FIDELITY ENHANCED SMALL CAP FESM
$47.59
-1.1% 52w: $30.59 – $48.29
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data30.5939.4448.29
Jun 20, 2025 Jul 2, 2026
Institutional holders
209
+26 QoQ
13F value
$3.31B
+27.8% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FESM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FMR LLC | Long only active | 27.0M | $1.03B | 0.1% | -0.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 6.0M | $229.2M | 0.1% | +47.3% |
| LPL Financial LLC | Bank broker | 5.1M | $194.7M | 0.1% | +19.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 3.7M | $142.5M | 0.1% | +16.1% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 3.1M | $118.3M | 1.4% | +746.5% |
| FIFTH THIRD BANCORP | Diversified mechanical | 2.8M | $105.8M | 0.2% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.3M | $88.6M | 0.0% | +66.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 2.2M | $85.3M | 0.1% | +0.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.1M | $81.0M | 0.0% | +32.7% |
| Cetera Investment Advisers | Wealth advisor | 2.0M | $74.6M | 0.1% | +46.8% |
| Dynasty Wealth Management, LLC | Wealth advisor | 1.8M | $68.8M | 0.6% | +1.7% |
| JPMORGAN CHASE & CO | Bank broker | 1.8M | $67.5M | 0.0% | -0.7% |
| Quotient Wealth Partners, LLC | Wealth advisor | 1.8M | $66.5M | 1.8% | -0.9% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 1.4M | $53.4M | 0.5% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.3M | $50.9M | 0.1% | +70.2% |
| MORGAN STANLEY | Bank broker | 1.3M | $50.2M | 0.0% | +69.5% |
| ROYAL BANK OF CANADA | Bank broker | 1.2M | $46.4M | 0.0% | +30.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.1M | $40.3M | 0.0% | +36.7% |
| Calamos Advisors LLC | Other | 1.1M | $40.0M | 0.2% | +2467.3% |
| Calamos Wealth Management LLC | Other | 1.0M | $38.4M | 1.3% | +8.1% |
| TruWealth Advisors, LLC | Wealth advisor | 923.2K | $35.1M | 1.7% | +2.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 871.9K | $33.1M | 0.0% | +284.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 860.3K | $32.7M | 0.1% | +0.6% |
| Capital Analysts, LLC | Wealth advisor | 841.9K | $32.0M | 0.8% | +3.3% |
| Focus Financial Network, Inc. | Wealth advisor | 727.8K | $27.7M | 1.0% | +1095.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 712.4K | $27.1M | 0.1% | +57.5% |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 429.6K | $16.3M | 2.1% | New |
| Stadion Money Management, LLC | Wealth advisor | 412.6K | $15.7M | 1.6% | New |
| Baird Financial Group, Inc. | Diversified mechanical | 377.2K | $14.3M | 0.0% | +104.8% |
| Parkside Investments, LLC | Wealth advisor | 360.2K | $13.7M | 1.7% | +19.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 357.1K | $13.6M | 0.0% | +33.5% |
| LITTLE HOUSE CAPITAL LLC | Other | 330.4K | $12.6M | 3.2% | -6.5% |
| HighPoint Advisor Group LLC | Wealth advisor | 326.8K | $12.4M | 0.5% | New |
| Summit Investment Advisory Services, LLC | Wealth advisor | 321.4K | $12.2M | 4.5% | -2.1% |
| Berger Financial Group, Inc | Wealth advisor | 314.4K | $11.9M | 0.7% | +50.5% |
| DAHRING | CUSMANO LLC | Wealth advisor | 306.7K | $11.7M | 7.2% | +14.4% |
| Mayfair Advisory Group, LLC | Wealth advisor | 281.1K | $10.7M | 3.7% | +35.5% |
| Landing Point Financial Group, LLC | Wealth advisor | 269.2K | $10.2M | 5.0% | +4.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 237.2K | $9.0M | 0.0% | +33.9% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 234.7K | $8.9M | 0.2% | +10.7% |
| Mutual Advisors, LLC | Wealth advisor | 212.2K | $8.1M | 0.2% | +31.0% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 209.7K | $8.0M | 0.4% | +10.5% |
| Salus Financial Advisors, LLC | Wealth advisor | 198.3K | $7.5M | 4.4% | -2.2% |
| Modus Advisors, LLC | Wealth advisor | 176.1K | $6.7M | 1.8% | +11.7% |
| RIVERSEDGE ADVISORS, LLC | Wealth advisor | 169.2K | $6.4M | 1.0% | New |
| Holos Integrated Wealth LLC | Wealth advisor | 157.2K | $6.1M | 3.1% | +9.5% |
| American National Bank of Texas | Wealth advisor | 160.4K | $6.1M | 5.8% | -2.7% |
| Milestone Investment Advisors LLC | Wealth advisor | 159.8K | $6.1M | 1.5% | +5.5% |
| UBS Group AG | Bank broker | 154.0K | $5.9M | 0.0% | +200.1% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 151.7K | $5.8M | 0.0% | +57585.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.