Fidelity FNDM SM Mid Cap ETFFFSMETF
13F holders, Q4 2025 (December 31)63holders +13
14new positions
4sold out
$30.75avg. 13F price*
At the end of Q4 2025, 63 institutions reported holding Fidelity FNDM SM Mid Cap ETF (FFSM) in their 13F filings, up 13 from Q3 2025. 14 opened new positions and 4 sold out. The largest holders were FMR LLC ($722.4M), Commonwealth Equity Services, LLC ($35.5M) and RFG Advisory, LLC ($21.7M).
- Company
- Fidelity FNDM SM Mid Cap ETF
- CUSIP
- 316092295
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.6M |
| Exits | 4 | $1.1M |
All 13F filers, Q3 2025 → Q4 2025: 5,107,140 shares bought and 205,045 shares sold, net +4,902,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| FMR LLC | 0.04% | Add +18.2% | 23,537,262 | $722.4M |
| Commonwealth Equity Services, LLC | 0.05% | Add +227.7% | 1,156,899 | $35.5M |
| RFG Advisory, LLC | 0.41% | Add +80.2% | 706,371 | $21.7M |
| Evernest Financial Advisors, LLC | 2.86% | Reduce -0.9% | 402,143 | $13.7M |
| KOM Wealth Management Group, LLC | 8.63% | Add +1.7% | 397,655 | $12.2M |
| MAI Capital Management | 0.05% | Reduce -0.3% | 298,133 | $9.1M |
| Keenan, LLC | 7.16% | — | 265,329 | $8.1M |
| Menora Mivtachim Holdings LTD. | 0.03% | Add +7.0% | 238,562 | $7.3M |
| Gaddis Premier Wealth Advisors LLC | 4.84% | — | 207,859 | $6.4M |
| Sax Wealth Advisors, LLC | 0.28% | Add +22.7% | 192,881 | $5.9M |
| SK Wealth Management, LLC | 1.57% | Add +8.2% | 172,272 | $5.6M |
| JPMorgan Chase & Co. | 0.00% | Add +39.9% | 91,409 | $2.8M |
| Clarity Retirement & Wealth, LLC | 2.46% | — | 91,006 | $2.8M |
| Dentgroup LLC | 1.65% | Add +37.0% | 78,511 | $2.4M |
| MFA Wealth Services | 1.49% | Add +0.1% | 71,906 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -27.2% | 60,237 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +65.7% | 52,346 | $1.6M |
| Retirement Planning Group, LLC | 0.05% | Add +354.9% | 51,833 | $1.6M |
| Principal Securities, Inc. | 0.02% | Add +58.0% | 46,773 | $1.4M |
| M Holdings Securities, Inc. | 0.07% | New | 33,180 | $1.0M |
| Pension & Wealth Management Advisors, Inc. | 0.26% | Reduce -4.8% | 28,194 | $865K |
| Sigma Planning Corp | 0.02% | Add +13.4% | 25,825 | $793K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.6% | 23,707 | $728K |
| Bank of America Corp. | 0.00% | New | 20,708 | $636K |
| Pines Wealth Management, LLC | 0.20% | New | 19,682 | $604K |
| Jane Street Group, LLC | 0.00% | New | 18,974 | $582K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.1% | 17,446 | $536K |
| Wealth Quarterback LLC | 0.19% | Reduce -87.6% | 17,349 | $532K |
| Kestra Advisory Services, LLC | 0.00% | Add +3.7% | 16,874 | $518K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 16,065 | $513K |
| Creative Planning | 0.00% | Reduce -6.0% | 15,283 | $469K |
| Cetera Investment Advisers | 0.00% | Add +36.9% | 14,800 | $454K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.4% | 13,178 | $404K |
| Benjamin Edwards Inc. | 0.00% | Reduce -1.1% | 12,914 | $396K |
| Royal Bank of Canada | 0.00% | Add +9.2% | 12,781 | $392K |
| Truist Financial Corp. | 0.00% | Reduce -18.0% | 12,178 | $374K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 12,145 | $373K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.0% | 10,519 | $323K |
| Hicks Capital Management LLC | 0.32% | No change | 10,348 | $318K |
| Goldman Sachs Group Inc. | 0.00% | New | 9,964 | $306K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 9,768 | $300K |
| Bay Capital Advisors, LLC | 0.18% | Add +0.1% | 9,594 | $294K |
| Cutler Capital Management, LLC | 0.09% | New | 8,085 | $248K |
| Comerica Bank | 0.00% | No change | 7,976 | $245K |
| Eaton Financial Holdings Company, LLC | 0.06% | New | 7,608 | $233K |
| National Bank of Canada | 0.00% | No change | 7,450 | $228K |
| Farther Finance Advisors, LLC | 0.00% | Add +10088.7% | 7,234 | $222K |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.7% | 7,086 | $217K |
| Provident Wealth Management, LLC | 0.03% | Add +0.2% | 3,221 | $99K |
| Bulwark Capital Corp | 0.06% | No change | 2,535 | $78K |
| UBS Group AG | 0.00% | New | 1,764 | $54K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -40.1% | 1,565 | $48K |
| Morgan Stanley | 0.00% | Add +21.4% | 1,523 | $47K |
| Elyxium Wealth, LLC | 0.01% | New | 1,019 | $31K |
| Spire Wealth Management | 0.00% | No change | 574 | $18K |
| Sunbelt Securities, Inc. | 0.00% | Add +1111.1% | 545 | $17K |
| Hantz Financial Services, Inc. | 0.00% | New | 498 | $15K |
| Cwm, LLC | 0.00% | No change | 394 | $12K |
| AdvisorNet Financial, Inc | 0.00% | Add +141.1% | 135 | $4K |
| Assetmark, Inc. | 0.00% | New | 126 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 91 | $3K |
| AE Wealth Management LLC | 0.00% | Reduce -2.0% | 50 | $2K |
| IFP Advisors, Inc | 0.00% | Add +11.1% | 20 | $614 |
"% 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.