Fidelity FNDM SM Mid Cap ETFFFSMETF
13F holders, Q4 2024 (December 31)28holders +5
8new positions
4sold out
$26.88avg. 13F price*
At the end of Q4 2024, 28 institutions reported holding Fidelity FNDM SM Mid Cap ETF (FFSM) in their 13F filings, up 5 from Q3 2024. 8 opened new positions and 4 sold out. The largest holders were FMR LLC ($109.2M), Evernest Financial Advisors, LLC ($9.5M) and San Luis Wealth Advisors LLC ($5.0M).
- Company
- Fidelity FNDM SM Mid Cap ETF
- CUSIP
- 316092295
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $112.4M |
| Exits | 4 | $446K |
All 13F filers, Q3 2024 → Q4 2024: 4,318,265 shares bought and 80,540 shares sold, net +4,237,725 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| FMR LLC | 0.01% | New | 4,061,111 | $109.2M |
| Evernest Financial Advisors, LLC | 2.48% | Add +36.3% | 354,974 | $9.5M |
| San Luis Wealth Advisors LLC | 0.95% | Reduce -3.7% | 185,846 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -22.2% | 180,673 | $4.9M |
| SK Wealth Management, LLC | 1.16% | Add +1.1% | 84,441 | $2.3M |
| Sax Wealth Advisors, LLC | 0.11% | New | 53,747 | $1.4M |
| Dentgroup LLC | 0.95% | Add +3.0% | 46,350 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +2.7% | 45,614 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 41,697 | $1.1M |
| Pension & Wealth Management Advisors, Inc. | 0.28% | Add +162.3% | 25,975 | $698K |
| Kestra Advisory Services, LLC | 0.00% | Add +99.1% | 24,480 | $658K |
| Harbour Investments, Inc. | 0.02% | Add +1.7% | 21,988 | $591K |
| Truist Financial Corp. | 0.00% | Reduce -21.4% | 18,105 | $487K |
| MFA Wealth Services | 0.36% | — | 16,895 | $454K |
| Osaic Holdings, Inc. | 0.00% | Add +3.3% | 16,615 | $447K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.2% | 12,150 | $327K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 10,870 | $292K |
| Benjamin Edwards Inc. | 0.00% | New | 10,747 | $289K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.8% | 10,549 | $284K |
| Royal Bank of Canada | 0.00% | Add +785.9% | 7,778 | $209K |
| Comerica Bank | 0.00% | No change | 7,711 | $207K |
| National Bank of Canada | 0.00% | Add +49.0% | 7,450 | $200K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,568 | $69K |
| Principal Securities, Inc. | 0.00% | Add +61.8% | 1,225 | $33K |
| Morgan Stanley | 0.00% | Reduce -0.1% | 854 | $23K |
| AE Wealth Management LLC | 0.00% | New | 341 | $9K |
| Provident Wealth Management, LLC | 0.00% | New | 186 | $5K |
| 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.