Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIDELITY MERRIMACK STR TR (FLTB)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — FLTB

Based on 76 hedge funds · latest filing: 2025 Q4 · 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
76 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 — +27% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+27% 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 — 63% buying

48 buying28 selling
Last quarter: 48 funds were net buyers (16 opened a brand new position + 32 added to an existing one). Only 28 were sellers (20 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new FLTB position: 9 → 10 → 9 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 24% medium 22% new
41 out of 76 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

10 → 9 → 10 → 9 → 16 new funds/Q
New funds entering each quarter: 9 → 10 → 9 → 16. A growing number of institutions are discovering FLTB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 59% of holders stayed 2+ years

59% veterans 9% 1-2yr 32% new
Of 76 current holders: 45 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
12 of 76 holders are among the 100 largest funds by AUM, controlling 56% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: FLTB
2026 Q1 Stats Unlock in 11 days 76 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 76 68 11.76%
13F Shares 4M 3M 33.79%
Total Value $201M $150M 33.81%
New Positions 16 9 +7
Increased Positions 32 33 -1
Closed Positions 8 9 -1
Reduced Positions 20 17 +3
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 Q1)

76 + investors

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

Top 25 institutional holders of FLTB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Holos Integrated Wealth LLC 4.15% 163,463 $8.2M
2 Salus Financial Advisors, LLC 2.15% 73,457 $3.7M
3 Clearwave Capital, LLC 1.00% 29,116 $1.5M
4 Grey Ledge Advisors, LLC 0.41% 36,334 $1.8M
5 BG Investment Services, LLC 0.41% 9,747 $490K
6 Lakeridge Wealth Management LLC 0.39% 18,184 $914K
7 Opus Financial Solutions LLC 0.39% 8,238 $414K
8 Hoxton Planning & Management, LLC 0.24% 16,121 $810K
9 Centurion Wealth Management LLC 0.22% 19,629 $987K
10 Great Lakes Retirement, Inc. 0.17% 32,706 $1.7M
11 B. Riley Wealth Advisors, Inc. 0.12% 37,108 $1.9M
12 Koshinski Asset Management, Inc. 0.10% 32,786 $1.6M
13 SOUTHERN CAPITAL ADVISORS, LLC 0.10% 4,323 $217K
14 Clarity Asset Management, Inc. 0.10% 3,747 $188K
15 Roxbury Financial LLC 0.09% 2,096 $105K
16 Advisor OS, LLC 0.09% 23,856 $1.2M
17 McGlone Suttner Wealth Management, Inc. 0.07% 9,889 $497K
18 United Advisor Group, LLC 0.06% 8,929 $451K
19 NORRIS PERNE & FRENCH LLP/MI 0.05% 15,096 $759K
20 Soltis Investment Advisors LLC 0.04% 12,256 $616K
21 Clearstead Trust, LLC 0.04% 4,650 $234K
22 COMMONWEALTH EQUITY SERVICES, LLC 0.02% 328,373 $16.5M
23 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% 35,776 $1.8M
24 Glass Jacobson Investment Advisors llc 0.02% 1,144 $58K
25 Sanctuary Advisors, LLC 0.02% 71,713 $3.6M
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 — 63% buying: Last quarter: 48 funds were net buyers (16 opened a brand new position + 32 added to an existing one). Only 28 were sellers (20 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FLTB holders?

Elite ownership — 56% AUM from top-100 funds: 12 of 76 holders are among the 100 largest funds by AUM, controlling 56% 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?

54% of holders stayed for 2+ years: 41 out of 76 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.