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Fidelity Enhanced Small Cap ETF (FESM) Institutional Ownership

Fidelity Enhanced Small Cap ETF logo
$32.87 +0.24 (+0.75%)
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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
5/16/2025NewEdge 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%
4/28/2025Private Trust Co. NA4,868$144K0.0%+121.8%0.009%
4/28/2025Lincoln Capital Corp76,191$2.25M0.9%-1.1%0.136%
4/25/2025Convergence Financial LLC24,333$717K0.1%N/A0.043%
4/25/2025Salus Financial Advisors LLC175,210$5.17M3.9%+17.4%0.313%
4/25/2025Little House Capital LLC358,379$10.57M2.9%N/A0.640%
4/24/2025Canvas Wealth Advisors LLC8,938$246K0.1%N/A0.016%
4/23/2025Aurora Private Wealth Inc.107,130$3.16M0.1%N/A0.191%
4/23/2025Balance Wealth LLC17,018$502K0.3%N/A0.030%
4/22/2025FMA Wealth Management LLC85,790$2.72M2.1%-1.2%0.153%
4/22/2025Flagship Harbor Advisors LLC16,584$489K0.0%+167.1%0.030%
4/22/2025Cambridge Investment Research Advisors Inc.143,727$4.24M0.0%+138.3%0.257%
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4/22/2025Madison Wealth Partners Inc12,285$362K0.1%+7.1%0.022%
4/18/2025Cornerstone Wealth Management LLC37,695$1.11M0.1%+479.9%0.067%
4/18/2025Financial Perspectives Inc13,315$393K0.1%+12.3%0.024%
4/17/2025Lynch & Associates IN14,997$442K0.1%N/A0.027%
4/17/2025Keystone Wealth Services LLC17,311$510K0.1%-9.2%0.031%
4/16/2025IAG Wealth Partners LLC99,555$2.94M0.5%N/A0.178%
4/15/2025Greenwood Capital Associates LLC29,149$859K0.1%+190.2%0.052%
4/11/2025Fortress Financial Group LLC10,362$305K0.3%N/A0.018%
4/11/2025Summit Investment Advisory Services LLC294,200$8.67M4.3%+3.3%0.525%
2/17/2025Salus 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%
2/13/2025Envestnet Asset Management Inc.209,826$6.79M0.0%-71.5%1.075%
2/12/2025Milestone 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%
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%
2/10/2025Madison 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%
2/6/2025Keystone Wealth Services LLC19,055$616K0.2%-52.6%0.098%
2/5/2025Private Trust Co. NA2,195$71K0.0%N/A0.011%
2/3/2025Dahring Cusmano LLC214,228$6.93M6.3%N/A1.097%
2/3/2025FMA Wealth Management LLC86,847$2.81M2.1%+0.7%0.445%
2/3/2025Private Advisor Group LLC18,461$597K0.0%N/A0.095%
2/3/2025Financial Perspectives Inc11,854$383K0.1%+4.7%0.061%
1/31/2025Retirement Income Solutions Inc151,762$4.91M1.0%N/A0.777%
1/30/2025Principal Securities Inc.1,627$53K0.0%+208.7%0.008%
1/27/2025Geneva Partners LLC20,738$671K0.3%+10.5%0.106%
1/27/2025Greenwood Capital Associates LLC10,043$325K0.0%N/A0.051%
1/21/2025Summit Investment Advisory Services LLC284,858$9.22M4.8%N/A1.459%
1/21/2025Flagship Harbor Advisors LLC6,208$201K0.0%N/A0.032%
1/21/2025Cornerstone Wealth Management LLC6,500$210K0.0%N/A0.033%
1/21/2025Lincoln Capital Corp77,057$2.49M1.0%N/A0.395%
1/13/2025AdvisorNet Financial Inc2,213$72K0.0%+471.8%0.011%
12/12/2024Brass Tax Wealth Management Inc.11,565$372K0.1%N/A0.059%
11/18/2024Sunbelt Securities Inc.11,447$368K0.0%-2.9%0.059%
11/15/2024MML Investors Services LLC60,545$1.95M0.0%+14.4%0.310%
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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%
10/30/2024Geneva Partners LLC18,775$604K0.3%N/A0.096%
10/23/2024Brighton Jones LLC8,175$263K0.0%N/A0.042%
10/17/2024OmniStar Financial Group Inc.14,760$476K0.4%+10.2%0.076%
10/15/2024FMA Wealth Management LLC86,206$2.77M2.0%N/A0.442%
10/15/2024Keystone Wealth Services LLC40,170$1.29M0.4%-6.3%0.206%
8/16/2024Sunbelt 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 Fidelity Enhanced Small Cap ETF's institutional investors.

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

Of the 67 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), 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 17,493,869 shares in the last 24 months. This purchase volume represents approximately $552.31M in transactions.

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

Of the 10 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), Eaton Financial Holdings Company LLC ($158.75K), Stifel Financial Corp ($130.67K), Keystone Wealth Services LLC ($25.55K), Mariner LLC ($9.21K), HighTower Advisors LLC ($1.19K), and FMA Wealth Management LLC ($1.06K).

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

Institutional investors have sold a total of 855,809 shares in the last 24 months. This volume of shares sold represents approximately $27.19M in transactions.


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This page (NYSEARCA:FESM) was last updated on 7/3/2025 by MarketBeat.com Staff
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