Who owns Fidelity Fundamental Small-Mid Cap ETF?
Institutional ownership of FFSM from SEC Form 13F filings across 54 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.
54
13F holders
$1.19B
value, 2026 filers
80.8%
of shares outstanding (31.1M sh)
15
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 FFSM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 26.7M | $1.02B | 0.0% | 69.2% | +4.1% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 1.3M | $48.3M | 0.1% | 3.3% | +4.2% |
| 3 | RFG Advisory, LLC | 759,366 | $29.0M | 0.5% | 2% | -9.9% |
| 4 | Acumen Wealth Advisors, LLCNEW | 397,385 | $15.2M | 3.2% | 1% | new |
| 5 | MAI Capital Management | 307,244 | $11.7M | 0.0% | 0.8% | +2.4% |
| 6 | Evernest Financial Advisors, LLC | 246,925 | $9.4M | 2.0% | 0.6% | -9.2% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 181,554 | $6.9M | 0.0% | 0.5% | +43.1% |
| 8 | GOLDMAN SACHS GROUP INCNEW | 180,959 | $6.9M | 0.0% | 0.5% | new |
| 9 | Cetera Investment Advisers | 135,211 | $5.2M | 0.0% | 0.4% | +119.4% |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 131,507 | $4.9M | 0.0% | 0.3% | +34.0% |
| 11 | JPMORGAN CHASE & CO | 125,944 | $4.8M | 0.0% | 0.3% | +21.4% |
| 12 | Advyzon Investment Management, LLC | 115,144 | $4.4M | 0.3% | 0.3% | +27.1% |
| 13 | Retirement Planning Group, LLC | 110,096 | $4.2M | 0.1% | 0.3% | +6.2% |
| 14 | Cambridge Investment Research Advisors, Inc. | 74,328 | $2,840 | 0.0% | 0.2% | +13.6% |
| 15 | PRINCIPAL SECURITIES, INC. | 72,489 | $2.8M | 0.0% | 0.2% | +25.8% |
| 16 | Sigma Planning Corp | 59,144 | $2.3M | 0.1% | 0.2% | +56.4% |
| 17 | Kestra Advisory Services, LLC | 41,306 | $1.6M | 0.0% | 0.1% | +35.1% |
| 18 | TWO SIGMA INVESTMENTS, LPNEW | 30,600 | $1.2M | 0.0% | 0.1% | new |
| 19 | PFG AdvisorsNEW | 27,732 | $1.1M | 0.1% | 0.1% | new |
| 20 | Envestnet Portfolio Solutions, Inc. | 26,119 | $997,993 | 0.0% | 0.1% | +25.5% |
| 21 | HARBOUR INVESTMENTS, INC. | 23,579 | $900,954 | 0.0% | 0.1% | -0.4% |
| 22 | SUMMIT WEALTH GROUP LLC / CO | 20,378 | $778,647 | 0.1% | 0.1% | +106.5% |
| 23 | Creative Planning | 19,014 | $726,514 | 0.0% | 0% | +23.9% |
| 24 | NATIONAL BANK OF CANADA /FI/ | 17,928 | $673,055 | 0.0% | 0% | 0.0% |
| 25 | OSAIC HOLDINGS, INC. | 16,892 | $645,650 | 0.0% | 0% | +104.8% |
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.