 2023 | 7 |
Prospera Financial Services Inc | 5 | 1 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q4 2020 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
Kovack Advisors, Inc. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Lineweaver Wealth Advisors, LLC | 7 | 7 | 0.12% | 0.98% | 2.03% | Q4 2019 | Q2 2021 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Lido Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q4 2019 | 6 |
SELDON CAPITAL LP | 5 | 1 | 0.23% | 0.28% | 0.34% | Q4 2021 | Q3 2023 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Ancora Advisors LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 0.16% | 0.18% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Mascoma Wealth Management LLC | 5 | 5 | 0.00% | 0.14% | 0.70% | Q2 2018 | Q2 2019 | 5 |
Lumature Wealth Partners, LLC | 5 | 5 | 0.02% | 0.93% | 3.93% | Q2 2022 | Q2 2023 | 5 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.08% | 0.13% | 0.26% | Q3 2019 | Q4 2021 | 5 |
Private Advisor Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 5 |
MONEY CONCEPTS CAPITAL CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 5 |
J.W. COLE ADVISORS, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
STIFEL FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ACG Wealth | 4 | 4 | 0.20% | 0.25% | 0.27% | Q4 2021 | Q3 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.69% | 0.72% | 0.74% | Q4 2022 | Q3 2023 | 4 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Secure Asset Management, LLC | 4 | 4 | 0.82% | 1.05% | 1.28% | Q4 2022 | Q3 2023 | 4 |
FormulaFolio Investments, LLC | 4 | 4 | 0.02% | 0.05% | 0.13% | Q1 2019 | Q4 2019 | 4 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 3 |
RAYMOND JAMES & ASSOCIATES | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 3 |
Advisor Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Clearview Wealth Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 2.29% | 2.41% | 2.50% | Q4 2022 | Q3 2023 | 3 |
GOLDMAN SACHS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q1 2023 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.01% | 0.05% | 0.08% | Q4 2021 | Q1 2022 | 2 |
KMG FIDUCIARY PARTNERS, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q4 2020 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Watson Rebecca | 2 | 2 | 0.90% | 1.50% | 2.10% | Q4 2019 | Q1 2020 | 2 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q1 2019 | Q2 2019 | 2 |
CWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
TCG Advisors, LP | 2 | 2 | 0.26% | 0.26% | 0.27% | Q3 2019 | Q4 2019 | 2 |
Genesee Capital Advisors, LLC | 2 | 2 | 0.49% | 0.49% | 0.50% | Q2 2023 | Q3 2023 | 2 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Wealth Alliance Advisory Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Virtu Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 6.84% | 6.84% | 6.84% | Q3 2023 | Q3 2023 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 1.92% | 1.92% | 1.92% | Q2 2022 | Q2 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 2.97% | 2.97% | 2.97% | Q1 2022 | Q1 2022 | 1 |
Brookstone Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2020 | Q1 2020 | 1 |
Kingdom Financial Group LLC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
TD Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own FIDELITY MERRIMACK STR TR or have owned FIDELITY MERRIMACK STR TR in the past.