Fidelity FNDM SM Mid Cap ETFFFSMETF
13F holders, Q1 2025 (March 31)39holders +11
13new positions
2sold out
$25.23avg. 13F price*
At the end of Q1 2025, 39 institutions reported holding Fidelity FNDM SM Mid Cap ETF (FFSM) in their 13F filings, up 11 from Q4 2024. 13 opened new positions and 2 sold out. The largest holders were FMR LLC ($660.7M), Jane Street Group, LLC ($19.4M) and KOM Wealth Management Group, LLC ($10.7M).
- Company
- Fidelity FNDM SM Mid Cap ETF
- CUSIP
- 316092295
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $40.9M |
| Exits | 2 | $1.1M |
All 13F filers, Q4 2024 → Q1 2025: 24,068,065 shares bought and 120,725 shares sold, net +23,947,340 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| FMR LLC | 0.04% | Add +544.6% | 26,177,244 | $660.7M |
| Jane Street Group, LLC | 0.04% | New | 768,423 | $19.4M |
| KOM Wealth Management Group, LLC | 9.36% | New | 424,825 | $10.7M |
| Evernest Financial Advisors, LLC | 3.58% | Add +11.2% | 394,676 | $10.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +96.3% | 354,722 | $9.0M |
| Menora Mivtachim Holdings LTD. | 0.02% | New | 145,859 | $3.7M |
| San Luis Wealth Advisors LLC | 0.81% | Reduce -23.3% | 142,594 | $3.6M |
| Wealth Quarterback LLC | 1.98% | New | 139,436 | $3.5M |
| SK Wealth Management, LLC | 1.55% | Add +49.0% | 125,849 | $2.9M |
| Sax Wealth Advisors, LLC | 0.18% | Add +89.0% | 101,605 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | New | 79,804 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.3% | 42,740 | $1.1M |
| Dentgroup LLC | 0.68% | Reduce -22.8% | 35,797 | $904K |
| Pension & Wealth Management Advisors, Inc. | 0.26% | Add +7.5% | 27,928 | $705K |
| Royal Bank of Canada | 0.00% | Add +258.0% | 27,843 | $703K |
| Avantax Advisory Services, Inc. | 0.00% | New | 25,417 | $642K |
| HRT Financial LP | 0.00% | New | 22,656 | $571K |
| Harbour Investments, Inc. | 0.02% | Reduce -0.6% | 21,853 | $552K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -28.1% | 17,591 | $444K |
| MFA Wealth Services | 0.36% | Add +2.0% | 17,228 | $435K |
| Truist Financial Corp. | 0.00% | Reduce -10.0% | 16,292 | $411K |
| Old Mission Capital LLC | 0.01% | New | 12,978 | $328K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +16.9% | 12,709 | $321K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 12,233 | $309K |
| Benjamin Edwards Inc. | 0.00% | Add +6.8% | 11,481 | $290K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.6% | 10,613 | $268K |
| Comerica Bank | 0.00% | No change | 7,711 | $195K |
| National Bank of Canada | 0.00% | No change | 7,450 | $189K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +106.0% | 5,290 | $134K |
| Osaic Holdings, Inc. | 0.00% | Reduce -79.9% | 3,334 | $84K |
| Provident Wealth Management, LLC | 0.01% | Add +769.4% | 1,617 | $41K |
| Principal Securities, Inc. | 0.00% | No change | 1,225 | $33K |
| Morgan Stanley | 0.00% | Add +0.1% | 855 | $22K |
| AE Wealth Management LLC | 0.00% | Reduce -67.5% | 111 | $3K |
| Wells Fargo & Company | 0.00% | New | 111 | $3K |
| McClarren Financial Advisors, Inc. | 0.00% | New | 50 | $2K |
| Farther Finance Advisors, LLC | 0.00% | New | 71 | $2K |
| Allworth Financial LP | 0.00% | New | 47 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | New | 13 | $295 |
"% 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.