Fidelity Enhanced Mid CapFMDEETF

13F holders, Q4 2025 (December 31)
242holders +51
45new positions
7sold out
1famous investor
$36.38avg. 13F price*

At the end of Q4 2025, 242 institutions reported holding Fidelity Enhanced Mid Cap Co. (FMDE) in their 13F filings, up 51 from Q3 2025. 45 opened new positions and 7 sold out. The largest holders were Ameriprise Financial Inc. ($344.3M), FMR LLC ($335.8M) and Northwestern Mutual Wealth Management Co. ($334.4M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions45$227.6M
Exits7$2.8M

All 13F filers, Q3 2025 → Q4 2025: 24,750,510 shares bought and 755,665 shares sold, net +23,994,845 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 242 holders

Ameriprise Financial Inc. 0.08% Add +367.9% 9,463,266 $344.3M
FMR LLC 0.02% Add +0.3% 9,229,681 $335.8M
Northwestern Mutual Wealth Management Co. 0.21% Add +32.1% 9,191,224 $334.4M
LPL Financial LLC 0.05% Add +28.3% 4,947,566 $180.0M
Wells Fargo & Company 0.02% Add +90.2% 3,432,732 $124.9M
Raymond James Financial Inc. 0.03% Add +18.7% 2,506,777 $91.2M
Thrivent Financial for Lutherans 0.15% New 2,324,110 $84.6M
Commonwealth Equity Services, LLC 0.11% Add +65.0% 2,304,251 $83.8M
Osaic Holdings, Inc. 0.10% Reduce -12.1% 1,869,943 $68.1M
Capital Analysts, LLC 1.82% Add +0.3% 1,803,707 $65.6M
Cetera Investment Advisers 0.07% Add +56.5% 1,644,381 $59.8M
Envestnet Asset Management Inc. 0.02% Add +8.9% 1,613,828 $58.7M
Kestra Advisory Services, LLC 0.23% Add +17.6% 1,525,235 $55.5M
Richard P Slaughter Associates Inc 8.59% Add +4.1% 1,126,815 $41.0M
McNamara Financial Services, Inc. 5.31% New 769,214 $28.0M
Lifelong Wealth Advisors, Inc. 7.24% New 747,907 $27.2M
MML Investors Services, LLC 0.07% Add +17.6% 741,020 $27.0M
GW Henssler & Associates Ltd. 1.27% New 726,258 $26.4M
Two Sigma Investments, LP 0.04% Add +702.0% 634,400 $23.1M
KFG Wealth Management, LLC 3.06% Add +10.8% 629,198 $22.9M
Morgan Stanley 0.00% Add +199.7% 608,154 $22.1M
Adamsbrown Wealth Consultants LLC 5.67% Add +10.9% 559,672 $20.4M
Summit Financial Wealth Advisors, LLC 2.81% New 539,497 $19.6M
Royal Bank of Canada 0.00% Add +143.8% 535,961 $19.5M
Armor Investment Advisors, LLC 7.06% Reduce -15.7% 527,627 $19.2M
Bank of America Corp. 0.00% Add +202.7% 490,056 $17.8M
Cambridge Investment Research Advisors, Inc. 0.04% Add +37.8% 466,681 $17.0M
Equitable Holdings, Inc. 0.09% Add +13.9% 358,133 $13.0M
Waterway Wealth Management, LLC 2.93% Add +3.7% 376,439 $12.9M
Parkside Investments, LLC 1.62% Reduce -19.4% 353,556 $12.9M
Baird Financial Group, Inc. 0.02% Add +51.4% 316,345 $11.5M
Retirement Management Systems Inc. 2.78% — 298,119 $10.8M
Cwm, LLC 0.03% Add +32611.0% 291,455 $10.6M
Prosperity Consulting Group, LLC 0.46% Add +22.5% 283,664 $10.3M
Private Advisor Group, LLC 0.05% Add +11.6% 277,941 $10.1M
JPMorgan Chase & Co. 0.00% Add +0.0% 255,206 $9.3M
Bank of New York Mellon Corp 0.00% Add +23.3% 245,070 $8.9M
Marshall Investment Management, LLC 4.39% Reduce -1.3% 240,065 $8.7M
Merit Financial Group, LLC 0.07% New 234,659 $8.5M
Mayfair Advisory Group, LLC 3.31% Add +56.9% 232,416 $8.5M
UBS Group AG 0.00% Add +429.0% 233,039 $8.5M
Staley Capital Advisers Inc. 0.32% Add +16.8% 214,840 $7.8M
Mgo One Seven LLC 0.15% Add +6.4% 201,104 $7.3M
Pathstone Holdings, LLC 0.03% Add +3.3% 192,230 $7.0M
Aspen Wealth Strategies, LLC 3.79% Add +7.2% 190,501 $6.9M
First Heartland Consultants, Inc. 0.49% Add +7.3% 176,088 $6.4M
AdvisorNet Financial, Inc 0.34% Add +8.0% 173,464 $6.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1069.7% 164,491 $6.2M
Broadway Wealth Solutions, Inc. 3.29% Add +4.5% 169,128 $6.2M
Base Wealth Management LLC 3.29% New 167,874 $6.1M
D.A. Davidson & Co. 0.03% Add +8.4% 149,430 $5.4M
LongView Wealth Management 1.29% Add +0.0% 142,743 $5.4M
HighTower Advisors, LLC 0.01% Add +109.8% 144,425 $5.3M
&partners 0.03% Add +41.8% 141,713 $5.2M
Sound Portfolio Advisors, LLC 3.73% — 122,195 $4.4M
Level Four Advisory Services, LLC 0.14% Add +5.7% 116,045 $4.2M
TrueWealth Advisors, LLC 1.06% Add +5.6% 112,271 $4.1M
Noble Wealth Management PBC 1.99% Reduce -4.2% 109,076 $4.0M
IAG Wealth Partners, LLC 0.46% Add +3.3% 108,680 $4.0M
Goldman Sachs Group Inc. 0.00% New 104,460 $3.8M
Founders Financial Alliance, LLC 0.69% Add +37.2% 100,093 $3.6M
PFG Advisors 0.17% Reduce -4.4% 99,067 $3.6M
Strata Wealth Advisors, LLC 1.00% Add +52.0% 98,766 $3.6M
Park Avenue Securities LLC 0.03% Add +232.3% 95,201 $3.5M
FMA Wealth Management, LLC 2.09% Add +0.2% 88,440 $3.2M
Summit Wealth Group LLC / Co. 0.41% New 85,259 $3.1M
Jane Street Group, LLC 0.00% Reduce -23.7% 84,065 $3.1M
Farther Finance Advisors, LLC 0.03% Add +4136.3% 83,031 $3.0M
Centaurus Financial, Inc. 0.13% Add +5.9% 79,008 $2.9M
Motco 0.26% Add +10.4% 77,901 $2.8M
Kestra Private Wealth Services, LLC 0.03% Add +8.7% 75,106 $2.7M
Citadel Advisors 0.00% New 74,546 $2.7M
Integrated Wealth Concepts LLC 0.03% Add +7.8% 71,799 $2.6M
OneDigital Investment Advisors LLC 0.03% Reduce -60.6% 71,561 $2.6M
Snider Financial Group 0.68% New 70,449 $2.6M
Lynch & Associates 0.47% Add +17.9% 68,991 $2.5M
Pinnacle Financial Partners, Inc. 0.02% — 67,791 $2.5M
Janney Montgomery Scott LLC 0.01% Add +0.0% 67,675 $2.5M
InTrack Investment Management Inc 1.32% Reduce -3.2% 64,701 $2.4M
NewEdge Advisors, LLC 0.01% Add +44.3% 63,959 $2.3M
GWN Securities Inc. 0.45% Add +13.8% 60,750 $2.2M
Cornell Pochily Investment Advisors, Inc. 0.62% Add +6.7% 58,902 $2.1M
Cassilly Financial Group LLC 1.89% — 58,864 $2.1M
TBH Global Asset Management, LLC 0.36% Add +3.2% 56,880 $2.1M
Great Valley Advisor Group, Inc. 0.04% New 57,900 $2.1M
Qube Research & Technologies Ltd 0.00% Add +88.3% 56,585 $2.1M
Barnes Pettey Financial Advisors, LLC 1.00% New 55,370 $2.0M
Wealthcare Advisory Partners LLC 0.04% Add +4.8% 53,968 $2.0M
Steward Partners Investment Advisory, LLC 0.01% Add +17.1% 53,284 $1.9M
BG Investment Services, LLC 1.72% Add +33.5% 53,149 $1.9M
Clearwave Capital, LLC 1.38% — 51,309 $1.9M
Hancock Whitney Corp. 0.03% No change 50,750 $1.8M
OmniStar Financial Group, Inc. 1.08% Add +16.0% 50,566 $1.8M
Creative Financial Designs Inc. 0.11% Add +9.6% 46,342 $1.7M
Uptick Partners, LLC 0.35% New 45,164 $1.6M
Investment Advisory Services Inc. /TX 0.50% Add +11.2% 43,621 $1.6M
Stifel Financial Corp. 0.00% Add +30.0% 43,472 $1.6M
Pathfinder Wealth Consulting, Inc. 0.98% — 42,540 $1.5M
Savvy Advisors, Inc. 0.05% Add +113.7% 41,775 $1.5M
IFG Advisory, LLC 0.06% Add +2.2% 40,765 $1.5M

"% 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 242 holders