Fidelity Fundamental Small-Mid Cap ETF(FFSM)

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Fidelity Fundamental Small-Mid Cap ETF(FFSM)

USBATS

$37.31—

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FFSM(FFSM)

FFSM

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 101 Institutional Holders

Holder	Shares	Date	Change	% Held
FMR LLC	26.68M	Jun 30, 26	+1.06M	69.22%
COMMONWEALTH EQUITY SERVICES, LLC	1.26M	Jun 30, 26	+50.82K	3.28%
RFG Advisory, LLC	759.37K	Jun 30, 26	-83.82K	1.97%
Kerntke Otto McGlone Wealth Management Group	418.44K	Jun 30, 26	+3.19K	1.09%
Acumen Wealth Advisors, LLC	397.38K	Jun 30, 26	+397.38K	1.03%
Keenan, LLC	308.22K	Jun 30, 26	+18.16K	0.80%
MAI Capital Management	307.24K	Jun 30, 26	+7.23K	0.80%
Evernest Financial Advisors, LLC	246.93K	Jun 30, 26	-25.16K	0.64%
Gaddis Premier Wealth Advisors LLC	241.19K	Jun 30, 26	+26.32K	0.63%
NOVEM GROUP	227.27K	Jun 30, 26	+21.68K	0.59%
MENORA MIVTACHIM HOLDINGS LTD.	219.13K	Jun 30, 26	--	0.57%
PRECEDENT WEALTH PARTNERS, LLC	217.16K	Jun 30, 26	+217.16K	0.56%
SK Wealth Management, LLC	194.66K	Jun 30, 26	+20.57K	0.51%
SAX WEALTH ADVISORS, LLC	182.98K	Jun 30, 26	-9.90K	0.47%
ENVESTNET ASSET MANAGEMENT INC	181.55K	Jun 30, 26	+54.72K	0.47%
GOLDMAN SACHS GROUP INC	180.96K	Jun 30, 26	+180.96K	0.47%
Cetera Investment Advisers	135.21K	Jun 30, 26	+73.57K	0.35%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	131.51K	Jun 30, 26	+33.36K	0.34%
Buska Wealth Management, LLC	127.23K	Jun 30, 26	+81.93K	0.33%
JPMORGAN CHASE & CO	125.94K	Jun 30, 26	+22.19K	0.33%
Advyzon Investment Management, LLC	115.14K	Jun 30, 26	+24.58K	0.30%
Clarity Retirement & Wealth, LLC	112.93K	Jun 30, 26	+2.91K	0.29%
Retirement Planning Group	110.10K	Jun 30, 26	+6.45K	0.29%
MFA Wealth Services	74.54K	Jun 30, 26	-213	0.19%
Cambridge Investment Research Advisors, Inc.	74.33K	Jun 30, 26	+8.92K	0.19%
PRINCIPAL SECURITIES, INC.	72.49K	Jun 30, 26	+14.86K	0.19%
DAHRING \| CUSMANO LLC	67.67K	Jun 30, 26	+11.76K	0.18%
Sigma Planning Corp	59.14K	Jun 30, 26	+21.32K	0.15%
Per Stirling Capital Management, LLC.	54.08K	Jun 30, 26	-3.73K	0.14%
Kestra Advisory Services, LLC	41.31K	Jun 30, 26	+10.72K	0.11%
CMG Global Holdings, LLC	33.40K	Jun 30, 26	+33.40K	0.09%
TWO SIGMA INVESTMENTS, LP	30.60K	Jun 30, 26	+30.60K	0.08%
PFG Advisors	27.73K	Jun 30, 26	+27.73K	0.07%
Pines Wealth Management, LLC	27.66K	Jun 30, 26	+7.98K	0.07%
Envestnet Portfolio Solutions, Inc.	26.12K	Jun 30, 26	+5.30K	0.07%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	23.76K	Jun 30, 26	-4.46K	0.06%
HARBOUR INVESTMENTS, INC.	23.58K	Jun 30, 26	-83	0.06%
SUMMIT WEALTH GROUP LLC / CO	20.38K	Jun 30, 26	+10.51K	0.05%
Creative Planning	19.01K	Jun 30, 26	+3.66K	0.05%
BAM Wealth Management, LLC	18.00K	Jun 30, 26	+171	0.05%
NATIONAL BANK OF CANADA /FI/	17.93K	Jun 30, 26	--	0.05%
ADVISOR GROUP HOLDINGS, INC.	16.89K	Jun 30, 26	+8.64K	0.04%
CreativeOne Wealth, LLC	15.55K	Jun 30, 26	+616	0.04%
BENJAMIN EDWARDS INC	13.27K	Jun 30, 26	-550	0.03%
Wealth Quarterback LLC	12.38K	Jun 30, 26	-859	0.03%
MERCER GLOBAL ADVISORS INC /ADV	11.60K	Jun 30, 26	+907	0.03%
Bay Capital Advisors, LLC	10.68K	Jun 30, 26	+920	0.03%
TRUIST FINANCIAL CORP	10.49K	Jun 30, 26	-564	0.03%
Farther Finance Advisors, LLC	10.39K	Jun 30, 26	+757	0.03%
Mutual Advisors, LLC	9.80K	Jun 30, 26	+10	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	8.19K	Jun 30, 26	-1.52K	0.02%
Cutler Capital Management, LLC	7.86K	Jun 30, 26	-265	0.02%
Eaton Financial Holdings Company, LLC	7.63K	Jun 30, 26	+8	0.02%
FIFTH THIRD BANCORP	6.83K	Jun 30, 26	--	0.02%
XTX Topco Ltd	6.53K	Jun 30, 26	+6.53K	0.02%
Elevation Wealth Management LLC	5.43K	Jun 30, 26	+5.43K	0.01%
INSIGNEO ADVISORY SERVICES, LLC	5.28K	Jun 30, 26	+5.28K	0.01%
MORGAN STANLEY	3.91K	Jun 30, 26	+1.39K	0.01%
Provident Wealth Management, LLC	3.53K	Jun 30, 26	+89	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.00K	Jun 30, 26	+1.43K	0.01%
Bulwark Capital Corp	2.54K	Jun 30, 26	--	0.01%
AdvisorNet Financial, Inc	2.45K	Jun 30, 26	+713	0.01%
Harbor Asset Planning, Inc.	1.97K	Jun 30, 26	+1.76K	0.01%
Spire Wealth Management	740	Jun 30, 26	-3	0.00%
ROYAL BANK OF CANADA	569	Jun 30, 26	-6.22K	0.00%
Clearstead Advisors, LLC	551	Jun 30, 26	+551	0.00%
HANTZ FINANCIAL SERVICES, INC.	543	Jun 30, 26	+45	0.00%
VANGUARD ADVISERS INC	474	Jun 30, 26	+463	0.00%
ASSETMARK, INC	453	Jun 30, 26	+327	0.00%
Allworth Financial LP	364	Jun 30, 26	+364	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	356	Jun 30, 26	-1.94K	0.00%
AE Wealth Management LLC	321	Jun 30, 26	+271	0.00%
EverSource Wealth Advisors, LLC	181	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	154	Jun 30, 26	+154	0.00%
NewEdge Advisors, LLC	131	Jun 30, 26	+127	0.00%
Godfrey Financial Associates, Inc.	72	Jun 30, 26	--	0.00%
IFP Advisors, Inc	72	Jun 30, 26	+21	0.00%
FIDUCIARY FINANCIAL ADVISORS	49	Jun 30, 26	+49	0.00%
WELLS FARGO & COMPANY/MN	37	Jun 30, 26	+37	0.00%
JONES FINANCIAL COMPANIES LLLP	35	Jun 30, 26	+35	0.00%
MONTAG A & ASSOCIATES INC	27	Jun 30, 26	+27	0.00%
SRS Capital Advisors, Inc.	20	Jun 30, 26	+20	0.00%
PlanVest Financial, Inc	18	Jun 30, 26	--	0.00%
Westside Investment Management, Inc.	6	Jun 30, 26	+6	0.00%
BlackRock, Inc.	1	Jun 30, 26	--	0.00%
UBS Group AG	--	Jun 30, 26	-223	--
M Holdings Securities, Inc.	--	Jun 30, 26	-49.83K	--
HICKS CAPITAL MANAGEMENT LLC	--	Jun 30, 26	-10.35K	--
Root Financial Partners, LLC	--	Jun 30, 26	-53	--
PNC FINANCIAL SERVICES GROUP, INC.	--	Jun 30, 26	-250	--
Clarity Asset Management, Inc.	--	Jun 30, 26	-186	--
Advisory Services Network, LLC	--	Jun 30, 26	-160	--
Sunbelt Securities, Inc.	545	Mar 31, 26	--	0.00%
CWM, LLC	401	Mar 31, 26	+7	0.00%
Dentgroup LLC	78.51K	Dec 31, 25	+21.22K	0.20%
COMERICA BANK	7.98K	Dec 31, 25	--	0.02%
AVANTAX ADVISORY SERVICES, INC.	57.68K	Jun 30, 25	+32.27K	0.15%
Christopher J. Hasenberg, Inc	28.61K	Jun 30, 25	+28.61K	0.07%
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	0.03%

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Holder

Date

Change

% Held

FMR LLC

26.68M

Jun 30, 26

+1.06M

69.22%

COMMONWEALTH EQUITY SERVICES, LLC

1.26M

Jun 30, 26

+50.82K

3.28%

RFG Advisory, LLC

759.37K

Jun 30, 26

-83.82K

1.97%

Kerntke Otto McGlone Wealth Management Group

418.44K

Jun 30, 26

+3.19K

1.09%

Acumen Wealth Advisors, LLC

397.38K

Jun 30, 26

+397.38K

1.03%

Keenan, LLC

308.22K

Jun 30, 26

+18.16K

0.80%

MAI Capital Management

307.24K

Jun 30, 26

+7.23K

0.80%

Evernest Financial Advisors, LLC

246.93K

Jun 30, 26

-25.16K

0.64%

Gaddis Premier Wealth Advisors LLC

241.19K

Jun 30, 26

+26.32K

0.63%

NOVEM GROUP

227.27K

Jun 30, 26

+21.68K

0.59%

MENORA MIVTACHIM HOLDINGS LTD.

219.13K

Jun 30, 26

0.57%

PRECEDENT WEALTH PARTNERS, LLC

217.16K

Jun 30, 26

+217.16K

0.56%

SK Wealth Management, LLC

194.66K

Jun 30, 26

+20.57K

0.51%

SAX WEALTH ADVISORS, LLC

182.98K

Jun 30, 26

-9.90K

0.47%

ENVESTNET ASSET MANAGEMENT INC

181.55K

Jun 30, 26

+54.72K

0.47%

GOLDMAN SACHS GROUP INC

180.96K

Jun 30, 26

+180.96K

0.47%

Cetera Investment Advisers

135.21K

Jun 30, 26

+73.57K

0.35%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

131.51K

Jun 30, 26

+33.36K

0.34%

Buska Wealth Management, LLC

127.23K

Jun 30, 26

+81.93K

0.33%

JPMORGAN CHASE & CO

125.94K

Jun 30, 26

+22.19K

0.33%

Advyzon Investment Management, LLC

115.14K

Jun 30, 26

+24.58K

0.30%

Clarity Retirement & Wealth, LLC

112.93K

Jun 30, 26

+2.91K

0.29%

Retirement Planning Group

110.10K

Jun 30, 26

+6.45K

0.29%

MFA Wealth Services

74.54K

Jun 30, 26

-213

0.19%

Cambridge Investment Research Advisors, Inc.

74.33K

Jun 30, 26

+8.92K

0.19%

PRINCIPAL SECURITIES, INC.

72.49K

Jun 30, 26

+14.86K

0.19%

DAHRING | CUSMANO LLC

67.67K

Jun 30, 26

+11.76K

0.18%

Sigma Planning Corp

59.14K

Jun 30, 26

+21.32K

0.15%

Per Stirling Capital Management, LLC.

54.08K

Jun 30, 26

-3.73K

0.14%

Kestra Advisory Services, LLC

41.31K

Jun 30, 26

+10.72K

0.11%

CMG Global Holdings, LLC

33.40K

Jun 30, 26

+33.40K

0.09%

TWO SIGMA INVESTMENTS, LP

30.60K

Jun 30, 26

+30.60K

0.08%

PFG Advisors

27.73K

Jun 30, 26

+27.73K

0.07%

Pines Wealth Management, LLC

27.66K

Jun 30, 26

+7.98K

0.07%

Envestnet Portfolio Solutions, Inc.

26.12K

Jun 30, 26

+5.30K

0.07%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

23.76K

Jun 30, 26

-4.46K

0.06%

HARBOUR INVESTMENTS, INC.

23.58K

Jun 30, 26

-83

0.06%

SUMMIT WEALTH GROUP LLC / CO

20.38K

Jun 30, 26

+10.51K

0.05%

Creative Planning

19.01K

Jun 30, 26

+3.66K

0.05%

BAM Wealth Management, LLC

18.00K

Jun 30, 26

+171

0.05%

NATIONAL BANK OF CANADA /FI/

17.93K

Jun 30, 26

0.05%

ADVISOR GROUP HOLDINGS, INC.

16.89K

Jun 30, 26

+8.64K

0.04%

CreativeOne Wealth, LLC

15.55K

Jun 30, 26

+616

0.04%

BENJAMIN EDWARDS INC

13.27K

Jun 30, 26

-550

0.03%

Wealth Quarterback LLC

12.38K

Jun 30, 26

-859

0.03%

MERCER GLOBAL ADVISORS INC /ADV

11.60K

Jun 30, 26

+907

0.03%

Bay Capital Advisors, LLC

10.68K

Jun 30, 26

+920

0.03%

TRUIST FINANCIAL CORP

10.49K

Jun 30, 26

-564

0.03%

Farther Finance Advisors, LLC

10.39K

Jun 30, 26

+757

0.03%

Mutual Advisors, LLC

9.80K

Jun 30, 26

+10

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

8.19K

Jun 30, 26

-1.52K

0.02%

Cutler Capital Management, LLC

7.86K

Jun 30, 26

-265

0.02%

Eaton Financial Holdings Company, LLC

7.63K

Jun 30, 26

0.02%

FIFTH THIRD BANCORP

6.83K

Jun 30, 26

0.02%

XTX Topco Ltd

6.53K

Jun 30, 26

+6.53K

0.02%

Elevation Wealth Management LLC

5.43K

Jun 30, 26

+5.43K

0.01%

INSIGNEO ADVISORY SERVICES, LLC

5.28K

Jun 30, 26

+5.28K

0.01%

MORGAN STANLEY

3.91K

Jun 30, 26

+1.39K

0.01%

Provident Wealth Management, LLC

3.53K

Jun 30, 26

+89

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.00K

Jun 30, 26

+1.43K

0.01%

Bulwark Capital Corp

2.54K

Jun 30, 26

0.01%

AdvisorNet Financial, Inc

2.45K

Jun 30, 26

+713

0.01%

Harbor Asset Planning, Inc.

1.97K

Jun 30, 26

+1.76K

0.01%

Spire Wealth Management

740

Jun 30, 26

-3

0.00%

ROYAL BANK OF CANADA

569

Jun 30, 26

-6.22K

0.00%

Clearstead Advisors, LLC

551

Jun 30, 26

+551

0.00%

HANTZ FINANCIAL SERVICES, INC.

543

Jun 30, 26

+45

0.00%

VANGUARD ADVISERS INC

474

Jun 30, 26

+463

0.00%

ASSETMARK, INC

453

Jun 30, 26

+327

0.00%

Allworth Financial LP

364

Jun 30, 26

+364

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

356

Jun 30, 26

-1.94K

0.00%

AE Wealth Management LLC

321

Jun 30, 26

+271

0.00%

EverSource Wealth Advisors, LLC

181

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

154

Jun 30, 26

+154

0.00%

NewEdge Advisors, LLC

131

Jun 30, 26

+127

0.00%

Godfrey Financial Associates, Inc.

Jun 30, 26

0.00%

IFP Advisors, Inc

Jun 30, 26

+21

0.00%

FIDUCIARY FINANCIAL ADVISORS

Jun 30, 26

+49

0.00%

WELLS FARGO & COMPANY/MN

Jun 30, 26

+37

0.00%

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

+35

0.00%

MONTAG A & ASSOCIATES INC

Jun 30, 26

+27

0.00%

SRS Capital Advisors, Inc.

Jun 30, 26

+20

0.00%

PlanVest Financial, Inc

Jun 30, 26

0.00%

Westside Investment Management, Inc.

Jun 30, 26

0.00%

BlackRock, Inc.

Jun 30, 26

0.00%

UBS Group AG

Jun 30, 26

-223

M Holdings Securities, Inc.

Jun 30, 26

-49.83K

HICKS CAPITAL MANAGEMENT LLC

Jun 30, 26

-10.35K

Root Financial Partners, LLC

Jun 30, 26

-53

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

-250

Clarity Asset Management, Inc.

Jun 30, 26

-186

Advisory Services Network, LLC

Jun 30, 26

-160

Sunbelt Securities, Inc.

545

Mar 31, 26

0.00%

CWM, LLC

401

Mar 31, 26

0.00%

Dentgroup LLC

78.51K

Dec 31, 25

+21.22K

0.20%

COMERICA BANK

7.98K

Dec 31, 25

0.02%

AVANTAX ADVISORY SERVICES, INC.

57.68K

Jun 30, 25

+32.27K

0.15%

Christopher J. Hasenberg, Inc

28.61K

Jun 30, 25

+28.61K

0.07%

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

0.03%