Fidelity Enhanced Small CapFESMETF
13F holders, Q1 2024 (March 31)35holders
1famous investor
$30.04avg. 13F price*
At the end of Q1 2024, 35 institutions reported holding Fidelity Enhanced Small Cap (FESM) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($9.1M), Stifel Financial Corp. ($4.3M) and FMR LLC ($3.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Enhanced Small Cap
- CUSIP
- 31609A206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $6.8M |
| Exits | 4 | $5.1M |
Ownership 35 holders
| Commonwealth Equity Services, LLC | 0.02% | Add +39.6% | 301,550 | $9.1M |
| Stifel Financial Corp. | 0.00% | New | 142,391 | $4.3M |
| FMR LLC | 0.00% | Add +0.6% | 120,144 | $3.6M |
| Susquehanna International Group, LLP | 0.00% | Add +65.4% | 39,880 | $1.2M |
| Keystone Wealth Services, LLC | 0.37% | New | 37,716 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -30.4% | 26,530 | $797K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.6% | 21,774 | $654K |
| Cetera Investment Advisers | 0.00% | New | 20,235 | $608K |
| MML Investors Services, LLC | 0.00% | Reduce -1.6% | 20,216 | $607K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -11.8% | 16,999 | $511K |
| Mariner, LLC | 0.00% | New | 16,198 | $487K |
| LPL Financial LLC | 0.00% | Reduce -44.4% | 14,604 | $439K |
| Janney Montgomery Scott LLC | 0.00% | Add +20.0% | 13,897 | $418K |
| Lincoln National Corp. | 0.01% | Add +3.2% | 13,556 | $407K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -0.4% | 12,165 | $366K |
| Financial Perspectives, Inc | 0.12% | Add +0.1% | 10,714 | $322K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +30.2% | 9,559 | $287K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 9,242 | $278K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -73.9% | 7,151 | $215K |
| Clearstead Advisors, LLC | 0.01% | No change | 5,765 | $168K |
| Royal Bank of Canada | 0.00% | Reduce -80.3% | 3,229 | $97K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +185.9% | 3,062 | $92K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.5% | 3,056 | $92K |
| Morgan Stanley | 0.00% | Reduce -13.0% | 2,033 | $61K |
| Concord Wealth Partners | 0.01% | Add +0.3% | 1,553 | $47K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.3% | 1,187 | $33K |
| Larson Financial Group LLC | 0.00% | Reduce -38.9% | 1,031 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 999 | $30K |
| Wells Fargo & Company | 0.00% | No change | 855 | $26K |
| AdvisorNet Financial, Inc | 0.00% | No change | 387 | $12K |
| Bank of Montreal | 0.00% | Add +0.3% | 341 | $10K |
| Harbour Investments, Inc. | 0.00% | No change | 200 | $6K |
| Pathway Financial Advisers, LLC | 0.00% | Add +0.5% | 186 | $6K |
| CKW Financial Group | 0.00% | No change | 96 | $3K |
| Principal Securities, Inc. | 0.00% | Reduce -43.2% | 79 | $2K |
"% of holder's portfolio" is FESM's weight in each manager's 13F, not the share of Fidelity Enhanced Small Cap the manager owns.