Fidelity Enhanced Small CapFESMETF
13F holders, Q4 2024 (December 31)64holders +24
22new positions
3sold out
1famous investor
$32.35avg. 13F price*
At the end of Q4 2024, 64 institutions reported holding Fidelity Enhanced Small Cap (FESM) in their 13F filings, up 24 from Q3 2024. 22 opened new positions and 3 sold out. The largest holders were FMR LLC ($391.4M), Commonwealth Equity Services, LLC ($53.9M) and Northwestern Mutual Wealth Management Co. ($23.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $31.8M |
| Exits | 3 | $839K |
All 13F filers, Q3 2024 → Q4 2024: 6,410,099 shares bought and 594,141 shares sold, net +5,815,958 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| FMR LLC | 0.02% | Add +45.6% | 12,099,573 | $391.4M |
| Commonwealth Equity Services, LLC | 0.08% | Add +100.0% | 1,667,449 | $53.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +28.0% | 733,123 | $23.7M |
| LPL Financial LLC | 0.01% | Add +923.7% | 505,394 | $16.3M |
| Summit Investment Advisory Services, LLC | 4.75% | New | 284,858 | $9.2M |
| Eaton Financial Holdings Company, LLC | 2.77% | New | 222,276 | $7.2M |
| Dahring | Cusmano LLC | 6.29% | — | 214,228 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -71.5% | 209,826 | $6.8M |
| Royal Bank of Canada | 0.00% | Reduce -4.9% | 198,957 | $6.4M |
| Mariner, LLC | 0.01% | Reduce -5.5% | 158,780 | $5.1M |
| Retirement Income Solutions, Inc. | 0.99% | New | 151,762 | $4.9M |
| Salus Financial Advisors, LLC | 3.78% | — | 149,305 | $4.8M |
| FMA Wealth Management, LLC | 2.09% | Add +0.7% | 86,847 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +620.5% | 81,449 | $2.6M |
| Lincoln Capital Corp. | 1.03% | New | 77,057 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | New | 70,733 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +1.5% | 61,460 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +23.3% | 60,301 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +223.6% | 56,195 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +183.2% | 43,215 | $1.4M |
| Harbour Investments, Inc. | 0.03% | Add +88.9% | 36,184 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +42.5% | 35,139 | $1.1M |
| Raymond James Financial Inc. | 0.00% | — | 30,101 | $974K |
| Citadel Advisors | 0.00% | New | 28,727 | $929K |
| PKS Advisory Services, LLC | 0.22% | — | 27,754 | $898K |
| Croban | 0.87% | — | 27,464 | $888K |
| Horizon Investment Services, LLC | 0.33% | New | 23,737 | $768K |
| Milestone Investment Advisors LLC | 0.20% | New | 23,111 | $748K |
| Geneva Partners, LLC | 0.27% | Add +10.5% | 20,738 | $671K |
| Avantax Advisory Services, Inc. | 0.00% | New | 20,558 | $665K |
| Keystone Wealth Services, LLC | 0.16% | Reduce -52.6% | 19,055 | $616K |
| Private Advisor Group, LLC | 0.00% | New | 18,461 | $597K |
| OmniStar Financial Group, Inc. | 0.44% | Add +13.5% | 16,746 | $543K |
| HighTower Advisors, LLC | 0.00% | Add +37.6% | 14,080 | $455K |
| Janney Montgomery Scott LLC | 0.00% | No change | 12,802 | $414K |
| Financial Perspectives, Inc | 0.13% | Add +4.7% | 11,854 | $383K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.5% | 11,502 | $372K |
| Madison Wealth Partners, Inc | 0.10% | New | 11,473 | $371K |
| PFG Advisors | 0.02% | New | 10,355 | $335K |
| Greenwood Capital Associates LLC | 0.04% | New | 10,043 | $325K |
| Goldman Sachs Group Inc. | 0.00% | New | 9,765 | $316K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 6,500 | $210K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 6,208 | $201K |
| Clearstead Advisors, LLC | 0.00% | No change | 5,885 | $190K |
| Comerica Bank | 0.00% | Reduce -0.4% | 4,401 | $142K |
| TD Waterhouse Canada Inc. | 0.00% | New | 3,170 | $103K |
| AdvisorNet Financial, Inc | 0.01% | Add +471.8% | 2,213 | $72K |
| Private Trust Co. NA | 0.01% | New | 2,195 | $71K |
| Morgan Stanley | 0.00% | No change | 2,033 | $66K |
| Principal Securities, Inc. | 0.00% | Add +208.7% | 1,627 | $53K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.5% | 1,197 | $39K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 999 | $32K |
| Wells Fargo & Company | 0.00% | No change | 855 | $28K |
| MAI Capital Management | 0.00% | New | 822 | $27K |
| Larson Financial Group LLC | 0.00% | Reduce -16.5% | 731 | $24K |
| Concord Wealth Partners | 0.00% | Add +0.3% | 579 | $19K |
| Cornerstone Planning Group LLC | 0.00% | New | 442 | $15K |
| UBS Group AG | 0.00% | New | 390 | $13K |
| Pathway Financial Advisers, LLC | 0.00% | Add +57.2% | 294 | $11K |
| Bank of Montreal | 0.00% | Add +0.3% | 344 | $11K |
| HighMark Wealth Management LLC | 0.00% | Add +0.5% | 189 | $6K |
| CKW Financial Group | 0.00% | No change | 96 | $3K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 20 | $647 |
| AE Wealth Management LLC | 0.00% | New | 3 | $97 |
"% of holder's portfolio" is FESM's weight in each manager's 13F, not the share of Fidelity Enhanced Small Cap the manager owns.