Fidelity Fundamental Small-Mid Cap ETF(FFSM)

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Fidelity Fundamental Small-Mid Cap ETF(FFSM)

USBATS

$36.45—

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FFSM(FFSM)

FFSM

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 80 Institutional Holders

Holder	Shares	Date	Change	% Held
FMR LLC	25.62M	Mar 31, 26	+2.09M	74.47%
COMMONWEALTH EQUITY SERVICES, LLC	1.21M	Mar 31, 26	+55.59K	3.52%
RFG Advisory, LLC	843.18K	Mar 31, 26	+136.81K	2.45%
Kerntke Otto McGlone Wealth Management Group	415.24K	Mar 31, 26	+17.59K	1.21%
MAI Capital Management	300.01K	Mar 31, 26	+1.88K	0.87%
Evernest Financial Advisors, LLC	272.08K	Mar 31, 26	-130.06K	0.79%
MENORA MIVTACHIM HOLDINGS LTD.	219.13K	Mar 31, 26	-19.44K	0.64%
NOVEM GROUP	205.59K	Mar 31, 26	+205.59K	0.60%
SAX WEALTH ADVISORS, LLC	192.88K	Mar 31, 26	--	0.56%
SK Wealth Management, LLC	174.09K	Mar 31, 26	+1.82K	0.51%
ENVESTNET ASSET MANAGEMENT INC	126.84K	Mar 31, 26	+74.49K	0.37%
JPMORGAN CHASE & CO	103.75K	Mar 31, 26	+12.35K	0.30%
Retirement Planning Group	103.64K	Mar 31, 26	+51.81K	0.30%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	98.15K	Mar 31, 26	+82.08K	0.29%
Advyzon Investment Management, LLC	90.57K	Mar 31, 26	+90.57K	0.26%
MFA Wealth Services	74.75K	Mar 31, 26	+2.85K	0.22%
Cambridge Investment Research Advisors, Inc.	65.41K	Mar 31, 26	+5.17K	0.19%
Cetera Investment Advisers	61.64K	Mar 31, 26	+46.84K	0.18%
Per Stirling Capital Management, LLC.	57.80K	Mar 31, 26	+57.80K	0.17%
PRINCIPAL SECURITIES, INC.	57.63K	Mar 31, 26	+10.85K	0.17%
DAHRING \| CUSMANO LLC	55.91K	Mar 31, 26	+55.91K	0.16%
M Holdings Securities, Inc.	49.83K	Mar 31, 26	+16.65K	0.14%
Buska Wealth Management, LLC	45.30K	Mar 31, 26	+45.30K	0.13%
Sigma Planning Corp	37.83K	Mar 31, 26	+12.00K	0.11%
Kestra Advisory Services, LLC	30.58K	Mar 31, 26	+13.71K	0.09%
HARBOUR INVESTMENTS, INC.	23.66K	Mar 31, 26	-45	0.07%
Envestnet Portfolio Solutions, Inc.	20.82K	Mar 31, 26	+8.67K	0.06%
Pines Wealth Management, LLC	19.68K	Mar 31, 26	--	0.06%
NATIONAL BANK OF CANADA /FI/	17.93K	Mar 31, 26	+10.48K	0.05%
Creative Planning	15.35K	Mar 31, 26	+67	0.04%
CreativeOne Wealth, LLC	14.93K	Mar 31, 26	+14.93K	0.04%
BENJAMIN EDWARDS INC	13.82K	Mar 31, 26	+909	0.04%
Wealth Quarterback LLC	13.24K	Mar 31, 26	-4.11K	0.04%
TRUIST FINANCIAL CORP	11.06K	Mar 31, 26	-1.12K	0.03%
MERCER GLOBAL ADVISORS INC /ADV	10.69K	Mar 31, 26	+174	0.03%
HICKS CAPITAL MANAGEMENT LLC	10.35K	Mar 31, 26	--	0.03%
SUMMIT WEALTH GROUP LLC / CO	9.87K	Mar 31, 26	+9.87K	0.03%
Mutual Advisors, LLC	9.79K	Mar 31, 26	+21	0.03%
Bay Capital Advisors, LLC	9.76K	Mar 31, 26	+167	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	9.71K	Mar 31, 26	-3.47K	0.03%
Farther Finance Advisors, LLC	9.64K	Mar 31, 26	+2.40K	0.03%
ADVISOR GROUP HOLDINGS, INC.	8.25K	Mar 31, 26	-9.20K	0.02%
Cutler Capital Management, LLC	8.13K	Mar 31, 26	+40	0.02%
Eaton Financial Holdings Company, LLC	7.62K	Mar 31, 26	+9	0.02%
FIFTH THIRD BANCORP	6.83K	Mar 31, 26	+6.83K	0.02%
ROYAL BANK OF CANADA	6.79K	Mar 31, 26	-5.99K	0.02%
Provident Wealth Management, LLC	3.44K	Mar 31, 26	+219	0.01%
MORGAN STANLEY	2.51K	Mar 31, 26	+990	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.30K	Mar 31, 26	+2.21K	0.01%
AdvisorNet Financial, Inc	1.74K	Mar 31, 26	+1.60K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.57K	Mar 31, 26	+5	0.00%
Spire Wealth Management	743	Mar 31, 26	+169	0.00%
Sunbelt Securities, Inc.	545	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	498	Mar 31, 26	--	0.00%
CWM, LLC	401	Mar 31, 26	+7	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	250	Mar 31, 26	+250	0.00%
UBS Group AG	223	Mar 31, 26	-1.54K	0.00%
Harbor Asset Planning, Inc.	212	Mar 31, 26	+212	0.00%
Clarity Asset Management, Inc.	186	Mar 31, 26	+186	0.00%
EverSource Wealth Advisors, LLC	181	Mar 31, 26	+181	0.00%
Advisory Services Network, LLC	160	Mar 31, 26	+160	0.00%
ASSETMARK, INC	126	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	53	Mar 31, 26	+53	0.00%
IFP Advisors, Inc	51	Mar 31, 26	+31	0.00%
AE Wealth Management LLC	50	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	11	Mar 31, 26	+11	0.00%
NewEdge Advisors, LLC	4	Mar 31, 26	+4	0.00%
BlackRock, Inc.	1	Mar 31, 26	+1	0.00%
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-9.96K	--
BANK OF AMERICA CORP /DE/	--	Mar 31, 26	-20.71K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-7.09K	--
Elyxium Wealth, LLC	--	Mar 31, 26	-1.02K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-18.97K	--
Dentgroup LLC	78.51K	Dec 31, 25	+21.22K	0.23%
COMERICA BANK	7.98K	Dec 31, 25	--	0.02%
AVANTAX ADVISORY SERVICES, INC.	57.68K	Jun 30, 25	+32.27K	0.17%
Christopher J. Hasenberg, Inc	28.61K	Jun 30, 25	+28.61K	0.08%
BENJAMIN F. EDWARDS & COMPANY, INC.	6.89K	Jun 30, 24	-80	0.02%
American Portfolios Advisors	356	Sep 30, 22	--	0.00%
HYA Advisors, Inc	13.22K	Jun 30, 22	+13.22K	0.04%

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Holder

Date

Change

% Held

FMR LLC

25.62M

Mar 31, 26

+2.09M

74.47%

COMMONWEALTH EQUITY SERVICES, LLC

1.21M

Mar 31, 26

+55.59K

3.52%

RFG Advisory, LLC

843.18K

Mar 31, 26

+136.81K

2.45%

Kerntke Otto McGlone Wealth Management Group

415.24K

Mar 31, 26

+17.59K

1.21%

MAI Capital Management

300.01K

Mar 31, 26

+1.88K

0.87%

Evernest Financial Advisors, LLC

272.08K

Mar 31, 26

-130.06K

0.79%

MENORA MIVTACHIM HOLDINGS LTD.

219.13K

Mar 31, 26

-19.44K

0.64%

NOVEM GROUP

205.59K

Mar 31, 26

+205.59K

0.60%

SAX WEALTH ADVISORS, LLC

192.88K

Mar 31, 26

0.56%

SK Wealth Management, LLC

174.09K

Mar 31, 26

+1.82K

0.51%

ENVESTNET ASSET MANAGEMENT INC

126.84K

Mar 31, 26

+74.49K

0.37%

JPMORGAN CHASE & CO

103.75K

Mar 31, 26

+12.35K

0.30%

Retirement Planning Group

103.64K

Mar 31, 26

+51.81K

0.30%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

98.15K

Mar 31, 26

+82.08K

0.29%

Advyzon Investment Management, LLC

90.57K

Mar 31, 26

+90.57K

0.26%

MFA Wealth Services

74.75K

Mar 31, 26

+2.85K

0.22%

Cambridge Investment Research Advisors, Inc.

65.41K

Mar 31, 26

+5.17K

0.19%

Cetera Investment Advisers

61.64K

Mar 31, 26

+46.84K

0.18%

Per Stirling Capital Management, LLC.

57.80K

Mar 31, 26

+57.80K

0.17%

PRINCIPAL SECURITIES, INC.

57.63K

Mar 31, 26

+10.85K

0.17%

DAHRING | CUSMANO LLC

55.91K

Mar 31, 26

+55.91K

0.16%

M Holdings Securities, Inc.

49.83K

Mar 31, 26

+16.65K

0.14%

Buska Wealth Management, LLC

45.30K

Mar 31, 26

+45.30K

0.13%

Sigma Planning Corp

37.83K

Mar 31, 26

+12.00K

0.11%

Kestra Advisory Services, LLC

30.58K

Mar 31, 26

+13.71K

0.09%

HARBOUR INVESTMENTS, INC.

23.66K

Mar 31, 26

-45

0.07%

Envestnet Portfolio Solutions, Inc.

20.82K

Mar 31, 26

+8.67K

0.06%

Pines Wealth Management, LLC

19.68K

Mar 31, 26

0.06%

NATIONAL BANK OF CANADA /FI/

17.93K

Mar 31, 26

+10.48K

0.05%

Creative Planning

15.35K

Mar 31, 26

+67

0.04%

CreativeOne Wealth, LLC

14.93K

Mar 31, 26

+14.93K

0.04%

BENJAMIN EDWARDS INC

13.82K

Mar 31, 26

+909

0.04%

Wealth Quarterback LLC

13.24K

Mar 31, 26

-4.11K

0.04%

TRUIST FINANCIAL CORP

11.06K

Mar 31, 26

-1.12K

0.03%

MERCER GLOBAL ADVISORS INC /ADV

10.69K

Mar 31, 26

+174

0.03%

HICKS CAPITAL MANAGEMENT LLC

10.35K

Mar 31, 26

0.03%

SUMMIT WEALTH GROUP LLC / CO

9.87K

Mar 31, 26

+9.87K

0.03%

Mutual Advisors, LLC

9.79K

Mar 31, 26

+21

0.03%

Bay Capital Advisors, LLC

9.76K

Mar 31, 26

+167

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

9.71K

Mar 31, 26

-3.47K

0.03%

Farther Finance Advisors, LLC

9.64K

Mar 31, 26

+2.40K

0.03%

ADVISOR GROUP HOLDINGS, INC.

8.25K

Mar 31, 26

-9.20K

0.02%

Cutler Capital Management, LLC

8.13K

Mar 31, 26

+40

0.02%

Eaton Financial Holdings Company, LLC

7.62K

Mar 31, 26

0.02%

FIFTH THIRD BANCORP

6.83K

Mar 31, 26

+6.83K

0.02%

ROYAL BANK OF CANADA

6.79K

Mar 31, 26

-5.99K

0.02%

Provident Wealth Management, LLC

3.44K

Mar 31, 26

+219

0.01%

MORGAN STANLEY

2.51K

Mar 31, 26

+990

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

2.30K

Mar 31, 26

+2.21K

0.01%

AdvisorNet Financial, Inc

1.74K

Mar 31, 26

+1.60K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.57K

Mar 31, 26

0.00%

Spire Wealth Management

743

Mar 31, 26

+169

0.00%

Sunbelt Securities, Inc.

545

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

498

Mar 31, 26

0.00%

CWM, LLC

401

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

250

Mar 31, 26

+250

0.00%

UBS Group AG

223

Mar 31, 26

-1.54K

0.00%

Harbor Asset Planning, Inc.

212

Mar 31, 26

+212

0.00%

Clarity Asset Management, Inc.

186

Mar 31, 26

+186

0.00%

EverSource Wealth Advisors, LLC

181

Mar 31, 26

+181

0.00%

Advisory Services Network, LLC

160

Mar 31, 26

+160

0.00%

ASSETMARK, INC

126

Mar 31, 26

0.00%

Root Financial Partners, LLC

Mar 31, 26

+53

0.00%

IFP Advisors, Inc

Mar 31, 26

+31

0.00%

AE Wealth Management LLC

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+11

0.00%

NewEdge Advisors, LLC

Mar 31, 26

0.00%

BlackRock, Inc.

Mar 31, 26

0.00%

GOLDMAN SACHS GROUP INC

Mar 31, 26

-9.96K

BANK OF AMERICA CORP /DE/

Mar 31, 26

-20.71K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-7.09K

Elyxium Wealth, LLC

Mar 31, 26

-1.02K

JANE STREET GROUP, LLC

Mar 31, 26

-18.97K

Dentgroup LLC

78.51K

Dec 31, 25

+21.22K

0.23%

COMERICA BANK

7.98K

Dec 31, 25

0.02%

AVANTAX ADVISORY SERVICES, INC.

57.68K

Jun 30, 25

+32.27K

0.17%

Christopher J. Hasenberg, Inc

28.61K

Jun 30, 25

+28.61K

0.08%

BENJAMIN F. EDWARDS & COMPANY, INC.

6.89K

Jun 30, 24

-80

0.02%

American Portfolios Advisors

356

Sep 30, 22

0.00%

HYA Advisors, Inc

13.22K

Jun 30, 22

+13.22K

0.04%