Fidelity Enhanced Mid CapFMDEETF

13F holders, Q2 2024 (June 30)
90holders +1
15new positions
14sold out
1famous investor
$29.45avg. 13F price*

At the end of Q2 2024, 90 institutions reported holding Fidelity Enhanced Mid Cap Co. (FMDE) in their 13F filings, up 1 from Q1 2024. 15 opened new positions and 14 sold out. The largest holders were FMR LLC ($127.3M), Commonwealth Equity Services, LLC ($14.7M) and Cetera Investment Advisers ($9.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 2024 → Q2 2024

InstitutionsTotal Value
New Positions15$10.7M
Exits14$7.1M

All 13F filers, Q1 2024 → Q2 2024: 5,204,812 shares bought and 286,160 shares sold, net +4,918,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 90 holders

FMR LLC 0.01% Add +3040.2% 4,323,145 $127.3M
Commonwealth Equity Services, LLC 0.02% Add +64.0% 497,543 $14.7M
Cetera Investment Advisers 0.02% Reduce -2.1% 333,747 $9.8M
LPL Financial LLC 0.00% Add +22.8% 284,051 $8.4M
Stratos Investment Management, LLC 0.55% New 225,407 $6.6M
Osaic Holdings, Inc. 0.01% Add +287.1% 212,038 $6.2M
Pathstone Holdings, LLC 0.02% Add +59.0% 181,606 $5.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.2% 129,137 $3.8M
Raymond James & Associates 0.00% Add +2.3% 96,416 $2.8M
Traynor Capital Management, Inc. 0.20% Add +397.4% 80,904 $2.4M
Envestnet Asset Management Inc. 0.00% Reduce -2.5% 73,205 $2.2M
Raymond James Financial Services Advisors, Inc. 0.00% Add +25.1% 68,591 $2.0M
LongView Wealth Management 0.74% Add +15.3% 68,317 $2.0M
Susquehanna International Group, LLP 0.00% Reduce -16.0% 60,065 $1.8M
Principal Securities, Inc. 0.05% Add +5.7% 59,365 $1.7M
Fifth Third Securities, Inc. 0.15% Reduce -28.5% 55,774 $1.6M
Hancock Whitney Corp. 0.05% No change 50,750 $1.5M
Royal Bank of Canada 0.00% Add +100.7% 41,246 $1.2M
Kestra Advisory Services, LLC 0.01% Add +8.0% 36,725 $1.1M
Jane Street Group, LLC 0.00% Add +401.3% 34,316 $1.0M
OmniStar Financial Group, Inc. 0.85% New 31,980 $942K
MML Investors Services, LLC 0.00% Add +2.6% 31,635 $932K
D.A. Davidson & Co. 0.01% New 30,971 $912K
Citadel Advisors 0.00% New 30,516 $899K
Certified Advisory Corp 0.11% Reduce -0.1% 28,648 $844K
Evergreen Private Wealth LLC 0.38% Add +120.4% 26,238 $773K
Dakota Wealth Management 0.02% Reduce -0.3% 24,399 $719K
Avantax Advisory Services, Inc. 0.00% Add +3.0% 23,423 $690K
Sunbelt Securities, Inc. 0.07% Add +0.2% 22,762 $670K
AdvisorNet Financial, Inc 0.06% Add +172.6% 21,421 $631K
Evanson Asset Management, LLC 0.05% Add +0.3% 21,116 $622K
Atria Wealth Solutions, Inc. 0.01% Reduce -11.7% 19,763 $582K
Demars Financial Group, LLC 0.27% Reduce -6.0% 19,397 $571K
Twin Focus Capital Partners, LLC 0.08% No change 16,546 $487K
Morgan Stanley 0.00% Reduce -2.9% 15,585 $459K
Truist Financial Corp. 0.00% Add +12.6% 14,901 $439K
CreativeOne Wealth, LLC 0.02% Reduce -9.5% 13,434 $396K
Breakwater Capital Group 0.08% Add +0.2% 12,036 $354K
Mariner, LLC 0.00% Add +0.3% 11,594 $341K
Lynch & Associates 0.07% Add +24.3% 11,304 $333K
Rwa Wealth Partners, LLC 0.00% Add +2.5% 10,993 $324K
HighTower Advisors, LLC 0.00% Add +42.3% 10,398 $307K
J.W. Cole Advisors, Inc. 0.01% Add +0.2% 10,103 $298K
Sigma Planning Corp 0.01% Add +0.2% 9,958 $293K
Creative Planning 0.00% Reduce -4.6% 8,363 $246K
Baird Financial Group, Inc. 0.00% New 8,136 $240K
Clearstead Advisors, LLC 0.00% No change 8,093 $238K
Modern Wealth Management, LLC 0.02% New 7,993 $235K
Sequent Asset Management, LLC 0.11% No change 7,711 $227K
Janney Montgomery Scott LLC 0.00% New 7,682 $226K
Global Retirement Partners, LLC 0.01% Add +27.3% 7,616 $224K
PFG Advisors 0.01% New 7,225 $213K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -5.0% 6,954 $205K
Pinnacle Associates Ltd. 0.00% Add +0.3% 6,921 $204K
Sound Income Strategies, LLC 0.01% No change 6,618 $195K
Smithfield Trust Co 0.01% No change 5,450 $160K
HBC Financial Services, PLLC 0.09% Reduce -9.1% 4,885 $148K
NewEdge Advisors, LLC 0.00% No change 4,104 $121K
Franklin Resources Inc. 0.00% Add +2.3% 4,000 $118K
IFP Advisors, Inc 0.00% New 3,922 $116K
Anfield Capital Management, LLC 0.06% New 3,922 $116K
JFS Wealth Advisors, LLC 0.01% Add +0.3% 3,818 $112K
PNC Financial Services Group, Inc. 0.00% Reduce -38.8% 2,851 $84K
CIBC Private Wealth Group LLC 0.00% Add +0.3% 2,303 $67K
Harbour Investments, Inc. 0.00% Add +73.6% 1,979 $58K
Ashton Thomas Private Wealth, LLC 0.00% New 1,877 $55K
Glass Jacobson Investment Advisors llc 0.02% Add +0.3% 1,837 $54K
CoreCap Advisors, LLC 0.00% Add +0.1% 1,491 $44K
Financial Freedom, LLC 0.02% Add +0.3% 1,479 $44K
Creative Financial Designs Inc. 0.00% Add +0.2% 1,315 $39K
Allworth Financial LP 0.00% Add +0.3% 1,215 $37K
Bank of America Corp. 0.00% New 1,092 $32K
Wells Fargo & Company 0.00% Add +11355.6% 1,031 $30K
JPMorgan Chase & Co. 0.00% New 1,006 $30K
Investors Research Corp 0.01% No change 928 $27K
Asset Dedication, LLC 0.00% No change 908 $27K
Continuum Advisory, LLC 0.00% Add +0.2% 473 $14K
Concord Wealth Partners 0.00% No change 428 $13K
Providence Capital Advisors, LLC 0.00% No change 420 $12K
Clear Investment Research, LLC 0.02% Add +0.2% 410 $12K
Financial Perspectives, Inc 0.00% Add +0.5% 407 $12K
Mark Sheptoff Financial Planning, LLC 0.01% Add +0.3% 330 $10K
CKW Financial Group 0.00% No change 316 $9K
Bank of Montreal 0.00% No change 182 $5K
Institutional & Family Asset Management, LLC 0.00% No change 183 $5K
Fifth Third Bancorp 0.00% New 161 $5K
Mather Group, Llc. 0.00% Reduce -59.9% 154 $5K
Pathway Financial Advisers, LLC 0.00% Add +0.7% 155 $5K
Camelot Portfolios, LLC 0.00% New 90 $3K
Farther Finance Advisors, LLC 0.00% No change 58 $2K

"% 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.