Who owns Fidelity Enhanced Small Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FESM from SEC Form 13F filings across 258 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 258 institutions disclosed 94.6M shares of Fidelity Enhanced Small Cap ETF worth $4.57B — about 75.6% of shares outstanding; the largest disclosed holder is FMR LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
258
13F holders
$4.57B
value, 2026 filers
75.6%
of shares outstanding (94.6M sh)
62
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FESM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 24.9M | $1.20B | 0.1% | 19.9% | -7.6% |
| 2 | AMERIPRISE FINANCIAL INC | 7.9M | $382.7M | 0.1% | 6.3% | +31.2% |
| 3 | LPL Financial LLC | 6.2M | $299.0M | 0.1% | 4.9% | +20.8% |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.4M | $214.8M | 0.1% | 3.6% | +18.6% |
| 5 | Prime Capital Investment Advisors, LLC | 2.9M | $139.6M | 1.4% | 2.3% | -7.1% |
| 6 | Cetera Investment Advisers | 2.8M | $133.4M | 0.1% | 2.2% | +40.8% |
| 7 | RAYMOND JAMES FINANCIAL INC | 2.6M | $125.3M | 0.0% | 2.1% | +11.3% |
| 8 | FIFTH THIRD BANCORP | 2.6M | $124.8M | 0.2% | 2.1% | -7.2% |
| 9 | WELLS FARGO & COMPANY/MN | 2.5M | $121.2M | 0.0% | 2% | +17.7% |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 2.4M | $116.8M | 0.1% | 1.9% | +7.8% |
| 11 | MORGAN STANLEY | 2.1M | $99.5M | 0.0% | 1.6% | +56.0% |
| 12 | JPMORGAN CHASE & CO | 1.9M | $89.8M | 0.0% | 1.5% | +2.3% |
| 13 | Dynasty Wealth Management, LLC | 1.8M | $87.2M | 0.6% | 1.4% | -0.2% |
| 14 | OSAIC HOLDINGS, INC. | 1.7M | $84.5M | 0.1% | 1.4% | +30.6% |
| 15 | Quotient Wealth Partners, LLC | 1.7M | $84.1M | 2.0% | 1.4% | -0.5% |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 1.5M | $72.5M | 0.0% | 1.2% | +41.6% |
| 17 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 1.4M | $67.8M | 0.5% | 1.1% | 0.0% |
| 18 | BANK OF AMERICA CORP /DE/ | 1.3M | $64.3M | 0.0% | 1.1% | +52.7% |
| 19 | ROYAL BANK OF CANADA | 1.2M | $60.2M | 0.0% | 1% | +2.2% |
| 20 | MML INVESTORS SERVICES, LLC | 1.2M | $57.7M | 0.1% | 1% | +38.9% |
| 21 | Calamos Wealth Management LLC | 1.1M | $51.3M | 1.5% | 0.8% | +5.1% |
| 22 | Waverly Advisors, LLCNEW | 947,267 | $45.7M | 0.3% | 0.8% | new |
| 23 | Capital Analysts, LLC | 851,673 | $41.1M | 0.9% | 0.7% | +1.2% |
| 24 | Kestra Advisory Services, LLC | 790,289 | $38.2M | 0.1% | 0.6% | +10.9% |
| 25 | Focus Financial Network, Inc. | 771,548 | $37.3M | 1.2% | 0.6% | +6.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.