ETF Holders

Who owns FESM?

Small or mid cap

Fidelity Enhanced Small Cap Core ETF · Fidelity

256 institutions reported holding FESM, worth $4.6B, in Form 13F filings for June 30, 2026.

13F holders
256
Institutional value
$4.6B
Change from prior quarter
+40.1%
+$1.3B, with price moves
New and sold-out firms
59 / 9
134 added, 43 trimmed

Top 10 institutional holders of FESM

FirmLocationValueSharesChange
FMR LLCBoston, MA$1.2B24,935,805−2,053,010 shares
Ameriprise Financial Inc.Minneapolis, MN$382.7M7,917,913+1,884,793 shares
LPL Financial LLCFort Mill, SC$299.0M6,191,824+1,067,179 shares
Northwestern Mutual Wealth Management CoMilwaukee, WI$214.8M4,448,956+699,208 shares
Prime Capital Investment Advisors, LLCOverland Park, KS$139.6M2,890,540−222,524 shares
Cetera Investment AdvisersSchaumburg, IL$133.4M2,763,133+801,025 shares
Raymond James Financial Inc.St. Petersburg, FL$125.3M2,594,423+263,258 shares
Fifth Third BancorpCincinnati, OH$124.8M2,584,876−199,512 shares
Wells Fargo & CompanySan Francisco, CA$121.2M2,510,828+378,423 shares
Commonwealth Equity Services, LLCWaltham, MA$116.8M2,419,327+174,908 shares
246 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns FESM?

256 institutional managers reported holding FESM in Form 13F filings for June 30, 2026, worth $4.6B in total. The largest reported position was held by FMR LLC, at $1.2B.

Did institutions buy or sell FESM last quarter?

Reported 13F value rose 40.1% from March 31, 2026, which includes price moves as well as buying and selling. 59 firms reported a new position and 9 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is FESM ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.