Who Owns FIDELITY FUNDAMENTAL SMALL-MID CAP ETF (FFSM)?Hedge Fund & Institutional Holders

$31.54-0.17 (-0.52%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.830000001380001e+229T

% of Float Held

QoQ Change in Holders

+9 / -2

Price History

$22.11$25.19$28.27$31.36$34.44Sep 24Jun 25Mar 26

FFSM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
FMR LLCIncreased+3.6M+$720.4B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.2M+$35.0B
KOM Wealth Management Group, LLCNew Position+398K+$12.2B
SAX WEALTH ADVISORS, LLCNew Position+193K+$5.9B
SK Wealth Management, LLCIncreased+13K+$1.0B
Dentgroup LLCIncreased+21K+$735.5M
Pines Wealth Management, LLCNew Position+20K+$604.0M
Wealth Quarterback LLCNew Position+17K+$532.0M
Mutual Advisors, LLCNew Position+10K+$299.0M
Bay Capital Advisors, LLCNew Position+10K+$294.0M
Eaton Financial Holdings Company, LLCNew Position+8K+$233.0M
Farther Finance Advisors, LLCIncreased+7K+$219.9M
Sigma Planning CorpIncreased+3K+$126.9M
MFA Wealth ServicesIncreased+50+$107.1M
Provident Wealth Management, LLCNew Position+3K+$98.0M

FFSM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MAI Capital ManagementDecreased-875-$8.7B
Financial Engines Advisors L.L.C.Closed Position-28K-$814.3M
HARBOUR INVESTMENTS, INC.Decreased-387-$703.1M
OSAIC HOLDINGS, INC.Decreased-2K-$552.1M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-10K-$500.7M
Creative PlanningDecreased-970-$474.7M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-1K-$76.2M
Cambridge Investment Research Advisors, Inc.Decreased-23K-$1.4M
Advisory Services Network, LLCClosed Position-12-$351K
Evernest Financial Advisors, LLCDecreased-3K-$-1.8B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1FMR LLC19,018,672$583.0B0.03%Share
2FMR LLC4,518,590$138.0B0.01%Share
3COMMONWEALTH EQUITY SERVICES, LLC1,156,899$35.0B0.05%Share
4Evernest Financial Advisors, LLC402,143$13.7B2.86%Share
5KOM Wealth Management Group, LLC397,655$12.2B8.63%Share
6SAX WEALTH ADVISORS, LLC192,881$5.9B0.28%Share
7SK Wealth Management, LLC172,272$5.6B1.57%Share
8Dentgroup LLC78,511$2.4B1.65%Share
9MFA Wealth Services71,906$2.2B1.49%Share
10JPMORGAN CHASE & CO91,323$2.0B0.00%Share
11Sigma Planning Corp25,825$792.0M0.02%Share
12Pines Wealth Management, LLC19,682$604.0M0.20%Share
13Wealth Quarterback LLC17,349$532.0M0.19%Share
14Mutual Advisors, LLC9,768$299.0M0.01%Share
15Bay Capital Advisors, LLC9,594$294.0M0.18%Share
16Eaton Financial Holdings Company, LLC7,608$233.0M0.06%Share
17Farther Finance Advisors, LLC7,234$222.0M0.00%Share
18COMERICA BANK5,062$155.0M0.00%Share
19Provident Wealth Management, LLC3,221$98.0M0.03%Share
20COMERICA BANK2,914$89.0M0.00%Share
21Bulwark Capital Corp2,535$77.0M0.05%Share
22UBS Group AG1,764$54.0M0.00%Share
23Elyxium Wealth, LLC1,019$31.0M0.01%Share
24RFG Advisory, LLC706,371$21.7M0.41%Share
25Spire Wealth Management574$17.0M0.00%Share
26Sunbelt Securities, Inc.545$16.0M0.00%Share
27MAI Capital Management298,133$9.0M0.05%Share
28MENORA MIVTACHIM HOLDINGS LTD.238,562$7.3M0.03%Share
29Gaddis Premier Wealth Advisors LLC207,859$6.4M4.84%Share
30AdvisorNet Financial, Inc135$4.0M0.00%Share
31ASSETMARK, INC126$3.0M0.00%Share
32Clarity Retirement & Wealth, LLC91,006$2.8M2.46%Share
33Retirement Planning Group, LLC51,833$1.6M0.05%Share
34M Holdings Securities, Inc.33,180$1.0M0.07%Share
35ENVESTNET ASSET MANAGEMENT INC52,346$1.0M0.00%Share
36PRINCIPAL SECURITIES, INC.46,773$1.0M0.02%Share
37Cambridge Investment Research Advisors, Inc.60,237$1.0M0.00%Share
38HARBOUR INVESTMENTS, INC.23,707$727K0.01%Share
39WEALTH ENHANCEMENT ADVISORY SERVICES, LLC16,065$512K0.00%Share
40KESTRA PRIVATE WEALTH SERVICES, LLC13,178$404K0.01%Share
41BENJAMIN EDWARDS INC12,914$396K0.00%Share
42TRUIST FINANCIAL CORP12,178$373K0.00%Share
43HICKS CAPITAL MANAGEMENT LLC10,348$317K0.32%Share
44Cutler Capital Management, LLC8,085$248K0.07%Share
45NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,612$176K0.00%Share
46CWM, LLC394$12K0.00%Share
47Keenan, LLC169$8K7.34%Share
48GOLDMAN SACHS GROUP INC9,964$00.00%Share
49Cetera Investment Advisers14,800$00.00%Share
50HANTZ FINANCIAL SERVICES, INC.498$00.00%Share

FFSM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202562$803.6B+30
Q3 202532$54.5B-10
Q2 202542$611.3B+4
Q1 202538$69.7B+14
Q4 202424$45.1B+7
Q3 202417$964.5B+1
Q2 202416$791.5B+4
Q1 202412$287.4B

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold FFSM (FIDELITY FUNDAMENTAL SMALL-MID CAP ETF). The largest holder is FMR LLC with $583.0B in shares. This quarter, 9 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own FFSM?

As of Q4 2025, 50 institutional investors report holding FFSM (FIDELITY FUNDAMENTAL SMALL-MID CAP ETF) in their 13F filings.

Who is the largest institutional holder of FFSM?

The largest institutional holder of FFSM is FMR LLC with $583.0B in shares.

Is institutional ownership of FFSM increasing or decreasing?

This quarter, 9 institutions opened new positions in FFSM and 2 closed their positions.