FIDELITY FUND SM MID CAP ETF (FFSM) Top Institutional Shareholders
FIDELITY FUND SM MID CAP ETF (FFSM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $997.86M in FFSM holdings during the latest filing period.
Fmr Llc is currently the largest disclosed institutional shareholder of FFSM tracked by InsiderSet, reporting ownership valued at approximately $818.67M 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 $945.25M, representing an estimated gain of +15.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% 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
73
Total Reported Value
$997.86M
Largest Holder
Fmr Llc
Largest Position
$818.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
79
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% | 25,623,551 | $818,672,430 | $945,252,796 | +$126,580,366 | +15.46% | |
| Commonwealth Equity Services, Llc | 0.05% | 1,212,494 | $38,739,180 | $44,728,904 | +$5,989,724 | +15.46% | |
| Rfg Advisory, Llc | 0.49% | 843,183 | $26,939,711 | $31,105,021 | +$4,165,310 | +15.46% | |
| Kom Wealth Management Group, Llc | 9.05% | 415,240 | $13,266,929 | $15,318,204 | +$2,051,275 | +15.46% | |
| Evernest Financial Advisors, Llc | 1.99% | 272,082 | $9,601,782 | $10,037,105 | +$435,323 | +4.53% | |
| Mai Capital Management | 0.05% | 300,014 | $9,585,455 | $11,067,516 | +$1,482,061 | +15.46% | |
| Keenan, Llc | 7.80% | 290,052 | $9,250,122 | $10,700,018 | +$1,449,896 | +15.67% | |
| Menora Mivtachim Holdings Ltd. | 0.03% | 219,125 | $7,001,044 | $8,083,521 | +$1,082,477 | +15.46% | |
| Gaddis Premier Wealth Advisors Llc | 5.07% | 214,864 | $6,864,905 | $7,926,333 | +$1,061,428 | +15.46% | |
| Novem Group | 0.76% | 205,593 | $6,568,696 | $7,584,326 | +$1,015,630 | +15.46% | |
| Sax Wealth Advisors, Llc | 0.29% | 192,881 | $5,919,530 | $7,115,380 | +$1,195,850 | +20.20% | |
| Sk Wealth Management, Llc | 1.57% | 174,090 | $5,658,797 | $6,422,180 | +$763,383 | +13.49% | |
| Envestnet Asset Management Inc | 0.00% | 126,838 | $4,052,465 | $4,679,054 | +$626,589 | +15.46% | |
| Clarity Retirement & Wealth, Llc | 2.83% | 110,020 | $3,515,139 | $4,058,638 | +$543,499 | +15.46% | |
| Retirement Planning Group, Llc | 0.10% | 103,645 | $3,311,458 | $3,823,464 | +$512,006 | +15.46% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 98,149 | $3,180,019 | $3,620,717 | +$440,698 | +13.86% | |
| Advyzon Investment Management, Llc | 0.26% | 90,566 | $2,893,584 | $3,340,980 | +$447,396 | +15.46% | |
| Mfa Wealth Services | 1.58% | 74,752 | $2,388,341 | $2,757,601 | +$369,260 | +15.46% | |
| Cetera Investment Advisers | 0.00% | 61,638 | $1,969,334 | $2,273,826 | +$304,492 | +15.46% | |
| Per Stirling Capital Management, Llc. | 0.20% | 57,805 | $1,846,868 | $2,132,426 | +$285,558 | +15.46% | |
| Principal Securities, Inc. | 0.03% | 57,625 | $1,841,132 | $2,125,786 | +$284,654 | +15.46% | |
| Dahring {-} Cusmano Llc | 1.10% | 55,908 | $1,786,261 | $2,062,446 | +$276,185 | +15.46% | |
| Buska Wealth Management, Llc | 0.58% | 45,301 | $1,447,367 | $1,671,154 | +$223,787 | +15.46% | |
| Sigma Planning Corp | 0.03% | 37,826 | $1,208,541 | $1,395,401 | +$186,860 | +15.46% | |
| Kestra Advisory Services, Llc | 0.00% | 30,581 | $977,077 | $1,128,133 | +$151,056 | +15.46% | |
| Harbour Investments, Inc. | 0.01% | 23,662 | $756,001 | $872,891 | +$116,890 | +15.46% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 20,819 | $665,178 | $768,013 | +$102,835 | +15.46% | |
| Pines Wealth Management, Llc | 0.20% | 19,682 | $628,840 | $726,069 | +$97,229 | +15.46% | |
| National Bank Of Canada | 0.00% | 17,928 | $574,059 | $661,364 | +$87,305 | +15.21% | |
| Bam Wealth Management, Llc | 0.43% | 17,831 | $569,700 | $657,786 | +$88,086 | +15.46% | |
| Creative Planning | 0.00% | 15,350 | $490,422 | $566,262 | +$75,840 | +15.46% | |
| Creativeone Wealth, Llc | 0.01% | 14,932 | $477,090 | $550,841 | +$73,751 | +15.46% | |
| Benjamin Edwards Inc | 0.00% | 13,823 | $441,633 | $509,930 | +$68,297 | +15.46% | |
| Wealth Quarterback Llc | 0.17% | 13,244 | $423,153 | $488,571 | +$65,418 | +15.46% | |
| Truist Financial Corp | 0.00% | 11,059 | $353,336 | $407,967 | +$54,631 | +15.46% | |
| Mercer Global Advisors Inc | 0.00% | 10,693 | $341,629 | $394,465 | +$52,836 | +15.47% | |
| Hicks Capital Management Llc | 0.33% | 10,348 | $330,619 | $381,738 | +$51,119 | +15.46% | |
| Summit Wealth Group Llc / Co | 0.03% | 9,867 | $315,265 | $363,994 | +$48,729 | +15.46% | |
| Mutual Advisors, Llc | 0.01% | 9,789 | $312,756 | $361,116 | +$48,360 | +15.46% | |
| Bay Capital Advisors, Llc | 0.19% | 9,761 | $311,850 | $360,083 | +$48,233 | +15.47% | |
| Farther Finance Advisors, Llc | 0.00% | 9,637 | $311,569 | $355,509 | +$43,940 | +14.10% | |
| Kestra Private Wealth Services, Llc | 0.00% | 9,706 | $310,119 | $358,054 | +$47,935 | +15.46% | |
| Osaic Holdings, Inc. | 0.00% | 8,247 | $263,510 | $304,232 | +$40,722 | +15.45% | |
| Cutler Capital Management, Llc | 0.07% | 8,125 | $259,594 | $299,731 | +$40,137 | +15.46% | |
| Eaton Financial Holdings Company, Llc | 0.08% | 7,617 | $243,376 | $280,991 | +$37,615 | +15.46% | |
| Fifth Third Bancorp | 0.00% | 6,832 | $218,283 | $252,032 | +$33,749 | +15.46% | |
| Royal Bank Of Canada | 0.00% | 6,792 | $217,000 | $250,557 | +$33,557 | +15.46% | |
| Provident Wealth Management, Llc | 0.03% | 3,440 | $109,908 | $126,902 | +$16,994 | +15.46% | |
| Bulwark Capital Corp | 0.05% | 2,535 | $80,993 | $93,516 | +$12,523 | +15.46% | |
| Morgan Stanley | 0.00% | 2,513 | $80,291 | $92,705 | +$12,414 | +15.46% |
Frequently asked questions about FFSM
Who owns the most FFSM stock?
The largest holders of FFSM 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 FUND SM MID CAP ETF (FFSM).
Is FFSM widely held by superinvestors?
Many widely followed stocks like FFSM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FFSM 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.