Who Owns FESM?

FIDELITY ENHANCED SMALL CAP ETF — Institutional Ownership & 13F Holdings

$42.50

+0.00 (+0.00%)

Market Cap

$2.6B

Shares Outstanding

67,115,312

Institutional Holders

85

Total Inst. Value

$963.1M

% of Float Held

QoQ Holder Change

+57

Institutional data as of Q1 2025

New Positions

32

Closed Positions

2

Increased

39

Decreased

8

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1FMR LLC$802.8M27,233,323
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$29.6M1,005,788
3FLOW TRADERS U.S. LLCNew$13.5M458,998
4LITTLE HOUSE CAPITAL LLCNew$10.6M358,379
5Summit Investment Advisory Services, LLCNew$8.7M294,200
6DAHRING {-} CUSMANO LLCNew$7.1M240,200
7Landing Point Financial Group, LLCNew$6.8M230,698
8ROYAL BANK OF CANADA$6.1M207,226
9Berger Financial Group, IncNew$5.9M200,337
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.3M178,557

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Frequently Asked Questions

How many institutional investors hold FESM?

As of Q1 2025, 85 institutional investors report holding FESM (FIDELITY ENHANCED SMALL CAP ETF) in their 13F filings.

Which hedge fund owns the most FESM?

The largest institutional holder of FESM is FMR LLC with $802.8M in shares.

Are institutions buying or selling FESM?

This quarter, 32 institutions opened new positions in FESM and 2 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.