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Fidelity Enhanced Small Cap ETF (FESM) Institutional Ownership

Fidelity Enhanced Small Cap ETF logo
$33.21 +0.14 (+0.42%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$33.24 +0.03 (+0.09%)
As of 08/8/2025 04:22 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.

Institutional Ownership Changes (13F Filings) for Fidelity Enhanced Small Cap ETF (NYSEARCA:FESM)

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$577.11M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$47.50M
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FESM Institutional Buying and Selling by Quarter

Fidelity Enhanced Small Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Avantax Advisory Services Inc.160,659$5.14M0.0%-19.9%0.265%
8/8/2025 Cetera Investment Advisers197,343$6.31M0.0%+153.5%0.326%
8/8/2025 OmniStar Financial Group Inc.17,224$551K0.4%+1.9%0.028%
8/7/2025 PFG Advisors22,558$722K0.0%+33.5%0.037%
8/6/2025Summit Investment Advisors Inc.16,133$476K0.4%N/A0.027%
8/6/2025 Mcrae Capital Management Inc.16,095$515K0.1%N/A0.027%
8/6/2025 Horizon Investment Services LLC40,433$1.29M0.6%-2.4%0.067%
8/6/2025 Commonwealth Equity Services LLC1,749,825$55.98M0.1%-12.1%2.886%
8/6/2025 Convergence Financial LLC34,648$1.11M0.2%+42.4%0.057%
8/5/2025 Sigma Planning Corp16,247$520K0.0%N/A0.027%
8/4/2025 IFG Advisory LLC18,790$601K0.0%N/A0.031%
8/4/2025 Atria Investments Inc179,995$5.76M0.1%N/A0.297%
8/4/2025 Spire Wealth Management11,415$365K0.0%N/A0.019%
8/4/2025 Flagship Harbor Advisors LLC17,657$565K0.0%+6.5%0.029%
8/1/2025 GWN Securities Inc.15,079$482K0.1%-6.0%0.025%
8/1/2025 Envestnet Asset Management Inc.419,351$13.42M0.0%+3.6%0.692%
7/30/2025 Cullen Frost Bankers Inc.1,719$55K0.0%N/A0.003%
7/30/2025 Financial Perspectives Inc11,755$376K0.1%-11.7%0.019%
7/30/2025 Canvas Wealth Advisors LLC18,763$622K0.1%+109.9%0.031%
7/29/2025 Salus Financial Advisors LLC196,262$6.28M4.2%+12.0%0.324%
7/29/2025 Madison Wealth Partners Inc15,090$483K0.1%+22.8%0.025%
7/29/2025 Private Trust Co. NA13,309$426K0.0%+173.4%0.022%
7/28/2025 Harbour Investments Inc.42,606$1.36M0.0%-64.2%0.070%
7/28/2025 Sagespring Wealth Partners LLC297,790$9.53M0.1%N/A0.491%
7/25/2025 Atria Wealth Solutions Inc.133,565$4.27M0.1%+52.4%0.220%
7/25/2025 Concurrent Investment Advisors LLC12,260$392K0.0%N/A0.020%
7/24/2025 Croban39,337$1.26M1.1%+7.7%0.065%
7/23/2025 Valmark Advisers Inc.28,138$900K0.0%N/A0.046%
7/23/2025 Prime Capital Investment Advisors LLC363,126$11.62M0.2%-35.7%0.599%
7/22/2025 Beacon Financial Advisory LLC7,582$243K0.1%N/A0.013%
7/22/2025 Carolina Wealth Advisors LLC965$31K0.0%N/A0.002%
7/22/2025 Berger Financial Group Inc203,663$6.52M0.4%+1.7%0.336%
7/22/2025 BridgePort Financial Solutions LLC7,495$240K0.1%N/A0.012%
7/21/2025 Ameritas Advisory Services LLC2,413$77K0.0%N/A0.004%
7/21/2025 Greenwood Capital Associates LLC34,969$1.12M0.1%+20.0%0.058%
7/18/2025 Parkside Investments LLC121,475$3.89M0.5%N/A0.201%
7/17/2025 Fifth Third Securities Inc.7,687$246K0.0%N/A0.013%
7/17/2025 Investment Advisory Services Inc. TX ADV29,409$941K0.3%N/A0.049%
7/17/2025 KWB Wealth7,135$210K0.0%N/A0.012%
7/16/2025 Register Financial Advisors LLC5,650$181K0.1%N/A0.009%
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7/15/2025 FMA Wealth Management LLC87,419$2.80M2.1%+1.9%0.145%
7/15/2025 Lynch & Associates IN15,504$496K0.1%+3.4%0.026%
7/15/2025 tru Independence LLC16,362$523K0.2%N/A0.027%
7/15/2025 Retirement Income Solutions Inc135,327$4.33M0.8%-17.6%0.224%
7/15/2025 Eaton Financial Holdings Company LLC20,175$645K0.2%-68.2%0.033%
7/14/2025 Sowell Financial Services LLC16,371$524K0.0%N/A0.027%
7/11/2025 Farther Finance Advisors LLC1,123$36K0.0%N/A0.002%
7/10/2025 Worth Asset Management LLC7,992$256K0.1%N/A0.013%
7/10/2025 Wealth Enhancement Advisory Services LLC18,612$613K0.0%N/A0.031%
7/9/2025 Lincoln Capital Corp88,477$2.83M1.1%+16.1%0.147%
7/8/2025 Little House Capital LLC368,493$11.79M3.0%+2.8%0.618%
7/7/2025 Modus Advisors LLC114,783$3.67M1.1%N/A0.193%
5/16/2025NewEdge Advisors LLC105,924$3.12M0.0%N/A0.184%
5/15/2025Royal Bank of Canada207,226$6.11M0.0%+4.2%0.360%
5/14/2025PKS Advisory Services LLC55,773$1.64M0.5%+101.0%0.097%
5/14/2025WCG Wealth Advisors LLC11,565$341K0.0%N/A0.020%
5/14/2025Comerica Bank3,955$117K0.0%-10.1%0.007%
5/14/2025Northwestern Mutual Wealth Management Co.1,005,788$29.65M0.0%+37.2%1.746%
5/14/2025Kestra Advisory Services LLC38,537$1.14M0.0%+9.7%0.067%
5/14/2025Flow Traders U.S. LLC458,998$13.53M0.6%N/A0.797%
5/13/2025Raymond James Financial Inc.103,739$3.06M0.0%+244.6%0.180%
5/13/2025 Eaton Financial Holdings Company LLC63,524$1.87M0.8%-71.4%0.110%
5/13/2025HighTower Advisors LLC12,887$380K0.0%-8.5%0.022%
5/12/2025 Berger Financial Group Inc200,337$5.91M0.4%N/A0.348%
5/9/2025 Atria Wealth Solutions Inc.87,649$2.58M0.0%N/A0.152%
5/9/2025 Commonwealth Equity Services LLC1,991,298$58.70M0.1%+19.4%3.456%
5/8/2025 Harbour Investments Inc.118,881$3.51M0.1%+228.5%0.206%
5/7/2025LPL Financial LLC1,018,403$30.02M0.0%+101.5%1.767%
5/6/2025 Cetera Investment Advisers77,834$2.30M0.0%+80.1%0.135%
5/6/2025 Avantax Advisory Services Inc.200,635$5.92M0.0%+875.9%0.348%
5/6/2025 Retirement Income Solutions Inc164,160$4.84M1.0%+8.2%0.285%
5/6/2025 PFG Advisors16,896$498K0.0%+63.2%0.029%
5/5/2025 Horizon Investment Services LLC41,407$1.22M0.6%+74.4%0.072%
5/5/2025 Dahring Cusmano LLC240,200$7.08M6.1%+12.1%0.417%
5/5/2025Private Advisor Group LLC37,273$1.10M0.0%+101.9%0.065%
5/1/2025 Stephens Inc. AR7,525$222K0.0%N/A0.013%
5/1/2025 Croban36,518$1.08M1.0%N/A0.065%
4/29/2025 U.S. Capital Wealth Advisors LLC9,835$290K0.0%N/A0.018%
4/29/2025 Envestnet Asset Management Inc.404,777$11.93M0.0%+92.9%0.723%
4/29/2025 Aurora Private Wealth Inc.107,130$3.16M0.8%N/A0.191%
4/28/2025Milestone Investment Advisors LLC127,660$3.76M1.0%+452.4%0.228%
4/28/2025 Private Trust Co. NA4,868$144K0.0%+121.8%0.009%
4/28/2025 Lincoln Capital Corp76,191$2.25M0.9%-1.1%0.136%
4/25/2025 Convergence Financial LLC24,333$717K0.1%N/A0.043%
4/25/2025 Salus Financial Advisors LLC175,210$5.17M3.9%+17.4%0.313%
4/25/2025 Little House Capital LLC358,379$10.57M2.9%N/A0.640%
4/24/2025 Canvas Wealth Advisors LLC8,938$246K0.1%N/A0.016%
4/23/2025 Aurora Private Wealth Inc.107,130$3.16M0.1%N/A0.191%
4/23/2025Balance Wealth LLC17,018$502K0.3%N/A0.030%
4/22/2025 FMA Wealth Management LLC85,790$2.72M2.1%-1.2%0.153%
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4/22/2025 Flagship Harbor Advisors LLC16,584$489K0.0%+167.1%0.030%
4/22/2025 Cambridge Investment Research Advisors Inc.143,727$4.24M0.0%+138.3%0.257%
4/22/2025 Madison Wealth Partners Inc12,285$362K0.1%+7.1%0.022%
4/18/2025Cornerstone Wealth Management LLC37,695$1.11M0.1%+479.9%0.067%
4/18/2025 Financial Perspectives Inc13,315$393K0.1%+12.3%0.024%
4/17/2025 Lynch & Associates IN14,997$442K0.1%N/A0.027%
4/17/2025 Keystone Wealth Services LLC17,311$510K0.1%-9.2%0.031%
4/16/2025IAG Wealth Partners LLC99,555$2.94M0.5%N/A0.178%
4/15/2025 Greenwood Capital Associates LLC29,149$859K0.1%+190.2%0.052%
4/11/2025Fortress Financial Group LLC10,362$305K0.3%N/A0.018%
(Data available from 1/1/2016 forward)

FESM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FESM shares?

During the previous two years, 97 institutional investors and hedge funds held shares of Fidelity Enhanced Small Cap ETF. The most heavily invested institutionals were FMR LLC ($391.42M), Commonwealth Equity Services LLC ($55.98M), LPL Financial LLC ($30.02M), Northwestern Mutual Wealth Management Co. ($29.65M), Flow Traders U.S. LLC ($13.53M), Envestnet Asset Management Inc. ($13.42M), and Little House Capital LLC ($11.79M).Learn more on Fidelity Enhanced Small Cap ETF's institutional investors.

Which institutional investors have been buying Fidelity Enhanced Small Cap ETF's stock?

Of the 92 institutional investors that purchased Fidelity Enhanced Small Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($10.23M), Commonwealth Equity Services LLC ($1.55M), LPL Financial LLC ($969.04K), Flow Traders U.S. LLC ($459.00K), Envestnet Asset Management Inc. ($393.74K), Little House Capital LLC ($368.49K), and Sagespring Wealth Partners LLC ($297.79K).

How much institutional buying is happening at Fidelity Enhanced Small Cap ETF?

Institutional investors have bought a total of 18,224,559 shares in the last 24 months. This purchase volume represents approximately $577.11M in transactions.

Which of Fidelity Enhanced Small Cap ETF's major shareholders have been selling company stock?

Of the 18 institutional investors that sold Fidelity Enhanced Small Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($527.35K), Commonwealth Equity Services LLC ($241.47K), Eaton Financial Holdings Company LLC ($202.10K), Prime Capital Investment Advisors LLC ($201.34K), Stifel Financial Corp ($130.67K), Harbour Investments Inc. ($76.28K), and Avantax Advisory Services Inc. ($39.98K).

How much institutional selling is happening at Fidelity Enhanced Small Cap ETF?

Institutional investors have sold a total of 1,490,558 shares in the last 24 months. This volume of shares sold represents approximately $47.50M in transactions.



This page (NYSEARCA:FESM) was last updated on 8/10/2025 by MarketBeat.com Staff
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