FFSM Institutional Ownership & Shareholders
FIDELITY FUND SM MID CAP ETF (FFSM) is currently held by 87 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.28B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of FFSM tracked by InsiderSet, reporting ownership valued at approximately $1.02B in its June 30, 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 $909.85M, representing an estimated loss of -10.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed FFSM value among the investors covered in this analysis. Major shareholders include Fmr Llc, Commonwealth Equity Services, Llc, Rfg Advisory, Llc, and several other long-term asset managers with concentrated positions in FIDELITY FUND SM MID CAP ETF (FFSM).
This page ranks the largest institutional FFSM 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
87
Total Reported Value
$1.28B
Largest Holder
Fmr Llc
Largest Position
$1.02B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
105
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.04% | 26,681,830 | $1,019,512,718 | $909,850,403 | -$109,662,315 | -10.76% | |
| Commonwealth Equity Services, Llc | 0.06% | 1,290,129 | $43,645,060 | $43,993,399 | +$348,339 | +0.80% | |
| Rfg Advisory, Llc | 0.45% | 759,366 | $29,015,362 | $25,894,381 | -$3,120,981 | -10.76% | |
| Kom Wealth Management Group, Llc | 7.70% | 458,292 | $15,504,028 | $15,627,757 | +$123,729 | +0.80% | |
| Acumen Wealth Advisors, Llc | 3.22% | 397,385 | $15,184,081 | $13,550,829 | -$1,633,253 | -10.76% | |
| Precedent Wealth Partners, Llc | 1.97% | 378,907 | $12,818,434 | $12,920,729 | +$102,295 | +0.80% | |
| Mai Capital Management | 0.04% | 307,244 | $11,739,793 | $10,477,020 | -$1,262,773 | -10.76% | |
| Keenan, Llc | 7.48% | 321,869 | $10,888,818 | $10,975,733 | +$86,915 | +0.80% | |
| Evernest Financial Advisors, Llc | 1.97% | 246,925 | $9,434,996 | $8,420,143 | -$1,014,854 | -10.76% | |
| Gaddis Premier Wealth Advisors Llc | 4.85% | 258,335 | $8,739,464 | $8,809,224 | +$69,760 | +0.80% | |
| Menora Mivtachim Holdings Ltd. | 0.03% | 219,125 | $8,372,766 | $7,472,163 | -$900,604 | -10.76% | |
| Novem Group | 0.77% | 228,927 | $7,744,606 | $7,806,411 | +$61,805 | +0.80% | |
| Sk Wealth Management, Llc | 1.65% | 194,656 | $7,344,374 | $6,637,770 | -$706,604 | -9.62% | |
| Envestnet Asset Management Inc | 0.00% | 181,554 | $6,937,176 | $6,190,991 | -$746,185 | -10.76% | |
| Goldman Sachs Group Inc | 0.00% | 180,959 | $6,914,443 | $6,170,702 | -$743,741 | -10.76% | |
| Sax Wealth Advisors, Llc | 0.17% | 172,470 | $5,834,676 | $5,881,227 | +$46,551 | +0.80% | |
| Cetera Investment Advisers | 0.00% | 135,211 | $5,166,426 | $4,610,695 | -$555,731 | -10.76% | |
| Jpmorgan Chase & Co | 0.00% | 125,944 | $4,755,692 | $4,294,690 | -$461,002 | -9.69% | |
| Advyzon Investment Management, Llc | 0.32% | 115,144 | $4,399,652 | $3,926,410 | -$473,242 | -10.76% | |
| Greenwood Capital Associates Llc | 0.42% | 127,742 | $4,321,512 | $4,356,002 | +$34,490 | +0.80% | |
| Clarity Retirement & Wealth, Llc | 2.98% | 112,926 | $4,314,902 | $3,850,777 | -$464,125 | -10.76% | |
| Retirement Planning Group, Llc | 0.10% | 116,749 | $3,949,619 | $3,981,141 | +$31,522 | +0.80% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 113,576 | $3,852,506 | $3,872,942 | +$20,436 | +0.53% | |
| Principal Securities, Inc. | 0.03% | 72,489 | $2,769,807 | $2,471,875 | -$297,932 | -10.76% | |
| Mfa Wealth Services | 1.56% | 77,762 | $2,630,672 | $2,651,684 | +$21,012 | +0.80% | |
| Dahring {-} Cusmano Llc | 1.36% | 67,672 | $2,585,747 | $2,307,615 | -$278,132 | -10.76% | |
| Buska Wealth Management, Llc | 0.86% | 73,743 | $2,494,727 | $2,514,636 | +$19,909 | +0.80% | |
| Summit Wealth Group Llc / Co | 0.14% | 65,600 | $2,219,259 | $2,236,960 | +$17,701 | +0.80% | |
| Per Stirling Capital Management, Llc. | 0.20% | 54,079 | $2,066,347 | $1,844,094 | -$222,253 | -10.76% | |
| Kestra Advisory Services, Llc | 0.01% | 59,095 | $1,999,192 | $2,015,140 | +$15,948 | +0.80% | |
| Bam Wealth Management, Llc | 0.67% | 36,364 | $1,230,194 | $1,240,012 | +$9,818 | +0.80% | |
| Two Sigma Investments, Lp | 0.00% | 30,600 | $1,169,226 | $1,043,460 | -$125,766 | -10.76% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 26,119 | $997,993 | $890,658 | -$107,335 | -10.76% | |
| Pfg Advisors | 0.05% | 28,123 | $951,405 | $958,994 | +$7,589 | +0.80% | |
| Pines Wealth Management, Llc | 0.26% | 26,822 | $907,389 | $914,630 | +$7,241 | +0.80% | |
| Harbour Investments, Inc. | 0.01% | 23,579 | $900,954 | $804,044 | -$96,910 | -10.76% | |
| Sigma Planning Corp | 0.02% | 24,974 | $775,566 | $851,613 | +$76,047 | +9.81% | |
| National Bank Of Canada | 0.00% | 17,928 | $673,055 | $611,345 | -$61,710 | -9.17% | |
| Osaic Holdings, Inc. | 0.00% | 16,892 | $645,650 | $576,017 | -$69,633 | -10.78% | |
| Creativeone Wealth, Llc | 0.01% | 15,548 | $594,087 | $530,187 | -$63,900 | -10.76% | |
| Creative Planning | 0.00% | 15,856 | $536,416 | $540,690 | +$4,274 | +0.80% | |
| Schmidt P J Investment Management Inc | 0.08% | 15,298 | $517,531 | $521,662 | +$4,131 | +0.80% | |
| Benjamin Edwards Inc | 0.00% | 13,273 | $507,149 | $452,609 | -$54,540 | -10.75% | |
| Mercer Global Advisors Inc | 0.00% | 11,600 | $443,235 | $395,560 | -$47,675 | -10.76% | |
| Wealth Quarterback Llc | 0.13% | 12,398 | $419,429 | $422,772 | +$3,343 | +0.80% | |
| Farther Finance Advisors, Llc | 0.00% | 11,299 | $382,262 | $385,296 | +$3,034 | +0.79% | |
| Mutual Advisors, Llc | 0.01% | 9,799 | $374,422 | $334,146 | -$40,276 | -10.76% | |
| Bay Capital Advisors, Llc | 0.19% | 10,687 | $361,537 | $364,427 | +$2,890 | +0.80% | |
| Truist Financial Corp | 0.00% | 10,497 | $355,107 | $357,948 | +$2,841 | +0.80% | |
| Kestra Private Wealth Services, Llc | 0.00% | 9,447 | $319,608 | $322,143 | +$2,535 | +0.79% |
Frequently asked questions about FFSM
Who are the largest institutional holders of FFSM?
The largest institutional holders of FFSM reported in the latest SEC Form 13F filings include Fmr Llc, Commonwealth Equity Services, Llc, Rfg Advisory, Llc, Kom Wealth Management Group, Llc, and Acumen Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported FFSM position.
What is FFSM institutional ownership?
This page tracks FFSM positions reported by institutional investment managers through SEC Form 13F. FIDELITY FUND SM MID CAP ETF (FFSM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FFSM?
InsiderSet currently tracks 87 institutional managers reporting FFSM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FFSM shareholders.
How much FFSM stock do institutions own?
Institutional investment managers disclosed approximately $1.28B in FFSM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FFSM institutional ownership last updated?
The latest FFSM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FFSM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FFSM position after the reporting date.
Are institutions buying or selling FFSM?
Institutional buying and selling can be analyzed by comparing FFSM positions across consecutive 13F reporting periods. InsiderSet's FFSM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FFSM ownership changes.
How has FFSM institutional ownership changed over time?
InsiderSet tracks FFSM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.