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 $4.31B 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 $1.20B 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 $1.22B, representing an estimated gain of +1.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% 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
250
Total Reported Value
$4.31B
Largest Holder
Fmr Llc
Largest Position
$1.20B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 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 | 0.05% | 24,935,805 | $1,204,149,981 | $1,218,862,148 | +$14,712,167 | +1.22% | |
| Ameriprise Financial Inc | 0.08% | 7,917,913 | $382,726,835 | $387,027,587 | +$4,300,752 | +1.12% | |
| Lpl Financial Llc | 0.07% | 6,191,824 | $299,003,153 | $302,656,357 | +$3,653,204 | +1.22% | |
| Prime Capital Investment Advisors, Llc | 1.35% | 2,890,540 | $139,584,174 | $141,289,595 | +$1,705,421 | +1.22% | |
| Cetera Investment Advisers | 0.12% | 2,763,133 | $133,431,701 | $135,061,941 | +$1,630,240 | +1.22% | |
| Raymond James Financial Inc | 0.03% | 2,594,423 | $125,284,699 | $126,815,396 | +$1,530,697 | +1.22% | |
| Fifth Third Bancorp | 0.20% | 2,584,876 | $124,823,662 | $126,348,739 | +$1,525,077 | +1.22% | |
| Wells Fargo & Company/Mn | 0.02% | 2,510,828 | $121,247,879 | $122,729,273 | +$1,481,394 | +1.22% | |
| Commonwealth Equity Services, Llc | 0.15% | 2,419,327 | $116,829,275 | $118,256,704 | +$1,427,429 | +1.22% | |
| Morgan Stanley | 0.01% | 2,061,259 | $99,538,235 | $100,754,340 | +$1,216,105 | +1.22% | |
| Jpmorgan Chase & Co | 0.01% | 1,876,054 | $89,787,972 | $91,701,520 | +$1,913,548 | +2.13% | |
| Dynasty Wealth Management, Llc | 0.65% | 1,806,141 | $87,218,561 | $88,284,172 | +$1,065,611 | +1.22% | |
| Osaic Holdings, Inc. | 0.10% | 1,749,135 | $84,499,962 | $85,497,719 | +$997,757 | +1.18% | |
| Quotient Wealth Partners, Llc | 1.99% | 1,742,429 | $84,141,874 | $85,169,930 | +$1,028,056 | +1.22% | |
| Envestnet Asset Management Inc | 0.02% | 1,501,451 | $72,505,046 | $73,390,925 | +$885,879 | +1.22% | |
| Vantagepoint Investment Advisers Llc | 0.51% | 1,404,752 | $67,835,474 | $68,664,278 | +$828,804 | +1.22% | |
| Bank Of America Corp | 0.00% | 1,331,452 | $64,295,822 | $65,081,374 | +$785,552 | +1.22% | |
| Royal Bank Of Canada | 0.01% | 1,246,856 | $60,211,000 | $60,946,321 | +$735,321 | +1.22% | |
| Mml Investors Services, Llc | 0.12% | 1,194,801 | $57,696,949 | $58,401,873 | +$704,924 | +1.22% | |
| Calamos Wealth Management Llc | 1.56% | 1,063,263 | $51,344,972 | $51,972,295 | +$627,323 | +1.22% | |
| Waverly Advisors, Llc | 0.27% | 947,267 | $45,743,545 | $46,302,411 | +$558,866 | +1.22% | |
| Kestra Advisory Services, Llc | 0.12% | 790,289 | $38,163,077 | $38,629,326 | +$466,249 | +1.22% | |
| Focus Financial Network, Inc. | 1.15% | 771,548 | $37,258,053 | $37,713,266 | +$455,213 | +1.22% | |
| Truwealth Advisors, Llc | 1.69% | 923,152 | $35,079,777 | $45,123,670 | +$10,043,893 | +28.63% | |
| Kfg Wealth Management, Llc | 2.46% | 451,959 | $21,825,119 | $22,091,756 | +$266,637 | +1.22% | |
| Systelligence, Llc | 3.23% | 400,481 | $19,339,227 | $19,575,511 | +$236,284 | +1.22% | |
| Baird Financial Group, Inc. | 0.03% | 392,125 | $18,935,716 | $19,167,070 | +$231,354 | +1.22% | |
| Stifel Financial Corp | 0.02% | 383,270 | $18,508,563 | $18,734,238 | +$225,675 | +1.22% | |
| Parkside Investments, Llc | 2.05% | 382,383 | $18,465,297 | $18,690,881 | +$225,584 | +1.22% | |
| Stadion Money Management, Llc | 1.54% | 370,869 | $17,909,264 | $18,128,077 | +$218,813 | +1.22% | |
| Great Valley Advisor Group, Inc. | 0.27% | 355,647 | $17,174,320 | $17,384,025 | +$209,705 | +1.22% | |
| Little House Capital Llc | 3.64% | 335,887 | $16,219,991 | $16,418,157 | +$198,166 | +1.22% | |
| Highpoint Advisor Group Llc | 0.57% | 332,587 | $16,060,627 | $16,256,853 | +$196,226 | +1.22% | |
| Dahring {-} Cusmano Llc | 8.12% | 319,007 | $15,404,831 | $15,593,062 | +$188,231 | +1.22% | |
| Berger Financial Group, Inc | 0.79% | 318,779 | $15,393,830 | $15,581,918 | +$188,088 | +1.22% | |
| Summit Investment Advisory Services, Llc | 3.76% | 309,901 | $14,965,112 | $15,147,961 | +$182,849 | +1.22% | |
| Mayfair Advisory Group, Llc | 4.19% | 297,644 | $13,905,925 | $14,548,839 | +$642,914 | +4.62% | |
| Two Sigma Investments, Lp | 0.01% | 242,900 | $11,729,641 | $11,872,952 | +$143,311 | +1.22% | |
| Ausdal Financial Partners, Inc. | 0.46% | 241,427 | $11,658,531 | $11,800,952 | +$142,421 | +1.22% | |
| Aurdan Capital Management, Llc | 2.87% | 234,665 | $11,331,954 | $11,470,425 | +$138,471 | +1.22% | |
| Ubs Group Ag | 0.00% | 226,814 | $10,952,848 | $11,086,668 | +$133,820 | +1.22% | |
| Mutual Advisors, Llc | 0.20% | 223,920 | $10,813,090 | $10,945,210 | +$132,120 | +1.22% | |
| Petra Financial Advisors Inc | 4.81% | 214,717 | $10,368,668 | $10,495,367 | +$126,699 | +1.22% | |
| First Heartland Consultants, Inc. | 0.64% | 196,379 | $9,843,142 | $9,599,006 | -$244,136 | -2.48% | |
| Landing Point Financial Group, Llc | 3.32% | 202,070 | $9,757,956 | $9,877,182 | +$119,226 | +1.22% | |
| Salus Financial Advisors, Llc | 4.77% | 200,250 | $9,670,068 | $9,788,220 | +$118,152 | +1.22% | |
| Rockefeller Capital Management L.P. | 0.01% | 192,503 | $9,295,988 | $9,409,547 | +$113,559 | +1.22% | |
| Modus Advisors, Llc | 2.11% | 176,654 | $8,530,643 | $8,634,848 | +$104,205 | +1.22% | |
| Td Private Client Wealth Llc | 0.16% | 175,450 | $8,472,481 | $8,575,996 | +$103,515 | +1.22% | |
| Milestone Investment Advisors Llc | 1.77% | 169,703 | $8,194,970 | $8,295,083 | +$100,113 | +1.22% |
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.