Go Pro
→ Here’s the stock symbol I’ve promised (From Stansberry Research) (Ad)tc pixel Free FESM Stock Alerts

Fidelity Enhanced Small Cap ETF (FESM) Institutional Ownership

Fidelity Enhanced Small Cap ETF logo
$45.33 -0.69 (-1.50%)
Closing price 04:10 PM Eastern
Extended Trading
$45.33 0.00 (0.00%)
As of 07:30 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 Massive. Learn more.
Compare

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)
$1.22B
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$96.63M
Get FESM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity Enhanced Small Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FESM Institutional Buying and Selling by Quarter

Fidelity Enhanced Small Cap ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Asset Management Inc.1,501,451$72.51M0.0%+41.6%1.165%
9/9/2026 Capital Analysts LLC851,673$41.13M0.9%+1.2%0.661%
9/9/2026 Integrated Wealth Concepts LLC47,202$2.28M0.0%-16.6%0.037%
9/9/2026 NewEdge Advisors LLC107,057$5.17M0.0%+1.1%0.083%
9/9/2026 IFP Advisors Inc18,985$917K0.0%-3.1%0.015%
9/9/2026 Baird Financial Group Inc.392,125$18.94M0.0%+4.0%0.304%
9/8/2026 Allworth Financial LP5,980$289K0.0%+165.8%0.005%
9/8/2026 Waverly Advisors LLC947,267$45.74M0.3%N/A0.735%
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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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%
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%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
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%
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%


FESM Institutional Ownership - Frequently Asked Questions

During the previous two years, 196 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 194 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 31,375,618 shares in the last 24 months. This purchase volume represents approximately $1.19B in transactions.

Of the 32 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 2,542,834 shares in the last 24 months. This volume of shares sold represents approximately $96.63M 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 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel