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Fidelity Fndm SM Mid Cap ETF (FFSM)

CUSIP: 316092295 | NYSE | 136 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC1,290,129
0.1% of portfolio›$43.6M
RFG Advisory, LLC927,385
0.4% of portfolio›$31.4M
Acumen Wealth Advisors, LLC474,294
2.9% of portfolio›$16.0M
KOM Wealth Management Group, LLC458,292
7.7% of portfolio›$15.5M
Precedent Wealth Partners, LLC378,907
2.0% of portfolio›$12.8M
Keenan, LLC321,869
7.5% of portfolio›$10.9M
Gaddis Premier Wealth Advisors LLC258,335
4.8% of portfolio›$8.7M
Novem Group228,927
0.8% of portfolio›$7.7M
SAX Wealth Advisors, LLC172,470
0.2% of portfolio›$5.8M
Greenwood Capital Associates LLC127,742
0.4% of portfolio›$4.3M
Retirement Planning Group, LLC116,749
0.1% of portfolio›$3.9M
Clarity Retirement & Wealth, LLC114,786
2.7% of portfolio›$3.9M
Wealth Enhancement Advisory Services, LLC113,576
0.0% of portfolio›$3.9M
M Holdings Securities, Inc.86,118
0.0% of portfolio›$3.0K
MFA Wealth Services77,762
1.6% of portfolio›$2.6M
Buska Wealth Management, LLC73,743
0.9% of portfolio›$2.5M
Dahring | Cusmano LLC70,079
1.1% of portfolio›$2.4M
Summit Wealth Group LLC / Co65,600
0.1% of portfolio›$2.2M
Cambridge Investment Research Advisors, Inc.59,777
0.0% of portfolio›$2.0M
Kestra Advisory Services, LLC59,095
0.0% of portfolio›$2.0M
BAM Wealth Management, LLC36,364
0.7% of portfolio›$1.2M
PFG Advisors28,123
0.0% of portfolio›$951.4K
Pines Wealth Management, LLC26,822
0.3% of portfolio›$907.4K
Sigma Planning Corp24,974
0.0% of portfolio›$775.6K
Pension & Wealth Management Advisors, Inc.24,046
0.2% of portfolio›$813.5K
Creative Planning15,856
0.0% of portfolio›$536.4K
Schmidt P J Investment Management Inc15,298
0.1% of portfolio›$517.5K
Wealth Quarterback LLC12,398
0.1% of portfolio›$419.4K
Farther Finance Advisors, LLC11,299
0.0% of portfolio›$382.3K
Bay Capital Advisors, LLC10,687
0.2% of portfolio›$361.5K
Truist Financial Corp10,497
0.0% of portfolio›$355.1K
Kestra Private Wealth Services, LLC9,447
0.0% of portfolio›$319.6K
Elevation Wealth Management LLC9,209
0.2% of portfolio›$311.5K
Provident Wealth Management, LLC3,566
0.0% of portfolio›$120.6K
Bulwark Capital Corp2,535
0.0% of portfolio›$85.8K
Harbor Asset Planning, Inc.2,215
0.1% of portfolio›$74.9K
Latitude Advisors, LLC717
0.0% of portfolio›$24.2K
Spire Wealth Management641
0.0% of portfolio›$21.7K
Assetmark, Inc453
0.0% of portfolio›$15.3K
IFP Advisors, Inc245
0.0% of portfolio›$8.3K
EverSource Wealth Advisors, LLC181
0.0% of portfolio›$6.1K
Buck Wealth Strategies, LLC70
0.0% of portfolio›$2.4K
Root Financial Partners, LLC53
0.0% of portfolio›$1.8K
Ashton Thomas Private Wealth, LLC26
0.0% of portfolio›$880
Parkside Financial Bank & Trust20
0.0% of portfolio›$677
Mather Group, Llc.19
0.0% of portfolio›$626
Allspring Global Investments Holdings, LLC18
0.0% of portfolio›$622
Blue Trust, Inc.16
0.0% of portfolio›$549
Ascentis Wealth Management, LLC8
0.0% of portfolio›$270
Westside Investment Management, Inc.6
0.0% of portfolio›$203
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
1,290,129$43.6M0.1%ETFLowWaltham, MA2026-11-02
RFG Advisory, LLC
927,385$31.4M0.4%ETFMediumBirmingham, AL2026-11-03
Acumen Wealth Advisors, LLC
474,294$16.0M2.9%GrowthHighChattanooga, TN2026-11-05
KOM Wealth Management Group, LLC
458,292$15.5M7.7%ETFLowAppleton, WI2026-10-15
Precedent Wealth Partners, LLC
378,907$12.8M2.0%ETFMediumHouston, TX2026-10-21
Keenan, LLC
321,869$10.9M7.5%ETFLowBoston, MA2026-10-23
Gaddis Premier Wealth Advisors LLC
258,335$8.7M4.8%ETFMediumDurant, OK2026-10-29
Novem Group
228,927$7.7M0.8%ETFMediumRochester, NY2026-10-19
SAX Wealth Advisors, LLC
172,470$5.8M0.2%ETFVery LowParsippany, NJ2026-10-13
Greenwood Capital Associates LLC
127,742$4.3M0.4%CoreMediumGreenwood, SC2026-10-27
Retirement Planning Group, LLC
116,749$3.9M0.1%ETFVery LowLeawood, KS2026-10-19
Clarity Retirement & Wealth, LLC
114,786$3.9M2.7%ETFN/ANew Bedford, MA2026-11-04
Wealth Enhancement Advisory Services, LLC
113,576$3.9M0.0%CoreLowPlymouth, MN2026-10-13
M Holdings Securities, Inc.
86,118$3.0K0.0%ETFHighPortland, OR2026-11-03
MFA Wealth Services
77,762$2.6M1.6%ETFLowThousand Oaks, CA2026-10-14
Buska Wealth Management, LLC
73,743$2.5M0.9%ETFMediumWausau, WI2026-10-08
Dahring | Cusmano LLC
70,079$2.4M1.1%ETFLowNovi, MI2026-11-03
Summit Wealth Group LLC / Co
65,600$2.2M0.1%ETFHighColorado Springs, CO2026-10-29
Cambridge Investment Research Advisors, Inc.
59,777$2.0M0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
59,095$2.0M0.0%CoreLowAustin, TX2026-11-02
BAM Wealth Management, LLC
36,364$1.2M0.7%ETFHighLakewood, CO2026-10-15
PFG Advisors
28,123$951.4K0.0%ETFMediumPhoenix, AZ2026-10-16
Pines Wealth Management, LLC
26,822$907.4K0.3%GrowthLowSouthern Pines, NC2026-10-21
Sigma Planning Corp
24,974$775.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Pension & Wealth Management Advisors, Inc.
24,046$813.5K0.2%ETFLowWaltham, MA2026-10-16
Creative Planning
15,856$536.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Schmidt P J Investment Management Inc
15,298$517.5K0.1%GrowthVery LowCedarburg, WI2026-11-02
Wealth Quarterback LLC
12,398$419.4K0.1%ETFMediumToms River, NJ2026-10-20
Farther Finance Advisors, LLC
11,299$382.3K0.0%IndexLowSan Francisco, CA2026-10-08
Bay Capital Advisors, LLC
10,687$361.5K0.2%ETFLowVirginia Beach, VA2026-10-16
Truist Financial Corp
10,497$355.1K0.0%CoreLowCharlotte, NC2026-10-30
Kestra Private Wealth Services, LLC
9,447$319.6K0.0%GrowthLowAustin, TX2026-10-30
Elevation Wealth Management LLC
9,209$311.5K0.2%Agg GrowthLowEden Prairie, MN2026-11-02
Provident Wealth Management, LLC
3,566$120.6K0.0%ETFVery LowBrentwood, TN2026-10-20
Bulwark Capital Corp
2,535$85.8K0.0%ETFMediumFernandina Beach, FL2026-10-13
Harbor Asset Planning, Inc.
2,215$74.9K0.1%ETFVery LowBelmont, MA2026-10-23
Latitude Advisors, LLC
717$24.2K0.0%ETFLowYorkville, IL2026-10-27
Spire Wealth Management
641$21.7K0.0%GrowthMediumMclean, VA2026-10-30
Assetmark, Inc
453$15.3K0.0%ETFLowConcord, CA2026-10-21
IFP Advisors, Inc
245$8.3K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
181$6.1K0.0%CoreMediumBirmingham, AL2026-11-04
Buck Wealth Strategies, LLC
70$2.4K0.0%ValueMediumDenver, CO2026-10-28
Root Financial Partners, LLC
53$1.8K0.0%ETFMediumEncinitas, CA2026-10-21
Ashton Thomas Private Wealth, LLC
26$8800.0%CoreMediumScottsdale, AZ2026-11-03
Parkside Financial Bank & Trust
20$6770.0%CoreVery LowSaint Louis, MO2026-10-27
Mather Group, Llc.
19$6260.0%ETFMediumChicago, IL2026-10-14
Allspring Global Investments Holdings, LLC
18$6220.0%CoreMediumCharlotte, NC2026-11-04
Blue Trust, Inc.
16$5490.0%ETFLowBrentwood, TN2026-10-15
Ascentis Wealth Management, LLC
8$2700.0%Agg GrowthLowDallas, TX2026-11-03
Westside Investment Management, Inc.
6$2030.0%GrowthLowSanta Monica, CA2026-11-02