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Fidelity Enhanced Small Cap ETF (FESM) Institutional Ownership

Fidelity Enhanced Small Cap ETF logo
$47.26 +0.22 (+0.47%)
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)
168
Total
Institutional Inflows
(last 12 months)
$1.15B
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$96.14M
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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
8/28/2026 Cornerstone Financial Management LLC19,485$941K0.8%+7.4%0.015%
8/23/2026 SFG Wealth Management LLC.14,215$686K0.2%N/A0.011%
8/23/2026 HB Wealth Management LLC9,200$444K0.0%N/A0.007%
8/22/2026 Valued Retirements Inc.4,331$209K0.2%N/A0.003%
8/22/2026 TD Waterhouse Canada Inc.35,527$1.71M0.0%+4.4%0.028%
8/22/2026 Concurrent Investment Advisors LLC101,388$4.90M0.0%-22.0%0.079%
8/21/2026 KFG Wealth Management LLC451,959$21.83M2.5%+5.2%0.351%
8/21/2026 InTrack Investment Management Inc56,216$2.72M1.4%+427.4%0.044%
8/21/2026 Beacon Financial Advisory LLC40,989$1.98M0.4%+50.2%0.032%
7/10/2026 Envision Financial LLC94,116$4.55M2.1%N/A0.078%
7/10/2026 Canvas Wealth Advisors LLC12,493$603K0.1%-61.2%0.010%
7/10/2026 KWB Wealth8,453$408K0.0%-15.3%0.007%
7/9/2026 Focus Financial Network Inc.771,548$37.26M1.2%+6.0%0.640%
7/9/2026 Breakwater Capital Group117,082$5.65M0.7%+104.0%0.097%
7/9/2026 Worth Asset Management LLC15,190$734K0.2%-43.7%0.013%
7/8/2026 First Heartland Consultants Inc.196,379$9.84M0.6%+42.6%0.163%
7/7/2026 Dynamic Advisor Solutions LLC5,159$249K0.0%N/A0.004%
6/3/2026 NewEdge Advisors LLC105,938$4.03M0.0%+6.5%0.094%
5/22/2026 Verus Capital Partners LLC7,918$301K0.0%+19.4%0.007%
5/19/2026 Bank of America Corp DE871,856$33.13M0.0%+284.6%0.775%
5/18/2026Sunbelt Securities Inc.11,953$454K0.0%-55.5%0.011%
5/18/2026 Royal Bank of Canada1,220,056$46.36M0.0%+30.7%1.084%
5/15/2026 Stadion Money Management LLC412,569$15.68M1.6%N/A0.367%
5/14/2026 CLG LLC38,512$1.46M0.4%+19.6%0.034%
5/13/2026 Cetera Investment Advisers1,962,108$74.56M0.1%+46.8%1.744%
5/13/2026 Petra Financial Advisors Inc.44,051$1.67M1.0%+44.9%0.039%
5/8/2026 PNC Financial Services Group Inc.13,563$515K0.0%+520.7%0.012%
5/8/2026 Johnson Financial Group Inc.2,713$103K0.0%+55.9%0.002%
5/7/2026 Little House Capital LLC330,362$12.55M3.2%-6.5%0.294%
5/6/2026 Dahring Cusmano LLC306,710$11.66M7.2%+14.4%0.273%
5/5/2026 Bank of New York Mellon Corp139,293$5.29M0.0%+26.1%0.124%
5/5/2026 Milestone Investment Advisors LLC159,792$6.07M1.5%+5.5%0.142%
5/4/2026 Calamos Wealth Management LLC1,011,631$38.44M1.3%+8.1%0.899%
5/4/2026 Calamos Advisors LLC1,053,734$40.04M0.1%+2,467.3%0.937%
5/4/2026 HBW Advisory Services LLC14,716$559K0.1%N/A0.013%
5/4/2026 Uptick Partners LLC21,319$810K0.2%+191.6%0.019%
5/2/2026 Valmark Advisers Inc.56,923$2.16M0.0%+91.1%0.051%
5/1/2026 Fifth Third Bancorp2,784,388$105.81M0.2%N/A2.488%
4/30/2026 Kestra Advisory Services LLC712,371$27.07M0.1%+57.5%0.637%
4/30/2026 Beam Wealth Advisors Inc.16,266$618K0.2%+45.1%0.015%
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4/30/2026 Greenwood Capital Associates LLC63,688$2.42M0.3%+11.5%0.057%
4/30/2026 IAG Wealth Partners LLC121,321$4.61M0.5%+28.2%0.108%
4/29/2026 Armor Investment Advisors LLC111,093$4.22M1.5%N/A0.099%
4/29/2026 Clearwave Capital LLC68,321$2.60M1.8%+11.4%0.061%
4/29/2026 Canvas Wealth Advisors LLC32,196$1.22M0.2%+3.0%0.029%
4/28/2026 Berger Financial Group Inc314,436$11.95M0.7%+50.5%0.283%
4/28/2026 Beacon Financial Advisory LLC27,288$1.04M0.2%+55.6%0.025%
4/27/2026 PFG Investments LLC6,440$245K0.0%-16.8%0.006%
4/27/2026 World Investment Advisors12,558$477K0.0%-10.9%0.011%
4/27/2026 Private Advisor Group LLC120,995$4.60M0.0%+5.0%0.109%
4/25/2026 Axis Wealth Partners LLC7,005$266K0.1%N/A0.006%
4/24/2026 Essex Financial Services Inc.11,989$456K0.0%+60.8%0.011%
4/24/2026 Barnes Pettey Financial Advisors LLC13,469$512K0.2%N/A0.012%
4/24/2026 Peoples Bank OH24,172$919K0.6%N/A0.022%
4/23/2026 Salus Financial Advisors LLC198,331$7.54M4.4%-2.2%0.179%
4/23/2026 Summit Investment Advisory Services LLC321,361$12.21M4.5%-2.1%0.290%
4/22/2026 Janney Montgomery Scott LLC47,818$1.82M0.0%+265.6%0.044%
4/22/2026 MFA Wealth Services18,995$722K0.5%N/A0.017%
4/22/2026 Harbor Asset Planning Inc.5,897$224K0.2%+201.8%0.005%
4/22/2026 Mayfair Advisory Group LLC281,068$10.68M3.7%+35.5%0.257%
4/21/2026 Penobscot Wealth Management54,530$2.07M0.6%N/A0.050%
4/21/2026 KFG Wealth Management LLC429,616$16.33M2.1%N/A0.392%
4/20/2026 Kestra Private Wealth Services LLC45,989$1.75M0.0%+42.9%0.042%
4/20/2026 Breakwater Capital Group57,407$2.18M0.3%+115.1%0.052%
4/18/2026 Integrated Capital Management LLC117,289$4.46M1.9%N/A0.107%
4/17/2026 Investment Advisory Services Inc. TX ADV78,873$3.00M1.0%+60.9%0.072%
4/17/2026 Worth Asset Management LLC26,969$1.03M0.4%-14.6%0.025%
4/17/2026 XML Financial LLC9,360$356K0.0%+74.6%0.009%
4/16/2026 Allegheny Financial Group8,099$308K0.0%N/A0.007%
4/16/2026 Lincoln Capital Corp103,654$3.94M1.4%+15.6%0.096%
4/16/2026 Sheets Smith Wealth Management5,351$203K0.0%N/A0.005%
4/16/2026 Quotient Wealth Partners LLC1,750,838$66.53M1.8%-0.9%1.618%
4/15/2026 Nations Financial Group Inc. IA ADV33,251$1.26M0.1%+51.3%0.031%
3/13/2026 World Investment Advisors14,091$532K0.0%N/A0.015%
3/2/2026 Clearwave Capital LLC61,355$2.32M1.7%N/A0.064%
2/20/2026Sunbelt Securities Inc.26,859$1.02M0.1%+22.9%0.028%
2/18/2026Skyview Financial Group LLC27,809$1.05M1.1%N/A0.029%
2/18/2026 Kastel Capital Advisors LLC14,412$544K0.3%N/A0.015%
2/18/2026 NewEdge Advisors LLC99,498$3.76M0.0%+6.4%0.104%
2/17/2026 Cetera Investment Advisers1,336,191$50.48M0.1%+29.3%1.396%
2/17/2026 Equitable Holdings Inc.117,558$4.44M0.0%+383.2%0.123%
2/17/2026 Regal Investment Advisors LLC10,028$379K0.0%N/A0.010%
2/17/2026 Osaic Holdings Inc.786,527$29.72M0.0%+32.3%0.822%
2/17/2026 Tower Research Capital LLC TRC 41,140$1.55M0.0%N/A0.043%
2/17/2026 Private Advisor Group LLC115,246$4.35M0.0%+49.9%0.120%
2/17/2026 &PARTNERS57,865$2.05M0.0%+216.3%0.060%
2/17/2026 Royal Bank of Canada933,431$35.27M0.0%+64.4%0.975%
2/17/2026 Beacon Financial Advisory LLC17,539$663K0.2%+78.2%0.018%
2/17/2026 Bluedoor Private Wealth LLC28,068$1.06M0.5%N/A0.029%
2/16/2026 Tableaux LLC1,818,584$68.71M11.5%N/A1.900%
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2/16/2026 TritonPoint Partners LLC35,218$1.33M0.7%N/A0.037%
2/16/2026 MML Investors Services LLC855,479$32.32M0.1%+965.3%0.894%
2/16/2026 Mariner LLC124,976$4.72M0.0%-6.4%0.131%
2/16/2026 Horizon Investment Services LLC46,975$1.78M0.6%+4.9%0.049%
2/16/2026 Cornerstone Financial Management LLC14,630$553K0.5%N/A0.015%
2/16/2026 Aptus Capital Advisors LLC21,521$813K0.0%N/A0.022%
2/13/2026 Kestra Advisory Services LLC452,244$17.09M0.1%+244.8%0.473%
2/13/2026 Stifel Financial Corp267,486$10.11M0.0%+36.1%0.280%
2/13/2026 Magnolia Capital Advisors LLC7,412$280K0.1%+10.9%0.008%
2/13/2026 Abbot Financial Management Inc.8,300$314K0.1%N/A0.009%


FESM Institutional Ownership - Frequently Asked Questions

During the previous two years, 193 institutional investors and hedge funds held shares of Fidelity Enhanced Small Cap ETF. The most heavily invested institutionals were FMR LLC ($391.42M), LPL Financial LLC ($161.94M), Northwestern Mutual Wealth Management Co. ($122.07M), Fifth Third Bancorp ($105.81M), Commonwealth Equity Services LLC ($84.07M), Cetera Investment Advisers ($74.56M), and JPMorgan Chase & Co. ($69.74M).Learn more on Fidelity Enhanced Small Cap ETF's institutional investors.

Of the 191 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), Fifth Third Bancorp ($2.78M), LPL Financial LLC ($2.68M), Northwestern Mutual Wealth Management Co. ($2.50M), JPMorgan Chase & Co. ($1.85M), Tableaux LLC ($1.82M), and Commonwealth Equity Services LLC ($1.78M).

Institutional investors have bought a total of 30,499,868 shares in the last 24 months. This purchase volume represents approximately $1.15B in transactions.

Of the 30 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: Northwestern Mutual Wealth Management Co. ($2.13M), Commonwealth Equity Services LLC ($149.10K), Little House Capital LLC ($48.40K), Atria Investments Inc ($42.21K), Concurrent Investment Advisors LLC ($28.55K), Canvas Wealth Advisors LLC ($21.07K), and Worth Asset Management LLC ($16.40K).

Institutional investors have sold a total of 2,532,815 shares in the last 24 months. This volume of shares sold represents approximately $96.14M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FESM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/28/2026. New 13F filings are added each quarter as they're published.
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