Fidelity Fundamental Small-Mid Cap ETF (FFSM) Institutional Ownership $28.76 +0.60 (+2.11%) As of 11:20 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHeadlinesOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Fidelity Fundamental Small-Mid Cap ETF (BATS:FFSM)Number ofInstitutional Buyers(last 12 months)31TotalInstitutional Inflows(last 12 months)$209.36MNumber ofInstitutional Sellers(last 12 months)7TotalInstitutional Outflows(last 12 months)$3.46M Get FFSM Insider Trade Alerts Want to know when executives and insiders are buying or selling Fidelity Fundamental Small-Mid Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data FFSM Institutional Buying and Selling by Quarter Fidelity Fundamental Small-Mid Cap ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/18/2025 Geneos Wealth Management Inc.3,722$101K0.0%N/A0.015% 8/15/2025 Benjamin Edwards Inc.13,202$359K0.0%+15.0%0.052% 8/14/2025 Menora Mivtachim Holdings LTD.227,554$6.19M0.0%+56.0%0.892% 8/13/2025 Northwestern Mutual Wealth Management Co.2,568$70K0.0%-51.5%0.010% 8/12/2025 JPMorgan Chase & Co.49,247$1.34M0.0%+15.2%0.193% 8/8/2025 Creative Planning21,895$595K0.0%N/A0.086% 8/8/2025 Wealth Quarterback LLC133,914$3.64M1.7%-4.0%0.525% 8/1/2025 Envestnet Asset Management Inc.18,179$494K0.0%+48.6%0.071% 7/28/2025 Evernest Financial Advisors LLC406,512$11.05M3.6%+3.0%1.594% 7/28/2025 Harbour Investments Inc.23,088$628K0.0%+5.7%0.091% Get the Latest News and Ratings for FFSM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Fidelity Fundamental Small-Mid Cap ETF and its competitors with MarketBeat's FREE daily newsletter. 7/28/2025 RFG Advisory LLC349,227$9.50M0.2%N/A1.370% 7/24/2025 MFA Wealth Services21,040$572K0.4%+22.1%0.083% 7/23/2025 Sax Wealth Advisors LLC116,808$3.18M0.2%+15.0%0.458% 7/21/2025 Ameritas Advisory Services LLC2,780$76K0.0%N/A0.011% 7/18/2025 Provident Wealth Management LLC2,869$78K0.0%+77.4%0.011% 7/18/2025 Truist Financial Corp15,604$424K0.0%-4.2%0.061% 7/16/2025 Kerntke Otto McGlone Wealth Management Group502,919$13.67M10.8%+18.4%1.972% 7/15/2025 Bay Capital Advisors LLC11,856$322K0.2%N/A0.046% 7/10/2025 Wealth Enhancement Advisory Services LLC8,428$235K0.0%N/A0.033% 7/10/2025 SK Wealth Management LLC153,131$4.26M1.8%+21.7%0.601% 7/9/2025 Christopher J. Hasenberg Inc28,608$778K0.3%N/A0.112% 7/9/2025 Bulwark Capital Corp2,535$69K0.1%N/A0.010% 7/2/2025 Dentgroup LLC30,750$836K0.6%-14.1%0.121% 5/19/2025 Jane Street Group LLC768,423$19.40M0.0%N/A3.086% 5/15/2025 Royal Bank of Canada27,843$703K0.0%+258.0%0.112% 5/15/2025 OLD Mission Capital LLC12,978$328K0.0%N/A0.052% 5/14/2025 Jane Street Group LLC768,423$19.40M0.0%N/A3.086% 5/14/2025 Northwestern Mutual Wealth Management Co.5,290$134K0.0%+106.0%0.021% 5/14/2025 Sax Wealth Advisors LLC101,605$2.57M0.2%+89.0%0.408% 5/13/2025 Menora Mivtachim Holdings LTD.145,859$3.68M0.0%N/A0.586% 5/12/2025 Benjamin Edwards Inc.11,481$290K0.0%+6.8%0.046% 5/12/2025 Evernest Financial Advisors LLC394,676$9.96M3.6%+11.2%1.585% 5/6/2025 Avantax Advisory Services Inc.25,417$642K0.0%N/A0.102% 5/5/2025 Wealth Quarterback LLC139,436$3.52M2.0%N/A0.560% 5/1/2025 Kerntke Otto McGlone Wealth Management Group424,825$10.72M9.4%N/A1.410% 4/22/2025 Cambridge Investment Research Advisors Inc.12,709$321K0.0%+16.9%0.042% 4/22/2025 SK Wealth Management LLC125,849$2.89M1.5%+49.0%0.418% 4/21/2025 Provident Wealth Management LLC1,617$41K0.0%+769.4%0.005% 4/18/2025 San Luis Wealth Advisors LLC142,594$3.60M0.8%-23.3%0.473% 4/14/2025 Dentgroup LLC35,797$904K0.7%-22.8%0.119% What's the Best Way to Lower RMD Taxes? 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Their free tool can match you with vetted fiduciary financial advisors in your area—professionals legally bound to act in your best interest.Click here to see the six strategies and get your free advisor matches today.3/3/2025 SK Wealth Management LLC84,441$2.27M1.2%+1.1%0.310% 2/17/2025 Benjamin Edwards Inc.10,747$289K0.0%N/A0.417% 2/13/2025 FMR LLC4,061,111$109.16M0.0%N/A157.407% 2/13/2025 Envestnet Asset Management Inc.12,150$327K0.0%-4.2%0.471% 2/12/2025 National Bank of Canada FI7,450$200K0.0%+49.0%0.289% 2/12/2025 JPMorgan Chase & Co.45,614$1.23M0.0%+2.7%1.768% 2/10/2025 Harbour Investments Inc.21,988$591K0.0%+1.7%0.852% 2/10/2025 Commonwealth Equity Services LLC180,673$4.86M0.0%-22.2%7.003% 1/31/2025 Truist Financial Corp18,105$487K0.0%-21.4%0.702% 1/30/2025 Principal Securities Inc.1,225$33K0.0%+61.8%0.047% 1/23/2025 Evernest Financial Advisors LLC354,974$9.54M2.5%+36.3%13.759% 1/21/2025 MFA Wealth Services16,895$454K0.4%N/A0.655% 1/15/2025 Sax Wealth Advisors LLC53,747$1.45M0.1%N/A2.083% 1/14/2025 San Luis Wealth Advisors LLC185,846$5.00M0.9%-3.7%7.203% 1/3/2025 Dentgroup LLC46,350$1.25M1.0%+3.0%1.797% 12/30/2024 SK Wealth Management LLC83,521$2.25M0.9%N/A3.237% 12/26/2024 JPMorgan Chase & Co.44,427$1.22M0.0%+29.8%1.722% 11/15/2024 National Bank of Canada FI5,000$137K0.0%N/A0.194% 11/5/2024 Harbour Investments Inc.21,616$593K0.0%N/A0.838% 10/21/2024 Evernest Financial Advisors LLC260,415$7.15M1.9%N/A10.094% 10/9/2024 San Luis Wealth Advisors LLC193,036$5.30M1.1%N/A7.482% (Data available from 1/1/2016 forward) FFSM Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of FFSM shares? During the previous two years, 33 institutional investors and hedge funds held shares of Fidelity Fundamental Small-Mid Cap ETF. The most heavily invested institutionals were FMR LLC ($109.16M), Jane Street Group LLC ($19.40M), Kerntke Otto McGlone Wealth Management Group ($13.67M), Evernest Financial Advisors LLC ($11.05M), RFG Advisory LLC ($9.50M), Menora Mivtachim Holdings LTD. ($6.19M), and Commonwealth Equity Services LLC ($4.86M).Learn more on Fidelity Fundamental Small-Mid Cap ETF's institutional investors. Which institutional investors have been buying Fidelity Fundamental Small-Mid Cap ETF's stock? Of the 31 institutional investors that purchased Fidelity Fundamental Small-Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($4.06M), Jane Street Group LLC ($1.54M), Kerntke Otto McGlone Wealth Management Group ($502.92K), Evernest Financial Advisors LLC ($406.51K), RFG Advisory LLC ($349.23K), Menora Mivtachim Holdings LTD. ($227.55K), and San Luis Wealth Advisors LLC ($193.04K). How much institutional buying is happening at Fidelity Fundamental Small-Mid Cap ETF? Institutional investors have bought a total of 7,922,348 shares in the last 24 months. This purchase volume represents approximately $209.36M in transactions. Which of Fidelity Fundamental Small-Mid Cap ETF's major shareholders have been selling company stock? The following institutional investors have sold Fidelity Fundamental Small-Mid Cap ETF stock in the last 24 months: Commonwealth Equity Services LLC ($51.46K), San Luis Wealth Advisors LLC ($50.44K), Dentgroup LLC ($15.60K), Truist Financial Corp ($5.61K), Wealth Quarterback LLC ($5.52K), Northwestern Mutual Wealth Management Co. ($2.72K), and Envestnet Asset Management Inc. ($528.00). How much institutional selling is happening at Fidelity Fundamental Small-Mid Cap ETF? Institutional investors have sold a total of 131,884 shares in the last 24 months. This volume of shares sold represents approximately $3.46M in transactions. Related Companies Rockefeller U.S. Small-Mid Cap ETF Institutional Ownership Morgan Stanley Pathway Small-Mid Cap Equity ETF Institutional Ownership T. 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