Statistik Asas
| Pemilik Institusi | 98 total, 98 long only, 0 short only, 0 long/short - change of 17.86% MRQ |
| Purata Peruntukan Portfolio | 0.3214 % - change of -10.22% MRQ |
| Saham Institusi (Panjang) | 6,637,700 (ex 13D/G) - change of 1.21MM shares 22.40% MRQ |
| Nilai Institusi (Panjang) | $ 282,943 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF (US:FLDR) telah 98 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 6,637,700 saham. Pemegang saham terbesar termasuk 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) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 50.26 / share. Previously, on September 9, 2024, the share price was 50.30 / share. This represents a decline of 0.09% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| 2025-08-14 | 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 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 84,109 | -48.81 | 4,216 | -48.84 | ||||
| 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 |
