FESM

Fidelity Enhanced Small CapETF
UnclassifiedUSCUSIP 31609A206◍ Confluence graph
Tracked 13F Holders
230
-17 QoQ
13F Value (tracked)
$3.5B
13F Moves · latest Q
42 added
10 trimmed
Recent Filings
0

Who owns FESM?

230 tracked 13F filers

230 tracked 13F filers disclose a position in FESM as of the latest SEC 13F filings, a combined $3.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1FMR LLC
$1.0B
27.0M
−0.6%
Reduced · −159K sh
Q1 2026
2AMERIPRISE FINANCIAL INC
$229.2M
6.0M
+47%
Added · +1.9M sh
Q1 2026
3LPL Financial LLC
$194.7M
5.1M
+20%
Added · +838K sh
Q1 2026
4NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$142.5M
3.7M
+16%
Added · +519K sh
Q1 2026
5Prime Capital Investment Advisors, LLC
$139.6M
2.9M
−7.1%
Reduced · −223K sh
Q2 2026
6FIFTH THIRD BANCORP
$105.8M
2.8M
New
+2.8M sh
Q1 2026
7RAYMOND JAMES FINANCIAL INC
$88.6M
2.3M
+67%
Added · +931K sh
Q1 2026
8COMMONWEALTH EQUITY SERVICES, LLC
$85.3M
2.2M
+0.8%
Added · +19K sh
Q1 2026
9WELLS FARGO & COMPANY/MN
$81.0M
2.1M
+33%
Added · +526K sh
Q1 2026
10Cetera Investment Advisers
$74.6M
2.0M
+47%
Added · +626K sh
Q1 2026
11JPMORGAN CHASE & CO
$67.5M
1.8M
−0.7%
Reduced · −12K sh
Q1 2026
12Dynasty Wealth Management, LLC
$87.2M
1.8M
−0.2%
Reduced · −4K sh
Q2 2026
13Quotient Wealth Partners, LLC
$84.1M
1.7M
−0.5%
Reduced · −8K sh
Q2 2026
14VANTAGEPOINT INVESTMENT ADVISERS LLC
$53.4M
1.4M
Held
Q1 2026
15OSAIC HOLDINGS, INC.
$50.9M
1.3M
+70%
Added · +552K sh
Q1 2026
16MORGAN STANLEY
$50.2M
1.3M
+69%
Added · +542K sh
Q1 2026
17ROYAL BANK OF CANADA
$46.4M
1.2M
+31%
Added · +287K sh
Q1 2026
18MML INVESTORS SERVICES, LLC
$57.7M
1.2M
+39%
Added · +335K sh
Q2 2026
19Calamos Wealth Management LLC
$51.3M
1.1M
+5.1%
Added · +52K sh
Q2 2026
20ENVESTNET ASSET MANAGEMENT INC
$40.3M
1.1M
+37%
Added · +285K sh
Q1 2026
21TruWealth Advisors, LLC
$35.1M
923K
+2.1%
Added · +19K sh
Q1 2026
22BANK OF AMERICA CORP /DE/
$33.1M
872K
+285%
Added · +645K sh
Q1 2026
23Kestra Advisory Services, LLC
$38.2M
790K
+11%
Added · +78K sh
Q2 2026
24Focus Financial Network, Inc.
$27.7M
728K
12×
Added · +667K sh
Q1 2026
25KFG WEALTH MANAGEMENT, LLC
$21.8M
452K
+5.2%
Added · +22K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FESM being bought or sold by institutions?

Last quarter, 4 funds opened a new position in FESM and 38 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
38
funds
Reduced
10
funds
Exited
0
funds

Funds that own FESM also own

CompanyCo-held byCombined value
APPLE INCAAPL125 funds$18.9B
MICROSOFT CORPMSFT123 funds$16.3B
NVIDIA CORPNVDA122 funds$20.3B
AMAZON.COM INCAMZN122 funds$11.9B
SS SPDR S&P 500 ETF TRUST-USSPY120 funds$5.4B
ALPHABET INC-CL CGOOG118 funds$9.3B
META PLATFORMS INC-CLASS AMETA118 funds$5.8B
JPMORGAN CHASE & COJPM118 funds$4.8B
ISHARES CORE S&P 500 ETFIVV117 funds$8.5B
ALPHABET INC-CL AGOOGL116 funds$9.9B
VANGUARD S&P 500 ETFVOO114 funds$5.7B
ELI LILLY & COLLY113 funds$3.9B

Ranked by how many of FESM's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

169 funds+141 since Q3 2024
093186Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $989.6M

Share classes

Class13F holdersValue held
FENImc394 funds$6.2B
FMDEmc256 funds$3.9B
FESMthis pagemc230 funds$3.5B
FELGmc217 funds$2.2B
FELVmc163 funds$856.2M
FEMRETF20 funds$59.7M
FFEMmc10 funds$13.0M
FFGXFUNDAMENTAL GLOB8 funds$36.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in FESM

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FESM/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FESM.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FESM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.