Stock Analysis
Data Source: SEC EDGAR 13F
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FIDELITY MERRIMACK STR TR (FIGB)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%

45+

Inst. Holders

Hedge Fund Ownership: FIGB

How many hedge funds hold FIGB — quarterly history vs. share price
Quarterly hedge fund ownership of FIGB vs. share price

Market Analysis: FIGB

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

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Company Profile: FIGB

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: FIGB
2026 Q1 Stats Unlock in 6 days 45 + Investors

Track Smart Money conviction in FIGB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 45 36 25.0%
13F Shares 2M 1M 100.55%
Total Value $94M $44M 111.78%
New Positions 12 7 +5
Increased Positions 22 21 +1
Closed Positions 3 6 -3
Reduced Positions 6 3 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FIGB

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Institutional Holders (2026 Q1)

45 + investors

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

Top 25 institutional holders of FIGB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Heartland Bank & Trust Co 10.84% 1,114,630 $48.0M
2 Clarity Retirement & Wealth, LLC 7.26% 209,172 $9.0M
3 Anson Capital, Inc. 6.04% 205,210 $8.8M
4 Noble Wealth Management PBC 1.24% 57,090 $2.5M
5 Advyzon Investment Management, LLC 0.67% 174,633 $7.5M
6 Bill Few Associates, Inc. 0.33% 32,430 $1.4M
7 Elevation Wealth Management LLC 0.28% 6,989 $302K
8 Trust Investment Advisors 0.27% 10,800 $465K
9 Clarity Asset Management, Inc. 0.20% 9,254 $398K
10 Latitude Advisors, LLC 0.17% 8,444 $363K
11 PLANNING DIRECTIONS INC 0.14% 6,646 $286K
12 FORONJY FINANCIAL LLC 0.12% 6,606 $284K
13 Peterson Wealth Advisors, LLC 0.08% 13,240 $570K
14 Virtus Wealth Solutions LLC 0.06% 7,537 $324K
15 IFP Advisors, Inc 0.03% 28,267 $1.2M
16 Kovack Advisors, Inc. 0.02% 10,602 $456K
17 Integrated Advisors Network LLC 0.01% 5,162 $222K
18 Kestra Advisory Services, LLC 0.01% 71,366 $3.1M
19 DHJJ Financial Advisors, Ltd. 0.01% 430 $19K
20 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% 64,818 $2.8M
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 71,402 $3.1M
22 Cambridge Investment Research Advisors, Inc. 0.00% 28,078 $1K
23 Cetera Investment Advisers 0.00% 56,753 $2.4M
24 Boston Partners 0.00% 49,317 $2.1M
25 Farther Finance Advisors, LLC 0.00% 4,345 $187K
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 (FIGB)

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.