Fidelity FNDM SM Mid Cap ETFFFSMETF
13F holders, Q2 2026 (June 30)86holders +10
19new positions
7sold out
$38.17avg. 13F price*
At the end of Q2 2026, 86 institutions reported holding Fidelity FNDM SM Mid Cap ETF (FFSM) in their 13F filings, up 10 from Q1 2026. 19 opened new positions and 7 sold out. The largest holders were FMR LLC ($1.0B), Commonwealth Equity Services, LLC ($48.3M) and RFG Advisory, LLC ($29.0M).
- Company
- Fidelity FNDM SM Mid Cap ETF
- CUSIP
- 316092295
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $34.6M |
| Exits | 7 | $2.2M |
All 13F filers, Q1 2026 → Q2 2026: 2,525,422 shares bought and 200,327 shares sold, net +2,325,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| FMR LLC | 0.04% | Add +4.1% | 26,681,830 | $1.0B |
| Commonwealth Equity Services, LLC | 0.06% | Add +4.2% | 1,263,315 | $48.3M |
| RFG Advisory, LLC | 0.45% | Reduce -9.9% | 759,366 | $29.0M |
| KOM Wealth Management Group, LLC | 9.66% | Add +0.8% | 418,435 | $16.0M |
| Acumen Wealth Advisors, LLC | 3.22% | New | 397,385 | $15.2M |
| Keenan, LLC | 8.32% | Add +6.3% | 308,217 | $11.8M |
| MAI Capital Management | 0.04% | Add +2.4% | 307,244 | $11.7M |
| Evernest Financial Advisors, LLC | 1.97% | Reduce -9.3% | 246,925 | $9.4M |
| Gaddis Premier Wealth Advisors LLC | 5.62% | Add +12.3% | 241,185 | $9.2M |
| Novem Group | 0.88% | Add +10.6% | 227,274 | $8.7M |
| Menora Mivtachim Holdings LTD. | 0.03% | No change | 219,125 | $8.4M |
| Precedent Wealth Partners, LLC | 1.38% | New | 217,165 | $8.3M |
| SK Wealth Management, LLC | 1.65% | Add +11.8% | 194,656 | $7.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +43.1% | 181,554 | $6.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 180,959 | $6.9M |
| Sax Wealth Advisors, LLC | 0.24% | Reduce -5.1% | 182,979 | $5.8M |
| Cetera Investment Advisers | 0.00% | Add +119.4% | 135,211 | $5.2M |
| Buska Wealth Management, LLC | 1.75% | Add +180.9% | 127,234 | $4.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +34.0% | 131,507 | $4.9M |
| JPMorgan Chase & Co. | 0.00% | Add +21.4% | 125,944 | $4.8M |
| Advyzon Investment Management, LLC | 0.32% | Add +27.1% | 115,144 | $4.4M |
| Clarity Retirement & Wealth, LLC | 2.98% | Add +2.6% | 112,926 | $4.3M |
| Retirement Planning Group, LLC | 0.11% | Add +6.2% | 110,096 | $4.2M |
| MFA Wealth Services | 1.70% | Reduce -0.3% | 74,539 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.6% | 74,328 | $2.8M |
| Principal Securities, Inc. | 0.03% | Add +25.8% | 72,489 | $2.8M |
| Dahring | Cusmano LLC | 1.36% | Add +21.0% | 67,672 | $2.6M |
| Sigma Planning Corp | 0.06% | Add +56.4% | 59,144 | $2.3M |
| Per Stirling Capital Management, LLC. | 0.20% | Reduce -6.5% | 54,079 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +35.1% | 41,306 | $1.6M |
| CMG Global Holdings, LLC | 0.54% | New | 33,396 | $1.3M |
| Two Sigma Investments, LP | 0.00% | New | 30,600 | $1.2M |
| PFG Advisors | 0.05% | New | 27,732 | $1.1M |
| Pines Wealth Management, LLC | 0.30% | Add +40.5% | 27,662 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +25.5% | 26,119 | $998K |
| Pension & Wealth Management Advisors, Inc. | 0.24% | Reduce -15.8% | 23,760 | $908K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.3% | 23,579 | $901K |
| Summit Wealth Group LLC / Co. | 0.06% | Add +106.5% | 20,378 | $779K |
| Creative Planning | 0.00% | Add +23.9% | 19,014 | $727K |
| BAM Wealth Management, LLC | 0.43% | Add +1.0% | 18,002 | $688K |
| National Bank of Canada | 0.00% | No change | 17,928 | $673K |
| Osaic Holdings, Inc. | 0.00% | Add +104.8% | 16,892 | $646K |
| CreativeOne Wealth, LLC | 0.01% | Add +4.1% | 15,548 | $594K |
| Benjamin Edwards Inc. | 0.00% | Reduce -4.0% | 13,273 | $507K |
| Wealth Quarterback LLC | 0.15% | Reduce -6.5% | 12,385 | $473K |
| Mercer Global Advisors Inc. | 0.00% | Add +8.5% | 11,600 | $443K |
| Bay Capital Advisors, LLC | 0.22% | Add +9.4% | 10,681 | $408K |
| Truist Financial Corp. | 0.00% | Reduce -5.1% | 10,495 | $401K |
| Farther Finance Advisors, LLC | 0.00% | Add +7.9% | 10,394 | $397K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 9,799 | $374K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -15.6% | 8,190 | $313K |
| Cutler Capital Management, LLC | 0.10% | Reduce -3.3% | 7,860 | $300K |
| Eaton Financial Holdings Company, LLC | 0.08% | Add +0.1% | 7,625 | $291K |
| Fifth Third Bancorp | 0.00% | No change | 6,832 | $261K |
| XTX Topco Ltd | 0.00% | New | 6,531 | $250K |
| Elevation Wealth Management LLC | 0.16% | New | 5,435 | $208K |
| Insigneo Advisory Services, LLC | 0.01% | New | 5,280 | $202K |
| Morgan Stanley | 0.00% | Add +55.5% | 3,907 | $149K |
| Provident Wealth Management, LLC | 0.03% | Add +2.6% | 3,529 | $135K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +90.9% | 2,997 | $114K |
| Bulwark Capital Corp | 0.05% | No change | 2,535 | $97K |
| AdvisorNet Financial, Inc | 0.00% | Add +41.1% | 2,449 | $94K |
| Harbor Asset Planning, Inc. | 0.06% | Add +830.2% | 1,972 | $75K |
| Spire Wealth Management | 0.00% | Reduce -0.4% | 740 | $28K |
| Clearstead Advisors, LLC | 0.00% | New | 551 | $21K |
| Hantz Financial Services, Inc. | 0.00% | Add +9.0% | 543 | $21K |
| Royal Bank of Canada | 0.00% | Reduce -91.6% | 569 | $21K |
| Vanguard Advisers Inc. | 0.00% | Add +4209.1% | 474 | $18K |
| Assetmark, Inc. | 0.00% | Add +259.5% | 453 | $17K |
| Allworth Financial LP | 0.00% | New | 364 | $14K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -84.5% | 356 | $14K |
| AE Wealth Management LLC | 0.00% | Add +542.0% | 321 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 181 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 154 | $6K |
| NewEdge Advisors, LLC | 0.00% | Add +3175.0% | 131 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 72 | $3K |
| IFP Advisors, Inc | 0.00% | Add +41.2% | 72 | $3K |
| Fiduciary Financial Advisors | 0.00% | New | 49 | $2K |
| Wells Fargo & Company | 0.00% | New | 37 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 35 | $1K |
| Montag A & Associates Inc. | 0.00% | New | 27 | $1K |
| Parkside Financial Bank & Trust | 0.00% | New | 20 | $765 |
| Arax Advisory Partners | 0.00% | New | 20 | $765 |
| PlanVest Financial, Inc | 0.00% | No change | 18 | $688 |
| Westside Investment Management, Inc. | 0.00% | New | 6 | $229 |
| BlackRock, Inc. | 0.00% | No change | 1 | $44 |
"% of holder's portfolio" is FFSM's weight in each manager's 13F, not the share of Fidelity FNDM SM Mid Cap ETF the manager owns.