Who Owns FFSM?
FIDELITY FUNDAMENTAL SMALL-MID CAP ETF — Institutional Ownership & 13F Holdings
$35.53
+0.88 (+2.54%)
Market Cap
$1.2B
Shares Outstanding
31,205,673
Institutional Holders
38
Total Inst. Value
$860.8M
% of Float Held
—
QoQ Holder Change
+26
Institutional data as of Q1 2025
New Positions
17
Closed Positions
3
Increased
12
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | FMR LLC | $660.7M | 26,177,244 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $133.5M | 5,290 |
| 3 | JANE STREET GROUP, LLCNew | $19.4M | 768,423 |
| 4 | KOM Wealth Management Group, LLCNew | $10.7M | 424,825 |
| 5 | Evernest Financial Advisors, LLCNew | $10.0M | 394,676 |
| 6 | San Luis Wealth Advisors LLCNew | $5.0M | 185,846 |
| 7 | MENORA MIVTACHIM HOLDINGS LTD.New | $3.7M | 145,859 |
| 8 | Wealth Quarterback LLCNew | $3.5M | 139,436 |
| 9 | SK Wealth Management, LLC | $2.9M | 125,849 |
| 10 | SAX WEALTH ADVISORS, LLC | $2.6M | 101,605 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| FMR LLC | +22.1M | $660.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +3K | $133.5M |
| JANE STREET GROUP, LLCNew | +768K | $19.4M |
| KOM Wealth Management Group, LLCNew | +425K | $10.7M |
| Evernest Financial Advisors, LLCNew | +395K | $10.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -12K | $84K |
| Kestra Advisory Services, LLC | -7K | $443 |
| JPMORGAN CHASE & CO | -3K | $1.1M |
| TRUIST FINANCIAL CORP | -2K | $411K |
| AE Wealth Management LLC | -230 | $3K |
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Frequently Asked Questions
How many institutional investors hold FFSM?
As of Q1 2025, 38 institutional investors report holding FFSM (FIDELITY FUNDAMENTAL SMALL-MID CAP ETF) in their 13F filings.
Which hedge fund owns the most FFSM?
The largest institutional holder of FFSM is FMR LLC with $660.7M in shares.
Are institutions buying or selling FFSM?
This quarter, 17 institutions opened new positions in FFSM and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.