FIDELITY ENHNCD SMLL CP ETF (FESM) Institutional Shareholders
FIDELITY ENHNCD SMLL CP ETF (FESM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.35B in FESM holdings during the latest filing period.
Fmr Llc is currently the largest disclosed institutional shareholder of FESM tracked by InsiderSet, reporting ownership valued at approximately $1.03B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.26B, representing an estimated gain of +22.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed FESM value among the investors covered in this analysis. Major shareholders include Fmr Llc, Ameriprise Financial Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FIDELITY ENHNCD SMLL CP ETF (FESM).
This page ranks the largest institutional FESM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
224
Total Reported Value
$3.35B
Largest Holder
Fmr Llc
Largest Position
$1.03B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.05% | 26,988,815 | $1,025,574,966 | $1,258,488,443 | +$232,913,477 | +22.71% | |
| Ameriprise Financial Inc | 0.05% | 6,033,120 | $229,246,298 | $281,324,386 | +$52,078,088 | +22.72% | |
| Lpl Financial Llc | 0.05% | 5,124,645 | $194,736,484 | $238,962,196 | +$44,225,712 | +22.71% | |
| Northwestern Mutual Wealth Management Co | 0.09% | 3,749,748 | $142,490,422 | $174,850,749 | +$32,360,327 | +22.71% | |
| Prime Capital Investment Advisors, Llc | 1.37% | 3,113,064 | $118,296,449 | $145,162,174 | +$26,865,725 | +22.71% | |
| Commonwealth Equity Services, Llc | 0.15% | 2,419,327 | $116,829,275 | $112,813,218 | -$4,016,057 | -3.44% | |
| Fifth Third Bancorp | 0.19% | 2,784,388 | $105,806,744 | $129,836,012 | +$24,029,268 | +22.71% | |
| Raymond James Financial Inc | 0.03% | 2,331,165 | $88,584,291 | $108,702,224 | +$20,117,933 | +22.71% | |
| Wells Fargo & Company/Mn | 0.02% | 2,132,405 | $81,031,390 | $99,434,045 | +$18,402,655 | +22.71% | |
| Cetera Investment Advisers | 0.08% | 1,962,108 | $74,560,087 | $91,493,096 | +$16,933,009 | +22.71% | |
| Dynasty Wealth Management, Llc | 0.60% | 1,810,612 | $68,803,237 | $84,428,838 | +$15,625,601 | +22.71% | |
| Quotient Wealth Partners, Llc | 1.75% | 1,750,838 | $66,531,853 | $81,641,576 | +$15,109,723 | +22.71% | |
| Vantagepoint Investment Advisers Llc | 0.45% | 1,404,752 | $53,380,576 | $65,503,586 | +$12,123,010 | +22.71% | |
| Osaic Holdings, Inc. | 0.07% | 1,338,806 | $50,895,728 | $62,428,524 | +$11,532,796 | +22.66% | |
| Morgan Stanley | 0.00% | 1,321,302 | $50,209,488 | $61,612,312 | +$11,402,824 | +22.71% | |
| Royal Bank Of Canada | 0.01% | 1,220,056 | $46,363,000 | $56,891,211 | +$10,528,211 | +22.71% | |
| Envestnet Asset Management Inc | 0.01% | 1,060,363 | $40,293,802 | $49,444,727 | +$9,150,925 | +22.71% | |
| Calamos Advisors Llc | 0.15% | 1,053,734 | $40,041,875 | $49,135,616 | +$9,093,741 | +22.71% | |
| Calamos Wealth Management Llc | 1.33% | 1,011,631 | $38,441,961 | $47,172,354 | +$8,730,393 | +22.71% | |
| Kestra Advisory Services, Llc | 0.12% | 790,289 | $38,163,077 | $36,851,176 | -$1,311,901 | -3.44% | |
| Focus Financial Network, Inc. | 1.15% | 771,548 | $37,258,053 | $35,977,283 | -$1,280,770 | -3.44% | |
| Truwealth Advisors, Llc | 1.69% | 923,152 | $35,079,777 | $43,046,578 | +$7,966,801 | +22.71% | |
| Bank Of America Corp | 0.00% | 871,856 | $33,130,529 | $40,654,645 | +$7,524,116 | +22.71% | |
| Mml Investors Services, Llc | 0.09% | 860,278 | $32,690,576 | $40,114,763 | +$7,424,187 | +22.71% | |
| Kfg Wealth Management, Llc | 2.46% | 451,959 | $21,825,119 | $21,074,848 | -$750,271 | -3.44% | |
| Systelligence, Llc | 3.23% | 400,481 | $19,339,227 | $18,674,429 | -$664,798 | -3.44% | |
| Parkside Investments, Llc | 2.05% | 382,383 | $18,465,297 | $17,830,519 | -$634,778 | -3.44% | |
| Dahring {-} Cusmano Llc | 8.12% | 319,007 | $15,404,831 | $14,875,296 | -$529,535 | -3.44% | |
| Summit Investment Advisory Services, Llc | 3.76% | 309,901 | $14,965,112 | $14,450,684 | -$514,428 | -3.44% | |
| Baird Financial Group, Inc. | 0.02% | 377,214 | $14,334,132 | $17,589,489 | +$3,255,357 | +22.71% | |
| Stifel Financial Corp | 0.01% | 357,112 | $13,570,995 | $16,652,133 | +$3,081,138 | +22.70% | |
| Little House Capital Llc | 3.24% | 330,362 | $12,553,774 | $15,404,780 | +$2,851,006 | +22.71% | |
| Highpoint Advisor Group Llc | 0.52% | 326,752 | $12,416,556 | $15,236,446 | +$2,819,890 | +22.71% | |
| Berger Financial Group, Inc | 0.67% | 314,436 | $11,948,581 | $14,662,151 | +$2,713,570 | +22.71% | |
| Aurdan Capital Management, Llc | 2.87% | 234,665 | $11,331,954 | $10,942,429 | -$389,525 | -3.44% | |
| Mayfair Advisory Group, Llc | 3.73% | 281,068 | $10,680,574 | $13,106,201 | +$2,425,627 | +22.71% | |
| Petra Financial Advisors Inc | 4.81% | 214,717 | $10,368,668 | $10,012,254 | -$356,414 | -3.44% | |
| Landing Point Financial Group, Llc | 4.96% | 269,165 | $10,228,282 | $12,551,164 | +$2,322,882 | +22.71% | |
| First Heartland Consultants, Inc. | 0.64% | 196,379 | $9,843,142 | $9,157,153 | -$685,989 | -6.97% | |
| Great Valley Advisor Group, Inc. | 0.16% | 234,700 | $8,918,552 | $10,944,061 | +$2,025,509 | +22.71% | |
| Mutual Advisors, Llc | 0.17% | 212,154 | $8,061,844 | $9,892,741 | +$1,830,897 | +22.71% | |
| Ausdal Financial Partners, Inc. | 0.36% | 209,694 | $7,968,387 | $9,778,031 | +$1,809,644 | +22.71% | |
| Riversedge Advisors, Llc | 1.02% | 159,597 | $7,706,955 | $7,442,008 | -$264,947 | -3.44% | |
| Salus Financial Advisors, Llc | 4.39% | 198,331 | $7,536,595 | $9,248,175 | +$1,711,580 | +22.71% | |
| Holos Integrated Wealth Llc | 3.14% | 141,895 | $6,721,581 | $6,616,564 | -$105,017 | -1.56% | |
| Atria Investments, Inc | 0.07% | 138,909 | $6,707,900 | $6,477,327 | -$230,573 | -3.44% | |
| Modus Advisors, Llc | 1.84% | 176,088 | $6,691,362 | $8,210,983 | +$1,519,621 | +22.71% | |
| Merit Financial Group, Llc | 0.04% | 133,836 | $6,462,929 | $6,240,773 | -$222,156 | -3.44% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 134,818 | $6,407,892 | $6,286,563 | -$121,329 | -1.89% | |
| American National Bank Of Texas | 5.81% | 160,425 | $6,096,150 | $7,480,618 | +$1,384,468 | +22.71% |
Frequently asked questions about FESM
Who owns the most FESM stock?
The largest holders of FESM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIDELITY ENHNCD SMLL CP ETF (FESM).
Is FESM widely held by superinvestors?
Many widely followed stocks like FESM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FESM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.