Fidelity Enhanced Small CapFESMETF
13F holders, Q4 2025 (December 31)183holders +38
40new positions
9sold out
1famous investor
$37.78avg. 13F price*
At the end of Q4 2025, 183 institutions reported holding Fidelity Enhanced Small Cap (FESM) in their 13F filings, up 38 from Q3 2025. 40 opened new positions and 9 sold out. The largest holders were FMR LLC ($1.0B), LPL Financial LLC ($161.9M) and Ameriprise Financial Inc. ($154.7M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $211.8M |
| Exits | 9 | $22.4M |
All 13F filers, Q3 2025 → Q4 2025: 21,329,168 shares bought and 726,009 shares sold, net +20,603,159 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 183 holders
| FMR LLC | 0.05% | Add +0.2% | 27,147,412 | $1.0B |
| LPL Financial LLC | 0.04% | Add +66.6% | 4,286,386 | $161.9M |
| Ameriprise Financial Inc. | 0.04% | Add +2263.3% | 4,095,168 | $154.7M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +30.2% | 3,230,962 | $122.1M |
| Commonwealth Equity Services, LLC | 0.11% | Add +39.0% | 2,225,336 | $84.1M |
| JPMorgan Chase & Co. | 0.00% | Add +39683.2% | 1,845,939 | $69.7M |
| Dynasty Wealth Management, LLC | 0.66% | New | 1,780,989 | $67.3M |
| Quotient Wealth Partners, LLC | 1.78% | New | 1,767,200 | $66.8M |
| Wells Fargo & Company | 0.01% | Add +81.2% | 1,606,601 | $60.7M |
| Vantagepoint Investment Advisers LLC | 0.43% | No change | 1,404,752 | $53.1M |
| Raymond James Financial Inc. | 0.02% | Add +300.1% | 1,399,811 | $52.9M |
| Cetera Investment Advisers | 0.06% | Add +29.3% | 1,336,191 | $50.5M |
| Calamos Wealth Management LLC | 1.24% | Add +1.0% | 935,638 | $35.3M |
| Royal Bank of Canada | 0.01% | Add +64.4% | 933,431 | $35.3M |
| TruWealth Advisors, LLC | 1.67% | New | 903,775 | $34.1M |
| MML Investors Services, LLC | 0.08% | Add +965.3% | 855,479 | $32.3M |
| Capital Analysts, LLC | 0.85% | Add +12824.5% | 814,633 | $30.8M |
| Osaic Holdings, Inc. | 0.04% | Add +32.3% | 786,527 | $29.7M |
| Morgan Stanley | 0.00% | Add +288.1% | 779,747 | $29.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +83.6% | 775,579 | $29.3M |
| Kestra Advisory Services, LLC | 0.07% | Add +244.8% | 452,244 | $17.1M |
| Prime Capital Investment Advisors, LLC | 0.17% | Add +2.7% | 367,737 | $13.9M |
| Little House Capital LLC | 3.35% | Reduce -6.8% | 353,167 | $13.3M |
| Summit Investment Advisory Services, LLC | 4.68% | Add +3.2% | 328,309 | $12.4M |
| Sagespring Wealth Partners, LLC | 0.22% | Add +3.0% | 323,620 | $12.2M |
| Parkside Investments, LLC | 1.43% | Add +26.9% | 300,828 | $11.4M |
| Dahring | Cusmano LLC | 7.05% | Add +4.5% | 268,173 | $10.1M |
| Stifel Financial Corp. | 0.01% | Add +36.1% | 267,486 | $10.1M |
| Landing Point Financial Group, LLC | 4.88% | Add +6.3% | 258,788 | $9.8M |
| Bank of America Corp. | 0.00% | Add +490.6% | 226,688 | $8.6M |
| Great Valley Advisor Group, Inc. | 0.15% | New | 211,946 | $8.0M |
| Mayfair Advisory Group, LLC | 3.07% | Add +37.8% | 207,504 | $7.9M |
| Berger Financial Group, Inc | 0.46% | Reduce -0.6% | 208,944 | $7.9M |
| Salus Financial Advisors, LLC | 4.59% | Add +1.0% | 202,864 | $7.7M |
| Ausdal Financial Partners, Inc. | 0.33% | New | 189,787 | $7.2M |
| Baird Financial Group, Inc. | 0.01% | Add +71.1% | 184,211 | $7.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +27.5% | 177,093 | $6.7M |
| American National Bank of Texas | 5.98% | New | 164,803 | $6.2M |
| Mutual Advisors, LLC | 0.13% | Add +1.7% | 161,973 | $6.1M |
| Modus Advisors, LLC | 1.57% | Add +20.0% | 157,676 | $6.0M |
| Milestone Investment Advisors LLC | 1.38% | Add +0.6% | 151,409 | $5.7M |
| First Heartland Consultants, Inc. | 0.42% | Add +28.4% | 147,535 | $5.6M |
| Holos Integrated Wealth LLC | 3.05% | Reduce -6.8% | 143,571 | $5.5M |
| Retirement Income Solutions, Inc. | 0.92% | Add +3.2% | 143,461 | $5.4M |
| Atria Investments, Inc | 0.06% | Reduce -22.4% | 137,783 | $5.2M |
| Global Retirement Partners, LLC | 0.09% | Add +1.7% | 137,069 | $5.2M |
| tru Independence LLC | 1.20% | Add +33.0% | 125,563 | $4.7M |
| Mariner, LLC | 0.01% | Reduce -6.4% | 124,976 | $4.7M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +126.0% | 120,407 | $4.5M |
| Croban | 2.19% | Add +88.8% | 120,267 | $4.5M |
| Equitable Holdings, Inc. | 0.03% | Add +383.2% | 117,558 | $4.4M |
| Private Advisor Group, LLC | 0.02% | Add +49.9% | 115,246 | $4.4M |
| Bank of New York Mellon Corp | 0.00% | New | 110,435 | $4.2M |
| Founders Financial Alliance, LLC | 0.73% | Add +35.8% | 102,106 | $3.9M |
| NewEdge Advisors, LLC | 0.01% | Add +6.3% | 99,498 | $3.8M |
| IAG Wealth Partners, LLC | 0.41% | Add +8.3% | 94,623 | $3.6M |
| TD Private Client Wealth LLC | 0.07% | Add +675.3% | 89,756 | $3.4M |
| Lincoln Capital Corp. | 1.20% | Add +1.5% | 89,676 | $3.4M |
| FMA Wealth Management, LLC | 2.15% | Reduce -0.1% | 87,930 | $3.3M |
| Carolina Wealth Advisors, LLC | 1.33% | Reduce -0.1% | 79,265 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.4% | 69,659 | $2.6M |
| Tableaux LLC | 1.70% | New | 61,985 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +18.9% | 61,482 | $2.3M |
| Clearwave Capital, LLC | 1.71% | — | 61,355 | $2.3M |
| Focus Financial Network, Inc. | 0.08% | New | 60,895 | $2.3M |
| PKS Advisory Services, LLC | 0.50% | Reduce -0.9% | 57,718 | $2.2M |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Add +8.1% | 57,711 | $2.2M |
| Greenwood Capital Associates LLC | 0.23% | Add +44.1% | 57,102 | $2.2M |
| &partners | 0.01% | Add +216.3% | 57,865 | $2.1M |
| Investmark Advisory Group LLC | 0.84% | Add +2.8% | 52,260 | $2.0M |
| PFG Advisors | 0.10% | Add +17.2% | 52,233 | $2.0M |
| UBS Group AG | 0.00% | Add +265.1% | 51,316 | $1.9M |
| Farther Finance Advisors, LLC | 0.02% | Add +147.5% | 51,273 | $1.9M |
| Investment Advisory Services Inc. /TX | 0.58% | Add +8.8% | 49,033 | $1.9M |
| Horizon Investment Services, LLC | 0.64% | Add +4.9% | 46,975 | $1.8M |
| IFG Advisory, LLC | 0.07% | Reduce -5.1% | 42,498 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 41,140 | $1.6M |
| Calamos Advisors LLC | 0.01% | Add +2.6% | 41,045 | $1.6M |
| Pathfinder Wealth Consulting, Inc. | 0.93% | — | 38,921 | $1.5M |
| DecisionMap Wealth Management, LLC | 0.86% | New | 37,002 | $1.4M |
| Savvy Advisors, Inc. | 0.04% | New | 35,994 | $1.4M |
| Harbour Investments, Inc. | 0.03% | Reduce -19.5% | 35,776 | $1.4M |
| TritonPoint Partners, LLC | 0.71% | — | 35,218 | $1.3M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -15.2% | 34,059 | $1.3M |
| Sowell Financial Services LLC | 0.04% | Add +26.7% | 32,449 | $1.2M |
| CLG LLC | 0.30% | Add +18.2% | 32,213 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +203.0% | 32,190 | $1.2M |
| Worth Asset Management, LLC | 0.51% | Add +214.0% | 31,594 | $1.2M |
| Canvas Wealth Advisors, LLC | 0.20% | Reduce -4.2% | 31,254 | $1.2M |
| Petra Financial Advisors Inc. | 0.67% | Add +28.6% | 30,411 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +54.3% | 30,126 | $1.1M |
| Valmark Advisers, Inc. | 0.01% | Add +1.6% | 29,792 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -1.6% | 29,480 | $1.1M |
| Bluedoor Private Wealth, LLC | 0.49% | — | 28,068 | $1.1M |
| Balance Wealth Partners LLC | 0.34% | Add +1.8% | 27,965 | $1.1M |
| Skyview Financial Group LLC | 1.08% | — | 27,809 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +21.9% | 27,446 | $1.0M |
| Sunbelt Securities, Inc. | 0.07% | Add +22.9% | 26,859 | $1.0M |
| Breakwater Capital Group | 0.14% | New | 26,684 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.7% | 23,566 | $925K |
"% of holder's portfolio" is FESM's weight in each manager's 13F, not the share of Fidelity Enhanced Small Cap the manager owns.