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Fidelity Enhanced Mid Cap ETF (FMDE) Institutional Ownership

Fidelity Enhanced Mid Cap ETF logo
$41.42 +0.09 (+0.22%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$41.42 0.00 (0.00%)
As of 10/13/2026 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.
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Institutional Ownership Changes (13F Filings) for Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE)

Number of
Institutional Buyers
(last 12 months)
181
Total
Institutional Inflows
(last 12 months)
$1.76B
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$53.12M
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FMDE Institutional Buying and Selling by Quarter

Fidelity Enhanced Mid Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Fermata Advisors LLC5,472$221K0.0%-48.6%0.003%
10/9/2026Williams & Novak Wealth Management LLC7,476$302K0.2%-4.6%0.004%
10/9/2026First Heartland Consultants Inc.153,547$6.20M0.4%-64.7%0.076%
10/8/2026Farther Finance Advisors LLC65,239$2.63M0.0%+1.5%0.032%
10/8/2026Titleist Asset Management LLC12,622$510K0.0%N/A0.006%
10/7/2026Cassilly Financial Group LLC65,165$2.63M1.8%+4.0%0.032%
10/7/2026Worth Asset Management LLC55,284$2.23M0.7%+51.4%0.028%
10/1/2026 Noble Wealth Management PBC45,363$1.83M0.8%+11.4%0.023%
9/23/2026Envestnet Asset Management Inc.1,983,161$80.48M0.0%+9.5%1.049%
9/9/2026Capital Analysts LLC1,862,959$75.60M1.7%+1.3%0.985%
9/9/2026NorthRock Partners LLC45,218$1.84M0.0%-3.3%0.024%
9/9/2026Integrated Wealth Concepts LLC53,207$2.16M0.0%-28.7%0.028%
9/9/2026NewEdge Advisors LLC98,480$4.00M0.0%+15.6%0.052%
9/9/2026IFP Advisors Inc23,423$951K0.0%-7.9%0.012%
9/9/2026Baird Financial Group Inc.387,191$15.71M0.0%+6.7%0.205%
9/2/2026Citadel Advisors LLC2,926,269$118.75M0.0%N/A1.547%
8/24/2026Serenity Investment Advisors307,968$12.96M5.5%+7.7%0.163%
8/23/2026Ameritas Advisory Services LLC11,830$480K0.0%N/A0.006%
8/23/2026SFG Wealth Management LLC.21,219$861K0.3%N/A0.011%
8/23/2026HB Wealth Management LLC103,823$4.21M0.0%N/A0.055%
8/22/2026Tenet Wealth Partners LLC20,394$834K0.6%N/A0.011%
8/22/2026Cassilly Financial Group LLC62,685$2.54M1.9%+2.7%0.033%
8/21/2026KFG Wealth Management LLC947,794$38.46M4.3%+5.9%0.501%
8/21/2026InTrack Investment Management Inc33,205$1.35M0.7%-45.1%0.018%
8/21/2026XML Financial LLC6,495$264K0.0%N/A0.003%
8/20/2026Nwam LLC21,218$861K0.0%-4.4%0.011%
7/10/2026KWB Wealth7,480$304K0.0%-14.5%0.004%
7/10/2026Redhawk Wealth Advisors Inc.281,464$11.42M1.1%N/A0.151%
7/10/2026Wealthcare Advisory Partners LLC55,911$2.27M0.0%+0.5%0.030%
7/9/2026Herbst Group LLC8,000$325K0.2%+6.7%0.004%
7/9/2026Adamsbrown Wealth Consultants LLC625,634$25.39M4.8%+4.0%0.335%
7/9/2026Worth Asset Management LLC36,508$1.48M0.5%-36.2%0.020%
7/8/2026First Heartland Consultants Inc.145,203$5.89M0.4%+6.4%0.078%
7/7/2026Fermata Advisors LLC10,648$432K0.1%-31.1%0.006%
7/7/2026Dynamic Advisor Solutions LLC8,429$342K0.0%+29.5%0.005%
7/7/2026Harbor Investment Advisory LLC25,384$1.03M0.1%+302.5%0.014%
7/1/2026 Noble Wealth Management PBC40,724$1.65M0.7%-65.0%0.024%
6/3/2026NewEdge Advisors LLC85,205$3.06M0.0%+33.2%0.051%
5/26/2026Serenity Investment Advisors286,056$11.21M4.3%N/A0.170%
5/26/2026Summit Financial Wealth Advisors LLC551,758$19.84M2.8%+2.3%0.327%
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5/19/2026Cornerstone Wealth LLC TN76,070$2.89M1.6%N/A0.045%
5/19/2026NewEdge Advisors LLC9,100$327K0.0%-85.8%0.005%
5/19/2026Bank of America Corp DE631,531$22.71M0.0%+28.9%0.374%
5/19/2026Centaurus Financial Inc.64,682$2.33M0.1%-18.1%0.038%
5/19/2026Arkadios Wealth Advisors47,286$1.70M0.0%+424.5%0.028%
5/18/2026Sunbelt Securities Inc.25,154$905K0.1%+9.4%0.015%
5/18/2026Royal Bank of Canada1,064,458$38.28M0.0%+98.6%0.631%
5/15/2026Waverly Advisors LLC7,606$274K0.0%+14.7%0.005%
5/13/2026Cetera Investment Advisers2,043,214$73.47M0.1%+24.3%1.211%
5/8/2026PNC Financial Services Group Inc.20,333$731K0.0%+186.9%0.012%
5/6/2026Cornerstone Planning Group LLC1,102$43K0.0%+70.1%0.001%
5/6/2026Independent Financial Group LLC90,207$3.24M0.1%N/A0.053%
5/6/2026Prosperity Consulting Group LLC286,522$10.30M0.5%+1.0%0.170%
5/5/2026D.A. Davidson & CO.155,636$5.60M0.0%+4.2%0.092%
5/5/2026Bank of New York Mellon Corp312,508$11.24M0.0%+27.5%0.185%
5/5/2026Nwam LLC22,197$798K0.0%+3.1%0.013%
5/5/2026Flynn Zito Capital Management LLC61,316$2.21M0.7%N/A0.036%
5/4/2026Bleakley Financial Group LLC21,375$769K0.0%N/A0.013%
5/4/2026HBW Advisory Services LLC8,808$317K0.0%N/A0.005%
5/4/2026Uptick Partners LLC63,333$2.28M0.5%+40.2%0.038%
5/1/2026Fifth Third Bancorp77,430$2.78M0.0%+105,968.5%0.046%
5/1/2026Sovran Advisors LLC19,382$746K0.1%N/A0.012%
5/1/2026Walled Lake Planning & Wealth Management LLC426,130$15.32M4.5%N/A0.253%
4/30/2026Kestra Advisory Services LLC1,901,836$68.39M0.3%+24.7%1.129%
4/30/2026Base Wealth Management LLC219,777$7.90M4.4%+30.9%0.130%
4/30/2026IAG Wealth Partners LLC122,857$4.42M0.5%+13.0%0.073%
4/30/2026Staley Capital Advisers Inc.309,865$11.14M0.5%+44.2%0.184%
4/29/2026Armor Investment Advisors LLC272,493$9.80M3.5%-48.4%0.162%
4/29/2026Clearwave Capital LLC63,175$2.27M1.6%+23.1%0.037%
4/29/2026Evergreen Private Wealth LLC29,558$1.06M0.4%+2.0%0.018%
4/29/2026Strata Wealth Advisors LLC162,771$5.85M1.6%+64.8%0.097%
4/28/2026Stephens Inc. AR20,882$751K0.0%+21.1%0.012%
4/28/2026Koshinski Asset Management Inc.13,739$494K0.0%N/A0.008%
4/27/2026Private Advisor Group LLC365,387$13.14M0.1%+31.5%0.218%
4/25/2026Patten Group Inc.13,165$473K0.1%+23.6%0.008%
4/24/2026Root Financial Partners LLC1,500$54K0.0%N/A0.001%
4/24/2026Essex Financial Services Inc.38,495$1.38M0.1%+29.8%0.023%
4/24/2026Barnes Pettey Financial Advisors LLC96,598$3.47M1.5%+74.5%0.058%
4/24/2026Harbor Investment Advisory LLC6,307$227K0.0%N/A0.004%
4/23/2026Mayflower Financial Advisors LLC6,236$224K0.0%N/A0.004%
4/22/2026Janney Montgomery Scott LLC45,141$1.62M0.0%-33.3%0.027%
4/22/2026Harbor Asset Planning Inc.37,407$1.35M1.1%+10.2%0.023%
4/22/2026Mayfair Advisory Group LLC395,554$14.22M5.0%+70.2%0.238%
4/21/2026Waterway Wealth Management LLC403,770$13.78M2.5%+7.3%0.243%
4/21/2026First American Bank11,030$397K0.0%N/A0.007%
4/21/2026KFG Wealth Management LLC894,618$32.17M4.2%+42.2%0.539%
4/20/2026Kestra Private Wealth Services LLC91,431$3.29M0.0%+21.7%0.055%
4/20/2026Heritage Wealth Management Inc.12,537$451K0.2%+14.3%0.008%
4/17/2026Investment Advisory Services Inc. TX ADV74,407$2.68M0.9%+70.6%0.045%
4/17/2026Worth Asset Management LLC57,260$2.06M0.8%N/A0.035%
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4/17/2026AdvisorNet Financial Inc182,654$6.57M0.3%+5.3%0.110%
4/17/2026Cornell Pochily Investment Advisors Inc.70,514$2.54M0.7%+19.7%0.043%
4/16/2026Genesis Private Wealth LLC40,526$1.46M0.5%+23.2%0.025%
3/17/2026Rockefeller Capital Management L.P.8,123$296K0.0%-53.8%0.006%
3/2/2026Clearwave Capital LLC51,309$1.87M1.4%N/A0.037%
2/26/2026Anchor Investment Management LLC818$30K0.0%N/A0.001%
2/20/2026Sunbelt Securities Inc.23,003$837K0.1%+5.2%0.017%
2/18/2026EP Wealth Advisors LLC7,014$255K0.0%N/A0.005%
2/18/2026NewEdge Advisors LLC63,959$2.33M0.0%+44.3%0.047%
2/18/2026IHT Wealth Management LLC34,869$1.27M0.0%N/A0.025%


FMDE Institutional Ownership - Frequently Asked Questions

During the previous two years, 230 institutional investors and hedge funds held shares of Fidelity Enhanced Mid Cap ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($334.38M), FMR LLC ($313.88M), LPL Financial LLC ($179.99M), Wells Fargo & Company MN ($124.88M), Citadel Advisors LLC ($118.75M), Huntington National Bank ($104.73M), and Thrivent Financial for Lutherans ($84.55M).Learn more on Fidelity Enhanced Mid Cap ETF's institutional investors.

Of the 216 institutional investors that purchased Fidelity Enhanced Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northwestern Mutual Wealth Management Co. ($20.57M), FMR LLC ($5.23M), Proficio Capital Partners LLC ($4.43M), Citadel Advisors LLC ($2.93M), Goldman Sachs Group Inc. ($2.63M), Raymond James Financial Inc. ($2.36M), and Thrivent Financial for Lutherans ($2.32M).

Institutional investors have bought a total of 47,985,852 shares in the last 24 months. This purchase volume represents approximately $1.76B in transactions.

Of the 39 institutional investors that sold Fidelity Enhanced Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Armor Investment Advisors LLC ($353.26K), First Heartland Consultants Inc. ($281.81K), Osaic Holdings Inc. ($256.63K), Parkside Investments LLC ($86.78K), Noble Wealth Management PBC ($80.43K), NewEdge Advisors LLC ($54.86K), and Susquehanna International Group LLP ($43.85K).

Institutional investors have sold a total of 1,414,900 shares in the last 24 months. This volume of shares sold represents approximately $53.12M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FMDE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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