Fidelity Fundamental Small-Mid Cap ETF (FFSM) Institutional Ownership $29.56 +1.39 (+4.94%) Closing price 09/18/2025 03:55 PM EasternExtended Trading$29.52 -0.04 (-0.14%) As of 09/18/2025 04:57 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHeadlinesOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Fidelity Fundamental Small-Mid Cap ETF (BATS:FFSM)Number ofInstitutional Buyers(last 12 months)32TotalInstitutional Inflows(last 12 months)$209.57MNumber ofInstitutional Sellers(last 12 months)7TotalInstitutional Outflows(last 12 months)$3.46M Get FFSM Insider Trade Alerts Want to know when executives and insiders are buying or selling Fidelity Fundamental Small-Mid Cap ETF stock? 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Skip Chart & View Institutional Buying and Selling Data FFSM Institutional Buying and Selling by Quarter Fidelity Fundamental Small-Mid Cap ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails9/4/2025 Osaic Holdings Inc.11,021$300K0.0%+230.6%0.043% 8/18/2025 Geneos Wealth Management Inc.3,722$101K0.0%N/A0.015% 8/15/2025 Benjamin Edwards Inc.13,202$359K0.0%+15.0%0.052% 8/14/2025 Menora Mivtachim Holdings LTD.227,554$6.19M0.0%+56.0%0.892% 8/13/2025 Northwestern Mutual Wealth Management Co.2,568$70K0.0%-51.5%0.010% 8/12/2025 JPMorgan Chase & Co.49,247$1.34M0.0%+15.2%0.193% 8/8/2025 Creative Planning21,895$595K0.0%N/A0.086% 8/8/2025 Wealth Quarterback LLC133,914$3.64M1.7%-4.0%0.525% 8/1/2025 Envestnet Asset Management Inc.18,179$494K0.0%+48.6%0.071% 7/28/2025 Evernest Financial Advisors LLC406,512$11.05M3.6%+3.0%1.594% Get the Latest News and Ratings for FFSM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Fidelity Fundamental Small-Mid Cap ETF and its competitors with MarketBeat's FREE daily newsletter. 7/28/2025 Harbour Investments Inc.23,088$628K0.0%+5.7%0.091% 7/28/2025 RFG Advisory LLC349,227$9.50M0.2%N/A1.370% 7/24/2025 MFA Wealth Services21,040$572K0.4%+22.1%0.083% 7/23/2025 Sax Wealth Advisors LLC116,808$3.18M0.2%+15.0%0.458% 7/21/2025 Ameritas Advisory Services LLC2,780$76K0.0%N/A0.011% 7/18/2025 Provident Wealth Management LLC2,869$78K0.0%+77.4%0.011% 7/18/2025 Truist Financial Corp15,604$424K0.0%-4.2%0.061% 7/16/2025 Kerntke Otto McGlone Wealth Management Group502,919$13.67M10.8%+18.4%1.972% 7/15/2025 Bay Capital Advisors LLC11,856$322K0.2%N/A0.046% 7/10/2025 Wealth Enhancement Advisory Services LLC8,428$235K0.0%N/A0.033% 7/10/2025 SK Wealth Management LLC153,131$4.26M1.8%+21.7%0.601% 7/9/2025 Christopher J. Hasenberg Inc28,608$778K0.3%N/A0.112% 7/9/2025 Bulwark Capital Corp2,535$69K0.1%N/A0.010% 7/2/2025 Dentgroup LLC30,750$836K0.6%-14.1%0.121% 5/19/2025Jane Street Group LLC768,423$19.40M0.0%N/A3.086% 5/15/2025Royal Bank of Canada27,843$703K0.0%+258.0%0.112% 5/15/2025OLD Mission Capital LLC12,978$328K0.0%N/A0.052% 5/14/2025Jane Street Group LLC768,423$19.40M0.0%N/A3.086% 5/14/2025Northwestern Mutual Wealth Management Co.5,290$134K0.0%+106.0%0.021% 5/14/2025Sax Wealth Advisors LLC101,605$2.57M0.2%+89.0%0.408% 5/13/2025Menora Mivtachim Holdings LTD.145,859$3.68M0.0%N/A0.586% 5/12/2025Benjamin Edwards Inc.11,481$290K0.0%+6.8%0.046% 5/12/2025Evernest Financial Advisors LLC394,676$9.96M3.6%+11.2%1.585% 5/6/2025Avantax Advisory Services Inc.25,417$642K0.0%N/A0.102% 5/5/2025Wealth Quarterback LLC139,436$3.52M2.0%N/A0.560% 5/1/2025Kerntke Otto McGlone Wealth Management Group424,825$10.72M9.4%N/A1.410% 4/22/2025Cambridge Investment Research Advisors Inc.12,709$321K0.0%+16.9%0.042% 4/22/2025SK Wealth Management LLC125,849$2.89M1.5%+49.0%0.418% 4/21/2025Provident Wealth Management LLC1,617$41K0.0%+769.4%0.005% 4/18/2025San Luis Wealth Advisors LLC142,594$3.60M0.8%-23.3%0.473% 4/14/2025Dentgroup LLC35,797$904K0.7%-22.8%0.119% 3/3/2025SK Wealth Management LLC84,441$2.27M1.2%+1.1%0.310% 2/17/2025Benjamin Edwards Inc.10,747$289K0.0%N/A0.417% 2/13/2025FMR LLC4,061,111$109.16M0.0%N/A157.407% 2/13/2025Envestnet Asset Management Inc.12,150$327K0.0%-4.2%0.471% 2/12/2025National Bank of Canada FI7,450$200K0.0%+49.0%0.289% 2/12/2025JPMorgan Chase & Co.45,614$1.23M0.0%+2.7%1.768% 2/10/2025Harbour Investments Inc.21,988$591K0.0%+1.7%0.852% 2/10/2025Commonwealth Equity Services LLC180,673$4.86M0.0%-22.2%7.003% 1/31/2025Truist Financial Corp18,105$487K0.0%-21.4%0.702% 1/30/2025Principal Securities Inc.1,225$33K0.0%+61.8%0.047% 1/23/2025Evernest Financial Advisors LLC354,974$9.54M2.5%+36.3%13.759% 1/21/2025MFA Wealth Services16,895$454K0.4%N/A0.655% 1/15/2025Sax Wealth Advisors LLC53,747$1.45M0.1%N/A2.083% 1/14/2025San Luis Wealth Advisors LLC185,846$5.00M0.9%-3.7%7.203% 1/3/2025Dentgroup LLC46,350$1.25M1.0%+3.0%1.797% 12/30/2024SK Wealth Management LLC83,521$2.25M0.9%N/A3.237% 12/26/2024JPMorgan Chase & Co.44,427$1.22M0.0%+29.8%1.722% 11/15/2024National Bank of Canada FI5,000$137K0.0%N/A0.194% 11/5/2024Harbour Investments Inc.21,616$593K0.0%N/A0.838% 10/21/2024Evernest Financial Advisors LLC260,415$7.15M1.9%N/A10.094% 10/9/2024San Luis Wealth Advisors LLC193,036$5.30M1.1%N/A7.482% (Data available from 1/1/2016 forward) FFSM Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of FFSM shares? During the previous two years, 34 institutional investors and hedge funds held shares of Fidelity Fundamental Small-Mid Cap ETF. The most heavily invested institutionals were FMR LLC ($109.16M), Jane Street Group LLC ($19.40M), Kerntke Otto McGlone Wealth Management Group ($13.67M), Evernest Financial Advisors LLC ($11.05M), RFG Advisory LLC ($9.50M), Menora Mivtachim Holdings LTD. ($6.19M), and Commonwealth Equity Services LLC ($4.86M).Learn more on Fidelity Fundamental Small-Mid Cap ETF's institutional investors. Which institutional investors have been buying Fidelity Fundamental Small-Mid Cap ETF's stock? Of the 32 institutional investors that purchased Fidelity Fundamental Small-Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($4.06M), Jane Street Group LLC ($1.54M), Kerntke Otto McGlone Wealth Management Group ($502.92K), Evernest Financial Advisors LLC ($406.51K), RFG Advisory LLC ($349.23K), Menora Mivtachim Holdings LTD. ($227.55K), and San Luis Wealth Advisors LLC ($193.04K). How much institutional buying is happening at Fidelity Fundamental Small-Mid Cap ETF? Institutional investors have bought a total of 7,930,035 shares in the last 24 months. This purchase volume represents approximately $209.57M in transactions. Which of Fidelity Fundamental Small-Mid Cap ETF's major shareholders have been selling company stock? The following institutional investors have sold Fidelity Fundamental Small-Mid Cap ETF stock in the last 24 months: Commonwealth Equity Services LLC ($51.46K), San Luis Wealth Advisors LLC ($50.44K), Dentgroup LLC ($15.60K), Truist Financial Corp ($5.61K), Wealth Quarterback LLC ($5.52K), Northwestern Mutual Wealth Management Co. ($2.72K), and Envestnet Asset Management Inc. ($528.00). How much institutional selling is happening at Fidelity Fundamental Small-Mid Cap ETF? Institutional investors have sold a total of 131,884 shares in the last 24 months. This volume of shares sold represents approximately $3.46M in transactions. Related Companies Rockefeller U.S. Small-Mid Cap ETF Institutional Ownership Morgan Stanley Pathway Small-Mid Cap Equity ETF Institutional Ownership Capital Group U.S. Small and Mid Cap ETF Institutional Ownership T. 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