Fidelity FNDM SM Mid Cap ETFFFSMETF
13F holders, Q1 2026 (March 31)76holders +13
18new positions
5sold out
$31.98avg. 13F price*
At the end of Q1 2026, 76 institutions reported holding Fidelity FNDM SM Mid Cap ETF (FFSM) in their 13F filings, up 13 from Q4 2025. 18 opened new positions and 5 sold out. The largest holders were FMR LLC ($818.7M), Commonwealth Equity Services, LLC ($38.7M) and RFG Advisory, LLC ($26.9M).
- Company
- Fidelity FNDM SM Mid Cap ETF
- CUSIP
- 316092295
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $16.2M |
| Exits | 5 | $1.8M |
All 13F filers, Q4 2025 → Q1 2026: 3,213,472 shares bought and 232,719 shares sold, net +2,980,753 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| FMR LLC | 0.04% | Add +8.9% | 25,623,551 | $818.7M |
| Commonwealth Equity Services, LLC | 0.05% | Add +4.8% | 1,212,494 | $38.7M |
| RFG Advisory, LLC | 0.50% | Add +19.4% | 843,183 | $26.9M |
| KOM Wealth Management Group, LLC | 9.05% | Add +4.4% | 415,240 | $13.3M |
| Evernest Financial Advisors, LLC | 1.99% | Reduce -32.3% | 272,082 | $9.6M |
| MAI Capital Management | 0.05% | Add +0.6% | 300,014 | $9.6M |
| Keenan, LLC | 7.80% | Add +9.3% | 290,052 | $9.3M |
| Menora Mivtachim Holdings LTD. | 0.03% | Reduce -8.2% | 219,125 | $7.0M |
| Gaddis Premier Wealth Advisors LLC | 5.07% | Add +3.4% | 214,864 | $6.9M |
| Novem Group | 0.76% | New | 205,593 | $6.6M |
| Sax Wealth Advisors, LLC | 0.29% | No change | 192,881 | $5.9M |
| SK Wealth Management, LLC | 1.57% | Add +1.1% | 174,090 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +142.3% | 126,838 | $4.1M |
| Clarity Retirement & Wealth, LLC | 2.83% | Add +20.9% | 110,020 | $3.5M |
| Retirement Planning Group, LLC | 0.10% | Add +100.0% | 103,645 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Add +13.5% | 103,755 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +510.9% | 98,149 | $3.2M |
| Advyzon Investment Management, LLC | 0.26% | New | 90,566 | $2.9M |
| MFA Wealth Services | 1.58% | Add +4.0% | 74,752 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.6% | 65,411 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +316.5% | 61,638 | $2.0M |
| Per Stirling Capital Management, LLC. | 0.20% | New | 57,805 | $1.8M |
| Principal Securities, Inc. | 0.03% | Add +23.2% | 57,625 | $1.8M |
| M Holdings Securities, Inc. | 0.12% | Add +50.2% | 49,830 | $1.8M |
| Dahring | Cusmano LLC | 1.10% | New | 55,908 | $1.8M |
| Buska Wealth Management, LLC | 0.58% | New | 45,301 | $1.4M |
| Sigma Planning Corp | 0.03% | Add +46.5% | 37,826 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +81.2% | 30,581 | $977K |
| Pension & Wealth Management Advisors, Inc. | 0.27% | Add +0.1% | 28,218 | $902K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.2% | 23,662 | $756K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +71.4% | 20,819 | $665K |
| Pines Wealth Management, LLC | 0.20% | No change | 19,682 | $629K |
| National Bank of Canada | 0.00% | Add +140.6% | 17,928 | $574K |
| BAM Wealth Management, LLC | 0.43% | New | 17,831 | $570K |
| Creative Planning | 0.00% | Add +0.4% | 15,350 | $490K |
| CreativeOne Wealth, LLC | 0.01% | New | 14,932 | $477K |
| Benjamin Edwards Inc. | 0.00% | Add +7.0% | 13,823 | $442K |
| Wealth Quarterback LLC | 0.17% | Reduce -23.7% | 13,244 | $423K |
| Truist Financial Corp. | 0.00% | Reduce -9.2% | 11,059 | $353K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.6% | 10,693 | $342K |
| Hicks Capital Management LLC | 0.33% | No change | 10,348 | $331K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 9,867 | $315K |
| Mutual Advisors, LLC | 0.01% | Add +0.2% | 9,789 | $313K |
| Bay Capital Advisors, LLC | 0.19% | Add +1.7% | 9,761 | $312K |
| Farther Finance Advisors, LLC | 0.00% | Add +33.2% | 9,637 | $312K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -26.4% | 9,706 | $310K |
| Osaic Holdings, Inc. | 0.00% | Reduce -52.7% | 8,247 | $264K |
| Cutler Capital Management, LLC | 0.09% | Add +0.5% | 8,125 | $260K |
| Eaton Financial Holdings Company, LLC | 0.08% | Add +0.1% | 7,617 | $243K |
| Fifth Third Bancorp | 0.00% | New | 6,832 | $218K |
| Royal Bank of Canada | 0.00% | Reduce -46.9% | 6,792 | $217K |
| Provident Wealth Management, LLC | 0.03% | Add +6.8% | 3,440 | $110K |
| Bulwark Capital Corp | 0.05% | No change | 2,535 | $81K |
| Morgan Stanley | 0.00% | Add +65.0% | 2,513 | $80K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2424.2% | 2,297 | $73K |
| AdvisorNet Financial, Inc | 0.00% | Add +1185.9% | 1,736 | $55K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.3% | 1,570 | $50K |
| Spire Wealth Management | 0.00% | Add +29.4% | 743 | $24K |
| Sunbelt Securities, Inc. | 0.00% | No change | 545 | $17K |
| Hantz Financial Services, Inc. | 0.00% | No change | 498 | $16K |
| Cwm, LLC | 0.00% | Add +1.8% | 401 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | New | 250 | $8K |
| UBS Group AG | 0.00% | Reduce -87.4% | 223 | $7K |
| Harbor Asset Planning, Inc. | 0.01% | New | 212 | $7K |
| Clarity Asset Management, Inc. | 0.00% | New | 186 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 181 | $6K |
| Advisory Services Network, LLC | 0.00% | New | 160 | $5K |
| Assetmark, Inc. | 0.00% | No change | 126 | $4K |
| Godfrey Financial Associates, Inc. | 0.00% | New | 72 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 53 | $2K |
| IFP Advisors, Inc | 0.00% | Add +155.0% | 51 | $2K |
| AE Wealth Management LLC | 0.00% | No change | 50 | $2K |
| PlanVest Financial, Inc | 0.00% | — | 18 | $575 |
| Vanguard Advisers Inc. | 0.00% | — | 11 | $351 |
| NewEdge Advisors, LLC | 0.00% | New | 4 | $128 |
| BlackRock, Inc. | 0.00% | New | 1 | $29 |
"% 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.