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Fidelity Enhanced Small Cap ETF (FESM) Institutional Ownership

Fidelity Enhanced Small Cap ETF logo
$46.72 -0.06 (-0.13%)
As of 07/24/2026 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)
171
Total
Institutional Inflows
(last 12 months)
$1.21B
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$107.60M
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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
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%
6/3/2026NewEdge Advisors LLC105,938$4.03M0.0%+6.5%0.094%
5/22/2026Verus Capital Partners LLC7,918$301K0.0%+19.4%0.007%
5/19/2026Bank 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%
5/18/2026Royal Bank of Canada1,220,056$46.36M0.0%+30.7%1.084%
5/15/2026Stadion Money Management LLC412,569$15.68M1.6%N/A0.367%
5/14/2026 CLG LLC38,512$1.46M0.4%+19.6%0.034%
5/13/2026Cetera Investment Advisers1,962,108$74.56M0.1%+46.8%1.744%
5/13/2026Petra Financial Advisors Inc.44,051$1.67M1.0%+44.9%0.039%
5/8/2026PNC Financial Services Group Inc.13,563$515K0.0%+520.7%0.012%
5/8/2026Johnson Financial Group Inc.2,713$103K0.0%+55.9%0.002%
5/7/2026Little House Capital LLC330,362$12.55M3.2%-6.5%0.294%
5/6/2026Dahring Cusmano LLC306,710$11.66M7.2%+14.4%0.273%
5/5/2026Bank of New York Mellon Corp139,293$5.29M0.0%+26.1%0.124%
5/5/2026Milestone Investment Advisors LLC159,792$6.07M1.5%+5.5%0.142%
5/4/2026Calamos Wealth Management LLC1,011,631$38.44M1.3%+8.1%0.899%
5/4/2026Calamos 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%
5/4/2026Uptick Partners LLC21,319$810K0.2%+191.6%0.019%
5/2/2026Valmark Advisers Inc.56,923$2.16M0.0%+91.1%0.051%
5/1/2026Fifth Third Bancorp2,784,388$105.81M0.2%N/A2.488%
4/30/2026Kestra Advisory Services LLC712,371$27.07M0.1%+57.5%0.637%
4/30/2026Beam Wealth Advisors Inc.16,266$618K0.2%+45.1%0.015%
4/30/2026Greenwood Capital Associates LLC63,688$2.42M0.3%+11.5%0.057%
4/30/2026IAG Wealth Partners LLC121,321$4.61M0.5%+28.2%0.108%
4/29/2026Armor 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%
4/28/2026Berger Financial Group Inc314,436$11.95M0.7%+50.5%0.283%
4/28/2026Beacon Financial Advisory LLC27,288$1.04M0.2%+55.6%0.025%
4/27/2026 PFG Investments LLC6,440$245K0.0%-16.8%0.006%
4/27/2026World Investment Advisors12,558$477K0.0%-10.9%0.011%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
4/27/2026Private Advisor Group LLC120,995$4.60M0.0%+5.0%0.109%
4/25/2026Axis Wealth Partners LLC7,005$266K0.1%N/A0.006%
4/24/2026Essex Financial Services Inc.11,989$456K0.0%+60.8%0.011%
4/24/2026Barnes Pettey Financial Advisors LLC13,469$512K0.2%N/A0.012%
4/24/2026Peoples Bank OH24,172$919K0.6%N/A0.022%
4/23/2026Salus Financial Advisors LLC198,331$7.54M4.4%-2.2%0.179%
4/23/2026Summit Investment Advisory Services LLC321,361$12.21M4.5%-2.1%0.290%
4/22/2026Janney 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%
4/22/2026Mayfair 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%
4/20/2026Kestra 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%
4/18/2026Integrated 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%
4/17/2026XML 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%
4/16/2026Quotient 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%
3/13/2026World 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%
2/18/2026NewEdge Advisors LLC99,498$3.76M0.0%+6.4%0.104%
2/17/2026Cetera Investment Advisers1,336,191$50.48M0.1%+29.3%1.396%
2/17/2026Equitable Holdings Inc.117,558$4.44M0.0%+383.2%0.123%
2/17/2026Regal Investment Advisors LLC10,028$379K0.0%N/A0.010%
2/17/2026Osaic Holdings Inc.786,527$29.72M0.0%+32.3%0.822%
2/17/2026Tower Research Capital LLC TRC 41,140$1.55M0.0%N/A0.043%
2/17/2026Private Advisor Group LLC115,246$4.35M0.0%+49.9%0.120%
2/17/2026&PARTNERS57,865$2.05M0.0%+216.3%0.060%
2/17/2026Royal Bank of Canada933,431$35.27M0.0%+64.4%0.975%
2/17/2026Beacon Financial Advisory LLC17,539$663K0.2%+78.2%0.018%
2/17/2026 Bluedoor Private Wealth LLC28,068$1.06M0.5%N/A0.029%
2/16/2026Tableaux LLC1,818,584$68.71M11.5%N/A1.900%
2/16/2026TritonPoint Partners LLC35,218$1.33M0.7%N/A0.037%
2/16/2026MML Investors Services LLC855,479$32.32M0.1%+965.3%0.894%
2/16/2026Mariner LLC124,976$4.72M0.0%-6.4%0.131%
2/16/2026Horizon Investment Services LLC46,975$1.78M0.6%+4.9%0.049%
2/16/2026Cornerstone Financial Management LLC14,630$553K0.5%N/A0.015%
2/16/2026Aptus Capital Advisors LLC21,521$813K0.0%N/A0.022%
2/13/2026Kestra Advisory Services LLC452,244$17.09M0.1%+244.8%0.473%
2/13/2026Stifel Financial Corp267,486$10.11M0.0%+36.1%0.280%
2/13/2026Magnolia Capital Advisors LLC7,412$280K0.1%+10.9%0.008%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
2/13/2026Abbot Financial Management Inc.8,300$314K0.1%N/A0.009%
2/13/2026Integrated Wealth Concepts LLC9,796$370K0.0%N/A0.010%
2/13/2026Ausdal Financial Partners Inc.189,787$7.17M0.3%N/A0.198%
2/13/2026 Golden State Wealth Management LLC6,724$254K0.0%N/A0.007%
2/13/2026Wells Fargo & Company MN1,606,601$60.70M0.0%+81.2%1.679%
2/12/2026Johnson Financial Group Inc.1,740$66K0.0%N/A0.002%
2/12/2026Commonwealth Equity Services LLC2,225,336$84.07M0.1%+39.0%2.325%
2/12/2026Steward Partners Investment Advisory LLC69,659$2.63M0.0%-2.4%0.073%
2/12/2026Principal Securities Inc.27,446$1.04M0.0%+21.9%0.029%
2/12/2026Founders Financial Alliance LLC102,106$3.86M0.7%+35.8%0.107%


FESM Institutional Ownership - Frequently Asked Questions

During the previous two years, 189 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 187 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. ($2.51M), Commonwealth Equity Services LLC ($2.09M), JPMorgan Chase & Co. ($1.85M), and Tableaux LLC ($1.82M).

Institutional investors have bought a total of 32,521,551 shares in the last 24 months. This purchase volume represents approximately $1.21B in transactions.

Of the 34 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 ($390.57K), Harbour Investments Inc. ($84.92K), Little House Capital LLC ($48.40K), Atria Investments Inc ($42.21K), Avantax Advisory Services Inc. ($39.98K), and Canvas Wealth Advisors LLC ($21.07K).

Institutional investors have sold a total of 2,905,307 shares in the last 24 months. This volume of shares sold represents approximately $107.60M in transactions.


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This page (NYSEARCA:FESM) was last updated on 7/25/2026 by MarketBeat.com Staff.
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