Fidelity Enhanced Small CapFESMETF
13F holders, Q1 2025 (March 31)87holders +23
25new positions
3sold out
1famous investor
$29.48avg. 13F price*
At the end of Q1 2025, 87 institutions reported holding Fidelity Enhanced Small Cap (FESM) in their 13F filings, up 23 from Q4 2024. 25 opened new positions and 3 sold out. The largest holders were FMR LLC ($802.8M), Commonwealth Equity Services, LLC ($58.7M) and LPL Financial LLC ($30.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $70.0M |
| Exits | 3 | $998K |
All 13F filers, Q4 2024 → Q1 2025: 19,916,204 shares bought and 288,669 shares sold, net +19,627,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| FMR LLC | 0.05% | Add +125.1% | 27,233,323 | $802.8M |
| Commonwealth Equity Services, LLC | 0.08% | Add +19.4% | 1,991,298 | $58.7M |
| LPL Financial LLC | 0.01% | Add +101.5% | 1,018,403 | $30.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +37.2% | 1,005,788 | $29.7M |
| Prime Capital Investment Advisors, LLC | 0.19% | New | 564,464 | $16.6M |
| Flow Traders U.S. LLC | 0.57% | New | 458,998 | $13.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +92.9% | 404,777 | $11.9M |
| Little House Capital LLC | 2.90% | New | 358,379 | $10.6M |
| Summit Investment Advisory Services, LLC | 4.25% | Add +3.3% | 294,200 | $8.7M |
| Dahring | Cusmano LLC | 6.10% | Add +12.1% | 240,200 | $7.1M |
| Landing Point Financial Group, LLC | 5.16% | New | 230,698 | $6.8M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 207,226 | $6.1M |
| Avantax Advisory Services, Inc. | 0.04% | Add +876.0% | 200,635 | $5.9M |
| Berger Financial Group, Inc | 0.41% | New | 200,337 | $5.9M |
| Susquehanna International Group, LLP | 0.01% | Add +152.4% | 178,557 | $5.3M |
| Salus Financial Advisors, LLC | 3.91% | Add +17.4% | 175,210 | $5.2M |
| Retirement Income Solutions, Inc. | 1.01% | Add +8.2% | 164,160 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +190.9% | 163,497 | $4.8M |
| Holos Integrated Wealth LLC | 2.87% | New | 148,326 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +138.3% | 143,727 | $4.2M |
| Milestone Investment Advisors LLC | 1.04% | Add +452.4% | 127,660 | $3.8M |
| Harbour Investments, Inc. | 0.10% | Add +228.6% | 118,881 | $3.5M |
| NewEdge Advisors, LLC | 0.02% | New | 105,924 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Add +244.6% | 103,739 | $3.1M |
| IAG Wealth Partners, LLC | 0.46% | New | 99,555 | $2.9M |
| FMA Wealth Management, LLC | 2.09% | Reduce -1.2% | 85,790 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.03% | New | 87,649 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +80.1% | 77,834 | $2.3M |
| Lincoln Capital Corp. | 0.94% | Reduce -1.1% | 76,191 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -7.3% | 75,460 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -55.3% | 71,027 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +7.1% | 65,824 | $1.9M |
| Eaton Financial Holdings Company, LLC | 0.78% | Reduce -71.4% | 63,524 | $1.9M |
| PKS Advisory Services, LLC | 0.45% | Add +101.0% | 55,773 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +5480.7% | 55,751 | $1.6M |
| Citadel Advisors | 0.00% | Add +48.0% | 42,522 | $1.3M |
| Horizon Investment Services, LLC | 0.59% | Add +74.4% | 41,407 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.7% | 38,537 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +479.9% | 37,695 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +101.9% | 37,273 | $1.1M |
| Croban | 0.99% | Add +33.0% | 36,518 | $1.1M |
| Greenwood Capital Associates LLC | 0.12% | Add +190.2% | 29,149 | $859K |
| Convergence Financial, LLC | 0.14% | New | 24,333 | $717K |
| TD Waterhouse Canada Inc. | 0.01% | Add +569.4% | 21,221 | $625K |
| Keystone Wealth Services, LLC | 0.14% | Reduce -9.2% | 17,311 | $510K |
| Balance Wealth Partners LLC | 0.33% | — | 17,018 | $502K |
| OmniStar Financial Group, Inc. | 0.40% | Add +1.0% | 16,911 | $501K |
| PFG Advisors | 0.03% | Add +63.2% | 16,896 | $498K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +167.1% | 16,584 | $489K |
| Ameritas Investment Partners, Inc. | 0.02% | New | 16,133 | $476K |
| GWN Securities Inc. | 0.03% | New | 16,050 | $473K |
| Lynch & Associates | 0.10% | New | 14,997 | $442K |
| Financial Perspectives, Inc | 0.13% | Add +12.3% | 13,315 | $393K |
| HighTower Advisors, LLC | 0.00% | Reduce -8.5% | 12,887 | $380K |
| Janney Montgomery Scott LLC | 0.00% | No change | 12,802 | $377K |
| Madison Wealth Partners, Inc | 0.09% | Add +7.1% | 12,285 | $362K |
| WCG Wealth Advisors LLC | 0.03% | New | 11,565 | $341K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -0.6% | 11,432 | $337K |
| Fortress Financial Group, LLC | 0.30% | New | 10,362 | $305K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 9,835 | $290K |
| Canvas Wealth Advisors, LLC | 0.06% | New | 8,938 | $246K |
| Stephens Inc. | 0.00% | New | 7,525 | $222K |
| Clearstead Advisors, LLC | 0.00% | No change | 5,885 | $174K |
| Private Trust Co. NA | 0.01% | Add +121.8% | 4,868 | $144K |
| Wells Fargo & Company | 0.00% | Add +410.9% | 4,368 | $129K |
| Comerica Bank | 0.00% | Reduce -10.1% | 3,955 | $117K |
| Morgan Stanley | 0.00% | Add +33.2% | 2,708 | $80K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,213 | $65K |
| Principal Securities, Inc. | 0.00% | No change | 1,627 | $53K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.5% | 1,203 | $35K |
| UBS Group AG | 0.00% | Add +203.8% | 1,185 | $35K |
| MAI Capital Management | 0.00% | No change | 822 | $24K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 733 | $22K |
| Bank of America Corp. | 0.00% | New | 620 | $18K |
| Kiker Wealth Management, LLC | 0.01% | New | 619 | $18K |
| Concord Wealth Partners | 0.00% | Add +0.3% | 581 | $17K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 500 | $15K |
| Cornerstone Planning Group LLC | 0.00% | No change | 442 | $12K |
| Bogart Wealth, LLC | 0.00% | New | 356 | $10K |
| Bank of Montreal | 0.00% | Add +0.6% | 346 | $10K |
| Qube Research & Technologies Ltd | 0.00% | New | 300 | $9K |
| HighMark Wealth Management LLC | 0.00% | Add +0.5% | 190 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 167 | $5K |
| CKW Financial Group | 0.00% | No change | 96 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 92 | $3K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 20 | $590 |
| AE Wealth Management LLC | 0.00% | Reduce -66.7% | 1 | $29 |
"% of holder's portfolio" is FESM's weight in each manager's 13F, not the share of Fidelity Enhanced Small Cap the manager owns.