Fidelity Enhanced Small CapFESMETF
13F holders, Q1 2026 (March 31)209holders +26
44new positions
16sold out
1famous investor
$37.98avg. 13F price*
At the end of Q1 2026, 209 institutions reported holding Fidelity Enhanced Small Cap (FESM) in their 13F filings, up 26 from Q4 2025. 44 opened new positions and 16 sold out. The largest holders were FMR LLC ($1.0B), Ameriprise Financial Inc. ($229.2M) and LPL Financial LLC ($194.7M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Fidelity Enhanced Small Cap
- CUSIP
- 31609A206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $200.4M |
| Exits | 16 | $10.1M |
All 13F filers, Q4 2025 → Q1 2026: 19,664,347 shares bought and 879,978 shares sold, net +18,784,369 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 209 holders
| FMR LLC | 0.05% | Reduce -0.6% | 26,988,815 | $1.0B |
| Ameriprise Financial Inc. | 0.05% | Add +47.3% | 6,033,120 | $229.2M |
| LPL Financial LLC | 0.05% | Add +19.6% | 5,124,645 | $194.7M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +16.1% | 3,749,748 | $142.5M |
| Prime Capital Investment Advisors, LLC | 1.37% | Add +746.5% | 3,113,064 | $118.3M |
| Fifth Third Bancorp | 0.19% | New | 2,784,388 | $105.8M |
| Raymond James Financial Inc. | 0.03% | Add +66.5% | 2,331,165 | $88.6M |
| Commonwealth Equity Services, LLC | 0.12% | Add +0.9% | 2,244,419 | $85.3M |
| Wells Fargo & Company | 0.02% | Add +32.7% | 2,132,405 | $81.0M |
| Cetera Investment Advisers | 0.08% | Add +46.8% | 1,962,108 | $74.6M |
| Dynasty Wealth Management, LLC | 0.60% | Add +1.7% | 1,810,612 | $68.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.7% | 1,833,593 | $67.5M |
| Quotient Wealth Partners, LLC | 1.75% | Reduce -0.9% | 1,750,838 | $66.5M |
| Vantagepoint Investment Advisers LLC | 0.45% | No change | 1,404,752 | $53.4M |
| Osaic Holdings, Inc. | 0.07% | Add +70.2% | 1,338,806 | $50.9M |
| Morgan Stanley | 0.00% | Add +69.5% | 1,321,302 | $50.2M |
| Royal Bank of Canada | 0.01% | Add +30.7% | 1,220,056 | $46.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +36.7% | 1,060,363 | $40.3M |
| Calamos Advisors LLC | 0.21% | Add +2467.3% | 1,053,734 | $40.0M |
| Calamos Wealth Management LLC | 1.34% | Add +8.1% | 1,011,631 | $38.4M |
| TruWealth Advisors, LLC | 1.69% | Add +2.1% | 923,152 | $35.1M |
| Bank of America Corp. | 0.00% | Add +284.6% | 871,856 | $33.1M |
| MML Investors Services, LLC | 0.09% | Add +0.6% | 860,278 | $32.7M |
| Capital Analysts, LLC | 0.84% | Add +3.3% | 841,857 | $32.0M |
| Focus Financial Network, Inc. | 0.99% | Add +1095.1% | 727,780 | $27.7M |
| Kestra Advisory Services, LLC | 0.10% | Add +57.5% | 712,371 | $27.1M |
| KFG Wealth Management, LLC | 2.11% | New | 429,616 | $16.3M |
| Stadion Money Management, LLC | 1.58% | New | 412,569 | $15.7M |
| Baird Financial Group, Inc. | 0.02% | Add +104.8% | 377,214 | $14.3M |
| Parkside Investments, LLC | 1.66% | Add +19.7% | 360,173 | $13.7M |
| Stifel Financial Corp. | 0.01% | Add +33.5% | 357,112 | $13.6M |
| Little House Capital LLC | 3.24% | Reduce -6.5% | 330,362 | $12.6M |
| HighPoint Advisor Group LLC | 0.52% | New | 326,752 | $12.4M |
| Summit Investment Advisory Services, LLC | 4.54% | Reduce -2.1% | 321,361 | $12.2M |
| Berger Financial Group, Inc | 0.67% | Add +50.5% | 314,436 | $11.9M |
| Dahring | Cusmano LLC | 7.17% | Add +14.4% | 306,710 | $11.7M |
| Mayfair Advisory Group, LLC | 3.73% | Add +35.5% | 281,068 | $10.7M |
| Landing Point Financial Group, LLC | 4.96% | Add +4.0% | 269,165 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +33.9% | 237,178 | $9.0M |
| Great Valley Advisor Group, Inc. | 0.16% | Add +10.7% | 234,700 | $8.9M |
| Mutual Advisors, LLC | 0.17% | Add +31.0% | 212,154 | $8.1M |
| Ausdal Financial Partners, Inc. | 0.36% | Add +10.5% | 209,694 | $8.0M |
| Salus Financial Advisors, LLC | 4.39% | Reduce -2.2% | 198,331 | $7.5M |
| Modus Advisors, LLC | 1.84% | Add +11.7% | 176,088 | $6.7M |
| Riversedge Advisors, LLC | 1.04% | New | 169,186 | $6.4M |
| Holos Integrated Wealth LLC | 3.09% | Add +9.5% | 157,192 | $6.1M |
| American National Bank of Texas | 5.81% | Reduce -2.7% | 160,425 | $6.1M |
| Milestone Investment Advisors LLC | 1.47% | Add +5.5% | 159,792 | $6.1M |
| UBS Group AG | 0.00% | Add +200.1% | 154,009 | $5.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +57585.2% | 151,712 | $5.8M |
| Retirement Income Solutions, Inc. | 0.97% | Add +4.6% | 150,039 | $5.7M |
| Equitable Holdings, Inc. | 0.04% | Add +23.4% | 145,081 | $5.5M |
| Richard W. Paul & Associates, LLC | 1.82% | New | 142,132 | $5.4M |
| Mariner, LLC | 0.01% | Add +12.1% | 140,061 | $5.3M |
| Bank of New York Mellon Corp | 0.00% | Add +26.1% | 139,293 | $5.3M |
| First Heartland Consultants, Inc. | 0.40% | Reduce -6.7% | 137,672 | $5.2M |
| Atria Investments, Inc | 0.06% | Reduce -1.9% | 135,162 | $5.1M |
| tru Independence LLC | 2.47% | Add +4.6% | 131,354 | $5.0M |
| Croban | 2.33% | Add +8.2% | 130,070 | $4.9M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +7.9% | 129,933 | $4.9M |
| TD Private Client Wealth LLC | 0.10% | Add +42.8% | 128,192 | $4.9M |
| IAG Wealth Partners, LLC | 0.51% | Add +28.2% | 121,321 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Add +5.0% | 120,995 | $4.6M |
| Marble Wealth, LLC | 0.80% | New | 119,627 | $4.5M |
| Integrated Capital Management, LLC | 1.88% | New | 117,289 | $4.5M |
| Armor Investment Advisors, LLC | 1.52% | New | 111,093 | $4.2M |
| KMG Fiduciary Partners, LLC | 0.31% | New | 110,681 | $4.2M |
| Carolina Wealth Advisors, LLC | 1.73% | Add +38.1% | 109,449 | $4.2M |
| NewEdge Advisors, LLC | 0.01% | Add +6.5% | 105,938 | $4.0M |
| Founders Financial Alliance, LLC | 0.72% | Add +3.1% | 105,302 | $4.0M |
| Lincoln Capital Corp. | 1.45% | Add +15.6% | 103,654 | $3.9M |
| FMA Wealth Management, LLC | 2.22% | Add +0.1% | 87,984 | $3.3M |
| &partners | 0.02% | Add +38.7% | 80,258 | $3.0M |
| Investment Advisory Services Inc. /TX | 0.95% | Add +60.9% | 78,873 | $3.0M |
| Tableaux LLC | 1.39% | Add +21.5% | 75,285 | $2.9M |
| Independent Advisor Alliance | 0.03% | New | 70,647 | $2.7M |
| Soltis Investment Advisors LLC | 0.17% | Add +578.5% | 68,877 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.9% | 68,367 | $2.6M |
| Clearwave Capital, LLC | 1.77% | Add +11.3% | 68,321 | $2.6M |
| Farther Finance Advisors, LLC | 0.02% | Add +31.9% | 67,651 | $2.6M |
| Smartleaf Asset Management LLC | 0.09% | New | 66,996 | $2.5M |
| Gallagher Fiduciary Advisors, LLC | 0.09% | Add +10.6% | 63,817 | $2.4M |
| Greenwood Capital Associates LLC | 0.27% | Add +11.5% | 63,688 | $2.4M |
| PFG Advisors | 0.11% | Add +11.2% | 58,076 | $2.2M |
| Breakwater Capital Group | 0.29% | Add +115.1% | 57,407 | $2.2M |
| Valmark Advisers, Inc. | 0.03% | Add +91.1% | 56,923 | $2.2M |
| Integrated Wealth Concepts LLC | 0.02% | Add +477.9% | 56,615 | $2.2M |
| PKS Advisory Services, LLC | 0.49% | Reduce -3.0% | 55,959 | $2.1M |
| Investmark Advisory Group LLC | 0.91% | Add +7.0% | 55,904 | $2.1M |
| Penobscot Wealth Management | 0.61% | New | 54,530 | $2.1M |
| Horizon Investment Services, LLC | 0.67% | Add +8.6% | 51,016 | $1.9M |
| D. E. Shaw & Co. | 0.00% | New | 50,536 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Add +265.6% | 47,818 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +42.9% | 45,989 | $1.7M |
| Encompass More Asset Management | 0.29% | New | 45,651 | $1.7M |
| Petra Financial Advisors Inc. | 1.04% | Add +44.9% | 44,051 | $1.7M |
| Harbour Investments, Inc. | 0.02% | Add +12.5% | 40,253 | $1.5M |
| Merit Financial Group, LLC | 0.01% | Add +155.0% | 39,601 | $1.5M |
| Sowell Financial Services LLC | 0.06% | Add +22.0% | 39,599 | $1.5M |
| Pathfinder Wealth Consulting, Inc. | 0.95% | Reduce -1.0% | 38,538 | $1.5M |
| CLG LLC | 0.36% | Add +19.6% | 38,512 | $1.5M |
| Kovack Advisors, Inc. | 0.08% | New | 38,049 | $1.5M |
| DecisionMap Wealth Management, LLC | 0.92% | Add +0.9% | 37,319 | $1.4M |
| LongView Wealth Management | 0.34% | Add +109.3% | 33,110 | $1.4M |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.1% | 34,036 | $1.3M |
| TritonPoint Partners, LLC | 0.48% | Reduce -3.1% | 34,114 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +51.3% | 33,251 | $1.3M |
| Lynch & Associates | 0.23% | Add +50.1% | 32,322 | $1.2M |
| Canvas Wealth Advisors, LLC | 0.21% | Add +3.0% | 32,196 | $1.2M |
| Bluedoor Private Wealth, LLC | 0.53% | Add +7.6% | 30,193 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.7% | 28,403 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Add +32.0% | 28,402 | $1.1M |
| Beacon Financial Advisory LLC | 0.23% | Add +55.6% | 27,288 | $1.0M |
| Worth Asset Management, LLC | 0.38% | Reduce -14.6% | 26,969 | $1.0M |
| REDW Wealth LLC | 0.39% | Add +64.0% | 25,885 | $984K |
| Principal Securities, Inc. | 0.01% | Reduce -7.0% | 25,538 | $970K |
| Magnolia Capital Advisors LLC | 0.18% | Add +226.3% | 24,186 | $919K |
| Peoples Bank | 0.56% | New | 24,172 | $919K |
| Eaton Financial Holdings Company, LLC | 0.30% | Add +9.7% | 23,773 | $903K |
| GWN Securities Inc. | 0.17% | Add +17.1% | 23,392 | $889K |
| Flagship Harbor Advisors, LLC | 0.04% | New | 23,205 | $882K |
| Spire Wealth Management | 0.03% | Add +15.8% | 22,424 | $852K |
| CRA Financial Services, LLC | 0.11% | Add +279.9% | 21,639 | $822K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -93.4% | 21,329 | $810K |
| Uptick Partners, LLC | 0.16% | Add +191.6% | 21,319 | $810K |
| Golden State Wealth Management, LLC | 0.08% | Add +196.2% | 19,914 | $757K |
| IFP Advisors, Inc | 0.02% | Add +766.1% | 19,591 | $744K |
| MFA Wealth Services | 0.48% | New | 18,995 | $722K |
| Cornerstone Financial Management LLC | 0.63% | Add +24.0% | 18,141 | $689K |
| Savvy Advisors, Inc. | 0.02% | Reduce -53.5% | 16,731 | $636K |
| McRae Capital Management Inc. | 0.13% | Reduce -1.5% | 16,459 | $625K |
| Beam Wealth Advisors, Inc. | 0.15% | Add +45.1% | 16,266 | $618K |
| Betterment LLC | 0.00% | New | 16,109 | $612K |
| Truist Financial Corp. | 0.00% | Add +39.9% | 15,493 | $589K |
| Keystone Wealth Services, LLC | 0.12% | Add +3.3% | 15,040 | $572K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -16.9% | 14,730 | $560K |
| HBW Advisory Services LLC | 0.06% | New | 14,716 | $559K |
| Advyzon Investment Management, LLC | 0.05% | New | 14,459 | $549K |
| Kastel Capital Advisors, LLC | 0.33% | No change | 14,412 | $544K |
| Private Trust Co. NA | 0.05% | Reduce -1.2% | 14,172 | $539K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +39.7% | 13,887 | $528K |
| PNC Financial Services Group, Inc. | 0.00% | Add +520.7% | 13,563 | $515K |
| Barnes Pettey Financial Advisors, LLC | 0.22% | New | 13,469 | $512K |
| Madison Wealth Partners, Inc | 0.08% | Reduce -0.5% | 13,445 | $511K |
| BridgePort Financial Solutions, LLC | 0.14% | Add +5.1% | 13,347 | $507K |
| Townsend Financial Planning, LLC | 0.48% | New | 13,039 | $495K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -46.5% | 12,618 | $487K |
| World Investment Advisors | 0.01% | Reduce -10.9% | 12,558 | $477K |
| Financial Perspectives, Inc | 0.13% | Add +0.0% | 12,098 | $460K |
| Essex Financial Services, Inc. | 0.03% | Add +60.8% | 11,989 | $456K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -55.5% | 11,953 | $454K |
| Abbot Financial Management, Inc. | 0.18% | Add +30.7% | 10,850 | $412K |
| Curtis Advisory Group, LLC | 0.09% | Add +7.9% | 10,691 | $406K |
| InTrack Investment Management Inc | 0.23% | New | 10,659 | $405K |
| Curi Capital, LLC | 0.01% | No change | 10,530 | $400K |
| Register Financial Advisors LLC | 0.14% | Add +12.6% | 10,250 | $390K |
| KWB Wealth | 0.04% | No change | 9,984 | $377K |
| Regal Investment Advisors LLC | 0.02% | Reduce -5.8% | 9,450 | $359K |
| XML Financial, LLC | 0.03% | Add +74.6% | 9,360 | $356K |
| M. Kulyk & Associates, LLC | 0.06% | Add +50.0% | 8,712 | $331K |
| Brown Advisory Inc. | 0.00% | No change | 8,609 | $327K |
| VestGen Advisors, LLC | 0.01% | New | 7,104 | $314K |
| Allegheny Financial Group | 0.04% | New | 8,099 | $308K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -6.2% | 7,933 | $301K |
| Verus Capital Partners, LLC | 0.02% | Add +22.1% | 7,918 | $301K |
| Element Wealth, LLC | 0.12% | New | 7,716 | $293K |
| Delta Investment Management, LLC | 0.05% | New | 7,468 | $284K |
| Creative Planning | 0.00% | New | 7,036 | $267K |
| Axis Wealth Partners, LLC | 0.14% | New | 7,005 | $266K |
| Financial Partners Group, Inc | 0.03% | New | 6,814 | $259K |
| National Wealth Management Group, LLC | 0.10% | New | 6,779 | $258K |
| PFG Investments, LLC | 0.01% | Reduce -16.8% | 6,440 | $245K |
| Harbor Asset Planning, Inc. | 0.19% | Add +201.8% | 5,897 | $224K |
| John G Ullman & Associates Inc. | 0.03% | No change | 5,847 | $222K |
| ARK & TLK Investments, LLC | 0.06% | Add +0.2% | 5,624 | $214K |
| SageView Advisory Group, LLC | 0.01% | No change | 5,500 | $209K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,474 | $208K |
| Sheets Smith Wealth Management | 0.02% | New | 5,351 | $203K |
| Advisory Services Network, LLC | 0.00% | New | 5,015 | $191K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,831 | $146K |
| Piscataqua Savings Bank | 0.10% | Add +48.0% | 3,700 | $141K |
| Johnson Financial Group, Inc. | 0.00% | Add +55.9% | 2,713 | $103K |
| Allworth Financial LP | 0.00% | Add +17207.7% | 2,250 | $86K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.3% | 1,211 | $46K |
| National Bank of Canada | 0.00% | New | 1,111 | $42K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +17160.0% | 863 | $33K |
| MAI Capital Management | 0.00% | No change | 822 | $31K |
| Ancora Advisors LLC | 0.00% | Add +6.0% | 742 | $28K |
| Assetmark, Inc. | 0.00% | No change | 702 | $27K |
| Bank of Montreal | 0.00% | Add +67.4% | 683 | $26K |
| AdvisorNet Financial, Inc | 0.00% | No change | 574 | $22K |
| Coston, McIsaac & Partners | 0.00% | Reduce -16.2% | 549 | $20K |
| US Bancorp \de | 0.00% | New | 524 | $20K |
| Cornerstone Planning Group LLC | 0.00% | No change | 442 | $20K |
| AE Wealth Management LLC | 0.00% | Add +111.9% | 462 | $18K |
| Larson Financial Group LLC | 0.00% | Reduce -1.5% | 451 | $17K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 299 | $11K |
| Byrne Asset Management LLC | 0.01% | New | 245 | $9K |
| HighMark Wealth Management LLC | 0.00% | Add +0.5% | 191 | $7K |
| Jones Financial Companies LLLP | 0.00% | New | 190 | $7K |
| Vanguard Advisers Inc. | 0.00% | — | 170 | $6K |
| CKW Financial Group | 0.00% | No change | 96 | $4K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 92 | $3K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 70 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 44 | $2K |
| Cordant, Inc. | 0.00% | New | 26 | $988 |
| Copia Wealth Management | 0.00% | No change | 8 | $304 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -99.1% | 4 | $152 |
| Ball & Co Wealth Management Inc. | 0.00% | Reduce -99.6% | 21 | $0 |
"% of holder's portfolio" is FESM's weight in each manager's 13F, not the share of Fidelity Enhanced Small Cap the manager owns.