Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Fidelity Merrimack Str Tr (FLDR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
57%

Smart Money Signals — FLDR

Based on 124 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
124 hedge funds hold FLDR 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 — +28% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+28% 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.
🟡

Slight buying edge — 57% buying

75 buying56 selling
Last quarter: 75 funds bought or added vs 56 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 23 → 22 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 30% long-term, 31% new

■ 30% conviction (2yr+) ■ 40% medium ■ 31% new
Of the 124 current holders: 37 (30%) held >2 years, 49 held 1–2 years, and 38 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~22 new funds/quarter

22 → 23 → 23 → 22 → 22 new funds/Q
New funds entering each quarter: 23 → 23 → 22 → 22. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 32% veterans, 46% new entrants

■ 32% veterans ■ 22% 1-2yr ■ 46% new
Of 124 current holders: 40 (32%) held 2+ years, 27 held 1–2 years, 57 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
10 of 123 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in FLDR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — FLDR

In 2026 Q2, 75 hedge funds were net buyers of FLDR (22 opened a new position, 53 added to an existing one), while 56 reduced or exited (34 trimmed, 22 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 61% of total institutional value in FLDR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 124.

Hedge Fund Ownership: FLDR

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

Market Analysis: FLDR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FLDR

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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.

3 top-rated funds 4 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: FLDR
123 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 123 124 -0.81%
13F Shares 20M 10M 98.17%
Total Value $985M $490M 100.89%
New Positions 22 22 -
Increased Positions 53 54 -1
Closed Positions 22 20 +2
Reduced Positions 34 37 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FLDR

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Institutional Holders (2026 Q2)

123 + investors

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

QUARTER:
Top 25 FLDR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Financially Speaking Inc 36.61% 150,614 $7.5M
2 Athena Wealth Management, LLC 30.28% 812,484 $40.7M
3 Wealth Management Resources, INC. 4.70% 304,171 $15.2M
4 RCS Financial Planning, LLC 2.98% 125,130 $6.3M
5 Tableaux LLC 2.88% 136,677 $6.8M
6 Planning Directions Inc 2.56% 110,473 $5.5M
7 WealthTrust Axiom LLC 2.07% 185,258 $9.3M
8 Howard Wealth Management, LLC 1.89% 102,249 $5.1M
9 Perspective Wealth Advisors LLC 1.89% 68,508 $3.4M
10 Lowery Thomas, LLC 1.82% 74,205 $3.7M
11 Burnham & Co LLC 1.74% 43,014 $2.2M
12 Lakeridge Wealth Management LLC 1.48% 80,545 $4.0M
13 Cottage Street Advisors LLC 1.35% 69,659 $3.5M
14 Schwallier Wealth Management LLC 1.22% 38,577 $1.9M
15 Kraft, Davis & Associates, LLC 1.18% 112,561 $5.6M
16 Kastel Capital Advisors, LLC 1.08% 34,048 $1.7M
17 Flavin Financial Services, Inc. 0.94% 32,755 $1.6M
18 Elm3 Financial Group, LLC 0.80% 23,250 $1.2M
19 TradeWell Securities, LLC. 0.64% 36,024 $1.8M
20 Huntleigh Advisors, Inc. 0.51% 73,273 $3.7M
21 Koshinski Asset Management, Inc. 0.48% 180,663 $9.1M
22 FCG Investment Co 0.47% 26,905 $1.3M
23 Fortis Capital Management LLC 0.39% 69,149 $3.5M
24 NWF Advisory Services Inc. 0.32% 68,816 $3.4M
25 Anson Capital, Inc. 0.30% 9,327 $467K
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 (FLDR)

What does the Smart Money Trend signal show for FLDR?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for FLDR?

Slight buying edge — 57% buying: Last quarter: 75 funds bought or added vs 56 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FLDR holders?

Elite ownership — 61% AUM from top-100 funds: 10 of 123 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in FLDR. 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 FLDR?

Mixed — 30% long-term, 31% new: Of the 124 current holders: 37 (30%) held >2 years, 49 held 1–2 years, and 38 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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