Fidelity Enhanced Mid CapFMDEETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 286 institutions reported holding Fidelity Enhanced Mid Cap Co. (FMDE) in their 13F filings, up 26 from Q1 2026. 47 opened new positions and 20 sold out. The largest holders were Wells Fargo & Company ($976.2M), Northwestern Mutual Wealth Management Co. ($538.6M) and Ameriprise Financial Inc. ($509.9M). 3 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Fidelity Enhanced Mid Cap Co.
- CUSIP
- 31609A503
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $350.7M |
| Exits | 20 | $15.0M |
All 13F filers, Q1 2026 → Q2 2026: 22,569,562 shares bought and 1,395,271 shares sold, net +21,174,291 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 286 holders
| Wells Fargo & Company | 0.17% | Add +14.9% | 24,055,138 | $976.2M |
| Northwestern Mutual Wealth Management Co. | 0.29% | Add +20.3% | 13,272,880 | $538.6M |
| Ameriprise Financial Inc. | 0.10% | Add +3.1% | 12,567,707 | $509.9M |
| FMR LLC | 0.02% | Add +4.8% | 10,273,201 | $416.9M |
| LPL Financial LLC | 0.06% | Add +11.1% | 6,411,057 | $260.2M |
| Commonwealth Equity Services, LLC | 0.20% | Add +21.4% | 3,848,941 | $156.2M |
| Raymond James Financial Inc. | 0.04% | Add +13.6% | 3,835,022 | $155.6M |
| Advance Capital Management, Inc. | 4.27% | New | 3,252,118 | $132.0M |
| Cetera Investment Advisers | 0.11% | Add +43.8% | 2,938,701 | $119.3M |
| Citadel Advisors | 0.07% | New | 2,926,269 | $118.7M |
| Osaic Holdings, Inc. | 0.13% | Add +35.4% | 2,682,006 | $108.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +9.5% | 1,983,161 | $80.5M |
| Morgan Stanley | 0.00% | Add +43.1% | 1,882,695 | $76.4M |
| Capital Analysts, LLC | 1.74% | Add +1.3% | 1,862,959 | $75.6M |
| Kestra Advisory Services, LLC | 0.22% | Reduce -10.9% | 1,694,747 | $68.8M |
| Richard P Slaughter Associates Inc | 11.41% | Add +9.1% | 1,417,443 | $57.5M |
| Royal Bank of Canada | 0.01% | Add +22.1% | 1,300,223 | $52.8M |
| Madison Wealth Partners, Inc | 6.70% | Add +5.9% | 1,298,333 | $52.7M |
| GW Henssler & Associates Ltd. | 2.19% | Add +2.7% | 1,211,113 | $49.1M |
| MML Investors Services, LLC | 0.09% | Add +28.1% | 1,083,146 | $44.0M |
| KFG Wealth Management, LLC | 4.34% | Add +5.9% | 947,794 | $38.5M |
| McNamara Financial Services, Inc. | 5.41% | Add +0.6% | 773,260 | $31.4M |
| Bank of America Corp. | 0.00% | Add +17.2% | 740,187 | $30.0M |
| Lifelong Wealth Advisors, Inc. | 7.04% | Reduce -3.3% | 736,675 | $29.9M |
| Kendall Capital Management | 4.51% | Add +1981.2% | 666,866 | $27.1M |
| UBS Group AG | 0.00% | Add +16.6% | 662,335 | $26.9M |
| Adamsbrown Wealth Consultants LLC | 4.79% | Add +4.0% | 625,634 | $25.4M |
| Summit Financial Wealth Advisors, LLC | 3.01% | Add +5.0% | 579,236 | $23.5M |
| Equitable Holdings, Inc. | 0.14% | Add +38.7% | 577,180 | $23.4M |
| Retirement Management Systems Inc. | 4.67% | Add +6.3% | 562,734 | $22.8M |
| Duncan Williams Asset Management, LLC | 4.88% | New | 533,933 | $21.7M |
| Tyche Wealth Partners LLC | 3.04% | Reduce -0.8% | 532,786 | $21.6M |
| Two Sigma Investments, LP | 0.02% | New | 499,800 | $20.3M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +5.0% | 493,299 | $20.0M |
| Walled Lake Planning & Wealth Management, LLC | 4.57% | Add +4.7% | 446,041 | $18.1M |
| Merit Financial Group, LLC | 0.11% | Add +11.3% | 435,269 | $17.7M |
| Mayfair Advisory Group, LLC | 5.27% | Add +8.9% | 430,650 | $17.5M |
| HighTower Advisors, LLC | 0.02% | Add +109.1% | 405,636 | $16.5M |
| Baird Financial Group, Inc. | 0.02% | Add +6.7% | 387,191 | $15.7M |
| Bank of New York Mellon Corp | 0.00% | Add +22.8% | 383,709 | $15.6M |
| Elevation Point Wealth Partners, LLC | 0.28% | New | 374,896 | $15.2M |
| Parkside Investments, LLC | 1.50% | Reduce -6.3% | 333,931 | $13.6M |
| Serenity Investment Advisors | 5.53% | Add +7.7% | 307,968 | $13.0M |
| Staley Capital Advisers Inc. | 0.50% | Add +1.3% | 313,865 | $12.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +83.4% | 298,529 | $12.1M |
| JPMorgan Chase & Co. | 0.00% | Add +2.3% | 296,461 | $12.0M |
| Redhawk Wealth Advisors, Inc. | 1.13% | New | 281,464 | $11.4M |
| Private Advisor Group, LLC | 0.05% | Reduce -25.3% | 272,921 | $11.1M |
| Prosperity Consulting Group, LLC | 0.39% | Reduce -10.4% | 256,762 | $10.4M |
| Level Four Advisory Services, LLC | 0.29% | Add +0.6% | 255,337 | $10.4M |
| Armor Investment Advisors, LLC | 3.14% | Reduce -11.5% | 241,066 | $9.8M |
| Base Wealth Management LLC | 4.25% | Add +2.5% | 225,308 | $9.1M |
| &partners | 0.04% | Add +19.5% | 224,605 | $9.1M |
| Mgo One Seven LLC | 0.14% | Add +4.3% | 208,652 | $8.5M |
| AdvisorNet Financial, Inc | 0.38% | Add +13.2% | 206,776 | $8.4M |
| Waterway Wealth Management, LLC | 1.71% | Reduce -43.2% | 229,205 | $8.4M |
| Stifel Financial Corp. | 0.01% | Add +157.3% | 203,465 | $8.3M |
| Strata Wealth Advisors, LLC | 2.01% | Add +24.6% | 202,799 | $8.2M |
| Pathstone Holdings, LLC | 0.02% | Add +1.1% | 199,337 | $8.1M |
| Aspen Wealth Strategies, LLC | 3.86% | Add +2.1% | 196,721 | $8.0M |
| Provident Wealth Management, LLC | 2.04% | New | 195,648 | $7.9M |
| Broadway Wealth Solutions, Inc. | 3.57% | Add +4.4% | 188,440 | $7.6M |
| Park Avenue Securities LLC | 0.04% | Add +20.3% | 176,121 | $7.1M |
| Sound Portfolio Advisors, LLC | 4.33% | Add +23.4% | 150,403 | $6.1M |
| First Heartland Consultants, Inc. | 0.38% | Add +6.4% | 145,203 | $5.9M |
| Flynn Zito Capital Management, LLC | 1.47% | Add +117.5% | 133,390 | $5.4M |
| D.A. Davidson & Co. | 0.03% | Reduce -15.1% | 132,196 | $5.4M |
| Barnes Pettey Financial Advisors, LLC | 1.68% | Add +36.8% | 132,122 | $5.4M |
| IAG Wealth Partners, LLC | 0.49% | Reduce -1.4% | 121,125 | $4.9M |
| Mutual Advisors, LLC | 0.09% | Add +8.4% | 114,544 | $4.6M |
| Founders Financial Alliance, LLC | 0.57% | Add +2.3% | 105,643 | $4.3M |
| Susquehanna International Group, LLP | 0.00% | Add +193.2% | 105,548 | $4.3M |
| Valley National Advisers Inc. | 0.48% | Reduce -6.9% | 105,485 | $4.3M |
| Greatmark Investment Partners, Inc. | 0.47% | New | 105,130 | $4.3M |
| HB Wealth Management, LLC | 0.02% | New | 103,823 | $4.2M |
| PFG Advisors | 0.21% | Reduce -0.0% | 103,348 | $4.2M |
| Investment Advisory Services Inc. /TX | 1.19% | Add +36.6% | 101,609 | $4.1M |
| Lynch & Associates | 0.72% | Add +9.8% | 101,115 | $4.1M |
| NewEdge Advisors, LLC | 0.01% | Add +15.6% | 98,480 | $4.0M |
| Andrews Advisory Associates, LLC | 1.85% | Add +27.9% | 95,034 | $3.9M |
| TD Private Client Wealth LLC | 0.07% | Add +169.1% | 92,938 | $3.8M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +1.2% | 92,557 | $3.8M |
| Jones Financial Companies LLLP | 0.00% | Add +8087.8% | 89,165 | $3.6M |
| FMA Wealth Management, LLC | 2.27% | Reduce -1.2% | 87,461 | $3.5M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +10.0% | 86,876 | $3.5M |
| Independent Financial Group, LLC | 0.06% | Reduce -6.4% | 84,867 | $3.4M |
| Cornerstone Wealth, LLC | 1.72% | Add +10.3% | 83,929 | $3.4M |
| Summit Wealth Group LLC / Co. | 0.28% | Add +0.1% | 82,725 | $3.4M |
| Cornell Pochily Investment Advisors, Inc. | 0.86% | Add +12.0% | 78,944 | $3.2M |
| Fifth Third Bancorp | 0.01% | Add +1.8% | 78,839 | $3.2M |
| Tower Research Capital LLC (TRC) | 0.08% | Add +620.9% | 78,649 | $3.2M |
| Clearwave Capital, LLC | 1.67% | Add +18.1% | 74,620 | $3.0M |
| BG Investment Services, LLC | 2.07% | Add +10.5% | 70,861 | $2.9M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -1.8% | 69,958 | $2.8M |
| IHT Wealth Management, LLC | 0.06% | Add +19.2% | 68,826 | $2.8M |
| Uptick Partners, LLC | 0.43% | Add +7.8% | 68,290 | $2.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -4.5% | 67,319 | $2.7M |
| Centaurus Financial, Inc. | 0.10% | Add +2.8% | 66,491 | $2.7M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -55.1% | 64,261 | $2.6M |
| Cassilly Financial Group LLC | 1.85% | Add +2.7% | 62,685 | $2.5M |
| LongView Wealth Management | 0.65% | Reduce -42.4% | 62,366 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +5.2% | 61,587 | $2.5M |
| IFG Advisory, LLC | 0.08% | New | 59,679 | $2.4M |
| Stephens Inc. | 0.03% | Add +179.4% | 58,343 | $2.4M |
| Creative Financial Designs Inc. | 0.11% | Add +7.9% | 58,332 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +0.5% | 55,911 | $2.3M |
| Genesis Private Wealth, LLC | 0.63% | Add +35.4% | 54,857 | $2.2M |
| GWN Securities Inc. | 0.36% | Reduce -0.3% | 53,612 | $2.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -28.7% | 53,207 | $2.2M |
| Hancock Whitney Corp. | 0.03% | No change | 50,750 | $2.1M |
| Arkadios Wealth Advisors | 0.03% | Add +4.5% | 49,402 | $2.0M |
| OmniStar Financial Group, Inc. | 0.90% | Add +4.2% | 48,336 | $2.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.5% | 45,381 | $1.8M |
| NorthRock Partners, LLC | 0.03% | Reduce -3.3% | 45,218 | $1.8M |
| CRA Financial Services, LLC | 0.20% | Add +8.8% | 42,248 | $1.7M |
| Certified Advisory Corp | 0.14% | Add +4.3% | 41,581 | $1.7M |
| Essex Financial Services, Inc. | 0.08% | Add +7.3% | 41,300 | $1.7M |
| Noble Wealth Management PBC | 0.75% | Reduce -65.0% | 40,724 | $1.7M |
| TBH Global Asset Management, LLC | 0.30% | Reduce -4.7% | 39,916 | $1.6M |
| StoneX Group Inc. | 0.06% | New | 39,536 | $1.6M |
| Harbor Asset Planning, Inc. | 1.19% | Add +4.5% | 39,110 | $1.6M |
| Fifth Third Securities, Inc. | 0.09% | Add +0.4% | 38,475 | $1.6M |
| McRae Capital Management Inc. | 0.30% | Add +5.6% | 37,108 | $1.5M |
| Worth Asset Management, LLC | 0.47% | Reduce -36.2% | 36,508 | $1.5M |
| FCG Investment Co | 0.51% | New | 36,236 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +75.3% | 35,640 | $1.4M |
| First American Bank | 0.08% | Add +210.7% | 34,265 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -4.3% | 33,760 | $1.4M |
| InTrack Investment Management Inc | 0.67% | Reduce -45.1% | 33,205 | $1.3M |
| Principal Securities, Inc. | 0.02% | Add +109.8% | 31,806 | $1.3M |
| AQR Capital Management | 0.00% | New | 31,261 | $1.3M |
| Townsend Financial Planning, LLC | 1.09% | Add +41.6% | 30,871 | $1.3M |
| Savvy Advisors, Inc. | 0.02% | Add +4.6% | 28,453 | $1.2M |
| Evergreen Private Wealth LLC | 0.42% | Reduce -5.5% | 27,945 | $1.1M |
| Creative Planning | 0.00% | Add +55.3% | 26,711 | $1.1M |
| Sovran Advisors, LLC | 0.08% | Add +34.8% | 26,125 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.04% | Add +38.9% | 26,339 | $1.1M |
| Regal Investment Advisors LLC | 0.05% | Reduce -6.8% | 26,024 | $1.1M |
| Harbor Investment Advisory, LLC | 0.07% | Add +302.5% | 25,384 | $1.0M |
| Dakota Wealth Management | 0.02% | Add +0.3% | 24,963 | $1.0M |
| Snider Financial Group | 0.25% | Reduce -68.2% | 24,071 | $977K |
| Parsons Capital Management Inc. | 0.04% | Add +1.2% | 23,428 | $951K |
| IFP Advisors, Inc | 0.02% | Reduce -7.9% | 23,423 | $951K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -0.0% | 22,635 | $919K |
| Betterment LLC | 0.00% | Add +7.7% | 22,630 | $918K |
| Mission Financial Group, LLC | 0.73% | — | 21,793 | $884K |
| Geneva Partners, LLC | 0.23% | Add +36.4% | 21,357 | $867K |
| SFG Wealth Management, LLC. | 0.31% | New | 21,219 | $861K |
| Nwam LLC | 0.04% | Reduce -4.4% | 21,218 | $861K |
| Golden State Wealth Management, LLC | 0.08% | Add +8.7% | 21,055 | $854K |
| Aptus Capital Advisors, LLC | 0.01% | New | 20,797 | $844K |
| Tenet Wealth Partners, LLC | 0.62% | — | 20,394 | $834K |
| Element Wealth, LLC | 0.31% | Add +23.8% | 20,335 | $825K |
| Harbour Investments, Inc. | 0.01% | Add +20.1% | 20,252 | $822K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.5% | 20,059 | $814K |
| Vontobel Holding Ltd. | 0.00% | No change | 19,204 | $779K |
| Sowa Financial Group, Inc. | 0.35% | Add +41.9% | 18,562 | $753K |
| Truist Financial Corp. | 0.00% | Add +22.0% | 17,936 | $728K |
| Patten Group, Inc. | 0.11% | Add +32.6% | 17,452 | $708K |
| Mosaic Financial Group, LLC | 0.43% | Add +17.8% | 16,636 | $675K |
| Twin Focus Capital Partners, LLC | 0.07% | No change | 16,546 | $671K |
| 1015 Capital Partners, LLC | 0.56% | Add +1.7% | 16,514 | $670K |
| Demars Financial Group, LLC | 0.18% | Reduce -2.3% | 16,146 | $655K |
| Savant Capital, LLC | 0.00% | New | 16,110 | $654K |
| Koshinski Asset Management, Inc. | 0.03% | Add +14.3% | 15,698 | $637K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +4.1% | 15,475 | $628K |
| Delta Investment Management, LLC | 0.10% | Add +93.4% | 15,262 | $619K |
| Allegheny Financial Group | 0.06% | New | 14,589 | $592K |
| Heritage Wealth Management, Inc. | 0.15% | Add +14.9% | 14,404 | $585K |
| Natixis Advisors, LLC | 0.00% | New | 14,123 | $573K |
| Renaissance Technologies | 0.00% | New | 13,900 | $564K |
| Qube Research & Technologies Ltd | 0.00% | Add +169.8% | 13,887 | $564K |
| Oppenheimer & Co. Inc. | 0.01% | Add +52.9% | 13,664 | $554K |
| Woodard & Co. Asset Management Group Inc. | 0.08% | Add +0.2% | 12,951 | $526K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -0.8% | 12,551 | $508K |
| Rockefeller Capital Management L.P. | 0.00% | Add +52.6% | 12,412 | $504K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +26.8% | 12,410 | $504K |
| Trexquant Investment LP | 0.00% | New | 12,393 | $503K |
| Breakwater Capital Group | 0.06% | Add +0.1% | 11,987 | $486K |
| Argent Trust Co | 0.01% | Add +23.3% | 11,909 | $483K |
| Mariner, LLC | 0.00% | Add +78.8% | 11,903 | $483K |
| Ameritas Advisory Services, LLC | 0.01% | New | 11,830 | $480K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +4.7% | 11,826 | $480K |
| Benjamin Edwards Inc. | 0.00% | Add +34.7% | 11,114 | $451K |
| Brighton Jones LLC | 0.01% | Add +0.1% | 11,091 | $450K |
| HBW Advisory Services LLC | 0.04% | Add +25.3% | 11,033 | $448K |
| Smithfield Trust Co | 0.02% | No change | 11,000 | $447K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -4.4% | 10,913 | $443K |
| Fermata Advisors, LLC | 0.09% | Reduce -31.1% | 10,648 | $432K |
| Sei Investments Co. | 0.00% | Add +6.6% | 10,248 | $416K |
| WCG Wealth Advisors LLC | 0.01% | Reduce -15.0% | 10,181 | $413K |
| Indivisible Partners | 0.02% | New | 10,158 | $412K |
| Benin Management CORP | 0.08% | No change | 10,033 | $407K |
| Rwa Wealth Partners, LLC | 0.00% | Add +0.3% | 9,959 | $404K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 9,943 | $403K |
| Mercer Global Advisors Inc. | 0.00% | Add +60.9% | 9,795 | $397K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -0.8% | 9,553 | $388K |
| Dynamic Financial Group | 0.27% | Add +0.4% | 8,959 | $364K |
| TrueWealth Advisors, LLC | 0.08% | Reduce -2.6% | 8,936 | $363K |
| Proficio Capital Partners LLC | 0.01% | No change | 8,875 | $360K |
| Clear Investment Research, LLC | 0.54% | Add +118.7% | 8,478 | $344K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +29.5% | 8,429 | $342K |
| Global Retirement Partners, LLC | 0.01% | — | 8,369 | $340K |
| Odyssey Group, LLC | 0.09% | — | 8,319 | $338K |
| 1900 Wealth Management LLC | 0.02% | New | 8,307 | $337K |
| Modern Wealth Management, LLC | 0.00% | Add +0.3% | 8,191 | $332K |
| Clearstead Advisors, LLC | 0.00% | Add +0.0% | 8,037 | $326K |
| Herbst Group, LLC | 0.18% | Add +6.7% | 8,000 | $325K |
| Piscataqua Savings Bank | 0.22% | No change | 8,000 | $325K |
| Williams & Novak, LLC | 0.21% | Reduce -2.3% | 7,834 | $318K |
| Sequent Asset Management, LLC | 0.13% | No change | 7,711 | $313K |
| Waverly Advisors, LLC | 0.00% | Add +0.0% | 7,608 | $309K |
| KWB Wealth | 0.03% | Reduce -14.5% | 7,480 | $304K |
| MTM Financial Group, LLC | 0.12% | Add +0.2% | 7,163 | $291K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -7.1% | 6,985 | $283K |
| Sigma Planning Corp | 0.01% | Reduce -16.4% | 6,803 | $276K |
| Advisory Services Network, LLC | 0.00% | Add +89.3% | 6,544 | $266K |
| Fulton Bank, N.A. | 0.01% | No change | 6,500 | $264K |
| XML Financial, LLC | 0.02% | New | 6,495 | $264K |
| Atria Investments, Inc | 0.00% | Add +13.0% | 6,382 | $259K |
| US Bancorp \de | 0.00% | Add +1039.2% | 6,334 | $257K |
| Prospera Financial Services Inc | 0.00% | Reduce -0.8% | 6,289 | $255K |
| Mayflower Financial Advisors, LLC | 0.02% | No change | 6,236 | $253K |
| Vise Technologies, Inc. | 0.00% | Reduce -9.7% | 6,177 | $251K |
| MAI Capital Management | 0.00% | Add +6.6% | 6,007 | $244K |
| RAM Investment Partners, LLC | 0.04% | Add +0.8% | 5,977 | $243K |
| ARK & TLK Investments, LLC | 0.06% | Add +0.3% | 5,876 | $238K |
| Benchmark Financial, LLC | 0.19% | No change | 5,726 | $232K |
| Arax Advisory Partners | 0.00% | New | 5,176 | $210K |
| Galvin, Gaustad & Stein, LLC | 0.02% | New | 5,013 | $203K |
| Cohen Investment Advisors LLC | 0.09% | New | 4,997 | $203K |
| Pinnacle Associates Ltd. | 0.00% | New | 4,964 | $201K |
| Godfrey Financial Associates, Inc. | 0.15% | Add +0.0% | 4,949 | $201K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,931 | $200K |
| Glenmede Trust Co. NA | 0.00% | New | 4,849 | $197K |
| Byrne Asset Management LLC | 0.10% | No change | 4,325 | $176K |
| Franklin Resources Inc. | 0.00% | No change | 3,912 | $159K |
| First Command Advisory Services, Inc. | 0.00% | New | 3,660 | $149K |
| Holos Integrated Wealth LLC | 0.06% | Reduce -1.8% | 3,396 | $137K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.3% | 2,843 | $115K |
| Portfolio Resources Advisor Group, Inc. | 0.09% | No change | 2,660 | $108K |
| Marshall Investment Management, LLC | 0.04% | Add +13.7% | 2,421 | $98K |
| Financial Perspectives, Inc | 0.02% | Add +484.3% | 2,413 | $98K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,362 | $96K |
| Private Trust Co. NA | 0.01% | No change | 2,342 | $95K |
| AE Wealth Management LLC | 0.00% | Add +46.7% | 2,023 | $82K |
| CoreCap Advisors, LLC | 0.00% | Add +0.1% | 1,903 | $77K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +18.3% | 1,874 | $76K |
| HHM Wealth Advisors, LLC | 0.01% | New | 1,724 | $70K |
| Stone House Investment Management, LLC | 0.01% | Add +0.3% | 1,540 | $62K |
| NBT Bank, N.A. | 0.00% | Add +189.5% | 1,491 | $61K |
| LifeSteps Financial, Inc. | 0.03% | New | 1,476 | $60K |
| Allworth Financial LP | 0.00% | Add +0.2% | 1,246 | $51K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.1% | 1,103 | $45K |
| Parallel Advisors, LLC | 0.00% | New | 1,000 | $41K |
| Asset Dedication, LLC | 0.00% | No change | 908 | $37K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 823 | $33K |
| Anchor Investment Management, LLC | 0.00% | No change | 818 | $33K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 720 | $29K |
| Creative Capital Management Investments LLC | 0.01% | No change | 711 | $29K |
| CVA Family Office, LLC | 0.00% | No change | 658 | $27K |
| CX Institutional | 0.00% | Reduce -23.5% | 642 | $26K |
| Russell Investments Group, Ltd. | 0.00% | Add +2668.4% | 526 | $21K |
| Continuum Advisory, LLC | 0.00% | New | 482 | $20K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +38.3% | 466 | $19K |
| TFC Financial Management, Inc. | 0.00% | New | 435 | $18K |
| Providence Capital Advisors, LLC | 0.00% | New | 421 | $17K |
| CKW Financial Group | 0.00% | No change | 316 | $13K |
| Concord Wealth Partners | 0.00% | New | 283 | $12K |
| Vanguard Advisers Inc. | 0.00% | No change | 247 | $10K |
| Highline Wealth Partners LLC | 0.00% | New | 245 | $10K |
| Elevated Capital Advisors, LLC | 0.00% | New | 244 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | New | 219 | $9K |
| Assetmark, Inc. | 0.00% | Add +51.1% | 213 | $9K |
| Cornerstone Financial Management LLC | 0.01% | Reduce -2.5% | 192 | $8K |
| Bank of Montreal | 0.00% | No change | 182 | $7K |
| Meramec Financial Planners, LLC | 0.00% | New | 154 | $6K |
| Miller Capital Partners, Inc. | 0.00% | No change | 131 | $5K |
| Dogwood Wealth Management LLC | 0.00% | New | 74 | $3K |
| Avion Wealth | 0.00% | No change | 96 | $3K |
| Trust Co | 0.00% | No change | 54 | $2K |
| LRI Investments, LLC | 0.00% | No change | 54 | $2K |
| HighMark Wealth Management LLC | 0.00% | No change | 14 | $583 |
| Fiduciary Financial Advisors | 0.00% | New | 8 | $315 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 7 | $291 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 6 | $251 |
"% 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.