FIDELITY FUND SM MID CAP ETF (FFSM) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.28B 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 $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 $930.13M, representing an estimated loss of -8.77% 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
82
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
97
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 | $930,128,594 | -$89,384,124 | -8.77% | |
| Commonwealth Equity Services, Llc | 0.06% | 1,263,315 | $48,271,250 | $44,039,161 | -$4,232,089 | -8.77% | |
| Rfg Advisory, Llc | 0.45% | 759,366 | $29,015,362 | $26,471,499 | -$2,543,863 | -8.77% | |
| Kom Wealth Management Group, Llc | 9.66% | 418,435 | $15,988,387 | $14,586,644 | -$1,401,743 | -8.77% | |
| Acumen Wealth Advisors, Llc | 3.22% | 397,385 | $15,184,081 | $13,852,841 | -$1,331,240 | -8.77% | |
| Keenan, Llc | 8.32% | 308,217 | $11,776,962 | $10,744,445 | -$1,032,517 | -8.77% | |
| Mai Capital Management | 0.04% | 307,244 | $11,739,793 | $10,710,526 | -$1,029,267 | -8.77% | |
| Evernest Financial Advisors, Llc | 1.97% | 246,925 | $9,434,996 | $8,607,806 | -$827,191 | -8.77% | |
| Gaddis Premier Wealth Advisors Llc | 5.62% | 241,185 | $9,215,679 | $8,407,709 | -$807,970 | -8.77% | |
| Novem Group | 0.88% | 227,274 | $8,684,140 | $7,922,772 | -$761,368 | -8.77% | |
| Menora Mivtachim Holdings Ltd. | 0.03% | 219,125 | $8,372,766 | $7,638,698 | -$734,069 | -8.77% | |
| Precedent Wealth Partners, Llc | 1.38% | 217,165 | $8,297,887 | $7,570,372 | -$727,515 | -8.77% | |
| Sk Wealth Management, Llc | 1.65% | 194,656 | $7,344,374 | $6,785,708 | -$558,666 | -7.61% | |
| Envestnet Asset Management Inc | 0.00% | 181,554 | $6,937,176 | $6,328,972 | -$608,204 | -8.77% | |
| Goldman Sachs Group Inc | 0.00% | 180,959 | $6,914,443 | $6,308,231 | -$606,212 | -8.77% | |
| Sax Wealth Advisors, Llc | 0.24% | 182,979 | $5,846,166 | $6,378,648 | +$532,482 | +9.11% | |
| Cetera Investment Advisers | 0.00% | 135,211 | $5,166,426 | $4,713,455 | -$452,971 | -8.77% | |
| Buska Wealth Management, Llc | 1.75% | 127,234 | $4,861,611 | $4,435,377 | -$426,234 | -8.77% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 131,507 | $4,851,311 | $4,584,334 | -$266,977 | -5.50% | |
| Jpmorgan Chase & Co | 0.00% | 125,944 | $4,755,692 | $4,390,408 | -$365,284 | -7.68% | |
| Advyzon Investment Management, Llc | 0.32% | 115,144 | $4,399,652 | $4,013,920 | -$385,732 | -8.77% | |
| Clarity Retirement & Wealth, Llc | 2.98% | 112,926 | $4,314,902 | $3,936,600 | -$378,302 | -8.77% | |
| Retirement Planning Group, Llc | 0.11% | 110,096 | $4,206,768 | $3,837,947 | -$368,821 | -8.77% | |
| Mfa Wealth Services | 1.70% | 74,539 | $2,848,146 | $2,598,430 | -$249,716 | -8.77% | |
| Principal Securities, Inc. | 0.03% | 72,489 | $2,769,807 | $2,526,967 | -$242,840 | -8.77% | |
| Dahring {-} Cusmano Llc | 1.36% | 67,672 | $2,585,747 | $2,359,046 | -$226,701 | -8.77% | |
| Sigma Planning Corp | 0.06% | 59,144 | $2,259,893 | $2,061,760 | -$198,133 | -8.77% | |
| Per Stirling Capital Management, Llc. | 0.20% | 54,079 | $2,066,347 | $1,885,194 | -$181,153 | -8.77% | |
| Kestra Advisory Services, Llc | 0.01% | 41,306 | $1,578,319 | $1,439,927 | -$138,392 | -8.77% | |
| Cmg Global Holdings, Llc | 0.54% | 33,396 | $1,276,061 | $1,164,185 | -$111,876 | -8.77% | |
| Two Sigma Investments, Lp | 0.00% | 30,600 | $1,169,226 | $1,066,716 | -$102,510 | -8.77% | |
| Pfg Advisors | 0.05% | 27,732 | $1,059,640 | $966,738 | -$92,902 | -8.77% | |
| Pines Wealth Management, Llc | 0.30% | 27,662 | $1,056,966 | $964,297 | -$92,669 | -8.77% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 26,119 | $997,993 | $910,508 | -$87,485 | -8.77% | |
| Harbour Investments, Inc. | 0.01% | 23,579 | $900,954 | $821,964 | -$78,990 | -8.77% | |
| Summit Wealth Group Llc / Co | 0.06% | 20,378 | $778,647 | $710,377 | -$68,270 | -8.77% | |
| Bam Wealth Management, Llc | 0.43% | 18,002 | $687,856 | $627,550 | -$60,306 | -8.77% | |
| National Bank Of Canada | 0.00% | 17,928 | $673,055 | $624,970 | -$48,085 | -7.14% | |
| Osaic Holdings, Inc. | 0.00% | 16,892 | $645,650 | $588,855 | -$56,795 | -8.80% | |
| Creativeone Wealth, Llc | 0.01% | 15,548 | $594,087 | $542,003 | -$52,084 | -8.77% | |
| Benjamin Edwards Inc | 0.00% | 13,273 | $507,149 | $462,697 | -$44,452 | -8.77% | |
| Wealth Quarterback Llc | 0.15% | 12,385 | $473,240 | $431,741 | -$41,499 | -8.77% | |
| Mercer Global Advisors Inc | 0.00% | 11,600 | $443,235 | $404,376 | -$38,859 | -8.77% | |
| Bay Capital Advisors, Llc | 0.22% | 10,681 | $408,105 | $372,340 | -$35,765 | -8.76% | |
| Truist Financial Corp | 0.00% | 10,495 | $401,005 | $365,856 | -$35,149 | -8.77% | |
| Farther Finance Advisors, Llc | 0.00% | 10,394 | $397,149 | $362,335 | -$34,814 | -8.77% | |
| Mutual Advisors, Llc | 0.01% | 9,799 | $374,422 | $341,593 | -$32,829 | -8.77% | |
| Kestra Private Wealth Services, Llc | 0.00% | 8,190 | $312,929 | $285,503 | -$27,426 | -8.76% | |
| Cutler Capital Management, Llc | 0.08% | 7,860 | $300,331 | $274,000 | -$26,331 | -8.77% | |
| Eaton Financial Holdings Company, Llc | 0.08% | 7,625 | $291,362 | $265,808 | -$25,555 | -8.77% |
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.