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

Fidelity Fundamental Small-Mid Cap ETF logo
$34.24 +0.41 (+1.21%)
Closing price 10/1/2026 04:10 PM Eastern
Extended Trading
$34.29 +0.05 (+0.15%)
As of 04:09 AM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Fundamental Small-Mid Cap ETF (BATS:FFSM)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$94.40M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$16.08M
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FFSM Institutional Buying and Selling by Quarter

Fidelity Fundamental Small-Mid Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Portfolio Solutions Inc.26,119$998K0.0%+25.5%0.102%
9/23/2026Envestnet Asset Management Inc.181,554$6.94M0.0%+43.1%0.712%
9/9/2026RFG Advisory LLC759,366$29.02M0.5%-9.9%2.978%
8/22/2026Elevation Wealth Management LLC5,435$208K0.2%N/A0.021%
7/10/2026Buska Wealth Management LLC127,234$4.86M1.8%+180.9%0.499%
7/9/2026Sax Wealth Advisors LLC182,979$6.99M0.3%-5.1%0.718%
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%
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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%
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%
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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%
7/9/2025Christopher J. Hasenberg Inc28,608$778K0.3%N/A0.112%
7/9/2025Bulwark 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%


FFSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 61 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 ($29.02M), 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 60 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 3,054,146 shares in the last 24 months. This purchase volume represents approximately $94.40M in transactions.

Of the 15 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 ($122.28K), KOM Wealth Management Group LLC ($111.87K), RFG Advisory LLC ($83.82K), Commonwealth Equity Services LLC ($11.34K), Sax Wealth Advisors LLC ($9.90K), and Royal Bank of Canada ($5.99K).

Institutional investors have sold a total of 501,955 shares in the last 24 months. This volume of shares sold represents approximately $16.08M in transactions.


Related Companies

Institutional ownership data for BATS:FFSM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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