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Fidelity Enhanced Small Cap ETF (FESM) Institutional Ownership

Fidelity Enhanced Small Cap ETF logo
$36.82 +0.47 (+1.29%)
Closing price 10/14/2025 04:10 PM Eastern
Extended Trading
$36.88 +0.06 (+0.16%)
As of 10/14/2025 04:10 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.
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Institutional Ownership Changes (13F Filings) for Fidelity Enhanced Small Cap ETF (NYSEARCA:FESM)

Number of
Institutional Buyers
(last 12 months)
94
Total
Institutional Inflows
(last 12 months)
$628.24M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$48.76M
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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
10/14/2025Farther Finance Advisors LLC20,716$757K0.0%+1,744.7%0.029%
10/14/2025Berger Financial Group Inc210,093$7.68M0.5%+3.2%0.295%
10/14/2025Retirement Income Solutions Inc.138,974$5.08M0.9%+2.7%0.195%
10/8/2025 KWB Wealth9,613$351K0.0%+34.7%0.014%
10/7/2025 Lynch & Associates IN16,244$594K0.1%+4.8%0.024%
10/7/2025 Carolina Wealth Advisors LLC79,327$2.90M1.3%+8,120.4%0.116%
9/4/2025Osaic Holdings Inc.264,590$8.47M0.0%+61.8%0.434%
8/15/2025MML Investors Services LLC82,636$2.64M0.0%+25.5%0.136%
8/15/2025Gallagher Fiduciary Advisors LLC176,577$5.65M0.0%N/A0.290%
8/15/2025Bank of America Corp DE6,184$198K0.0%+897.4%0.010%
8/14/2025CLG LLC21,287$681K0.2%N/A0.035%
8/14/2025Jane Street Group LLC58,564$1.87M0.0%N/A0.096%
8/14/2025Raymond James Financial Inc.256,131$8.19M0.0%+146.9%0.421%
8/14/2025NewEdge Advisors LLC94,046$3.01M0.0%-11.2%0.154%
8/14/2025Balance Wealth LLC28,112$899K0.5%+65.2%0.046%
8/13/2025Milestone Investment Advisors LLC136,663$4.37M1.1%+7.1%0.224%
8/13/2025IAG Wealth Partners LLC79,576$2.55M0.3%-20.1%0.131%
8/13/2025Holos Integrated Wealth LLC152,530$5.07M3.1%+2.8%0.250%
8/13/2025Northwestern Mutual Wealth Management Co.1,722,199$55.09M0.0%+71.2%2.828%
8/13/2025Mayfair Advisory Group LLC54,190$1.80M0.9%N/A0.089%
8/12/2025Steward Partners Investment Advisory LLC64,830$2.07M0.0%+16.3%0.106%
8/12/2025Ameritas Investment Partners Inc.16,618$532K0.0%+3.0%0.027%
8/12/2025Global Retirement Partners LLC127,525$4.08M0.1%N/A0.209%
8/12/2025PKS Advisory Services LLC47,822$1.53M0.4%-14.3%0.079%
8/11/2025TD Waterhouse Canada Inc.40,146$1.29M0.0%+89.2%0.066%
8/8/2025Avantax Advisory Services Inc.160,659$5.14M0.0%-19.9%0.265%
8/8/2025Cetera Investment Advisers197,343$6.31M0.0%+153.5%0.326%
8/8/2025OmniStar Financial Group Inc.17,224$551K0.4%+1.9%0.028%
8/7/2025PFG Advisors22,558$722K0.0%+33.5%0.037%
8/6/2025Summit Investment Advisors Inc.16,133$476K0.4%N/A0.027%
8/6/2025Mcrae Capital Management Inc.16,095$515K0.1%N/A0.027%
8/6/2025Horizon Investment Services LLC40,433$1.29M0.6%-2.4%0.067%
8/6/2025Commonwealth Equity Services LLC1,749,825$55.98M0.1%-12.1%2.886%
8/6/2025Convergence Financial LLC34,648$1.11M0.2%+42.4%0.057%
8/5/2025Sigma Planning Corp16,247$520K0.0%N/A0.027%
8/4/2025IFG Advisory LLC18,790$601K0.0%N/A0.031%
8/4/2025Atria Investments Inc179,995$5.76M0.1%N/A0.297%
8/4/2025Spire Wealth Management11,415$365K0.0%N/A0.019%
8/4/2025Flagship Harbor Advisors LLC17,657$565K0.0%+6.5%0.029%
8/1/2025GWN Securities Inc.15,079$482K0.1%-6.0%0.025%
8/1/2025Envestnet Asset Management Inc.419,351$13.42M0.0%+3.6%0.692%
7/30/2025Cullen Frost Bankers Inc.1,719$55K0.0%N/A0.003%
7/30/2025Financial Perspectives Inc11,755$376K0.1%-11.7%0.019%
7/30/2025Canvas Wealth Advisors LLC18,763$622K0.1%+109.9%0.031%
7/29/2025Salus Financial Advisors LLC196,262$6.28M4.2%+12.0%0.324%
7/29/2025Madison Wealth Partners Inc15,090$483K0.1%+22.8%0.025%
7/29/2025Private Trust Co. NA13,309$426K0.0%+173.4%0.022%
7/28/2025Harbour Investments Inc.42,606$1.36M0.0%-64.2%0.070%
7/28/2025Sagespring Wealth Partners LLC297,790$9.53M0.1%N/A0.491%
7/25/2025Atria Wealth Solutions Inc.133,565$4.27M0.1%+52.4%0.220%
7/25/2025Concurrent Investment Advisors LLC12,260$392K0.0%N/A0.020%
7/24/2025Croban39,337$1.26M1.1%+7.7%0.065%
7/23/2025Valmark Advisers Inc.28,138$900K0.0%N/A0.046%
7/23/2025Prime Capital Investment Advisors LLC363,126$11.62M0.2%-35.7%0.599%
7/22/2025Beacon Financial Advisory LLC7,582$243K0.1%N/A0.013%
7/22/2025 Carolina Wealth Advisors LLC965$31K0.0%N/A0.002%
7/22/2025Berger Financial Group Inc203,663$6.52M0.4%+1.7%0.336%
7/22/2025BridgePort Financial Solutions LLC7,495$240K0.1%N/A0.012%
7/21/2025Ameritas Advisory Services LLC2,413$77K0.0%N/A0.004%
7/21/2025Greenwood Capital Associates LLC34,969$1.12M0.1%+20.0%0.058%
7/18/2025Parkside Investments LLC121,475$3.89M0.5%N/A0.201%
7/17/2025 Fifth Third Securities Inc.7,687$246K0.0%N/A0.013%
7/17/2025Investment Advisory Services Inc. TX ADV29,409$941K0.3%N/A0.049%
7/17/2025 KWB Wealth7,135$210K0.0%N/A0.012%
7/16/2025Register Financial Advisors LLC5,650$181K0.1%N/A0.009%
7/15/2025FMA Wealth Management LLC87,419$2.80M2.1%+1.9%0.145%
7/15/2025 Lynch & Associates IN15,504$496K0.1%+3.4%0.026%
7/15/2025tru Independence LLC16,362$523K0.2%N/A0.027%
7/15/2025Retirement Income Solutions Inc135,327$4.33M0.8%-17.6%0.224%
7/15/2025Eaton Financial Holdings Company LLC20,175$645K0.2%-68.2%0.033%
7/14/2025Sowell Financial Services LLC16,371$524K0.0%N/A0.027%
7/11/2025Farther Finance Advisors LLC1,123$36K0.0%N/A0.002%
7/10/2025Worth Asset Management LLC7,992$256K0.1%N/A0.013%
7/10/2025Wealth Enhancement Advisory Services LLC18,612$613K0.0%N/A0.031%
7/9/2025Lincoln Capital Corp88,477$2.83M1.1%+16.1%0.147%
7/8/2025Little House Capital LLC368,493$11.79M3.0%+2.8%0.618%
7/7/2025Modus 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%
(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, 108 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 103 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 19,719,447 shares in the last 24 months. This purchase volume represents approximately $625.47M 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 1,527,301 shares in the last 24 months. This volume of shares sold represents approximately $48.67M in transactions.


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This page (NYSEARCA:FESM) was last updated on 10/15/2025 by MarketBeat.com Staff
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