Fidelity Enhanced Mid CapFMDEETF

13F holders, Q2 2025 (June 30)
159holders +26
38new positions
13sold out
1famous investor
$34.42avg. 13F price*

At the end of Q2 2025, 159 institutions reported holding Fidelity Enhanced Mid Cap Co. (FMDE) in their 13F filings, up 26 from Q1 2025. 38 opened new positions and 13 sold out. The largest holders were FMR LLC ($318.7M), LPL Financial LLC ($89.7M) and Northwestern Mutual Wealth Management Co. ($79.6M). 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions38$25.0M
Exits13$91.2M

All 13F filers, Q1 2025 → Q2 2025: 6,982,335 shares bought and 3,208,043 shares sold, net +3,774,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 159 holders

FMR LLC 0.02% Add +0.3% 9,260,433 $318.7M
LPL Financial LLC 0.03% Add +140.8% 2,605,653 $89.7M
Northwestern Mutual Wealth Management Co. 0.06% Add +107.2% 2,312,210 $79.6M
Capital Analysts, LLC 2.02% Reduce -6.7% 1,760,733 $60.6M
Osaic Holdings, Inc. 0.10% Add +9.1% 1,680,001 $57.8M
Richard P Slaughter Associates Inc 9.35% Add +15.9% 1,331,843 $45.8M
Commonwealth Equity Services, LLC 0.06% Add +13.1% 1,267,668 $43.6M
Kestra Advisory Services, LLC 0.21% Add +23.3% 1,223,407 $42.1M
Wells Fargo & Company 0.01% Add +11764.5% 1,126,414 $38.8M
Raymond James Financial Inc. 0.01% Add +66.3% 984,956 $33.9M
Envestnet Asset Management Inc. 0.01% Reduce -5.0% 645,621 $22.2M
KFG Wealth Management, LLC 2.81% Add +9.3% 507,680 $17.5M
MML Investors Services, LLC 0.04% Add +232.1% 447,828 $15.4M
Cetera Investment Advisers 0.03% Add +82.3% 446,409 $15.4M
Parkside Investments, LLC 2.06% Add +0.5% 440,337 $15.2M
Cambridge Investment Research Advisors, Inc. 0.03% Add +48.2% 269,332 $9.3M
JPMorgan Chase & Co. 0.00% Add +5.8% 231,266 $8.0M
Private Advisor Group, LLC 0.04% Add +166.8% 209,603 $7.2M
OneDigital Investment Advisors LLC 0.07% Add +4.0% 190,850 $6.6M
Pathstone Holdings, LLC 0.03% Reduce -1.2% 185,953 $6.4M
Aspen Wealth Strategies, LLC 3.65% Add +0.0% 175,932 $6.1M
Atria Wealth Solutions, Inc. 0.13% Add +49.9% 172,540 $5.9M
Staley Capital Advisers Inc. 0.23% Add +19.0% 153,875 $5.3M
Broadway Wealth Solutions, Inc. 3.19% New 148,955 $5.1M
AdvisorNet Financial, Inc 0.32% Add +18.9% 144,809 $5.0M
LongView Wealth Management 1.44% Reduce -4.1% 138,016 $4.7M
Mgo One Seven LLC 0.14% Add +136.7% 129,878 $4.5M
Bank of New York Mellon Corp 0.00% Add +57.8% 122,880 $4.2M
Summit Wealth Group LLC / Co. 0.84% — 97,568 $3.4M
PFG Advisors 0.15% Add +39.2% 97,020 $3.3M
IAG Wealth Partners, LLC 0.44% Add +23.4% 96,479 $3.3M
Mayfair Advisory Group, LLC 1.44% New 88,119 $3.1M
FMA Wealth Management, LLC 2.23% Add +1.5% 87,412 $3.0M
D.A. Davidson & Co. 0.02% Add +0.4% 81,673 $2.8M
First Heartland Consultants, Inc. 0.24% Add +52.7% 79,452 $2.7M
Susquehanna International Group, LLP 0.00% Add +23.3% 69,877 $2.4M
Motco 0.22% New 65,572 $2.3M
Strata Wealth Advisors, LLC 0.63% New 66,079 $2.3M
InTrack Investment Management Inc 1.43% Add +768.2% 61,676 $2.1M
Janney Montgomery Scott LLC 0.01% Reduce -0.0% 58,342 $2.0M
Lynch & Associates 0.36% Add +26.1% 52,050 $1.8M
HighTower Advisors, LLC 0.00% Add +13.2% 51,505 $1.8M
Hancock Whitney Corp. 0.03% No change 50,750 $1.7M
GWN Securities Inc. 0.30% Add +126.7% 46,573 $1.6M
Equitable Holdings, Inc. 0.01% Add +78.1% 44,678 $1.5M
Cornerstone Wealth Management, LLC 0.09% Add +1.1% 40,798 $1.4M
Fifth Third Securities, Inc. 0.11% Add +1.2% 40,750 $1.4M
OmniStar Financial Group, Inc. 1.05% Add +1.6% 40,684 $1.4M
Avantax Advisory Services, Inc. 0.01% Add +11.3% 38,932 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Add +10.1% 38,800 $1.3M
Kestra Private Wealth Services, LLC 0.02% New 38,505 $1.3M
Certified Advisory Corp 0.14% Reduce -2.7% 38,041 $1.3M
BG Investment Services, LLC 1.62% Reduce -15.7% 37,557 $1.3M
Synovus Financial Corp. 0.02% New 37,178 $1.3M
IFG Advisory, LLC 0.06% Add +444.0% 35,183 $1.2M
McRae Capital Management Inc. 0.22% New 31,737 $1.1M
Belpointe Asset Management LLC 0.05% Add +0.2% 31,576 $1.1M
Citadel Advisors 0.00% New 28,201 $971K
Stifel Financial Corp. 0.00% Add +10.5% 27,479 $946K
Evergreen Private Wealth LLC 0.38% Reduce -9.1% 26,293 $905K
Creative Financial Designs Inc. 0.06% Add +49.5% 25,028 $861K
Dakota Wealth Management 0.02% Add +0.3% 24,563 $845K
Ameriprise Financial Inc. 0.00% Add +4.0% 23,439 $807K
Investment Advisory Services Inc. /TX 0.26% New 22,913 $789K
Nwam LLC 0.04% Add +0.3% 21,828 $760K
Evanson Asset Management, LLC 0.05% Add +0.3% 21,384 $736K
Armor Investment Advisors, LLC 0.28% New 21,354 $735K
Sunbelt Securities, Inc. 0.06% Add +0.3% 20,579 $676K
Harbor Asset Planning, Inc. 0.63% — 19,267 $663K
Morgan Stanley 0.00% Add +21.1% 18,375 $632K
Creative Planning 0.00% Add +28.7% 17,588 $605K
Truist Financial Corp. 0.00% Add +0.2% 17,142 $590K
Twin Focus Capital Partners, LLC 0.08% No change 16,546 $569K
Traynor Capital Management, Inc. 0.04% Add +0.2% 16,392 $568K
Demars Financial Group, LLC 0.22% Add +0.3% 16,387 $564K
Glenmede Investment Management, LP 0.00% — 16,274 $560K
Elevation Point Wealth Partners, LLC 0.04% New 15,928 $548K
Geneva Partners, LLC 0.21% New 15,322 $527K
Royal Bank of Canada 0.00% Reduce -74.8% 14,983 $516K
Mariner, LLC 0.00% Add +21.2% 14,894 $513K
Wealth Enhancement Advisory Services, LLC 0.00% Add +43.6% 14,561 $508K
Savvy Advisors, Inc. 0.03% New 14,310 $492K
Net Worth Advisory Group 0.10% New 12,923 $445K
J.W. Cole Advisors, Inc. 0.01% Add +1.9% 12,731 $438K
Breakwater Capital Group 0.07% Reduce -3.2% 11,889 $409K
CreativeOne Wealth, LLC 0.01% Add +2.5% 11,734 $404K
Betterment LLC 0.00% New 11,259 $387K
Rwa Wealth Partners, LLC 0.00% Add +0.3% 11,133 $383K
Madison Wealth Partners, Inc 0.08% New 11,097 $382K
Proficio Capital Partners LLC 0.02% Reduce -86.1% 10,695 $368K
Smithfield Trust Co 0.02% Add +48.5% 10,715 $368K
Fermata Advisors, LLC 0.10% New 10,595 $365K
&partners 0.00% New 10,574 $364K
Principal Securities, Inc. 0.01% Reduce -24.1% 10,256 $353K
Flagship Harbor Advisors, LLC 0.02% Add +10.7% 10,204 $351K
Benin Management CORP 0.09% No change 10,033 $345K
Argent Trust Co 0.01% New 9,433 $325K
Global Retirement Partners, LLC 0.01% — 9,276 $319K
Dynamic Financial Group 0.30% Add +2.7% 9,069 $312K
Stone House Investment Management, LLC 0.05% New 8,540 $294K

"% 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 159 holders