Free Trial
→ Nvidia CEO Makes First Ever Tesla Announcement (From Brownstone Research) (Ad)tc pixel Free FESM Stock Alerts

Fidelity Enhanced Small Cap ETF (FESM) Institutional Ownership

Fidelity Enhanced Small Cap ETF logo
$36.79 -0.18 (-0.49%)
Closing price 09/23/2025 04:10 PM Eastern
Extended Trading
$36.79 0.00 (0.00%)
As of 09/23/2025 07:56 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Fidelity Enhanced Small Cap ETF (NYSEARCA:FESM)

Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$624.17M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$48.76M
Get FESM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity Enhanced Small Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
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

FESM Institutional Buying and Selling by Quarter

Fidelity Enhanced Small Cap ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.264,590$8.47M0.0%+61.8%0.434%
8/15/2025 MML Investors Services LLC82,636$2.64M0.0%+25.5%0.136%
8/15/2025 Gallagher Fiduciary Advisors LLC176,577$5.65M0.0%N/A0.290%
8/15/2025 Bank of America Corp DE6,184$198K0.0%+897.4%0.010%
8/14/2025 CLG LLC21,287$681K0.2%N/A0.035%
8/14/2025 Jane Street Group LLC58,564$1.87M0.0%N/A0.096%
8/14/2025 Raymond James Financial Inc.256,131$8.19M0.0%+146.9%0.421%
8/14/2025 NewEdge Advisors LLC94,046$3.01M0.0%-11.2%0.154%
8/14/2025 Balance Wealth LLC28,112$899K0.5%+65.2%0.046%
8/13/2025 Milestone Investment Advisors LLC136,663$4.37M1.1%+7.1%0.224%
8/13/2025 IAG Wealth Partners LLC79,576$2.55M0.3%-20.1%0.131%
8/13/2025 Holos Integrated Wealth LLC152,530$5.07M3.1%+2.8%0.250%
8/13/2025 Northwestern Mutual Wealth Management Co.1,722,199$55.09M0.0%+71.2%2.828%
8/13/2025 Mayfair Advisory Group LLC54,190$1.80M0.9%N/A0.089%
8/12/2025 Steward Partners Investment Advisory LLC64,830$2.07M0.0%+16.3%0.106%
8/12/2025 Ameritas Investment Partners Inc.16,618$532K0.0%+3.0%0.027%
8/12/2025 Global Retirement Partners LLC127,525$4.08M0.1%N/A0.209%
8/12/2025 PKS Advisory Services LLC47,822$1.53M0.4%-14.3%0.079%
8/11/2025 TD Waterhouse Canada Inc.40,146$1.29M0.0%+89.2%0.066%
8/8/2025 Avantax Advisory Services Inc.160,659$5.14M0.0%-19.9%0.265%
8/8/2025 Cetera Investment Advisers197,343$6.31M0.0%+153.5%0.326%
8/8/2025 OmniStar Financial Group Inc.17,224$551K0.4%+1.9%0.028%
8/7/2025 PFG Advisors22,558$722K0.0%+33.5%0.037%
8/6/2025 Summit Investment Advisors Inc.16,133$476K0.4%N/A0.027%
8/6/2025 Mcrae Capital Management Inc.16,095$515K0.1%N/A0.027%
8/6/2025 Horizon Investment Services LLC40,433$1.29M0.6%-2.4%0.067%
8/6/2025 Commonwealth Equity Services LLC1,749,825$55.98M0.1%-12.1%2.886%
8/6/2025 Convergence Financial LLC34,648$1.11M0.2%+42.4%0.057%
8/5/2025 Sigma Planning Corp16,247$520K0.0%N/A0.027%
8/4/2025 IFG Advisory LLC18,790$601K0.0%N/A0.031%
8/4/2025 Atria Investments Inc179,995$5.76M0.1%N/A0.297%
8/4/2025 Spire Wealth Management11,415$365K0.0%N/A0.019%
8/4/2025 Flagship Harbor Advisors LLC17,657$565K0.0%+6.5%0.029%
8/1/2025 GWN Securities Inc.15,079$482K0.1%-6.0%0.025%
8/1/2025 Envestnet Asset Management Inc.419,351$13.42M0.0%+3.6%0.692%
7/30/2025 Cullen Frost Bankers Inc.1,719$55K0.0%N/A0.003%
7/30/2025 Financial Perspectives Inc11,755$376K0.1%-11.7%0.019%
7/30/2025 Canvas Wealth Advisors LLC18,763$622K0.1%+109.9%0.031%
7/29/2025 Salus Financial Advisors LLC196,262$6.28M4.2%+12.0%0.324%
7/29/2025 Madison Wealth Partners Inc15,090$483K0.1%+22.8%0.025%
7/29/2025 Private Trust Co. NA13,309$426K0.0%+173.4%0.022%
7/28/2025 Harbour Investments Inc.42,606$1.36M0.0%-64.2%0.070%
7/28/2025 Sagespring Wealth Partners LLC297,790$9.53M0.1%N/A0.491%
7/25/2025 Atria Wealth Solutions Inc.133,565$4.27M0.1%+52.4%0.220%
7/25/2025 Concurrent Investment Advisors LLC12,260$392K0.0%N/A0.020%
7/24/2025 Croban39,337$1.26M1.1%+7.7%0.065%
7/23/2025 Valmark Advisers Inc.28,138$900K0.0%N/A0.046%
7/23/2025 Prime Capital Investment Advisors LLC363,126$11.62M0.2%-35.7%0.599%
7/22/2025 Beacon Financial Advisory LLC7,582$243K0.1%N/A0.013%
7/22/2025 Carolina Wealth Advisors LLC965$31K0.0%N/A0.002%
7/22/2025 Berger Financial Group Inc203,663$6.52M0.4%+1.7%0.336%
7/22/2025 BridgePort Financial Solutions LLC7,495$240K0.1%N/A0.012%
7/21/2025 Ameritas Advisory Services LLC2,413$77K0.0%N/A0.004%
7/21/2025 Greenwood Capital Associates LLC34,969$1.12M0.1%+20.0%0.058%
7/18/2025 Parkside Investments LLC121,475$3.89M0.5%N/A0.201%
7/17/2025 Fifth Third Securities Inc.7,687$246K0.0%N/A0.013%
7/17/2025 Investment Advisory Services Inc. TX ADV29,409$941K0.3%N/A0.049%
7/17/2025 KWB Wealth7,135$210K0.0%N/A0.012%
7/16/2025 Register Financial Advisors LLC5,650$181K0.1%N/A0.009%
7/15/2025 FMA Wealth Management LLC87,419$2.80M2.1%+1.9%0.145%
7/15/2025 Lynch & Associates IN15,504$496K0.1%+3.4%0.026%
7/15/2025 tru Independence LLC16,362$523K0.2%N/A0.027%
7/15/2025 Retirement Income Solutions Inc135,327$4.33M0.8%-17.6%0.224%
7/15/2025 Eaton Financial Holdings Company LLC20,175$645K0.2%-68.2%0.033%
7/14/2025 Sowell Financial Services LLC16,371$524K0.0%N/A0.027%
7/11/2025 Farther Finance Advisors LLC1,123$36K0.0%N/A0.002%
7/10/2025 Worth Asset Management LLC7,992$256K0.1%N/A0.013%
7/10/2025 Wealth Enhancement Advisory Services LLC18,612$613K0.0%N/A0.031%
7/9/2025 Lincoln Capital Corp88,477$2.83M1.1%+16.1%0.147%
7/8/2025 Little House Capital LLC368,493$11.79M3.0%+2.8%0.618%
7/7/2025 Modus Advisors LLC114,783$3.67M1.1%N/A0.193%
5/16/2025NewEdge Advisors LLC105,924$3.12M0.0%N/A0.184%
5/15/2025Royal Bank of Canada207,226$6.11M0.0%+4.2%0.360%
5/14/2025PKS Advisory Services LLC55,773$1.64M0.5%+101.0%0.097%
5/14/2025WCG Wealth Advisors LLC11,565$341K0.0%N/A0.020%
5/14/2025Comerica Bank3,955$117K0.0%-10.1%0.007%
5/14/2025Northwestern Mutual Wealth Management Co.1,005,788$29.65M0.0%+37.2%1.746%
5/14/2025Kestra Advisory Services LLC38,537$1.14M0.0%+9.7%0.067%
5/14/2025Flow Traders U.S. LLC458,998$13.53M0.6%N/A0.797%
5/13/2025Raymond James Financial Inc.103,739$3.06M0.0%+244.6%0.180%
5/13/2025Eaton Financial Holdings Company LLC63,524$1.87M0.8%-71.4%0.110%
5/13/2025HighTower Advisors LLC12,887$380K0.0%-8.5%0.022%
5/12/2025Berger Financial Group Inc200,337$5.91M0.4%N/A0.348%
5/9/2025Atria Wealth Solutions Inc.87,649$2.58M0.0%N/A0.152%
5/9/2025Commonwealth Equity Services LLC1,991,298$58.70M0.1%+19.4%3.456%
5/8/2025Harbour Investments Inc.118,881$3.51M0.1%+228.5%0.206%
5/7/2025LPL Financial LLC1,018,403$30.02M0.0%+101.5%1.767%
5/6/2025Cetera Investment Advisers77,834$2.30M0.0%+80.1%0.135%
5/6/2025Avantax Advisory Services Inc.200,635$5.92M0.0%+875.9%0.348%
5/6/2025Retirement Income Solutions Inc164,160$4.84M1.0%+8.2%0.285%
5/6/2025PFG Advisors16,896$498K0.0%+63.2%0.029%
5/5/2025Horizon Investment Services LLC41,407$1.22M0.6%+74.4%0.072%
5/5/2025Dahring Cusmano LLC240,200$7.08M6.1%+12.1%0.417%
5/5/2025Private Advisor Group LLC37,273$1.10M0.0%+101.9%0.065%
5/1/2025Stephens Inc. AR7,525$222K0.0%N/A0.013%
5/1/2025Croban36,518$1.08M1.0%N/A0.065%
4/29/2025U.S. Capital Wealth Advisors LLC9,835$290K0.0%N/A0.018%
4/29/2025Envestnet Asset Management Inc.404,777$11.93M0.0%+92.9%0.723%
4/29/2025Aurora Private Wealth Inc.107,130$3.16M0.8%N/A0.191%
4/28/2025Milestone Investment Advisors LLC127,660$3.76M1.0%+452.4%0.228%
(Data available from 1/1/2016 forward)

FESM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FESM shares?

During the previous two years, 107 institutional investors and hedge funds held shares of Fidelity Enhanced Small Cap ETF. The most heavily invested institutionals were FMR LLC ($391.42M), Commonwealth Equity Services LLC ($55.98M), Northwestern Mutual Wealth Management Co. ($55.09M), LPL Financial LLC ($30.02M), Flow Traders U.S. LLC ($13.53M), Envestnet Asset Management Inc. ($13.42M), and Little House Capital LLC ($11.79M).Learn more on Fidelity Enhanced Small Cap ETF's institutional investors.

Which institutional investors have been buying Fidelity Enhanced Small Cap ETF's stock?

Of the 102 institutional investors that purchased Fidelity Enhanced Small Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($10.23M), Commonwealth Equity Services LLC ($1.55M), Northwestern Mutual Wealth Management Co. ($1.00M), LPL Financial LLC ($969.04K), Flow Traders U.S. LLC ($459.00K), Envestnet Asset Management Inc. ($393.74K), and Little House Capital LLC ($368.49K).

How much institutional buying is happening at Fidelity Enhanced Small Cap ETF?

Institutional investors have bought a total of 19,694,403 shares in the last 24 months. This purchase volume represents approximately $624.17M in transactions.

Which of Fidelity Enhanced Small Cap ETF's major shareholders have been selling company stock?

Of the 21 institutional investors that sold Fidelity Enhanced Small Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($527.35K), Commonwealth Equity Services LLC ($241.47K), Eaton Financial Holdings Company LLC ($202.10K), Prime Capital Investment Advisors LLC ($201.34K), Stifel Financial Corp ($130.67K), Harbour Investments Inc. ($76.28K), and Avantax Advisory Services Inc. ($39.98K).

How much institutional selling is happening at Fidelity Enhanced Small Cap ETF?

Institutional investors have sold a total of 1,529,988 shares in the last 24 months. This volume of shares sold represents approximately $48.76M in transactions.


Related Companies

This page (NYSEARCA:FESM) was last updated on 9/24/2025 by MarketBeat.com Staff
From Our Partners
What The Silver Boom Could Mean For You…
AI, electric vehicles, and even global central banks are quietly fueling record demand for silver. This once-o...
Goldco Precious Metals | Sponsoredtc pixel
Warren Buffett’s #1 AI Stock: Not Mag 7, And NOT on the Nasdaq
New Amazon Crisis Could Tank U.S. Stock Market A new panic is halting AI projects at Amazon and could split...
Altimetry | Sponsoredtc pixel
Why More Investors Are Using Family Trusts to Protect Their Wealth
For many investors, a family trust can be an essential tool for protecting assets, avoiding probate, and ensur...
SmartAsset | Sponsoredtc pixel
Claim Your Share of $5.39 BILLION in AI Equity Checks
The U.S. government just took advantage of Public Law 81-774 to crack down on AI companies... In turn, enfo...
Angel Publishing | Sponsoredtc pixel
IRS Wants Another Check on Sept 15th—What If You Could Keep It Instead?
On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed profession...
American Alternative | Sponsoredtc pixel
Trump’s new nightmare begins
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
Is This Nvidia’s Next Big Invention? (Picture Inside)
Nvidia gave investors a chance to make more than 150 times their money with its AI chips known as graphic proc...
InvestorPlace | Sponsoredtc pixel
Another gold high? Here’s the move Wall Street is missing …
Gold has surged past $3,600 an ounce, up 45% in the last year, but Weiss Ratings analyst Sean Brodrick says th...
Weiss Ratings | Sponsoredtc pixel