Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / TACTICAL BOND
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Number of holders
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11
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Total shares
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335K
-
Shares change
-
+59.7K
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Total reported value, excl. options
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$16.1M
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Value change
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+$2.87M
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Number of buys
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7
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Number of sells
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-2
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Price
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$48.08
Significant Holders of FIDELITY MERRIMACK STR TR - TACTICAL BOND (FTBD) as of Q4 2024
11 filings reported holding FTBD - FIDELITY MERRIMACK STR TR - TACTICAL BOND as of Q4 2024.
FIDELITY MERRIMACK STR TR - TACTICAL BOND (FTBD) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 335K shares
.
Largest 10 shareholders include KMG FIDUCIARY PARTNERS, LLC (129K shares), Koshinski Asset Management, Inc. (73.5K shares), TD Waterhouse Canada Inc. (66.1K shares), COMMONWEALTH EQUITY SERVICES, LLC (25.5K shares), CITADEL ADVISORS LLC (24.4K shares), JANE STREET GROUP, LLC (11.1K shares), OSAIC HOLDINGS, INC. (4.13K shares), Royal Bank of Canada (1K shares), BANK OF MONTREAL /CAN/ (315 shares), and Sunbelt Securities, Inc. (170 shares).
This table shows the top 11 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.