Who Owns FIDELITY ENHANCED SMALL CAP ETF (FESM)?Hedge Fund & Institutional Holders

$37.41-0.24 (-0.64%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+8 / -6

Price History

$25.93$29.71$33.50$37.28$41.06Sep 24Jun 25Mar 26

FESM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
FMR LLCIncreased+59K+$1.0T
AMERIPRISE FINANCIAL INCIncreased+3.9M+$147.7B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+2.2M+$84.0B
JPMORGAN CHASE & COIncreased+1.8M+$68.8B
RAYMOND JAMES FINANCIAL INCIncreased+1.0M+$39.2B
Calamos Wealth Management LLCNew Position+936K+$35.3B
TruWealth Advisors, LLCNew Position+904K+$34.1B
WELLS FARGO & COMPANY/MNIncreased+720K+$26.6B
LITTLE HOUSE CAPITAL LLCNew Position+353K+$13.3B
ROYAL BANK OF CANADAIncreased+366K+$13.2B
Summit Investment Advisory Services, LLCNew Position+328K+$12.4B
SAGESPRING WEALTH PARTNERS, LLCNew Position+324K+$12.2B
Holos Integrated Wealth LLCNew Position+298K+$10.9B
Mayfair Advisory Group, LLCNew Position+208K+$7.9B
BANK OF AMERICA CORP /DE/Increased+188K+$7.0B

FESM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-2.1M-$90.7B
WELLINGTON MANAGEMENT GROUP LLPClosed Position-426K-$15.6B
Mariner, LLCDecreased-9K-$4.9B
JANE STREET GROUP, LLCClosed Position-58K-$2.1B
Convergence Financial, LLCClosed Position-49K-$1.8B
HARBOUR INVESTMENTS, INC.Decreased-9K-$1.6B
Atria Investments, IncDecreased-40K-$1.5B
IFG Advisory, LLCDecreased-2K-$637.9M
Steward Partners Investment Advisory, LLCDecreased-2K-$609.3M
OmniStar Financial Group, Inc.Decreased-5K-$159.2M
Advisory Services Network, LLCClosed Position-4K-$155.1M
CITADEL ADVISORS LLCDecreased-485-$95.5M
Russell Investments Group, Ltd.Decreased-2-$16.7M
Pathway Financial Advisers, LLCClosed Position-190-$6.9M
FLOW TRADERS U.S. LLCClosed Position-54K-$2.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1FMR LLC26,994,078$1.0T0.05%Share
2AMERIPRISE FINANCIAL INC4,094,163$154.0B0.03%Share
3COMMONWEALTH EQUITY SERVICES, LLC2,225,336$84.0B0.11%Share
4JPMORGAN CHASE & CO1,845,939$69.0B0.00%Share
5Calamos Wealth Management LLC935,638$35.3B1.22%Share
6TruWealth Advisors, LLC903,775$34.1B1.67%Share
7ROYAL BANK OF CANADA915,911$34.0B0.01%Share
8WELLS FARGO & COMPANY/MN886,451$33.0B0.01%Share
9OSAIC HOLDINGS, INC.755,401$28.0B0.04%Share
10RAYMOND JAMES FINANCIAL INC697,161$26.0B0.01%Share
11RAYMOND JAMES FINANCIAL INC692,390$26.0B0.01%Share
12WELLS FARGO & COMPANY/MN617,484$23.0B0.00%Share
13LITTLE HOUSE CAPITAL LLC353,167$13.3B3.35%Share
14Summit Investment Advisory Services, LLC328,309$12.4B4.68%Share
15SAGESPRING WEALTH PARTNERS, LLC323,620$12.2B0.22%Share
16DAHRING {-} CUSMANO LLC268,173$10.1B7.05%Share
17STIFEL FINANCIAL CORP265,204$10.0B0.01%Share
18Landing Point Financial Group, LLC258,788$9.8B4.88%Share
19Mayfair Advisory Group, LLC207,504$7.9B3.07%Share
20Berger Financial Group, Inc208,944$7.9B0.46%Share
21Salus Financial Advisors, LLC202,864$7.7B4.59%Share
22Mutual Advisors, LLC161,973$6.1B0.13%Share
23Baird Financial Group, Inc.184,211$6.0B0.01%Share
24Modus Advisors, LLC157,676$6.0B1.57%Share
25Milestone Investment Advisors LLC151,409$5.7B1.38%Share
26First Heartland Consultants, Inc.147,535$5.6B0.42%Share
27Holos Integrated Wealth LLC153,984$5.5B3.22%Share
28Holos Integrated Wealth LLC143,571$5.5B3.05%Share
29RETIREMENT INCOME SOLUTIONS, INC143,461$5.4B0.92%Share
30Atria Investments, Inc137,783$5.0B0.06%Share
31tru Independence LLC125,563$4.7B1.20%Share
32CROBAN120,267$4.5B2.19%Share
33Equitable Holdings, Inc.117,558$4.0B0.03%Share
34FMR LLC125,946$4.0B0.00%Share
35BANK OF AMERICA CORP /DE/128,475$4.0B0.00%Share
36Private Advisor Group, LLC115,246$4.0B0.02%Share
37Founders Financial Alliance, LLC102,106$3.9B0.73%Share
38LINCOLN CAPITAL CORP89,676$3.4B1.20%Share
39FMA Wealth Management, LLC87,930$3.3B2.15%Share
40BANK OF AMERICA CORP /DE/92,816$3.0B0.00%Share
41WELLS FARGO & COMPANY/MN99,525$3.0B0.00%Share
42Carolina Wealth Advisors, LLC79,265$3.0B1.33%Share
43TABLEAUX LLC1,818,584$2.4B1.68%Share
44PKS Advisory Services, LLC57,718$2.2B0.50%Share
45SUSQUEHANNA INTERNATIONAL GROUP, LLP61,482$2.0B0.00%Share
46Steward Partners Investment Advisory, LLC69,659$2.0B0.01%Share
47Investmark Advisory Group LLC52,260$2.0B0.84%Share
48PFG Advisors52,233$2.0B0.10%Share
49UBS Group AG51,316$1.9B0.00%Share
50Farther Finance Advisors, LLC51,273$1.9B0.02%Share

FESM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025181$1.8T+100
Q3 202581$450.6B-27
Q2 2025108$1.2T+23
Q1 202585$264.1B+30
Q4 202455$203.0B+24
Q3 202431$26.4T-3
Q2 202434$6.3T+6
Q1 202428$700.5B—

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As of Q4 2025, 50 institutional investors hold FESM (FIDELITY ENHANCED SMALL CAP ETF). The largest holder is FMR LLC with $1.0T in shares. This quarter, 8 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own FESM?

As of Q4 2025, 50 institutional investors report holding FESM (FIDELITY ENHANCED SMALL CAP ETF) in their 13F filings.

Who is the largest institutional holder of FESM?

The largest institutional holder of FESM is FMR LLC with $1.0T in shares.

Is institutional ownership of FESM increasing or decreasing?

This quarter, 8 institutions opened new positions in FESM and 6 closed their positions.