Fidelity Enhanced Mid CapFMDEETF

13F holders, Q2 2026 (June 30)
286holders +26
47new positions
20sold out
3famous investors
$40.58avg. 13F price*

At the end of Q2 2026, 286 institutions reported holding Fidelity Enhanced Mid Cap Co. (FMDE) in their 13F filings, up 26 from Q1 2026. 47 opened new positions and 20 sold out. The largest holders were Wells Fargo & Company ($976.2M), Northwestern Mutual Wealth Management Co. ($538.6M) and Ameriprise Financial Inc. ($509.9M). 3 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Fidelity Enhanced Mid Cap Co.
CUSIP
31609A503
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 89Q1 2024Q2 2024: 90Q2 2024Q3 2024: 92Q3 2024Q4 2024: 120Q4 2024Q1 2025: 133Q1 2025Q2 2025: 159Q2 2025Q3 2025: 191Q3 2025Q4 2025: 242Q4 2025Q1 2026: 260Q1 2026Q2 2026: 286Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions47$350.7M
Exits20$15.0M

All 13F filers, Q1 2026 → Q2 2026: 22,569,562 shares bought and 1,395,271 shares sold, net +21,174,291 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 286 holders

Wells Fargo & Company 0.17% Add +14.9% 24,055,138 $976.2M
Northwestern Mutual Wealth Management Co. 0.29% Add +20.3% 13,272,880 $538.6M
Ameriprise Financial Inc. 0.10% Add +3.1% 12,567,707 $509.9M
FMR LLC 0.02% Add +4.8% 10,273,201 $416.9M
LPL Financial LLC 0.06% Add +11.1% 6,411,057 $260.2M
Commonwealth Equity Services, LLC 0.20% Add +21.4% 3,848,941 $156.2M
Raymond James Financial Inc. 0.04% Add +13.6% 3,835,022 $155.6M
Advance Capital Management, Inc. 4.27% New 3,252,118 $132.0M
Cetera Investment Advisers 0.11% Add +43.8% 2,938,701 $119.3M
Citadel Advisors 0.07% New 2,926,269 $118.7M
Osaic Holdings, Inc. 0.13% Add +35.4% 2,682,006 $108.9M
Envestnet Asset Management Inc. 0.02% Add +9.5% 1,983,161 $80.5M
Morgan Stanley 0.00% Add +43.1% 1,882,695 $76.4M
Capital Analysts, LLC 1.74% Add +1.3% 1,862,959 $75.6M
Kestra Advisory Services, LLC 0.22% Reduce -10.9% 1,694,747 $68.8M
Richard P Slaughter Associates Inc 11.41% Add +9.1% 1,417,443 $57.5M
Royal Bank of Canada 0.01% Add +22.1% 1,300,223 $52.8M
Madison Wealth Partners, Inc 6.70% Add +5.9% 1,298,333 $52.7M
GW Henssler & Associates Ltd. 2.19% Add +2.7% 1,211,113 $49.1M
MML Investors Services, LLC 0.09% Add +28.1% 1,083,146 $44.0M
KFG Wealth Management, LLC 4.34% Add +5.9% 947,794 $38.5M
McNamara Financial Services, Inc. 5.41% Add +0.6% 773,260 $31.4M
Bank of America Corp. 0.00% Add +17.2% 740,187 $30.0M
Lifelong Wealth Advisors, Inc. 7.04% Reduce -3.3% 736,675 $29.9M
Kendall Capital Management 4.51% Add +1981.2% 666,866 $27.1M
UBS Group AG 0.00% Add +16.6% 662,335 $26.9M
Adamsbrown Wealth Consultants LLC 4.79% Add +4.0% 625,634 $25.4M
Summit Financial Wealth Advisors, LLC 3.01% Add +5.0% 579,236 $23.5M
Equitable Holdings, Inc. 0.14% Add +38.7% 577,180 $23.4M
Retirement Management Systems Inc. 4.67% Add +6.3% 562,734 $22.8M
Duncan Williams Asset Management, LLC 4.88% New 533,933 $21.7M
Tyche Wealth Partners LLC 3.04% Reduce -0.8% 532,786 $21.6M
Two Sigma Investments, LP 0.02% New 499,800 $20.3M
Cambridge Investment Research Advisors, Inc. 0.04% Add +5.0% 493,299 $20.0M
Walled Lake Planning & Wealth Management, LLC 4.57% Add +4.7% 446,041 $18.1M
Merit Financial Group, LLC 0.11% Add +11.3% 435,269 $17.7M
Mayfair Advisory Group, LLC 5.27% Add +8.9% 430,650 $17.5M
HighTower Advisors, LLC 0.02% Add +109.1% 405,636 $16.5M
Baird Financial Group, Inc. 0.02% Add +6.7% 387,191 $15.7M
Bank of New York Mellon Corp 0.00% Add +22.8% 383,709 $15.6M
Elevation Point Wealth Partners, LLC 0.28% New 374,896 $15.2M
Parkside Investments, LLC 1.50% Reduce -6.3% 333,931 $13.6M
Serenity Investment Advisors 5.53% Add +7.7% 307,968 $13.0M
Staley Capital Advisers Inc. 0.50% Add +1.3% 313,865 $12.7M
Wealth Enhancement Advisory Services, LLC 0.02% Add +83.4% 298,529 $12.1M
JPMorgan Chase & Co. 0.00% Add +2.3% 296,461 $12.0M
Redhawk Wealth Advisors, Inc. 1.13% New 281,464 $11.4M
Private Advisor Group, LLC 0.05% Reduce -25.3% 272,921 $11.1M
Prosperity Consulting Group, LLC 0.39% Reduce -10.4% 256,762 $10.4M
Level Four Advisory Services, LLC 0.29% Add +0.6% 255,337 $10.4M
Armor Investment Advisors, LLC 3.14% Reduce -11.5% 241,066 $9.8M
Base Wealth Management LLC 4.25% Add +2.5% 225,308 $9.1M
&partners 0.04% Add +19.5% 224,605 $9.1M
Mgo One Seven LLC 0.14% Add +4.3% 208,652 $8.5M
AdvisorNet Financial, Inc 0.38% Add +13.2% 206,776 $8.4M
Waterway Wealth Management, LLC 1.71% Reduce -43.2% 229,205 $8.4M
Stifel Financial Corp. 0.01% Add +157.3% 203,465 $8.3M
Strata Wealth Advisors, LLC 2.01% Add +24.6% 202,799 $8.2M
Pathstone Holdings, LLC 0.02% Add +1.1% 199,337 $8.1M
Aspen Wealth Strategies, LLC 3.86% Add +2.1% 196,721 $8.0M
Provident Wealth Management, LLC 2.04% New 195,648 $7.9M
Broadway Wealth Solutions, Inc. 3.57% Add +4.4% 188,440 $7.6M
Park Avenue Securities LLC 0.04% Add +20.3% 176,121 $7.1M
Sound Portfolio Advisors, LLC 4.33% Add +23.4% 150,403 $6.1M
First Heartland Consultants, Inc. 0.38% Add +6.4% 145,203 $5.9M
Flynn Zito Capital Management, LLC 1.47% Add +117.5% 133,390 $5.4M
D.A. Davidson & Co. 0.03% Reduce -15.1% 132,196 $5.4M
Barnes Pettey Financial Advisors, LLC 1.68% Add +36.8% 132,122 $5.4M
IAG Wealth Partners, LLC 0.49% Reduce -1.4% 121,125 $4.9M
Mutual Advisors, LLC 0.09% Add +8.4% 114,544 $4.6M
Founders Financial Alliance, LLC 0.57% Add +2.3% 105,643 $4.3M
Susquehanna International Group, LLP 0.00% Add +193.2% 105,548 $4.3M
Valley National Advisers Inc. 0.48% Reduce -6.9% 105,485 $4.3M
Greatmark Investment Partners, Inc. 0.47% New 105,130 $4.3M
HB Wealth Management, LLC 0.02% New 103,823 $4.2M
PFG Advisors 0.21% Reduce -0.0% 103,348 $4.2M
Investment Advisory Services Inc. /TX 1.19% Add +36.6% 101,609 $4.1M
Lynch & Associates 0.72% Add +9.8% 101,115 $4.1M
NewEdge Advisors, LLC 0.01% Add +15.6% 98,480 $4.0M
Andrews Advisory Associates, LLC 1.85% Add +27.9% 95,034 $3.9M
TD Private Client Wealth LLC 0.07% Add +169.1% 92,938 $3.8M
Kestra Private Wealth Services, LLC 0.04% Add +1.2% 92,557 $3.8M
Jones Financial Companies LLLP 0.00% Add +8087.8% 89,165 $3.6M
FMA Wealth Management, LLC 2.27% Reduce -1.2% 87,461 $3.5M
Pinnacle Financial Partners, Inc. 0.02% Add +10.0% 86,876 $3.5M
Independent Financial Group, LLC 0.06% Reduce -6.4% 84,867 $3.4M
Cornerstone Wealth, LLC 1.72% Add +10.3% 83,929 $3.4M
Summit Wealth Group LLC / Co. 0.28% Add +0.1% 82,725 $3.4M
Cornell Pochily Investment Advisors, Inc. 0.86% Add +12.0% 78,944 $3.2M
Fifth Third Bancorp 0.01% Add +1.8% 78,839 $3.2M
Tower Research Capital LLC (TRC) 0.08% Add +620.9% 78,649 $3.2M
Clearwave Capital, LLC 1.67% Add +18.1% 74,620 $3.0M
BG Investment Services, LLC 2.07% Add +10.5% 70,861 $2.9M
OneDigital Investment Advisors LLC 0.02% Reduce -1.8% 69,958 $2.8M
IHT Wealth Management, LLC 0.06% Add +19.2% 68,826 $2.8M
Uptick Partners, LLC 0.43% Add +7.8% 68,290 $2.8M
Great Valley Advisor Group, Inc. 0.04% Reduce -4.5% 67,319 $2.7M
Centaurus Financial, Inc. 0.10% Add +2.8% 66,491 $2.7M
Farther Finance Advisors, LLC 0.02% Reduce -55.1% 64,261 $2.6M
Cassilly Financial Group LLC 1.85% Add +2.7% 62,685 $2.5M

"% of holder's portfolio" is FMDE's weight in each manager's 13F, not the share of Fidelity Enhanced Mid Cap Co. the manager owns.

Show all 286 holders