Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Fidelity Merrimack Str Tr (FLTB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
72%

Smart Money Signals — FLTB

Based on 85 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 FLTB 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
85 hedge funds hold FLTB 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 72% buying

63 buying25 selling
Last quarter: 63 funds were net buyers (20 opened a brand new position + 43 added to an existing one). Only 25 were sellers (12 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new FLTB position: 10 → 16 → 10 → 20. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 21% medium ■ 32% new
40 out of 85 hedge funds have held FLTB 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.
📈

Growing discovery — still being found

11 → 10 → 16 → 10 → 20 new funds/Q
New funds entering each quarter: 10 → 16 → 10 → 20. A growing number of institutions are discovering FLTB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 49% veterans vs 35% newcomers

■ 49% veterans ■ 15% 1-2yr ■ 35% new
Entry-cohort mix of 85 holders: 42 (49%) are 2+ year veterans, 13 entered 1–2 years ago, and 30 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
14 of 85 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in FLTB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Institutional Sentiment Summary — FLTB

In 2026 Q2, 63 hedge funds were net buyers of FLTB (20 opened a new position, 43 added to an existing one), while 25 reduced or exited (12 trimmed, 13 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. 53% of total institutional value in FLTB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 85.

Hedge Fund Ownership: FLTB

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

Market Analysis: FLTB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FLTB

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: FLTB
85 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 85 78 8.97%
13F Shares 5M 4M 13.14%
Total Value $249M $214M 16.37%
New Positions 20 10 +10
Increased Positions 43 42 +1
Closed Positions 13 11 +2
Reduced Positions 12 18 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FLTB

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Institutional Holders (2026 Q2)

85 + investors

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

QUARTER:
Top 25 FLTB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Holos Integrated Wealth LLC 4.64% 198,581 $9.9M
2 Fidelis Wealth Advisors LLC 3.75% 49,910 $2.5M
3 Salus Financial Advisors, LLC 1.96% 79,432 $4.0M
4 Merkkuri Wealth Advisors LLC 1.88% 60,605 $3.0M
5 Islay Capital Management, LLC 0.90% 38,753 $1.9M
6 Clearwave Capital, LLC 0.89% 32,240 $1.6M
7 Lakeridge Wealth Management LLC 0.39% 21,293 $1.1M
8 BG Investment Services, LLC 0.39% 10,769 $540K
9 Grey Ledge Advisors, LLC 0.38% 37,731 $1.9M
10 Resolute Capital, LLC 0.29% 16,576 $831K
11 Opus Financial Solutions LLC 0.28% 6,807 $341K
12 Primoris Wealth Advisors, LLC 0.25% 11,000 $551K
13 Regal Investment Advisors LLC 0.25% 94,389 $4.7M
14 Centurion Wealth Management LLC 0.22% 17,956 $900K
15 Hoxton Planning & Management, LLC 0.21% 16,260 $815K
16 Alongside, LLC 0.20% 11,671 $591K
17 Great Lakes Retirement, Inc. 0.16% 34,745 $1.7M
18 Advisor OS, LLC 0.14% 41,362 $2.1M
19 Core Wealth Advisors, Inc. 0.13% 13,254 $664K
20 49 Wealth Management, LLC 0.12% 12,331 $618K
21 Koshinski Asset Management, Inc. 0.12% 43,768 $2.2M
22 B. Riley Wealth Advisors, Inc. 0.12% 42,931 $2.2M
23 Southern Capital Advisors, LLC 0.09% 4,213 $211K
24 Roxbury Financial LLC 0.08% 2,119 $106K
25 McGlone Suttner Wealth Management, Inc. 0.06% 9,719 $487K
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 (FLTB)

What does the Smart Money Trend signal show for FLTB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FLTB 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 FLTB?

More buyers than sellers — 72% buying: Last quarter: 63 funds were net buyers (20 opened a brand new position + 43 added to an existing one). Only 25 were sellers (12 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FLTB holders?

Elite ownership — 53% AUM from top-100 funds: 14 of 85 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in FLTB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FLTB?

47% of holders stayed for 2+ years: 40 out of 85 hedge funds have held FLTB 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.

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.

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