FIDELITY FNDM SM MID CAP ETF FFSM
$37.21
-1.3% 52w: $26.16 – $38.21
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data26.1632.1838.21
Jun 20, 2025 Jul 2, 2026
Institutional holders
75
+13 QoQ
13F value
$1.00B
+14.5% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FFSM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FMR LLC | Long only active | 25.6M | $818.7M | 0.0% | +8.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.2M | $38.7M | 0.1% | +4.8% |
| RFG Advisory, LLC | Wealth advisor | 843.2K | $26.9M | 0.5% | +19.4% |
| KOM Wealth Management Group, LLC | Wealth advisor | 415.2K | $13.3M | 9.0% | +4.4% |
| Evernest Financial Advisors, LLC | Wealth advisor | 272.1K | $9.6M | 2.0% | -32.3% |
| MAI Capital Management | Wealth advisor | 300.0K | $9.6M | 0.1% | +0.6% |
| Keenan, LLC | Wealth advisor | 290.1K | $9.3M | 7.8% | +9.3% |
| MENORA MIVTACHIM HOLDINGS LTD. ★2 | Fundamental diversified | 219.1K | $7.0M | 0.0% | -8.1% |
| Gaddis Premier Wealth Advisors LLC | Wealth advisor | 214.9K | $6.9M | 5.1% | +3.4% |
| NOVEM GROUP | Wealth advisor | 205.6K | $6.6M | 0.8% | New |
| SAX WEALTH ADVISORS, LLC | Wealth advisor | 192.9K | $5.9M | 0.3% | Held |
| SK Wealth Management, LLC | Wealth advisor | 174.1K | $5.7M | 1.6% | +1.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 126.8K | $4.1M | 0.0% | +142.3% |
| Clarity Retirement & Wealth, LLC | Wealth advisor | 110.0K | $3.5M | 2.8% | +20.9% |
| Retirement Planning Group, LLC | Wealth advisor | 103.6K | $3.3M | 0.1% | +100.0% |
| JPMORGAN CHASE & CO | Bank broker | 103.8K | $3.2M | 0.0% | +13.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 98.1K | $3.2M | 0.0% | +510.9% |
| Advyzon Investment Management, LLC | Wealth advisor | 90.6K | $2.9M | 0.3% | New |
| MFA Wealth Services | Wealth advisor | 74.8K | $2.4M | 1.6% | +4.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 65.4K | $2.1M | 0.0% | +8.6% |
| Cetera Investment Advisers | Wealth advisor | 61.6K | $2.0M | 0.0% | +316.5% |
| Per Stirling Capital Management, LLC. | Wealth advisor | 57.8K | $1.8M | 0.2% | New |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 57.6K | $1.8M | 0.0% | +23.2% |
| M Holdings Securities, Inc. | Wealth advisor | 49.8K | $1.8M | 0.1% | +50.2% |
| DAHRING | CUSMANO LLC | Wealth advisor | 55.9K | $1.8M | 1.1% | New |
| Buska Wealth Management, LLC | Wealth advisor | 45.3K | $1.4M | 0.6% | New |
| Sigma Planning Corp | Wealth advisor | 37.8K | $1.2M | 0.0% | +46.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 30.6K | $977K | 0.0% | +81.2% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 23.7K | $756K | 0.0% | -0.2% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 20.8K | $665K | 0.0% | +71.4% |
| Pines Wealth Management, LLC | Other | 19.7K | $629K | 0.2% | Held |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 17.9K | $574K | 0.0% | +140.6% |
| BAM Wealth Management, LLC | Wealth advisor | 17.8K | $570K | 0.4% | New |
| Creative Planning | Wealth advisor | 15.3K | $490K | 0.0% | +0.4% |
| CreativeOne Wealth, LLC | Wealth advisor | 14.9K | $477K | 0.0% | New |
| BENJAMIN EDWARDS INC | Diversified mechanical | 13.8K | $442K | 0.0% | +7.0% |
| Wealth Quarterback LLC | Wealth advisor | 13.2K | $423K | 0.2% | -23.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 11.1K | $353K | 0.0% | -9.2% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 10.7K | $342K | 0.0% | +1.7% |
| HICKS CAPITAL MANAGEMENT LLC | Wealth advisor | 10.3K | $331K | 0.3% | Held |
| SUMMIT WEALTH GROUP LLC / CO | Wealth advisor | 9.9K | $315K | 0.0% | New |
| Mutual Advisors, LLC | Wealth advisor | 9.8K | $313K | 0.0% | +0.2% |
| Bay Capital Advisors, LLC | Wealth advisor | 9.8K | $312K | 0.2% | +1.7% |
| Farther Finance Advisors, LLC | Wealth advisor | 9.6K | $312K | 0.0% | +33.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 9.7K | $310K | 0.0% | -26.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 8.2K | $264K | 0.0% | -52.7% |
| Cutler Capital Management, LLC ★2 | Fundamental diversified | 8.1K | $260K | 0.1% | +0.5% |
| Eaton Financial Holdings Company, LLC | Wealth advisor | 7.6K | $243K | 0.1% | +0.1% |
| FIFTH THIRD BANCORP | Diversified mechanical | 6.8K | $218K | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 6.8K | $217K | 0.0% | -46.9% |
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.