ETF Holders

Who owns FFSM?

Small or mid cap

Fidelity Fundamental Small-Mid Cap ETF · Fidelity

85 institutions reported holding FFSM, worth $1.3B, in Form 13F filings for June 30, 2026.

13F holders
85
Institutional value
$1.3B
Change from prior quarter
+28.3%
+$284.3M, with price moves
New and sold-out firms
20 / 7
43 added, 14 trimmed

Top 10 institutional holders of FFSM

FirmLocationValueSharesChange
FMR LLCBoston, MA$1.0B26,681,830+1,058,279 shares
Commonwealth Equity Services, LLCWaltham, MA$48.3M1,263,315+50,821 shares
RFG Advisory, LLCBirmingham, AL$29.0M759,366−83,817 shares
KOM Wealth Management Group, LLCAppleton, WI$16.0M418,435+3,195 shares
Acumen Wealth Advisors, LLCChattanooga, TN$15.2M397,385New position
Keenan, LLCBoston, MA$11.8M308,217+18,165 shares
MAI Capital ManagementIndependence, OH$11.7M307,244+7,230 shares
Evernest Financial Advisors, LLCCarmel, IN$9.4M246,925−25,157 shares
Gaddis Premier Wealth Advisors LLCDurant, OK$9.2M241,185+26,321 shares
Novem GroupRochester, NY$8.7M227,274+21,681 shares
75 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 FFSM?

85 institutional managers reported holding FFSM in Form 13F filings for June 30, 2026, worth $1.3B in total. The largest reported position was held by FMR LLC, at $1.0B.

Did institutions buy or sell FFSM last quarter?

Reported 13F value rose 28.3% from March 31, 2026, which includes price moves as well as buying and selling. 20 firms reported a new position and 7 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 FFSM 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.