Go Pro
→ Read now. Do not delete. You’ve been warned. (From Porter & Company) (Ad)tc pixel Free FFSM Stock Alerts

Fidelity Fundamental Small-Mid Cap ETF (FFSM) Institutional Ownership

Fidelity Fundamental Small-Mid Cap ETF logo
$36.83 -0.49 (-1.31%)
As of 07/7/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Fidelity Fundamental Small-Mid Cap ETF (BATS:FFSM)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$107.02M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$12.75M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026Royal Bank of Canada6,792$217K0.0%-46.9%0.027%
5/13/2026Cetera Investment Advisers61,638$1.97M0.0%+316.5%0.242%
5/6/2026SK Wealth Management LLC174,090$5.66M1.6%+1.1%0.683%
5/6/2026Dahring Cusmano LLC55,908$1.79M1.1%N/A0.219%
5/6/2026Gaddis Premier Wealth Advisors LLC214,864$6.87M5.1%+3.4%0.843%
5/5/2026Sigma Planning Corp37,826$1.21M0.0%+46.5%0.148%
5/4/2026Retirement Planning Group LLC103,645$3.31M0.1%+100.0%0.406%
5/4/2026Evernest Financial Advisors LLC272,082$9.60M2.0%-32.3%1.067%
5/1/2026Fifth Third Bancorp6,832$218K0.0%N/A0.027%
4/30/2026Kestra Advisory Services LLC30,581$977K0.0%+81.2%0.120%
4/23/2026KOM Wealth Management Group LLC415,240$13.27M9.0%+4.4%1.628%
4/22/2026MFA Wealth Services74,752$2.39M1.6%+4.0%0.293%
4/20/2026Kestra Private Wealth Services LLC9,706$310K0.0%-26.3%0.038%
4/20/2026RFG Advisory LLC843,183$26.94M0.5%+19.4%3.307%
4/17/2026AdvisorNet Financial Inc1,736$55K0.0%+1,185.9%0.007%
3/4/2026Keenan LLC265,329$8.14M7.1%N/A1.041%
2/17/2026Cetera Investment Advisers14,800$454K0.0%+36.9%0.058%
2/17/2026Osaic Holdings Inc.17,446$536K0.0%-8.1%0.068%
2/17/2026Royal Bank of Canada12,781$392K0.0%+9.2%0.050%
2/16/2026Evernest Financial Advisors LLC402,143$13.67M2.9%-0.9%1.577%
2/13/2026Kestra Advisory Services LLC16,874$518K0.0%+3.7%0.066%
2/12/2026Jane Street Group LLC18,974$582K0.0%N/A0.074%
2/12/2026Commonwealth Equity Services LLC1,156,899$35.51M0.0%+227.7%4.537%
2/12/2026Principal Securities Inc.46,773$1.44M0.0%+58.0%0.183%
2/11/2026M Holdings Securities Inc.33,180$1.02M0.1%N/A0.130%
2/11/2026Clarity Retirement & Wealth LLC91,006$2.79M2.5%N/A0.357%
2/11/2026Gaddis Premier Wealth Advisors LLC207,859$6.38M4.8%N/A0.815%
2/10/2026Goldman Sachs Group Inc.9,964$306K0.0%N/A0.039%
2/10/2026Northwestern Mutual Wealth Management Co.1,565$48K0.0%-40.2%0.006%
2/9/2026Eaton Financial Holdings Company LLC7,608$233K0.1%N/A0.030%
2/9/2026Harbour Investments Inc.23,707$728K0.0%-1.6%0.093%
2/6/2026Envestnet Portfolio Solutions Inc.12,145$373K0.0%N/A0.048%
2/5/2026Elyxium Wealth LLC1,019$31K0.0%N/A0.004%
2/3/2026Retirement Planning Group LLC51,833$1.59M0.1%+354.9%0.203%
2/3/2026RFG Advisory LLC706,371$21.68M0.4%+80.2%2.770%
2/2/2026Truist Financial Corp12,178$374K0.0%-18.0%0.048%
2/2/2026Pines Wealth Management LLC19,682$604K0.2%N/A0.077%
1/30/2026Sigma Planning Corp25,825$793K0.0%+13.4%0.101%
1/30/2026SK Wealth Management LLC172,272$5.63M1.6%+8.2%0.676%
1/29/2026Kestra Private Wealth Services LLC13,178$404K0.0%+3.4%0.052%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
1/28/2026Dentgroup LLC78,511$2.41M1.7%+37.0%0.308%
1/23/2026Farther Finance Advisors LLC7,234$222K0.0%+10,088.7%0.028%
1/23/2026KOM Wealth Management Group LLC397,655$12.20M8.6%+1.7%1.559%
1/15/2026Wealth Quarterback LLC17,349$532K0.2%-87.6%0.068%
1/12/2026Sax Wealth Advisors LLC192,881$5.92M0.3%+22.7%0.756%
1/8/2026Wealth Enhancement Advisory Services LLC16,065$513K0.0%N/A0.063%
1/1/2026JPMorgan Chase & Co.65,343$1.91M0.0%+32.7%0.256%
11/17/2025Financial Engines Advisors L.L.C.27,879$814K0.0%N/A0.109%
11/17/2025Susquehanna International Group LLP17,143$501K0.0%N/A0.067%
11/17/2025MFA Wealth Services71,856$2.10M1.4%+241.5%0.282%
11/14/2025Creative Planning16,253$475K0.0%-25.8%0.064%
11/13/2025Menora Mivtachim Holdings LTD.223,010$6.51M0.0%-2.0%0.875%
11/12/2025Evernest Financial Advisors LLC405,619$11.85M3.3%-0.2%1.591%
11/10/2025MAI Capital Management299,008$8.73M0.1%N/A1.173%
11/7/2025JPMorgan Chase & Co.65,343$1.91M0.0%+32.7%0.256%
11/6/2025RFG Advisory LLC391,942$11.45M0.2%+12.2%1.537%
11/5/2025Envestnet Asset Management Inc.31,596$923K0.0%+73.8%0.124%
11/4/2025Mutual Advisors LLC9,755$288K0.0%N/A0.038%
11/3/2025Hicks Capital Management LLC10,348$302K0.5%N/A0.041%
11/3/2025Truist Financial Corp14,844$434K0.0%-4.9%0.058%
10/29/2025Beacon Financial Advisory LLC7,000$204K0.0%N/A0.027%
10/27/2025Retirement Planning Group LLC11,394$333K0.0%N/A0.045%
10/22/2025Commonwealth Equity Services LLC353,043$10.31M0.0%-3.1%1.384%
10/21/2025Bay Capital Advisors LLC9,588$280K0.2%-19.1%0.038%
10/21/2025KOM Wealth Management Group LLC391,045$11.42M8.6%-22.2%1.534%
10/20/2025Sax Wealth Advisors LLC157,161$4.59M0.2%+34.5%0.616%
10/20/2025Wealth Quarterback LLC139,627$4.08M1.6%+4.3%0.548%
10/10/2025SK Wealth Management LLC159,177$4.62M1.7%+3.9%0.624%
10/3/2025Dentgroup LLC57,293$1.67M1.1%+86.3%0.225%
9/4/2025Osaic Holdings Inc.11,021$300K0.0%+230.6%0.043%
8/18/2025Geneos Wealth Management Inc.3,722$101K0.0%N/A0.015%
8/15/2025Benjamin Edwards Inc.13,202$359K0.0%+15.0%0.052%
8/14/2025Menora Mivtachim Holdings LTD.227,554$6.19M0.0%+56.0%0.892%
8/13/2025Northwestern Mutual Wealth Management Co.2,568$70K0.0%-51.5%0.010%
8/12/2025JPMorgan Chase & Co.49,247$1.34M0.0%+15.2%0.193%
8/8/2025Creative Planning21,895$595K0.0%N/A0.086%
8/8/2025Wealth Quarterback LLC133,914$3.64M1.7%-4.0%0.525%
8/1/2025Envestnet Asset Management Inc.18,179$494K0.0%+48.6%0.071%
7/28/2025Evernest Financial Advisors LLC406,512$11.05M3.6%+3.0%1.594%
7/28/2025Harbour Investments Inc.23,088$628K0.0%+5.7%0.091%
7/28/2025RFG Advisory LLC349,227$9.50M0.2%N/A1.370%
7/24/2025MFA Wealth Services21,040$572K0.4%+22.1%0.083%
7/23/2025Sax Wealth Advisors LLC116,808$3.18M0.2%+15.0%0.458%
7/21/2025Ameritas Advisory Services LLC2,780$76K0.0%N/A0.011%
7/18/2025Provident Wealth Management LLC2,869$78K0.0%+77.4%0.011%
7/18/2025Truist Financial Corp15,604$424K0.0%-4.2%0.061%
7/16/2025Kerntke Otto McGlone Wealth Management Group502,919$13.67M10.8%+18.4%1.972%
7/15/2025Bay Capital Advisors LLC11,856$322K0.2%N/A0.046%
7/10/2025Wealth Enhancement Advisory Services LLC8,428$235K0.0%N/A0.033%
7/10/2025SK Wealth Management LLC153,131$4.26M1.8%+21.7%0.601%
“By July 30, Elon Musk’s Prophecy Will Fulfill Itself” (Ad)

Jeff Brown and Marc Chaikin - the duo who identified Nvidia a decade ago - are forecasting that Elon Musk's AI breakthrough they call 'M.A.G.I.' will collide with a rare market pattern by July 30. That pattern carries a 100% historical track record. The last time it triggered, early investors had a chance to turn $10,000 into as much as $350,000 in roughly 12 months.tc pixel

See the full breakdown of their AI prediction before July 30
7/9/2025Christopher J. Hasenberg Inc28,608$778K0.3%N/A0.112%
7/9/2025 Bulwark Capital Corp2,535$69K0.1%N/A0.010%
7/2/2025Dentgroup LLC30,750$836K0.6%-14.1%0.121%
5/19/2025Jane Street Group LLC768,423$19.40M0.0%N/A3.086%
5/15/2025Royal Bank of Canada27,843$703K0.0%+258.0%0.112%
5/15/2025OLD Mission Capital LLC12,978$328K0.0%N/A0.052%
5/14/2025Jane Street Group LLC768,423$19.40M0.0%N/A3.086%
5/14/2025Northwestern Mutual Wealth Management Co.5,290$134K0.0%+106.0%0.021%
5/14/2025Sax Wealth Advisors LLC101,605$2.57M0.2%+89.0%0.408%
5/13/2025Menora Mivtachim Holdings LTD.145,859$3.68M0.0%N/A0.586%


FFSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 59 institutional investors and hedge funds held shares of Fidelity Fundamental Small-Mid Cap ETF. The most heavily invested institutionals were FMR LLC ($109.16M), Commonwealth Equity Services LLC ($35.51M), RFG Advisory LLC ($26.94M), Kerntke Otto McGlone Wealth Management Group ($13.67M), KOM Wealth Management Group LLC ($13.27M), Evernest Financial Advisors LLC ($9.60M), and MAI Capital Management ($8.73M).Learn more on Fidelity Fundamental Small-Mid Cap ETF's institutional investors.

Of the 58 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 ($1.56M), RFG Advisory LLC ($843.18K), Commonwealth Equity Services LLC ($803.86K), Kerntke Otto McGlone Wealth Management Group ($502.92K), Evernest Financial Advisors LLC ($406.51K), and MAI Capital Management ($299.01K).

Institutional investors have bought a total of 3,578,083 shares in the last 24 months. This purchase volume represents approximately $107.02M in transactions.

Of the 13 institutional investors that sold Fidelity Fundamental Small-Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Evernest Financial Advisors LLC ($134.43K), Wealth Quarterback LLC ($127.80K), KOM Wealth Management Group LLC ($111.87K), Commonwealth Equity Services LLC ($11.34K), Royal Bank of Canada ($5.99K), Creative Planning ($5.64K), and Menora Mivtachim Holdings LTD. ($4.54K).

Institutional investors have sold a total of 417,168 shares in the last 24 months. This volume of shares sold represents approximately $12.75M in transactions.


Related Companies

This page (BATS:FFSM) was last updated on 7/8/2026 by MarketBeat.com Staff.
From Our Partners
Ray Dalio: Buy Gold. Get Paid.
Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and c...
Investors Alley | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Three companies about to leapfrog Nvidia [And transform the entire industry]
Tech forecaster George Gilder - who identified Amazon when it was still just an online bookstore and predicted...
Eagle Publishing | Sponsoredtc pixel
They proved it worked in '76. Then buried it.
In 1976, Chevron tapped an energy source with no fuel costs, no carbon, and no supply chain - then killed the ...
Behind the Markets | Sponsoredtc pixel
Elon Is Quietly Doubling Down on This Bizarre Asset
Yahoo Finance reports this technology 'May Unlock $400 Trillion' - and Bloomberg calls it 'unavoidable.' Elon ...
Brownstone Research | Sponsoredtc pixel