FIDELITY ENHANCED MID CAP CO FMDE
$40.38
-0.1% 52w: $32.93 – $40.58
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data32.9336.7540.58
Jun 20, 2025 Jul 2, 2026
Institutional holders
258
+16 QoQ
13F value
$3.68B
+40.9% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns FMDE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | Bank broker | 20.9M | $752.7M | 0.2% | +509.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 12.2M | $438.5M | 0.1% | +28.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 11.0M | $396.8M | 0.2% | +20.1% |
| FMR LLC | Long only active | 9.8M | $352.4M | 0.0% | +6.2% |
| LPL Financial LLC | Bank broker | 5.8M | $207.6M | 0.1% | +16.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.4M | $121.4M | 0.0% | +34.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 3.2M | $114.0M | 0.2% | +37.6% |
| Cetera Investment Advisers | Wealth advisor | 2.0M | $73.5M | 0.1% | +24.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.0M | $71.2M | 0.1% | +5.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 1.9M | $68.4M | 0.3% | +24.7% |
| Capital Analysts, LLC | Wealth advisor | 1.8M | $66.2M | 1.7% | +2.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.8M | $65.1M | 0.0% | +12.2% |
| MORGAN STANLEY | Bank broker | 1.3M | $47.3M | 0.0% | +116.4% |
| Richard P Slaughter Associates Inc | Wealth advisor | 1.3M | $46.7M | 10.1% | +15.3% |
| Madison Wealth Partners, Inc | Wealth advisor | 1.2M | $44.1M | 7.0% | +12923.2% |
| GW HENSSLER & ASSOCIATES LTD | Other | 1.2M | $42.4M | 2.0% | +62.4% |
| ROYAL BANK OF CANADA | Bank broker | 1.1M | $38.3M | 0.0% | +98.6% |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 894.6K | $32.2M | 4.2% | +42.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 845.6K | $30.4M | 0.1% | +14.1% |
| McNamara Financial Services, Inc. | Wealth advisor | 769.0K | $27.7M | 5.2% | 0.0% |
| Lifelong Wealth Advisors, Inc. | Wealth advisor | 761.6K | $27.4M | 7.3% | +1.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 631.5K | $22.7M | 0.0% | +28.9% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | Wealth advisor | 601.5K | $21.6M | 5.7% | +7.5% |
| UBS Group AG | Bank broker | 568.0K | $20.4M | 0.0% | +143.7% |
| Summit Financial Wealth Advisors, LLC | Wealth advisor | 551.8K | $19.8M | 2.8% | +2.3% |
| Tyche Wealth Partners LLC | Other | 536.8K | $19.3M | 3.0% | New |
| Retirement Management Systems Inc. | Wealth advisor | 529.5K | $19.0M | 4.6% | +77.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 469.9K | $16.9M | 0.0% | +0.7% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | Wealth advisor | 426.1K | $15.3M | 4.5% | New |
| Equitable Holdings, Inc. | Wealth advisor | 416.0K | $15.1M | 0.1% | +16.2% |
| Mayfair Advisory Group, LLC | Wealth advisor | 395.6K | $14.2M | 5.0% | +70.2% |
| Merit Financial Group, LLC | Wealth advisor | 391.2K | $14.1M | 0.1% | +66.7% |
| Waterway Wealth Management, LLC | Wealth advisor | 403.8K | $13.8M | 3.0% | +7.3% |
| Private Advisor Group, LLC | Wealth advisor | 365.4K | $13.1M | 0.1% | +31.5% |
| Baird Financial Group, Inc. | Diversified mechanical | 362.8K | $13.0M | 0.0% | +14.7% |
| Parkside Investments, LLC | Wealth advisor | 356.5K | $12.8M | 1.6% | +0.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 312.5K | $11.2M | 0.0% | +27.5% |
| Serenity Investment Advisors | Wealth advisor | 286.1K | $11.2M | 5.2% | New |
| STALEY CAPITAL ADVISERS INC | Other | 309.9K | $11.1M | 0.5% | +44.2% |
| CWM, LLC | Wealth advisor | 295.3K | $10.6M | 0.0% | +1.3% |
| Prosperity Consulting Group, LLC | Wealth advisor | 286.5K | $10.3M | 0.5% | +1.0% |
| JPMORGAN CHASE & CO | Bank broker | 289.9K | $10.1M | 0.0% | +13.6% |
| Armor Investment Advisors, LLC | Wealth advisor | 272.5K | $9.8M | 3.5% | -48.4% |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 253.8K | $9.1M | 0.3% | +118.7% |
| Base Wealth Management LLC | Wealth advisor | 219.8K | $7.9M | 4.4% | +30.9% |
| MGO ONE SEVEN LLC | Wealth advisor | 200.1K | $7.2M | 0.1% | -0.5% |
| Pathstone Holdings, LLC | Diversified mechanical | 197.2K | $7.1M | 0.0% | +2.6% |
| HighTower Advisors, LLC | Diversified mechanical | 194.0K | $7.0M | 0.0% | +34.3% |
| Aspen Wealth Strategies, LLC | Wealth advisor | 192.6K | $6.9M | 3.7% | +1.1% |
| &PARTNERS | Diversified mechanical | 188.0K | $6.8M | 0.0% | +32.6% |
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.