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Fidelity Enhanced Small Cap ETF (FESM) Institutional Ownership

Fidelity Enhanced Small Cap ETF logo
$30.04 +0.00 (+0.00%)
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Institutional Ownership Changes (13F Filings) for Fidelity Enhanced Small Cap ETF (NYSEARCA:FESM)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$552.31M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$27.19M
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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
5/16/2025 NewEdge Advisors LLC105,924$3.12M0.0%N/A0.184%
5/15/2025 Royal Bank of Canada207,226$6.11M0.0%+4.2%0.360%
5/14/2025 PKS Advisory Services LLC55,773$1.64M0.5%+101.0%0.097%
5/14/2025 WCG Wealth Advisors LLC11,565$341K0.0%N/A0.020%
5/14/2025 Comerica Bank3,955$117K0.0%-10.1%0.007%
5/14/2025 Northwestern Mutual Wealth Management Co.1,005,788$29.65M0.0%+37.2%1.746%
5/14/2025 Kestra Advisory Services LLC38,537$1.14M0.0%+9.7%0.067%
5/14/2025 Flow Traders U.S. LLC458,998$13.53M0.6%N/A0.797%
5/13/2025 Raymond James Financial Inc.103,739$3.06M0.0%+244.6%0.180%
5/13/2025 Eaton Financial Holdings Company LLC63,524$1.87M0.8%-71.4%0.110%
5/13/2025 HighTower Advisors LLC12,887$380K0.0%-8.5%0.022%
5/12/2025 Berger Financial Group Inc200,337$5.91M0.4%N/A0.348%
5/9/2025 Atria Wealth Solutions Inc.87,649$2.58M0.0%N/A0.152%
5/9/2025 Commonwealth Equity Services LLC1,991,298$58.70M0.1%+19.4%3.456%
5/8/2025 Harbour Investments Inc.118,881$3.51M0.1%+228.5%0.206%
5/7/2025 LPL Financial LLC1,018,403$30.02M0.0%+101.5%1.767%
5/6/2025 Cetera Investment Advisers77,834$2.30M0.0%+80.1%0.135%
5/6/2025 Avantax Advisory Services Inc.200,635$5.92M0.0%+875.9%0.348%
5/6/2025 Retirement Income Solutions Inc164,160$4.84M1.0%+8.2%0.285%
5/6/2025 PFG Advisors16,896$498K0.0%+63.2%0.029%
5/5/2025 Horizon Investment Services LLC41,407$1.22M0.6%+74.4%0.072%
5/5/2025 Dahring Cusmano LLC240,200$7.08M6.1%+12.1%0.417%
5/5/2025 Private Advisor Group LLC37,273$1.10M0.0%+101.9%0.065%
5/1/2025 Stephens Inc. AR7,525$222K0.0%N/A0.013%
5/1/2025 Croban36,518$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%
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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%
2/17/2025 Cetera Investment Advisers43,215$1.40M0.0%+183.2%0.221%
2/17/2025 Citadel Advisors LLC28,727$929K0.0%N/A0.147%
2/14/2025 Susquehanna International Group LLP70,733$2.29M0.0%N/A0.362%
2/14/2025 Stifel Financial Corp81,449$2.64M0.0%+620.5%0.417%
2/14/2025 TD Waterhouse Canada Inc.3,170$103K0.0%N/A0.016%
2/14/2025 MML Investors Services LLC61,460$1.99M0.0%+1.5%0.315%
2/13/2025 Mariner LLC158,780$5.14M0.0%-5.5%0.813%
2/13/2025 Raymond James Financial Inc.30,101$974K0.0%N/A0.154%
2/13/2025 FMR 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%
2/12/2025 Horizon Investment Services LLC23,737$768K0.3%N/A0.122%
2/12/2025 PKS Advisory Services LLC27,754$898K0.2%N/A0.142%
2/11/2025 LPL Financial LLC505,394$16.35M0.0%+923.7%2.589%
2/10/2025 Eaton Financial Holdings Company LLC222,276$7.19M2.8%N/A1.139%
2/10/2025 Harbour Investments Inc.36,184$1.17M0.0%+88.9%0.185%
2/10/2025 Commonwealth 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%
2/10/2025 Avantax Advisory Services Inc.20,558$665K0.0%N/A0.105%
2/7/2025 PFG Advisors10,355$335K0.0%N/A0.053%
2/7/2025 HighTower Advisors LLC14,080$455K0.0%+37.6%0.072%
2/6/2025 Raymond 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%
2/3/2025 Dahring Cusmano LLC214,228$6.93M6.3%N/A1.097%
2/3/2025 FMA Wealth Management LLC86,847$2.81M2.1%+0.7%0.445%
2/3/2025 Private Advisor Group LLC18,461$597K0.0%N/A0.095%
2/3/2025 Financial Perspectives Inc11,854$383K0.1%+4.7%0.061%
1/31/2025 Retirement 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%
11/15/2024 MML Investors Services LLC60,545$1.95M0.0%+14.4%0.310%
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11/15/2024 Stifel Financial Corp11,305$364K0.0%-92.0%0.058%
11/15/2024 HighTower Advisors LLC10,233$330K0.0%+8.7%0.052%
11/13/2024 FMR LLC8,310,807$267.40M0.0%+344.3%42.576%
11/5/2024 Harbour 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%
10/17/2024 OmniStar 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%
(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, 70 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 ($58.70M), LPL Financial LLC ($30.02M), Northwestern Mutual Wealth Management Co. ($29.65M), Flow Traders U.S. LLC ($13.53M), Envestnet Asset Management Inc. ($11.93M), and Little House Capital LLC ($10.57M).Learn more on FESM's institutional investors.

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

Of the 67 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 ($1.55M), LPL Financial LLC ($969.04K), Flow Traders U.S. LLC ($459.00K), Envestnet Asset Management Inc. ($379.17K), Little House Capital LLC ($358.38K), and Summit Investment Advisory Services LLC ($294.20K).

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

Institutional investors have bought a total of 17,679,374 shares in the last 24 months. This purchase volume represents approximately $557.77M in transactions.

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

Of the 12 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), Eaton Financial Holdings Company LLC ($158.75K), Stifel Financial Corp ($130.67K), Keystone Wealth Services LLC ($25.55K), Traynor Capital Management Inc. ($20.25K), Mariner LLC ($9.21K), and HighTower Advisors LLC ($1.19K).

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

Institutional investors have sold a total of 876,719 shares in the last 24 months. This volume of shares sold represents approximately $27.82M in transactions.


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This page (NYSEARCA:FESM) was last updated on 5/22/2025 by MarketBeat.com Staff
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