Fidelity FNDM SM Mid Cap ETFFFSMETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 47 institutions reported holding Fidelity FNDM SM Mid Cap ETF (FFSM) in their 13F filings, up 8 from Q1 2025. 16 opened new positions and 9 sold out. The largest holders were FMR LLC ($540.4M), KOM Wealth Management Group, LLC ($13.7M) and Evernest Financial Advisors, LLC ($11.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Fidelity FNDM SM Mid Cap ETF
- CUSIP
- 316092295
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $12.8M |
| Exits | 9 | $25.9M |
All 13F filers, Q1 2025 → Q2 2025: 771,953 shares bought and 7,357,844 shares sold, net −6,585,891 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| FMR LLC | 0.03% | Reduce -24.1% | 19,875,066 | $540.4M |
| KOM Wealth Management Group, LLC | 10.84% | Add +18.4% | 502,919 | $13.7M |
| Evernest Financial Advisors, LLC | 3.58% | Add +3.0% | 406,512 | $11.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.7% | 364,386 | $9.9M |
| RFG Advisory, LLC | 0.22% | New | 349,227 | $9.5M |
| Menora Mivtachim Holdings LTD. | 0.04% | Add +56.0% | 227,554 | $6.2M |
| SK Wealth Management, LLC | 1.85% | Add +21.7% | 153,131 | $4.3M |
| Wealth Quarterback LLC | 1.73% | Reduce -4.0% | 133,914 | $3.6M |
| Sax Wealth Advisors, LLC | 0.19% | Add +15.0% | 116,808 | $3.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +127.0% | 57,683 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +15.2% | 49,247 | $1.3M |
| Dentgroup LLC | 0.58% | Reduce -14.1% | 30,750 | $836K |
| Christopher J. Hasenberg, Inc | 0.29% | New | 28,608 | $778K |
| Pension & Wealth Management Advisors, Inc. | 0.26% | Add +2.4% | 28,598 | $778K |
| Kestra Advisory Services, LLC | 0.00% | Add +46.6% | 25,783 | $701K |
| Harbour Investments, Inc. | 0.02% | Add +5.7% | 23,088 | $628K |
| Creative Planning | 0.00% | New | 21,895 | $595K |
| MFA Wealth Services | 0.43% | Add +22.1% | 21,040 | $572K |
| Envestnet Asset Management Inc. | 0.00% | Add +48.6% | 18,179 | $494K |
| Citadel Advisors | 0.00% | New | 17,513 | $476K |
| Truist Financial Corp. | 0.00% | Reduce -4.2% | 15,604 | $424K |
| Benjamin Edwards Inc. | 0.00% | Add +15.0% | 13,202 | $359K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 13,026 | $354K |
| Royal Bank of Canada | 0.00% | Reduce -53.2% | 13,027 | $354K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.6% | 12,784 | $348K |
| Bay Capital Advisors, LLC | 0.25% | New | 11,856 | $322K |
| Principal Securities, Inc. | 0.01% | Add +803.2% | 11,064 | $301K |
| Osaic Holdings, Inc. | 0.00% | Add +230.6% | 11,021 | $300K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.9% | 10,515 | $286K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,428 | $235K |
| Comerica Bank | 0.00% | Add +2.8% | 7,925 | $215K |
| AQR Capital Management | 0.00% | New | 7,907 | $215K |
| National Bank of Canada | 0.00% | No change | 7,450 | $203K |
| Geneos Wealth Management Inc. | 0.00% | New | 3,722 | $101K |
| Provident Wealth Management, LLC | 0.03% | Add +77.4% | 2,869 | $78K |
| Ameritas Advisory Services, LLC | 0.00% | New | 2,780 | $76K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -51.5% | 2,568 | $70K |
| Bulwark Capital Corp | 0.06% | — | 2,535 | $69K |
| UBS Group AG | 0.00% | New | 2,520 | $69K |
| Morgan Stanley | 0.00% | Add +2.7% | 878 | $24K |
| Spire Wealth Management | 0.00% | New | 574 | $16K |
| Cwm, LLC | 0.00% | New | 393 | $11K |
| IFP Advisors, Inc | 0.00% | New | 202 | $5K |
| Raymond James Financial Inc. | 0.00% | New | 88 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 71 | $2K |
| AE Wealth Management LLC | 0.00% | Reduce -87.4% | 14 | $393 |
| Sunbelt Securities, Inc. | 0.00% | New | 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.