Who owns Fidelity Fundamental Small-Mid Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FFSM from SEC Form 13F filings across 85 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, 85 institutions disclosed 33.7M shares of Fidelity Fundamental Small-Mid Cap ETF worth $1.29B — about 87.4% of shares outstanding; the largest disclosed holder is FMR LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
85
13F holders
$1.29B
value, 2026 filers
87.4%
of shares outstanding (33.7M sh)
21
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 | KOM Wealth Management Group, LLC | 418,435 | $16.0M | 9.7% | 1.1% | +0.8% |
| 5 | Acumen Wealth Advisors, LLCNEW | 397,385 | $15.2M | 3.2% | 1% | new |
| 6 | Keenan, LLC | 308,217 | $11.8M | 8.3% | 0.8% | +6.3% |
| 7 | MAI Capital Management | 307,244 | $11.7M | 0.0% | 0.8% | +2.4% |
| 8 | Evernest Financial Advisors, LLC | 246,925 | $9.4M | 2.0% | 0.6% | -9.2% |
| 9 | Gaddis Premier Wealth Advisors LLC | 241,185 | $9.2M | 5.6% | 0.6% | +12.3% |
| 10 | NOVEM GROUP | 227,274 | $8.7M | 0.9% | 0.6% | +10.5% |
| 11 | MENORA MIVTACHIM HOLDINGS LTD. | 219,125 | $8.4M | 0.0% | 0.6% | 0.0% |
| 12 | PRECEDENT WEALTH PARTNERS, LLCNEW | 217,165 | $8.3M | 1.4% | 0.6% | new |
| 13 | SK Wealth Management, LLC | 194,656 | $7.3M | 1.7% | 0.5% | +11.8% |
| 14 | SAX WEALTH ADVISORS, LLC | 182,979 | $5.8M | 0.2% | 0.5% | -5.1% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 181,554 | $6.9M | 0.0% | 0.5% | +43.1% |
| 16 | GOLDMAN SACHS GROUP INCNEW | 180,959 | $6.9M | 0.0% | 0.5% | new |
| 17 | Cetera Investment Advisers | 135,211 | $5.2M | 0.0% | 0.4% | +119.4% |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 131,507 | $4.9M | 0.0% | 0.3% | +34.0% |
| 19 | Buska Wealth Management, LLC | 127,234 | $4.9M | 1.8% | 0.3% | +180.9% |
| 20 | JPMORGAN CHASE & CO | 125,944 | $4.8M | 0.0% | 0.3% | +21.4% |
| 21 | Advyzon Investment Management, LLC | 115,144 | $4.4M | 0.3% | 0.3% | +27.1% |
| 22 | Clarity Retirement & Wealth, LLC | 112,926 | $4.3M | 3.0% | 0.3% | +2.6% |
| 23 | Retirement Planning Group, LLC | 110,096 | $4.2M | 0.1% | 0.3% | +6.2% |
| 24 | MFA Wealth Services | 74,539 | $2.8M | 1.7% | 0.2% | -0.3% |
| 25 | PRINCIPAL SECURITIES, INC. | 72,489 | $2.8M | 0.0% | 0.2% | +25.8% |
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.