FFSM institutional holders

Fidelity Fundamental Small-Mid Cap ETF · 89 reporting institutions · $1.3B reported value

Funds that can replace FFSM · FFSM return decomposition

Institutional holdings

Institutions reporting FFSM, largest first
InstitutionReported positionAdvisors at firmReport period
Fmr LLC$1B02026-06-30
Commonwealth Equity Services, LLC$48.3M2,8632026-06-30
Rfg Advisory, LLC$29M1912026-06-30
Kom Wealth Management Group, LLC$16M62026-06-30
Acumen Wealth Advisors, LLC$15.2M122026-06-30
Keenan, LLC$11.8M212026-06-30
Mai Capital Management$11.7M3082026-06-30
Evernest Financial Advisors, LLC$9.4M02026-06-30
Gaddis Premier Wealth Advisors LLC$9.2M82026-06-30
Novem Group$8.7M322026-06-30
Menora Mivtachim Holdings Ltd.$8.4M02026-06-30
Precedent Wealth Partners, LLC$8.3M182026-06-30
Sk Wealth Management, LLC$7.3M42026-06-30
Envestnet Pmc$6.9M602026-06-30
Goldman Sachs Group Inc$6.9M02026-06-30
Sax Wealth Advisors, LLC$5.8M422026-06-30
Cetera Investment Advisers$5.2M10,3702026-06-30
Buska Wealth Management, LLC$4.9M02026-06-30
Wealth Enhancement Advisory Services, LLC$4.9M1,0262026-06-30
Jpmorgan Chase & Co$4.8M02026-06-30
Advyzon Investment Management, LLC$4.4M22026-06-30
Clarity Retirement & Wealth, LLC$4.3M22026-06-30
Retirement Planning Group, LLC$4.2M02026-06-30
Mfa Wealth Services$2.8M22026-06-30
Principal Securities, Inc.$2.8M1,4632026-06-30
Dahring | Cusmano LLC$2.6M92026-06-30
Dentgroup LLC$2.4M02025-12-31
Sigma Planning Corp$2.3M4742026-06-30
Per Stirling Capital Management, Llc.$2.1M312026-06-30
Kestra Advisory Services, LLC$1.6M1,4792026-06-30
Cmg Global Holdings, LLC$1.3M62026-06-30
Two Sigma Investments, LP$1.2M02026-06-30
Pfg Advisors$1.1M832026-06-30
The Pines Wealth Management, LLC$1.1M22026-06-30
Envestnet Portfolio Solutions, Inc.$998K32026-06-30
Pension & Wealth Management Advisors, Inc.$907.9K72026-06-30
Harbour Investments, Inc.$901K2472026-06-30
Summit Wealth Group LLC / Co$778.6K392026-06-30
Creative Planning$726.5K1,1712026-06-30
Bam Wealth Management LLC$687.9K82026-06-30
National Bank of Canada /fi$673.1K02026-06-30
Osaic Holdings, Inc.$645.7K02026-06-30
Creativeone Wealth, LLC$594.1K2212026-06-30
Benjamin Edwards Inc$507.1K02026-06-30
Wealth Quarterback LLC$473.2K52026-06-30
Mercer Global Advisors Inc /adv$443.2K02026-06-30
Bay Capital Advisors, LLC$408.1K52026-06-30
Truist Financial Corp$401K02026-06-30
Farther Finance Advisors, LLC$397.1K3342026-06-30
Mutual Advisors, LLC$374.4K1532026-06-30
Kestra Private Wealth Services, LLC$312.9K2062026-06-30
Cutler Capital Management, LLC$300.3K32026-06-30
Eaton Financial Holdings Company, LLC$291.4K02026-06-30
Fifth Third Bancorp$261.1K02026-06-30
Xtx Topco Ltd$249.6K02026-06-30
Comerica Bank$244.8K02025-12-31
Elevation Wealth Management LLC$207.7K32026-06-30
Insigneo Advisory Services, LLC$201.7K2252026-06-30
Morgan Stanley$149.3K23,1852026-06-30
Provident Wealth Management, LLC$134.8K52026-06-30
Northwestern Mutual Wealth Management Co$114.5K02026-06-30
Bulwark Capital Corp$96.9K22026-06-30
Advisornet Wealth Partners$93.6K582026-06-30
Harbor Asset Planning, Inc.$75.3K22026-06-30
Spire Wealth Management$28.3K32026-06-30
Clearstead; Clearstead Advisory Solutions$21.1K642026-06-30
Royal Bank of Canada$21K02026-06-30
Vanguard Advisers Inc$18.1K2,4692026-06-30
Sunbelt Securities, Inc.$17.4K632026-03-31
Assetmark, Inc$17.3K2202026-06-30
Allworth Financial, LP$13.9K3172026-06-30
O'Shaughnessy Asset Management, LLC$13.6K582026-06-30
Cwm, LLC$12.8K6672026-03-31
Ae Wealth Management LLC$12.3K4712026-06-30
Eversource Wealth Advisors, LLC$6.9K772026-06-30
Steward Partners Investment Advisory, LLC$5.9K4812026-06-30
Newedge Advisors$5K6012026-06-30
Ifp Advisors, Inc$2.8K3182026-06-30
Godfrey Financial Associates, Inc.$2.8K32026-06-30
Cambridge Investment Research Advisors, Inc.$2.1K3,9402026-03-31
Fiduciary Financial Advisors$1.9K512026-06-30
Wells Fargo & Company/mn$1.4K02026-06-30
Jones Financial Companies LLLP$1.3K02026-06-30
Montag$1K92026-06-30
Arax Advisory Partners$7652322026-06-30
Planvest Financial, Inc$68862026-06-30
Westside Investment Management, LLC$22972026-06-30
Blackrock, Inc.$4402026-06-30
Hantz Financial Services, Inc.$213962026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30