FCOR Hedge Fund Ownership (Q2 2026)

Fidelity Merrimack Str Tr (FCOR)

70 + Investors. Track Smart Money conviction in FCOR. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — FCOR

Based on 70 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added FCOR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

70 hedge funds hold FCOR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding FCOR is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 60% buying

40 buying27 selling

Last quarter: 40 funds were net buyers (10 opened a brand new position + 30 added to an existing one). Only 27 were sellers (18 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 9 → 9 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 24% medium ■ 23% new

37 out of 70 hedge funds have held FCOR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~10 new funds/quarter

17 → 10 → 9 → 9 → 10 new funds/Q

New funds entering each quarter: 10 → 9 → 9 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 54% veterans vs 27% newcomers

■ 54% veterans ■ 19% 1-2yr ■ 27% new

Entry-cohort mix of 70 holders: 38 (54%) are 2+ year veterans, 13 entered 1–2 years ago, and 19 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds

13 of 70 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	70	69	1.45%
13F Shares	3M	3M	-4.08%
Total Value	$128M	$130M	-2.04%
New Positions	10	9	+1
Increased Positions	30	31	-1
Closed Positions	9	9	-
Reduced Positions	18	21	-3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1.45%

13F Shares

-4.08%

Total Value

$128M

$130M

-2.04%

New Positions

Increased Positions

-1

Closed Positions

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

70 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FCOR. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 FCOR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Salus Financial Advisors, LLC	3.87%	166,697	$7.9M
2	Lakeshore Capital Group, Inc.	2.66%	76,351	$3.6M
3	Islay Capital Management, LLC	1.03%	47,166	$2.2M
4	Millington Financial Advisors, LLC	0.96%	52,113	$2.4M
5	Arwa LLC	0.89%	46,022	$2.2M
6	Midwest Financial Network, LLC	0.67%	20,692	$976K
7	Sugar Maple Asset Management, LLC	0.52%	16,968	$800K
8	Camelot Technology Advisors, INC.	0.41%	12,995	$613K
9	Kapstone Financial Advisors LLC	0.36%	18,228	$859K
10	RCS Financial Planning, LLC	0.35%	15,593	$738K
11	Foronjy Financial LLC	0.20%	11,757	$554K
12	Griffith & Werner, Inc.	0.16%	7,204	$340K
13	One Capital Management, LLC	0.15%	113,740	$5.4M
14	Calton & Associates, INC.	0.13%	18,525	$873K
15	OneDigital Investment Advisors LLC	0.11%	267,285	$12.6M
16	Glen Eagle Advisors, LLC	0.07%	11,353	$535K
17	Rwa Wealth Partners, LLC	0.07%	146,642	$6.9M
18	Noble Wealth Management PBC	0.06%	2,790	$132K
19	Marshall Financial Group, LLC	0.05%	7,270	$343K
20	Kestra Advisory Services, LLC	0.05%	296,823	$14.1M
21	Virtus Wealth Solutions LLC	0.04%	6,175	$291K
22	McGlone Suttner Wealth Management, Inc.	0.03%	4,538	$214K
23	Valmark Advisers, Inc.	0.02%	39,604	$1.9M
24	Stratos Wealth Partners, LTD.	0.02%	34,148	$1.6M
25	Silver Oak Securities, Incorporated	0.01%	4,549	$215K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Fidelity Merrimack Str Tr (FCOR)

What does the Smart Money Trend signal show for FCOR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FCOR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FCOR?

More buyers than sellers — 60% buying: Last quarter: 40 funds were net buyers (10 opened a brand new position + 30 added to an existing one). Only 27 were sellers (18 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FCOR holders?

Strong quality — 21% AUM from major funds: 13 of 70 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FCOR?

53% of holders stayed for 2+ years: 37 out of 70 hedge funds have held FCOR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Fidelity Merrimack Str Tr (FCOR)

Smart Money Signals — FCOR

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

More buyers than sellers — 60% buying

Steady new buyers — ~10 new funds per quarter

53% of holders stayed for 2+ years

Steady discovery — ~10 new funds/quarter

Veteran-anchored — 54% veterans vs 27% newcomers

Strong quality — 21% AUM from major funds

Institutional Sentiment Summary — FCOR

Hedge Fund Ownership: FCOR

Market Analysis: FCOR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FCOR

Hedge Fund Positioning: FCOR

Statistics: FCOR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Fidelity Merrimack Str Tr (FCOR)

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