Fidelity FNDM SM Mid Cap ETFFFSMETF
13F holders, Q3 2025 (September 30)50holders +3
11new positions
6sold out
$29.21avg. 13F price*
At the end of Q3 2025, 50 institutions reported holding Fidelity FNDM SM Mid Cap ETF (FFSM) in their 13F filings, up 3 from Q2 2025. 11 opened new positions and 6 sold out. The largest holders were FMR LLC ($581.6M), Evernest Financial Advisors, LLC ($11.8M) and RFG Advisory, LLC ($11.4M).
- Company
- Fidelity FNDM SM Mid Cap ETF
- CUSIP
- 316092295
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $12.2M |
| Exits | 6 | $1.1M |
All 13F filers, Q2 2025 → Q3 2025: 754,379 shares bought and 188,940 shares sold, net +565,439 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| FMR LLC | 0.03% | Add +0.2% | 19,912,170 | $581.6M |
| Evernest Financial Advisors, LLC | 3.32% | Reduce -0.2% | 405,619 | $11.8M |
| RFG Advisory, LLC | 0.24% | Add +12.2% | 391,942 | $11.4M |
| KOM Wealth Management Group, LLC | 8.63% | Reduce -22.2% | 391,045 | $11.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.1% | 353,043 | $10.3M |
| MAI Capital Management | 0.05% | New | 299,008 | $8.7M |
| Menora Mivtachim Holdings LTD. | 0.03% | Reduce -2.0% | 223,010 | $6.5M |
| SK Wealth Management, LLC | 1.72% | Add +4.0% | 159,177 | $4.6M |
| Sax Wealth Advisors, LLC | 0.25% | Add +34.5% | 157,161 | $4.6M |
| Wealth Quarterback LLC | 1.58% | Add +4.3% | 139,627 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +547.4% | 82,767 | $2.4M |
| MFA Wealth Services | 1.45% | Add +241.5% | 71,856 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +32.7% | 65,343 | $1.9M |
| Dentgroup LLC | 1.08% | Add +86.3% | 57,293 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +73.8% | 31,596 | $923K |
| Principal Securities, Inc. | 0.01% | Add +167.6% | 29,610 | $865K |
| Pension & Wealth Management Advisors, Inc. | 0.27% | Add +3.5% | 29,600 | $865K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 27,879 | $814K |
| Harbour Investments, Inc. | 0.02% | Add +4.4% | 24,094 | $704K |
| Sigma Planning Corp | 0.02% | New | 22,768 | $665K |
| Osaic Holdings, Inc. | 0.00% | Add +72.2% | 18,979 | $552K |
| Susquehanna International Group, LLP | 0.00% | New | 17,143 | $501K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -36.9% | 16,276 | $475K |
| Creative Planning | 0.00% | Reduce -25.8% | 16,253 | $475K |
| Truist Financial Corp. | 0.00% | Reduce -4.9% | 14,844 | $434K |
| Benjamin Edwards Inc. | 0.00% | Reduce -1.1% | 13,059 | $381K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -2.2% | 12,744 | $372K |
| Royal Bank of Canada | 0.00% | Reduce -10.2% | 11,705 | $342K |
| Retirement Planning Group, LLC | 0.01% | New | 11,394 | $333K |
| Cetera Investment Advisers | 0.00% | New | 10,814 | $316K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.0% | 10,517 | $307K |
| Hicks Capital Management LLC | 0.49% | New | 10,348 | $302K |
| Mutual Advisors, LLC | 0.01% | New | 9,755 | $288K |
| Bay Capital Advisors, LLC | 0.18% | Reduce -19.1% | 9,588 | $280K |
| Comerica Bank | 0.00% | Add +0.6% | 7,976 | $233K |
| National Bank of Canada | 0.00% | No change | 7,450 | $218K |
| Beacon Financial Advisory LLC | 0.05% | New | 7,000 | $204K |
| Provident Wealth Management, LLC | 0.03% | Add +12.1% | 3,215 | $94K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 2,780 | $81K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.8% | 2,615 | $76K |
| Bulwark Capital Corp | 0.06% | No change | 2,535 | $74K |
| Morgan Stanley | 0.00% | Add +42.8% | 1,254 | $37K |
| Spire Wealth Management | 0.00% | No change | 574 | $17K |
| Cwm, LLC | 0.00% | Add +0.3% | 394 | $11K |
| Farther Finance Advisors, LLC | 0.00% | No change | 71 | $2K |
| AdvisorNet Financial, Inc | 0.00% | New | 56 | $2K |
| AE Wealth Management LLC | 0.00% | Add +264.3% | 51 | $1K |
| Sunbelt Securities, Inc. | 0.00% | Add +4400.0% | 45 | $1K |
| IFP Advisors, Inc | 0.00% | Reduce -91.1% | 18 | $526 |
| Advisory Services Network, LLC | 0.00% | New | 12 | $351 |
"% 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.