Fidelity Enhanced Mid CapFMDEETF

13F holders, Q3 2025 (September 30)
191holders +32
42new positions
9sold out
1famous investor
$36.13avg. 13F price*

At the end of Q3 2025, 191 institutions reported holding Fidelity Enhanced Mid Cap Co. (FMDE) in their 13F filings, up 32 from Q2 2025. 42 opened new positions and 9 sold out. The largest holders were FMR LLC ($332.8M), Northwestern Mutual Wealth Management Co. ($251.6M) and LPL Financial LLC ($139.4M). One famous investor held it Ken Fisher (0.0% of Fisher Asset 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions42$77.2M
Exits9$6.8M

All 13F filers, Q2 2025 → Q3 2025: 17,035,240 shares bought and 590,435 shares sold, net +16,444,805 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 191 holders

FMR LLC 0.02% Reduce -0.6% 9,205,293 $332.8M
Northwestern Mutual Wealth Management Co. 0.17% Add +201.0% 6,960,142 $251.6M
LPL Financial LLC 0.04% Add +48.0% 3,856,740 $139.4M
Osaic Holdings, Inc. 0.11% Add +26.6% 2,126,568 $76.6M
Raymond James Financial Inc. 0.02% Add +114.4% 2,111,621 $76.3M
Ameriprise Financial Inc. 0.02% Add +8528.5% 2,022,442 $73.1M
Wells Fargo & Company 0.01% Add +60.2% 1,804,795 $65.2M
Capital Analysts, LLC 1.90% Add +2.1% 1,797,575 $65.0M
Envestnet Asset Management Inc. 0.02% Add +129.6% 1,482,448 $53.6M
Commonwealth Equity Services, LLC 0.07% Add +10.1% 1,396,195 $50.5M
Kestra Advisory Services, LLC 0.21% Add +6.0% 1,297,418 $46.9M
Richard P Slaughter Associates Inc 8.43% Reduce -18.7% 1,082,233 $39.1M
Cetera Investment Advisers 0.04% Add +135.3% 1,050,471 $38.0M
MML Investors Services, LLC 0.06% Add +40.7% 630,114 $22.8M
Armor Investment Advisors, LLC 7.17% Add +2830.4% 625,753 $22.6M
KFG Wealth Management, LLC 2.96% Add +11.8% 567,638 $20.5M
Adamsbrown Wealth Consultants LLC 5.03% New 504,647 $18.2M
Parkside Investments, LLC 1.98% Reduce -0.4% 438,771 $15.9M
Waterway Wealth Management, LLC 2.95% New 362,983 $12.4M
Cambridge Investment Research Advisors, Inc. 0.03% Add +25.7% 338,605 $12.2M
Equitable Holdings, Inc. 0.08% Add +603.6% 314,362 $11.4M
JPMorgan Chase & Co. 0.00% Add +10.3% 255,162 $9.2M
Private Advisor Group, LLC 0.04% Add +18.9% 249,103 $9.0M
Marshall Investment Management, LLC 4.66% Add +3801.2% 243,279 $8.8M
Prosperity Consulting Group, LLC 0.41% New 231,611 $8.4M
Royal Bank of Canada 0.00% Add +1367.0% 219,799 $7.9M
Baird Financial Group, Inc. 0.01% Add +2467.5% 208,892 $7.6M
Morgan Stanley 0.00% Add +1004.2% 202,895 $7.3M
Bank of New York Mellon Corp 0.00% Add +61.8% 198,839 $7.2M
Mgo One Seven LLC 0.16% Add +45.5% 189,025 $6.8M
Pathstone Holdings, LLC 0.03% Add +0.1% 186,047 $6.7M
Staley Capital Advisers Inc. 0.27% Add +19.5% 183,925 $6.6M
OneDigital Investment Advisors LLC 0.07% Reduce -4.8% 181,713 $6.6M
Aspen Wealth Strategies, LLC 3.60% Add +1.0% 177,692 $6.4M
First Heartland Consultants, Inc. 0.48% Add +106.6% 164,175 $5.9M
Bank of America Corp. 0.00% Add +39489.7% 161,922 $5.9M
Broadway Wealth Solutions, Inc. 3.28% Add +8.6% 161,793 $5.8M
AdvisorNet Financial, Inc 0.33% Add +10.9% 160,600 $5.8M
Mayfair Advisory Group, LLC 2.30% Add +68.1% 148,132 $5.4M
LongView Wealth Management 1.40% Add +3.4% 142,711 $5.2M
D.A. Davidson & Co. 0.03% Add +68.8% 137,833 $5.0M
Noble Wealth Management PBC 2.19% — 113,817 $4.1M
Jane Street Group, LLC 0.00% New 110,118 $4.0M
Level Four Advisory Services, LLC 0.14% New 109,833 $4.0M
TrueWealth Advisors, LLC 1.04% New 106,300 $3.8M
IAG Wealth Partners, LLC 0.46% Add +9.1% 105,258 $3.8M
PFG Advisors 0.15% Add +6.8% 103,600 $3.7M
&partners 0.02% Add +845.3% 99,956 $3.7M
FMA Wealth Management, LLC 2.19% Add +0.9% 88,241 $3.2M
Two Sigma Investments, LP 0.00% New 79,100 $2.9M
Centaurus Financial, Inc. 0.13% New 74,621 $2.7M
Founders Financial Alliance, LLC 0.50% New 72,934 $2.6M
Motco 0.23% Add +7.6% 70,533 $2.5M
Kestra Private Wealth Services, LLC 0.03% Add +79.5% 69,104 $2.5M
HighTower Advisors, LLC 0.00% Add +33.7% 68,846 $2.5M
Janney Montgomery Scott LLC 0.01% Add +16.0% 67,655 $2.4M
InTrack Investment Management Inc 1.44% Add +8.3% 66,809 $2.4M
Integrated Wealth Concepts LLC 0.02% New 66,594 $2.4M
Strata Wealth Advisors, LLC 0.62% Reduce -1.7% 64,960 $2.3M
Lynch & Associates 0.41% Add +12.4% 58,507 $2.1M
Sanctuary Advisors, LLC 0.01% Add +851.7% 58,262 $2.1M
Cornell Pochily Investment Advisors, Inc. 0.60% New 55,208 $2.0M
TBH Global Asset Management, LLC 0.39% New 55,134 $2.0M
GWN Securities Inc. 0.45% Add +14.6% 53,385 $1.9M
Wealthcare Advisory Partners LLC 0.04% New 51,476 $1.9M
Hancock Whitney Corp. 0.03% No change 50,750 $1.8M
Steward Partners Investment Advisory, LLC 0.01% Add +17.3% 45,494 $1.6M
NewEdge Advisors, LLC 0.01% Add +979.7% 44,311 $1.6M
UBS Group AG 0.00% New 44,049 $1.6M
OmniStar Financial Group, Inc. 0.95% Add +7.2% 43,603 $1.6M
Creative Financial Designs Inc. 0.10% Add +68.9% 42,274 $1.5M
Synovus Financial Corp. 0.02% Add +11.2% 41,334 $1.5M
IFG Advisory, LLC 0.07% Add +13.4% 39,901 $1.4M
BG Investment Services, LLC 1.42% Add +6.0% 39,807 $1.4M
Investment Advisory Services Inc. /TX 0.45% Add +71.2% 39,233 $1.4M
Fifth Third Securities, Inc. 0.10% Reduce -5.0% 38,699 $1.4M
Certified Advisory Corp 0.13% Add +1.0% 38,431 $1.4M
U.S. Capital Wealth Advisors, LLC 0.04% New 37,738 $1.4M
Cornerstone Wealth Management, LLC 0.07% Reduce -14.9% 34,733 $1.3M
Stifel Financial Corp. 0.00% Add +21.7% 33,440 $1.2M
McRae Capital Management Inc. 0.24% Add +4.0% 33,014 $1.2M
Belpointe Asset Management LLC 0.04% Reduce -0.3% 31,467 $1.1M
Qube Research & Technologies Ltd 0.00% Add +2685.0% 30,050 $1.1M
Park Avenue Securities LLC 0.01% New 28,646 $1.0M
Evergreen Private Wealth LLC 0.42% Add +8.2% 28,442 $1.0M
Susquehanna International Group, LLP 0.00% Reduce -62.8% 26,031 $941K
Dakota Wealth Management 0.02% Add +0.3% 24,645 $891K
Harbor Asset Planning, Inc. 0.72% Add +15.1% 22,167 $801K
Sunbelt Securities, Inc. 0.05% Add +6.3% 21,867 $790K
Nwam LLC 0.04% Reduce -1.7% 21,466 $769K
Truist Financial Corp. 0.00% Add +17.5% 20,144 $728K
Savvy Advisors, Inc. 0.03% Add +36.6% 19,553 $707K
Creative Planning 0.00% Add +3.7% 18,243 $660K
Rockefeller Capital Management L.P. 0.00% New 17,569 $635K
Fermata Advisors, LLC 0.16% Add +65.7% 17,552 $634K
Essex Financial Services, Inc. 0.04% New 17,483 $632K
Twin Focus Capital Partners, LLC 0.08% No change 16,546 $598K
Demars Financial Group, LLC 0.21% Add +0.3% 16,438 $594K
Geneva Partners, LLC 0.21% Add +2.5% 15,703 $568K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -3.4% 14,063 $507K

"% 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 191 holders