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Fidelity Enhanced Small Cap ETF (FESM) Institutional Ownership

Fidelity Enhanced Small Cap ETF logo
$28.82 +0.17 (+0.59%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Enhanced Small Cap ETF (NYSEARCA:FESM)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$479.67M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$22.48M
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FESM Institutional Buying and Selling by Quarter

Fidelity Enhanced Small Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Stephens Inc. AR7,525$222K0.0%N/A0.013%
5/1/2025Croban36,518$1.08M1.0%N/A0.065%
4/29/2025 U.S. Capital Wealth Advisors LLC9,835$290K0.0%N/A0.018%
4/29/2025 Envestnet Asset Management Inc.404,777$11.93M0.0%+92.9%0.723%
4/29/2025 Aurora Private Wealth Inc.107,130$3.16M0.8%N/A0.191%
4/28/2025 Milestone Investment Advisors LLC127,660$3.76M1.0%+452.4%0.228%
4/28/2025 Private Trust Co. NA4,868$144K0.0%+121.8%0.009%
4/28/2025 Lincoln Capital Corp76,191$2.25M0.9%-1.1%0.136%
4/25/2025 Convergence Financial LLC24,333$717K0.1%N/A0.043%
4/25/2025 Salus Financial Advisors LLC175,210$5.17M3.9%+17.4%0.313%
4/25/2025 Little House Capital LLC358,379$10.57M2.9%N/A0.640%
4/24/2025 Canvas Wealth Advisors LLC8,938$246K0.1%N/A0.016%
4/23/2025 Aurora Private Wealth Inc.107,130$3.16M0.1%N/A0.191%
4/23/2025 Balance Wealth LLC17,018$502K0.3%N/A0.030%
4/22/2025 FMA Wealth Management LLC85,790$2.72M2.1%-1.2%0.153%
4/22/2025 Flagship Harbor Advisors LLC16,584$489K0.0%+167.1%0.030%
4/22/2025 Cambridge Investment Research Advisors Inc.143,727$4.24M0.0%+138.3%0.257%
4/22/2025 Madison Wealth Partners Inc12,285$362K0.1%+7.1%0.022%
4/18/2025 Cornerstone Wealth Management LLC37,695$1.11M0.1%+479.9%0.067%
4/18/2025 Financial Perspectives Inc13,315$393K0.1%+12.3%0.024%
4/17/2025 Lynch & Associates IN14,997$442K0.1%N/A0.027%
4/17/2025 Keystone Wealth Services LLC17,311$510K0.1%-9.2%0.031%
4/16/2025 IAG Wealth Partners LLC99,555$2.94M0.5%N/A0.178%
4/15/2025 Greenwood Capital Associates LLC29,149$859K0.1%+190.2%0.052%
4/11/2025 Fortress Financial Group LLC10,362$305K0.3%N/A0.018%
4/11/2025 Summit Investment Advisory Services LLC294,200$8.67M4.3%+3.3%0.525%
2/17/2025 Salus Financial Advisors LLC149,305$4.83M3.8%N/A0.765%
2/17/2025Cetera Investment Advisers43,215$1.40M0.0%+183.2%0.221%
2/17/2025Citadel Advisors LLC28,727$929K0.0%N/A0.147%
2/14/2025Susquehanna International Group LLP70,733$2.29M0.0%N/A0.362%
2/14/2025Stifel Financial Corp81,449$2.64M0.0%+620.5%0.417%
2/14/2025TD Waterhouse Canada Inc.3,170$103K0.0%N/A0.016%
2/14/2025MML Investors Services LLC61,460$1.99M0.0%+1.5%0.315%
2/13/2025Mariner LLC158,780$5.14M0.0%-5.5%0.813%
2/13/2025Raymond James Financial Inc.30,101$974K0.0%N/A0.154%
2/13/2025FMR LLC12,099,573$391.42M0.0%+45.6%61.986%
2/13/2025 Envestnet Asset Management Inc.209,826$6.79M0.0%-71.5%1.075%
2/12/2025 Milestone Investment Advisors LLC23,111$748K0.2%N/A0.118%
2/12/2025Horizon Investment Services LLC23,737$768K0.3%N/A0.122%
2/12/2025PKS Advisory Services LLC27,754$898K0.2%N/A0.142%
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2/11/2025LPL Financial LLC505,394$16.35M0.0%+923.7%2.589%
2/10/2025Eaton Financial Holdings Company LLC222,276$7.19M2.8%N/A1.139%
2/10/2025Harbour Investments Inc.36,184$1.17M0.0%+88.9%0.185%
2/10/2025Commonwealth Equity Services LLC1,667,449$53.94M0.1%+100.0%8.542%
2/10/2025 Madison Wealth Partners Inc11,473$371K0.1%N/A0.059%
2/10/2025Avantax Advisory Services Inc.20,558$665K0.0%N/A0.105%
2/7/2025PFG Advisors10,355$335K0.0%N/A0.053%
2/7/2025HighTower Advisors LLC14,080$455K0.0%+37.6%0.072%
2/6/2025Raymond James Financial Inc.30,101$974K0.0%N/A0.154%
2/6/2025 Keystone Wealth Services LLC19,055$616K0.2%-52.6%0.098%
2/5/2025 Private Trust Co. NA2,195$71K0.0%N/A0.011%
2/3/2025Dahring Cusmano LLC214,228$6.93M6.3%N/A1.097%
2/3/2025 FMA Wealth Management LLC86,847$2.81M2.1%+0.7%0.445%
2/3/2025Private Advisor Group LLC18,461$597K0.0%N/A0.095%
2/3/2025 Financial Perspectives Inc11,854$383K0.1%+4.7%0.061%
1/31/2025Retirement Income Solutions Inc151,762$4.91M1.0%N/A0.777%
1/30/2025 Principal Securities Inc.1,627$53K0.0%+208.7%0.008%
1/27/2025 Geneva Partners LLC20,738$671K0.3%+10.5%0.106%
1/27/2025 Greenwood Capital Associates LLC10,043$325K0.0%N/A0.051%
1/21/2025 Summit Investment Advisory Services LLC284,858$9.22M4.8%N/A1.459%
1/21/2025 Flagship Harbor Advisors LLC6,208$201K0.0%N/A0.032%
1/21/2025 Cornerstone Wealth Management LLC6,500$210K0.0%N/A0.033%
1/21/2025 Lincoln Capital Corp77,057$2.49M1.0%N/A0.395%
1/13/2025 AdvisorNet Financial Inc2,213$72K0.0%+471.8%0.011%
12/12/2024 Brass Tax Wealth Management Inc.11,565$372K0.1%N/A0.059%
11/18/2024 Sunbelt Securities Inc.11,447$368K0.0%-2.9%0.059%
11/15/2024MML Investors Services LLC60,545$1.95M0.0%+14.4%0.310%
11/15/2024Stifel Financial Corp11,305$364K0.0%-92.0%0.058%
11/15/2024HighTower Advisors LLC10,233$330K0.0%+8.7%0.052%
11/13/2024FMR LLC8,310,807$267.40M0.0%+344.3%42.576%
11/5/2024Harbour Investments Inc.19,159$616K0.0%+1,690.6%0.098%
10/30/2024 Geneva Partners LLC18,775$604K0.3%N/A0.096%
10/23/2024 Brighton Jones LLC8,175$263K0.0%N/A0.042%
10/17/2024OmniStar Financial Group Inc.14,760$476K0.4%+10.2%0.076%
10/15/2024 FMA Wealth Management LLC86,206$2.77M2.0%N/A0.442%
10/15/2024 Keystone Wealth Services LLC40,170$1.29M0.4%-6.3%0.206%
8/16/2024 Sunbelt Securities Inc.11,787$343K0.0%-3.1%0.060%
8/16/2024Northwestern Mutual Wealth Management Co.16,423$478K0.0%+436.3%0.084%
8/8/2024 Envestnet Asset Management Inc.205,988$5.99M0.0%+846.0%1.055%
8/7/2024 PFG Investments LLC8,225$239K0.0%N/A0.042%
7/31/2024Commonwealth Equity Services LLC612,902$17.83M0.0%+103.3%3.140%
7/13/2024 Keystone Wealth Services LLC42,857$1.25M0.4%+13.6%0.220%
5/3/2024Larson Financial Group LLC1,031$31K0.0%-38.9%0.005%
5/1/2024 Janney Montgomery Scott LLC13,897$418K0.0%+20.0%0.071%
4/29/2024Commonwealth Equity Services LLC301,550$9.06M0.0%+39.6%1.545%
4/12/2024 Keystone Wealth Services LLC37,716$1.13M0.4%N/A0.000%
4/12/2024Traynor Capital Management Inc.7,151$215K0.0%-73.9%0.000%
2/9/2024EverSource Wealth Advisors LLC1,183$33K0.0%N/A0.000%
2/6/2024 Lincoln National Corp13,131$370K0.0%N/A0.000%
2/6/2024Concord Wealth Partners1,549$44K0.0%N/A0.000%
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2/1/2024 Financial Perspectives Inc10,700$301K0.1%N/A0.000%
2/1/2024Larson Financial Group LLC1,688$48K0.0%N/A0.000%
1/24/2024 International Assets Investment Management LLC4,315$121K0.0%N/A0.000%
1/18/2024Traynor Capital Management Inc.27,404$771K0.1%N/A0.000%
(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, 62 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 ($53.94M), LPL Financial LLC ($16.35M), Envestnet Asset Management Inc. ($11.93M), Little House Capital LLC ($10.57M), Summit Investment Advisory Services LLC ($8.67M), and Eaton Financial Holdings Company LLC ($7.19M).Learn more on FESM's institutional investors.

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

Of the 60 institutional investors that purchased Fidelity Enhanced Small Cap ETF 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 ($1.23M), LPL Financial LLC ($456.03K), Envestnet Asset Management Inc. ($379.17K), Little House Capital LLC ($358.38K), Summit Investment Advisory Services LLC ($294.20K), and Eaton Financial Holdings Company LLC ($222.28K).

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

Institutional investors have bought a total of 15,213,268 shares in the last 24 months. This purchase volume represents approximately $485.07M in transactions.

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

Of the 9 institutional investors that sold Fidelity Enhanced Small Cap ETF 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), Stifel Financial Corp ($130.67K), Keystone Wealth Services LLC ($25.55K), Traynor Capital Management Inc. ($20.25K), Mariner LLC ($9.21K), FMA Wealth Management LLC ($1.06K), and Lincoln Capital Corp ($866.00).

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

Institutional investors have sold a total of 716,328 shares in the last 24 months. This volume of shares sold represents approximately $23.09M in transactions.


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This page (NYSEARCA:FESM) was last updated on 5/1/2025 by MarketBeat.com Staff
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