Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Fidelity Merrimack Str Tr (FLDR)

124 + 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
↑ +3
Streak
8Q ▲
Buyers last Q
58%

Smart Money Signals — FLDR

Based on 124 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added FLDR 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
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 — +55% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+55% 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 — 58% buying

76 buying56 selling
Last quarter: 76 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: 21 → 23 → 23 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 32% long-term, 34% new

■ 32% conviction (2yr+) ■ 34% medium ■ 34% new
Of the 124 current holders: 40 (32%) held >2 years, 42 held 1–2 years, and 42 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

14 → 21 → 23 → 23 → 22 new funds/Q
New funds entering each quarter: 21 → 23 → 23 → 22. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 38% veterans, 48% new entrants

■ 38% veterans ■ 14% 1-2yr ■ 48% new
Of 124 current holders: 47 (38%) held 2+ years, 17 held 1–2 years, 60 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
13 of 123 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 Q1, 76 hedge funds were net buyers of FLDR (22 opened a new position, 54 added to an existing one), while 56 reduced or exited (37 trimmed, 19 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 32% of total institutional value in FLDR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). 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

-- --

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

Is It Too Late to Buy Fidelity Merrimack Str Tr (FLDR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FLDR has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
FLDR
+0.3%
SPY
+13.9%

FLDR outperformed SPY by -13.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
FLDR
+0.5%
SPY
+0.2%

Since the filing became public, FLDR outperformed SPY by +0.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 4 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: FLDR
124 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 124 121 2.48%
13F Shares 10M 9M 7.68%
Total Value $490M $459M 6.74%
New Positions 22 23 -1
Increased Positions 54 62 -8
Closed Positions 19 7 +12
Reduced Positions 37 29 +8
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 Q1)

124 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Financially Speaking Inc 36.60% 150,585 $7.5M
2 Athena Wealth Management, LLC 36.50% 747,658 $37.6M
3 Perspective Wealth Advisors LLC 4.01% 123,585 $6.2M
4 Tableaux LLC 3.21% 132,367 $6.6M
5 RCS Financial Planning, LLC 3.20% 122,905 $6.2M
6 Planning Directions Inc 3.04% 119,909 $6.0M
7 WealthTrust Axiom LLC 2.17% 176,586 $8.8M
8 Lowery Thomas, LLC 2.16% 75,440 $3.8M
9 Trask Adam Roland 1.73% 36,444 $1.8M
10 Lakeridge Wealth Management LLC 1.60% 74,212 $3.7M
11 Schwallier Wealth Management LLC 1.52% 41,705 $2.1M
12 Cottage Street Advisors LLC 1.36% 62,706 $3.1M
13 Howard Wealth Management, LLC 1.32% 62,484 $3.1M
14 Kraft, Davis & Associates, LLC 1.24% 115,847 $5.8M
15 Flavin Financial Services, Inc. 0.97% 28,867 $1.4M
16 FCG Investment Co 0.91% 41,522 $2.1M
17 Huntleigh Advisors, Inc. 0.89% 103,774 $5.2M
18 TradeWell Securities, LLC. 0.70% 33,159 $1.7M
19 Koshinski Asset Management, Inc. 0.55% 175,834 $8.8M
20 Elm3 Financial Group, LLC 0.46% 10,949 $548K
21 Arete Wealth Advisors, LLC 0.45% 120,505 $6.0M
22 NWF Advisory Services Inc. 0.40% 71,273 $3.6M
23 Fortis Capital Management LLC 0.34% 65,514 $3.3M
24 Genesee Capital Advisors, LLC 0.33% 15,507 $776K
25 Anson Capital, Inc. 0.32% 9,436 $472K
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?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added FLDR 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 FLDR?

Slight buying edge — 58% buying: Last quarter: 76 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?

Strong quality — 32% AUM from major funds: 13 of 123 holders rank in the top 100 by AUM, accounting for 32% 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 FLDR?

Mixed — 32% long-term, 34% new: Of the 124 current holders: 40 (32%) held >2 years, 42 held 1–2 years, and 42 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.

Is it too late to buy Fidelity Merrimack Str Tr (FLDR) following the 2026 Q1 hedge fund 13F filings?

As of today, FLDR has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (March 31, 2026), FLDR has gained +0.3% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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