FFSM Institutional Ownership
Fidelity Fundamental Small-Mid Cap ETF
1W: +0.3%
1M: -3.8%
3M: -7.4%
YTD: +10.9%
1Y: +18.0%
3Y: +67.6%
5Y: +50.1%
$34.49
+0.25 (+0.73%)
Weekly Expected Move ±1.8%
$33
$34
$35
$35
$36
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FFSM
93
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
19
New Positions
44
Increased
22
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (99 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 26,681,830 | $920M | +1,058,279 | +4.1% | 7Q | SEC ↗ |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 1,263,315 | $44M | +50,821 | +4.2% | 19Q | SEC ↗ |
| 3 | RFG Advisory, LLC | 759,366 | $26M | -83,817 | -9.9% | 5Q | SEC ↗ |
| 4 | KOM Wealth Management Group, LLC | 418,435 | $14M | +3,195 | +0.8% | 6Q | SEC ↗ |
| 5 | Acumen Wealth Advisors, LLC NEW | 397,385 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Keenan, LLC | 308,217 | $11M | +18,165 | +6.3% | 3Q | SEC ↗ |
| 7 | MAI Capital Management | 307,244 | $11M | +7,230 | +2.4% | 4Q | SEC ↗ |
| 8 | Evernest Financial Advisors, LLC | 246,925 | $9M | -25,157 | -9.2% | 8Q | SEC ↗ |
| 9 | Gaddis Premier Wealth Advisors LLC | 241,185 | $8M | +26,321 | +12.3% | 3Q | SEC ↗ |
| 10 | NOVEM GROUP | 227,274 | $8M | +21,681 | +10.5% | 2Q | SEC ↗ |
| 11 | MENORA MIVTACHIM HOLDINGS LTD. | 219,125 | $8M | — | +0.0% | 6Q | SEC ↗ |
| 12 | PRECEDENT WEALTH PARTNERS, LLC NEW | 217,165 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 13 | SK Wealth Management, LLC | 194,656 | $7M | +20,566 | +11.8% | 8Q | SEC ↗ |
| 14 | SAX WEALTH ADVISORS, LLC | 182,979 | $6M | -9,902 | -5.1% | 7Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 181,554 | $6M | +54,716 | +43.1% | 13Q | SEC ↗ |
| 16 | GOLDMAN SACHS GROUP INC NEW | 180,959 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 135,211 | $5M | +73,573 | +119.4% | 4Q | SEC ↗ |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 131,507 | $5M | +33,358 | +34.0% | 3Q | SEC ↗ |
| 19 | Buska Wealth Management, LLC | 127,234 | $4M | +81,933 | +180.9% | 2Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 125,944 | $4M | +22,189 | +21.4% | 9Q | SEC ↗ |
| 21 | Advyzon Investment Management, LLC | 115,144 | $4M | +24,578 | +27.1% | 2Q | SEC ↗ |
| 22 | Clarity Retirement & Wealth, LLC | 112,926 | $4M | +2,906 | +2.6% | 3Q | SEC ↗ |
| 23 | Retirement Planning Group, LLC | 110,096 | $4M | +6,451 | +6.2% | 4Q | SEC ↗ |
| 24 | MFA Wealth Services | 74,539 | $3M | -213 | -0.3% | 7Q | SEC ↗ |
| 25 | Cambridge Investment Research Advisors | 74,328 | $3M | +8,917 | +13.6% | 7Q | SEC ↗ |
| 26 | PRINCIPAL SECURITIES, INC. | 72,489 | $3M | +14,864 | +25.8% | 8Q | SEC ↗ |
| 27 | DAHRING | CUSMANO LLC | 67,672 | $2M | +11,764 | +21.0% | 2Q | SEC ↗ |
| 28 | Sigma Planning Corp | 59,144 | $2M | +21,318 | +56.4% | 4Q | SEC ↗ |
| 29 | Per Stirling Capital Management, LLC. | 54,079 | $2M | -3,726 | -6.4% | 2Q | SEC ↗ |
| 30 | Kestra Advisory Services, LLC | 41,306 | $1M | +10,725 | +35.1% | 10Q | SEC ↗ |
| 31 | CMG Global Holdings, LLC NEW | 33,396 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 32 | TWO SIGMA INVESTMENTS, LP NEW | 30,600 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 33 | PFG Advisors NEW | 27,732 | $956K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Pines Wealth Management, LLC | 27,662 | $954K | +7,980 | +40.5% | 3Q | SEC ↗ |
| 35 | Envestnet Portfolio Solutions, Inc. | 26,119 | $901K | +5,300 | +25.5% | 3Q | SEC ↗ |
| 36 | PENSION & WEALTH MANAGEMENT ADVISORS, | 23,760 | $819K | -4,458 | -15.8% | 11Q | SEC ↗ |
| 37 | HARBOUR INVESTMENTS, INC. | 23,579 | $813K | -83 | -0.4% | 8Q | SEC ↗ |
| 38 | SUMMIT WEALTH GROUP LLC / CO | 20,378 | $703K | +10,511 | +106.5% | 2Q | SEC ↗ |
| 39 | Creative Planning | 19,014 | $656K | +3,664 | +23.9% | 5Q | SEC ↗ |
| 40 | BAM Wealth Management, LLC | 18,002 | $621K | +171 | +1.0% | 2Q | SEC ↗ |
| 41 | NATIONAL BANK OF CANADA /FI | 17,928 | $618K | — | +0.0% | 11Q | SEC ↗ |
| 42 | OSAIC HOLDINGS, INC. | 16,892 | $583K | +8,645 | +104.8% | 22Q | SEC ↗ |
| 43 | CreativeOne Wealth, LLC | 15,548 | $536K | +616 | +4.1% | 2Q | SEC ↗ |
| 44 | BENJAMIN EDWARDS INC | 13,273 | $458K | -550 | -4.0% | 7Q | SEC ↗ |
| 45 | Wealth Quarterback LLC | 12,385 | $427K | -859 | -6.5% | 6Q | SEC ↗ |
| 46 | MERCER GLOBAL ADVISORS INC /ADV | 11,600 | $400K | +907 | +8.5% | 13Q | SEC ↗ |
| 47 | Bay Capital Advisors, LLC | 10,681 | $368K | +920 | +9.4% | 5Q | SEC ↗ |
| 48 | TRUIST FINANCIAL CORP | 10,495 | $362K | -564 | -5.1% | 10Q | SEC ↗ |
| 49 | Farther Finance Advisors, LLC | 10,394 | $358K | +757 | +7.9% | 6Q | SEC ↗ |
| 50 | Mutual Advisors, LLC | 9,799 | $338K | +10 | +0.1% | 4Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| Acumen Wealth Advisors, LLC | 397,385 | $14M |
| PRECEDENT WEALTH PARTNERS, LLC | 217,165 | $7M |
| GOLDMAN SACHS GROUP INC | 180,959 | $6M |
| CMG Global Holdings, LLC | 33,396 | $1M |
| TWO SIGMA INVESTMENTS, LP | 30,600 | $1M |
| PFG Advisors | 27,732 | $956K |
| XTX Topco Ltd | 6,531 | $225K |
| Elevation Wealth Management LLC | 5,435 | $187K |
| INSIGNEO ADVISORY SERVICES, LLC | 5,280 | $182K |
| Clearstead Advisors, LLC | 551 | $19K |
| Allworth Financial LP | 364 | $13K |
| Steward Partners Investment Advisor | 154 | $5K |
| FIDUCIARY FINANCIAL ADVISORS | 49 | $2K |
| WELLS FARGO & COMPANY/MN | 37 | $1K |
| JONES FINANCIAL COMPANIES LLLP | 35 | $1K |
| MONTAG A & ASSOCIATES INC | 27 | $1K |
| Parkside Financial Bank & Trust | 20 | $1K |
| Arax Advisory Partners | 20 | $1K |
| Westside Investment Management, Inc | 6 | $0K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| M Holdings Securities, Inc. | 49,830 | $2M |
| BANK OF AMERICA CORP /DE | 20,708 | $714K |
| JANE STREET GROUP, LLC | 18,974 | $654K |
| HICKS CAPITAL MANAGEMENT LLC | 10,348 | $357K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 7,086 | $244K |
| Elyxium Wealth, LLC | 1,019 | $35K |
| PNC FINANCIAL SERVICES GROUP, INC. | 250 | $9K |
| UBS Group AG | 223 | $8K |
| Clarity Asset Management, Inc. | 186 | $6K |
| Advisory Services Network, LLC | 160 | $6K |
| Root Financial Partners, LLC | 53 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +1,058,279 | +4.1% | 26,681,830 |
| Buska Wealth Management, LLC | +81,933 | +180.9% | 127,234 |
| Cetera Investment Advisers | +73,573 | +119.4% | 135,211 |
| ENVESTNET ASSET MANAGEMENT INC | +54,716 | +43.1% | 181,554 |
| COMMONWEALTH EQUITY SERVICES, LLC | +50,821 | +4.2% | 1,263,315 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +33,358 | +34.0% | 131,507 |
| Gaddis Premier Wealth Advisors LLC | +26,321 | +12.3% | 241,185 |
| Advyzon Investment Management, LLC | +24,578 | +27.1% | 115,144 |
| JPMORGAN CHASE & CO | +22,189 | +21.4% | 125,944 |
| NOVEM GROUP | +21,681 | +10.5% | 227,274 |
| Sigma Planning Corp | +21,318 | +56.4% | 59,144 |
| SK Wealth Management, LLC | +20,566 | +11.8% | 194,656 |
| Keenan, LLC | +18,165 | +6.3% | 308,217 |
| PRINCIPAL SECURITIES, INC. | +14,864 | +25.8% | 72,489 |
| DAHRING | CUSMANO LLC | +11,764 | +21.0% | 67,672 |
| Kestra Advisory Services, LLC | +10,725 | +35.1% | 41,306 |
| SUMMIT WEALTH GROUP LLC / CO | +10,511 | +106.5% | 20,378 |
| Cambridge Investment Research Advis | +8,917 | +13.6% | 74,328 |
| OSAIC HOLDINGS, INC. | +8,645 | +104.8% | 16,892 |
| Pines Wealth Management, LLC | +7,980 | +40.5% | 27,662 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RFG Advisory, LLC | -83,817 | -9.9% | 759,366 |
| Evernest Financial Advisors, LLC | -25,157 | -9.2% | 246,925 |
| SAX WEALTH ADVISORS, LLC | -9,902 | -5.1% | 182,979 |
| ROYAL BANK OF CANADA | -6,223 | -91.6% | 569 |
| PENSION & WEALTH MANAGEMENT ADVISOR | -4,458 | -15.8% | 23,760 |
| Per Stirling Capital Management, LL | -3,726 | -6.4% | 54,079 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -1,941 | -84.5% | 356 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -1,516 | -15.6% | 8,190 |
| Wealth Quarterback LLC | -859 | -6.5% | 12,385 |
| TRUIST FINANCIAL CORP | -564 | -5.1% | 10,495 |
| BENJAMIN EDWARDS INC | -550 | -4.0% | 13,273 |
| Cutler Capital Management, LLC | -265 | -3.3% | 7,860 |
| MFA Wealth Services | -213 | -0.3% | 74,539 |
| HARBOUR INVESTMENTS, INC. | -83 | -0.4% | 23,579 |
| Spire Wealth Management | -3 | -0.4% | 740 |