FFSM · Fidelity Fundamental Small-Mid Cap ETF ETF

Alerts for FFSM

$36.48 +0.23 (+0.63%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $764

Total Shares: 20

Institutional Ownership Trend

22 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026

Top Holder

100.0%

+6.8 pts

Top 5

100.0%

+3.2 pts

Top 10

100.0%

+1.2 pts

HHI

10,000

Highly concentrated+1,314

Quarterly Activity

vs Mar 31, 2026

New

1

Increased

0

Decreased

0

Sold Out

40

Unchanged

0

Holder count: -39

Institutional value: -100.0%

Shares held: -100.0%

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Mid Parkside Financial Bank & Trust	20	$764

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mega FMR LLC	25,623,551	$818,672,453
Large MAI Capital Management	300,014	$9,585,447
Small Evernest Financial Advisors, LLC	272,082	$8,693,019
Large MENORA MIVTACHIM HOLDINGS LTD.	219,125	$7,001,043
Micro Gaddis Premier Wealth Advisors LLC	214,864	$6,864,904

Filter: New 1 Increased 0 Reduced 0 Sold out 40 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

Parkside Financial Bank & Trust FFSM

$764

100.00%

20

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	18,906,484	$604,062,163	73.8%	Defined
STRATEGIC ADVISERS LLC	6,717,067	$214,610,290	26.2%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Menora Mivtachim Insurance Ltd. joint	219,125	$7,001,043	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Investment Management Inc.	86	$2,747	0.1%	Defined
55I, LLC	103,669	$3,312,224	99.9%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Clarity Retirement & Wealth, LLC	90,566	$2,893,583	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	12,378	$395,477	69.0%	Defined
Manager 6	5,550	$177,322	31.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BENJAMIN F. EDWARDS & COMPANY, INC.	13,823	$441,644	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	7,607	$243,043	92.2%	Defined
Osaic Advisory Services, LLC	640	$20,448	7.8%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	6,792	$217,004	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	1,607	$51,343	63.9%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	906	$28,946	36.1%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Ohio Trust Company	250	$7,987	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Securities LLC	223	$7,124	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
M Financial Asset Management, Inc.	49,830	$1,802	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Aperio Group, LLC	1	$31	100.0%	Sole