Fidelity Enhanced Mid CapFMDEETF

13F holders, Q1 2026 (March 31)
260holders +18
43new positions
25sold out
$35.97avg. 13F price*

At the end of Q1 2026, 260 institutions reported holding Fidelity Enhanced Mid Cap Co. (FMDE) in their 13F filings, up 18 from Q4 2025. 43 opened new positions and 25 sold out. The largest holders were Wells Fargo & Company ($752.7M), Ameriprise Financial Inc. ($438.5M) and Northwestern Mutual Wealth Management Co. ($396.8M).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions43$72.1M
Exits25$120.2M

All 13F filers, Q4 2025 → Q1 2026: 34,649,467 shares bought and 4,145,299 shares sold, net +30,504,168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 260 holders

Wells Fargo & Company 0.15% Add +509.8% 20,930,912 $752.7M
Ameriprise Financial Inc. 0.10% Add +28.8% 12,190,309 $438.5M
Northwestern Mutual Wealth Management Co. 0.24% Add +20.1% 11,035,544 $396.8M
FMR LLC 0.02% Add +6.2% 9,798,559 $352.4M
LPL Financial LLC 0.06% Add +16.7% 5,772,737 $207.6M
Raymond James Financial Inc. 0.04% Add +34.7% 3,377,018 $121.4M
Commonwealth Equity Services, LLC 0.16% Add +37.6% 3,171,245 $114.0M
Cetera Investment Advisers 0.08% Add +24.3% 2,043,214 $73.5M
Osaic Holdings, Inc. 0.10% Add +5.9% 1,980,313 $71.2M
Kestra Advisory Services, LLC 0.26% Add +24.7% 1,901,836 $68.4M
Capital Analysts, LLC 1.74% Add +2.0% 1,839,476 $66.2M
Envestnet Asset Management Inc. 0.02% Add +12.3% 1,811,446 $65.1M
Morgan Stanley 0.00% Add +116.3% 1,315,744 $47.3M
Richard P Slaughter Associates Inc 10.11% Add +15.3% 1,299,753 $46.7M
Madison Wealth Partners, Inc 7.03% Add +12923.2% 1,226,135 $44.1M
GW Henssler & Associates Ltd. 2.00% Add +62.4% 1,179,653 $42.4M
Royal Bank of Canada 0.01% Add +98.6% 1,064,458 $38.3M
KFG Wealth Management, LLC 4.16% Add +42.2% 894,618 $32.2M
MML Investors Services, LLC 0.08% Add +14.1% 845,581 $30.4M
McNamara Financial Services, Inc. 5.23% Reduce -0.0% 769,031 $27.7M
Lifelong Wealth Advisors, Inc. 7.31% Add +1.8% 761,568 $27.4M
Bank of America Corp. 0.00% Add +28.9% 631,531 $22.7M
Adamsbrown Wealth Consultants LLC 5.72% Add +7.5% 601,489 $21.6M
UBS Group AG 0.00% Add +143.7% 567,987 $20.4M
Summit Financial Wealth Advisors, LLC 2.81% Add +2.3% 551,758 $19.8M
Tyche Wealth Partners LLC 2.98% New 536,815 $19.3M
Retirement Management Systems Inc. 4.59% Add +77.6% 529,507 $19.0M
Cambridge Investment Research Advisors, Inc. 0.04% Add +0.7% 469,913 $16.9M
Walled Lake Planning & Wealth Management, LLC 4.51% New 426,130 $15.3M
Equitable Holdings, Inc. 0.10% Add +16.2% 416,026 $15.1M
Mayfair Advisory Group, LLC 4.97% Add +70.2% 395,554 $14.2M
Merit Financial Group, LLC 0.10% Add +66.7% 391,156 $14.1M
Waterway Wealth Management, LLC 3.05% Add +7.3% 403,770 $13.8M
Private Advisor Group, LLC 0.06% Add +31.5% 365,387 $13.1M
Baird Financial Group, Inc. 0.02% Add +14.7% 362,813 $13.0M
Parkside Investments, LLC 1.56% Add +0.8% 356,471 $12.8M
Bank of New York Mellon Corp 0.00% Add +27.5% 312,508 $11.2M
Serenity Investment Advisors 5.25% New 286,056 $11.2M
Staley Capital Advisers Inc. 0.47% Add +44.2% 309,865 $11.1M
Cwm, LLC 0.03% Add +1.3% 295,304 $10.6M
Prosperity Consulting Group, LLC 0.46% Add +1.0% 286,522 $10.3M
JPMorgan Chase & Co. 0.00% Add +13.6% 289,907 $10.1M
Armor Investment Advisors, LLC 3.53% Reduce -48.4% 272,493 $9.8M
Level Four Advisory Services, LLC 0.30% Add +118.7% 253,814 $9.1M
Base Wealth Management LLC 4.42% Add +30.9% 219,777 $7.9M
Mgo One Seven LLC 0.14% Reduce -0.5% 200,103 $7.2M
Pathstone Holdings, LLC 0.03% Add +2.6% 197,202 $7.1M
HighTower Advisors, LLC 0.01% Add +34.3% 194,021 $7.0M
Aspen Wealth Strategies, LLC 3.72% Add +1.1% 192,645 $6.9M
&partners 0.03% Add +32.6% 187,972 $6.8M
AdvisorNet Financial, Inc 0.34% Add +5.3% 182,654 $6.6M
Broadway Wealth Solutions, Inc. 3.35% Add +6.7% 180,422 $6.5M
Jane Street Group, LLC 0.01% Add +106.8% 173,874 $6.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -1.1% 162,747 $5.9M
Strata Wealth Advisors, LLC 1.60% Add +64.8% 162,771 $5.9M
D.A. Davidson & Co. 0.03% Add +4.2% 155,636 $5.6M
Park Avenue Securities LLC 0.04% Add +53.8% 146,441 $5.3M
Farther Finance Advisors, LLC 0.05% Add +72.5% 143,186 $5.2M
First Heartland Consultants, Inc. 0.38% Reduce -22.5% 136,466 $4.9M
IAG Wealth Partners, LLC 0.49% Add +13.0% 122,857 $4.4M
Sound Portfolio Advisors, LLC 3.56% Reduce -0.3% 121,875 $4.4M
Noble Wealth Management PBC 2.15% Add +6.7% 116,408 $4.2M
LongView Wealth Management 1.03% Reduce -24.1% 108,265 $4.1M
Valley National Advisers Inc. 0.53% New 113,326 $4.1M
Motco 0.36% Add +40.6% 109,509 $3.9M
Mutual Advisors, LLC 0.08% Add +1768.4% 105,658 $3.8M
PFG Advisors 0.18% Add +4.4% 103,390 $3.7M
Founders Financial Alliance, LLC 0.67% Add +3.1% 103,231 $3.7M
Barnes Pettey Financial Advisors, LLC 1.51% Add +74.5% 96,598 $3.5M
Lynch & Associates 0.62% Add +33.5% 92,107 $3.3M
Kestra Private Wealth Services, LLC 0.04% Add +21.7% 91,431 $3.3M
Independent Financial Group, LLC 0.07% Add +471.7% 90,684 $3.3M
FMA Wealth Management, LLC 2.12% Add +0.1% 88,552 $3.2M
NewEdge Advisors, LLC 0.01% Add +33.2% 85,205 $3.1M
Summit Wealth Group LLC / Co. 0.31% Reduce -3.0% 82,683 $3.0M
Cornerstone Wealth, LLC 1.63% — 76,070 $2.9M
Stifel Financial Corp. 0.00% Add +81.9% 79,074 $2.8M
Pinnacle Financial Partners, Inc. 0.02% Add +16.4% 78,946 $2.8M
Fifth Third Bancorp 0.01% Add +105968.5% 77,430 $2.8M
Snider Financial Group 0.82% Add +7.4% 75,692 $2.7M
Integrated Wealth Concepts LLC 0.02% Add +3.9% 74,616 $2.7M
Investment Advisory Services Inc. /TX 0.85% Add +70.6% 74,407 $2.7M
Andrews Advisory Associates, LLC 1.41% New 74,315 $2.7M
OneDigital Investment Advisors LLC 0.03% Reduce -0.4% 71,270 $2.6M
Great Valley Advisor Group, Inc. 0.05% Add +21.8% 70,525 $2.5M
Cornell Pochily Investment Advisors, Inc. 0.74% Add +19.7% 70,514 $2.5M
Centaurus Financial, Inc. 0.11% Reduce -18.1% 64,682 $2.3M
BG Investment Services, LLC 1.91% Add +20.7% 64,135 $2.3M
Uptick Partners, LLC 0.45% Add +40.2% 63,333 $2.3M
Clearwave Capital, LLC 1.55% Add +23.1% 63,175 $2.3M
Flynn Zito Capital Management, LLC 0.70% New 61,316 $2.2M
Cassilly Financial Group LLC 1.90% Add +3.7% 61,018 $2.2M
InTrack Investment Management Inc 1.24% Reduce -6.6% 60,448 $2.2M
Steward Partners Investment Advisory, LLC 0.01% Add +9.8% 58,530 $2.1M
IHT Wealth Management, LLC 0.05% Add +65.6% 57,753 $2.1M
Independent Advisor Alliance 0.02% New 57,268 $2.1M
Worth Asset Management, LLC 0.77% New 57,260 $2.1M
Wealthcare Advisory Partners LLC 0.04% Add +3.1% 55,626 $2.0M
Hancock Whitney Corp. 0.03% No change 50,750 $2.0M
Creative Financial Designs Inc. 0.12% Add +16.7% 54,068 $1.9M

"% 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 260 holders