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Fidelity Enhanced Small Cap ETF (FESM) Institutional Ownership

Fidelity Enhanced Small Cap ETF logo
$45.15 -0.09 (-0.20%)
Closing price 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)
172
Total
Institutional Inflows
(last 12 months)
$1.22B
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$105.58M
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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
10/13/2026Lincoln Capital Corp109,831$4.94M1.6%-63.9%0.076%
10/9/2026Riversedge Advisors LLC167,464$7.53M0.9%+4.9%0.117%
10/9/2026Breakwater Capital Group137,686$6.19M0.7%+17.6%0.096%
10/9/2026First Heartland Consultants Inc.219,296$9.86M0.7%N/A0.153%
10/8/2026Farther Finance Advisors LLC56,673$2.55M0.0%+5.3%0.040%
10/7/2026American National Bank of Texas149,550$6.72M6.1%-3.3%0.105%
10/7/2026Worth Asset Management LLC24,583$1.11M0.3%+61.8%0.017%
10/5/2026Ballew Advisors Inc12,192$556K0.3%+118.0%0.009%
9/23/2026Envestnet Asset Management Inc.1,501,451$72.51M0.0%+41.6%1.165%
9/9/2026Capital Analysts LLC851,673$41.13M0.9%+1.2%0.661%
9/9/2026Integrated Wealth Concepts LLC47,202$2.28M0.0%-16.6%0.037%
9/9/2026NewEdge Advisors LLC107,057$5.17M0.0%+1.1%0.083%
9/9/2026IFP Advisors Inc18,985$917K0.0%-3.1%0.015%
9/9/2026Baird Financial Group Inc.392,125$18.94M0.0%+4.0%0.304%
9/8/2026Allworth Financial LP5,980$289K0.0%+165.8%0.005%
9/8/2026Waverly Advisors LLC947,267$45.74M0.3%N/A0.735%
8/28/2026Cornerstone Financial Management LLC19,485$941K0.8%+7.4%0.015%
8/23/2026SFG Wealth Management LLC.14,215$686K0.2%N/A0.011%
8/23/2026HB Wealth Management LLC9,200$444K0.0%N/A0.007%
8/22/2026Valued Retirements Inc.4,331$209K0.2%N/A0.003%
8/22/2026TD Waterhouse Canada Inc.35,527$1.71M0.0%+4.4%0.028%
8/22/2026Concurrent Investment Advisors LLC101,388$4.90M0.0%-22.0%0.079%
8/21/2026KFG Wealth Management LLC451,959$21.83M2.5%+5.2%0.351%
8/21/2026InTrack Investment Management Inc56,216$2.72M1.4%+427.4%0.044%
8/21/2026Beacon Financial Advisory LLC40,989$1.98M0.4%+50.2%0.032%
7/10/2026Envision Financial LLC94,116$4.55M2.1%N/A0.078%
7/10/2026Canvas Wealth Advisors LLC12,493$603K0.1%-61.2%0.010%
7/10/2026KWB Wealth8,453$408K0.0%-15.3%0.007%
7/9/2026Focus Financial Network Inc.771,548$37.26M1.2%+6.0%0.640%
7/9/2026Breakwater Capital Group117,082$5.65M0.7%+104.0%0.097%
7/9/2026Worth Asset Management LLC15,190$734K0.2%-43.7%0.013%
7/8/2026First Heartland Consultants Inc.196,379$9.84M0.6%+42.6%0.163%
7/7/2026Dynamic 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%
5/14/2026CLG LLC38,512$1.46M0.4%+19.6%0.034%
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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%
5/4/2026HBW 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%
4/29/2026Clearwave Capital LLC68,321$2.60M1.8%+11.4%0.061%
4/29/2026Canvas 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%
4/27/2026PFG Investments LLC6,440$245K0.0%-16.8%0.006%
4/27/2026World Investment Advisors12,558$477K0.0%-10.9%0.011%
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%
4/22/2026MFA Wealth Services18,995$722K0.5%N/A0.017%
4/22/2026Harbor 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%
4/21/2026Penobscot Wealth Management54,530$2.07M0.6%N/A0.050%
4/21/2026KFG 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%
4/20/2026Breakwater Capital Group57,407$2.18M0.3%+115.1%0.052%
4/18/2026Integrated Capital Management LLC117,289$4.46M1.9%N/A0.107%
4/17/2026Investment Advisory Services Inc. TX ADV78,873$3.00M1.0%+60.9%0.072%
4/17/2026Worth Asset Management LLC26,969$1.03M0.4%-14.6%0.025%
4/17/2026XML Financial LLC9,360$356K0.0%+74.6%0.009%
4/16/2026Allegheny Financial Group8,099$308K0.0%N/A0.007%
4/16/2026Lincoln Capital Corp103,654$3.94M1.4%+15.6%0.096%
4/16/2026Sheets Smith Wealth Management5,351$203K0.0%N/A0.005%
4/16/2026Quotient Wealth Partners LLC1,750,838$66.53M1.8%-0.9%1.618%
4/15/2026Nations Financial Group Inc. IA ADV33,251$1.26M0.1%+51.3%0.031%
3/13/2026World Investment Advisors14,091$532K0.0%N/A0.015%
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3/2/2026Clearwave 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%
2/18/2026Kastel 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%


FESM Institutional Ownership - Frequently Asked Questions

During the previous two years, 198 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 Envestnet Asset Management Inc. ($72.51M).Learn more on Fidelity Enhanced Small Cap ETF's institutional investors.

Of the 196 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 32,001,763 shares in the last 24 months. This purchase volume represents approximately $1.22B 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), Lincoln Capital Corp ($194.06K), Commonwealth Equity Services LLC ($149.10K), Little House Capital LLC ($48.40K), Atria Investments Inc ($42.21K), Concurrent Investment Advisors LLC ($28.55K), and Canvas Wealth Advisors LLC ($21.07K).

Institutional investors have sold a total of 2,741,953 shares in the last 24 months. This volume of shares sold represents approximately $105.58M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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