Who Owns FIDELITY ENHANCED SMALL CAP ET (FESM)? -- Institutional Holders (2026-06-30)

127 institutions reported holding $776.1M of FIDELITY ENHANCED SMALL CAP ET (FESM) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($116.8M), Quotient Wealth Partners, LLC ($84.1M), ENVESTNET ASSET MANAGEMENT INC ($72.5M), Calamos Wealth Management LLC ($51.3M), Kestra Advisory Services, LLC ($38.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$116.8M2.4MAdded
2Quotient Wealth Partners, LLC$84.1M1.7MTrimmed
3ENVESTNET ASSET MANAGEMENT INC$72.5M1.5MAdded
4Calamos Wealth Management LLC$51.3M1.1MAdded
5Kestra Advisory Services, LLC$38.2M790,289Added
6Focus Financial Network, Inc.$37.3M771,548Added
7Cambridge Investment Research Advisors, Inc.$27.5M570,424Added
8KFG WEALTH MANAGEMENT, LLC$21.8M451,959Added
9Systelligence, LLC$19.3M400,481New
10Parkside Investments, LLC$18.5M382,383Added
11DAHRING | CUSMANO LLC$15.4M319,007Added
12Berger Financial Group, Inc$15.4M318,779Added
13Summit Investment Advisory Services, LLC$15.0M309,901Trimmed
14Aurdan Capital Management, LLC$11.3M234,665New
15PETRA FINANCIAL ADVISORS INC$10.4M214,717Added
16First Heartland Consultants, Inc.$9.8M196,379Added
17Modus Advisors, LLC$8.5M176,654Added
18TD PRIVATE CLIENT WEALTH LLC$8.5M175,450Added
19RIVERSEDGE ADVISORS, LLC$7.7M159,597Trimmed
20Holos Integrated Wealth LLC$6.7M141,895Trimmed
21Atria Investments, Inc$6.7M138,909Added
22Merit Financial Group, LLC$6.5M133,836Added
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.4M134,818Added
24Armor Investment Advisors, LLC$6.0M124,642Added
25RETIREMENT INCOME SOLUTIONS, INC$5.7M150,039Hold

Source: SEC Form 13F filings · as of 2026-06-30