Fidelity FNDM SM Mid Cap ETFFFSMETF
13F holders, Q3 2024 (September 30)23holders +3
5new positions
2sold out
$27.40avg. 13F price*
At the end of Q3 2024, 23 institutions reported holding Fidelity FNDM SM Mid Cap ETF (FFSM) in their 13F filings, up 3 from Q2 2024. 5 opened new positions and 2 sold out. The largest holders were Evernest Financial Advisors, LLC ($7.1M), Commonwealth Equity Services, LLC ($6.4M) and San Luis Wealth Advisors LLC ($5.3M).
- Company
- Fidelity FNDM SM Mid Cap ETF
- CUSIP
- 316092295
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $7.8M |
| Exits | 2 | $496K |
All 13F filers, Q2 2024 → Q3 2024: 330,272 shares bought and 86,897 shares sold, net +243,375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Evernest Financial Advisors, LLC | 1.93% | New | 260,415 | $7.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.5% | 232,136 | $6.4M |
| San Luis Wealth Advisors LLC | 1.09% | Add +6.7% | 193,036 | $5.3M |
| SK Wealth Management, LLC | 1.15% | — | 83,521 | $2.3M |
| Dentgroup LLC | 0.92% | Add +26.9% | 44,998 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +29.8% | 44,427 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -49.5% | 23,024 | $632K |
| Harbour Investments, Inc. | 0.02% | New | 21,616 | $593K |
| Osaic Holdings, Inc. | 0.00% | Add +6.4% | 16,079 | $441K |
| Susquehanna International Group, LLP | 0.00% | Reduce -46.3% | 15,692 | $431K |
| Envestnet Asset Management Inc. | 0.00% | Add +8.8% | 12,678 | $348K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -41.6% | 12,298 | $337K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.3% | 10,745 | $292K |
| Pension & Wealth Management Advisors, Inc. | 0.14% | Add +9.7% | 9,903 | $272K |
| Comerica Bank | 0.00% | Add +250.5% | 7,711 | $212K |
| National Bank of Canada | 0.00% | No change | 5,000 | $137K |
| Royal Bank of Canada | 0.00% | Reduce -96.2% | 878 | $24K |
| Morgan Stanley | 0.00% | Add +85400.0% | 855 | $23K |
| Principal Securities, Inc. | 0.00% | New | 757 | $21K |
| Assetmark, Inc. | 0.00% | New | 488 | $13K |
| McClarren Financial Advisors, Inc. | 0.00% | Add +8.0% | 54 | $2K |
| Abound Wealth Management | 0.00% | New | 9 | $249 |
| Sunbelt Securities, Inc. | 0.00% | No change | 1 | $14 |
"% 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.