Fidelity Fundamental Small-Mid Cap
FFSM • BATS
Fidelity Fundamental Small-Mid Cap is an exchange-traded fund on BATS. As of Q3 2025, 48 institutional investors hold shares in this ETF, with total holdings valued at $673.6M. FMR LLC is the largest holder with a position valued at $581.6M.
Overview
Overview of institutional ownership in FFSM as of Q3 2025
All Institutions
- Institutions
- 48
- Value Held
- $673.6M
- Shares Held
- 23.1M
- Avg Position
- $14.0M
- Median Position
- $407.5K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in FFSM as of Q3 2025
| Institution | Position Value |
|---|---|
 FMR LLC Institution | $581.6M 0.03% of portfolio |
 Evernest Financial Advisors, LLC RIA/Wealth | $11.8M 3.32% of portfolio |
 RFG Advisory Group, LLC RIA/Wealth | $11.4M 0.37% of portfolio |
$11.4M 8.63% of portfolio | |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $10.3M 0.01% of portfolio |
 MAI Wealth Advisors RIA/Wealth | $8.7M 0.05% of portfolio |
 MENORA MIVTACHIM HOLDINGS LTD. Private Equity | $6.5M 0.03% of portfolio |
 SK Wealth Management, LLC RIA/Wealth | $4.6M 1.76% of portfolio |
 SAX WEALTH ADVISORS, LLC RIA/Wealth | $4.6M 0.25% of portfolio |
 Wealth Quarterback LLC RIA/Wealth | $4.1M 1.58% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FFSM in Q3 2025
- Traded
- +$16.6M
- Buyers
- 33
- Sellers
- 17
- Total Bought
- +$22.0M
- Total Sold
- −$5.4M
- Avg Position
- $12.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MAI Wealth Advisors RIA/Wealth | +$8.7M +299.0K shares |
+$2.0M +70.0K shares | |
M MFA Wealth Services RIA/Wealth | +$1.5M +50.8K shares |
RFG Advisory Group, LLC RIA/Wealth | +$1.2M +42.7K shares |
SAX WEALTH ADVISORS, LLC RIA/Wealth | +$1.2M +40.4K shares |
FMR LLC Institution | +$1.1M +37.1K shares |
F Financial Engines Advisors L.L.C. Institution | +$814.3K +27.9K shares |
 Dentgroup LLC RIA/Wealth | +$775.3K +26.5K shares |
 Sigma Planning Corp RIA/Wealth | +$665.1K +22.8K shares |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | +$541.7K +18.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
−$3.3M −111.9K shares | |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$476.2K −17.5K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$331.3K −11.3K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$277.7K −9.5K shares |
−$234.7K −8.4K shares | |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$215.0K −7.9K shares |
 Creative Planning RIA/Wealth | −$164.8K −5.6K shares |
MENORA MIVTACHIM HOLDINGS LTD. Private Equity | −$132.7K −4.5K shares |
 Geneos Wealth Management Inc. RIA/Wealth | −$101.2K −3.7K shares |
 UBS Group AG Institution | −$68.5K −2.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FFSM in Q3 2025
- New Positions
- 9
- New Value
- $11.7M
- Exited Positions
- 6
- Exited Value
- $1.1M
New Positions
| Institution | Position Value |
|---|---|
MAI Wealth Advisors RIA/Wealth | $8.7M 299.0K shares |
F Financial Engines Advisors L.L.C. Institution | $814.3K 27.9K shares |
Sigma Planning Corp RIA/Wealth | $665.1K 22.8K shares |
 Retirement Planning Group RIA/Wealth | $332.8K 11.4K shares |
 Cetera Investment Advisers RIA/Wealth | $315.9K 10.8K shares |
 HICKS CAPITAL MANAGEMENT LLC RIA/Wealth | $302.3K 10.3K shares |
 Mutual Advisors, LLC RIA/Wealth | $288.2K 9.8K shares |
B Beacon Financial Advisory LLC RIA/Wealth | $204.5K 7.0K shares |
A AdvisorNet Financial, Inc Institution | $1.6K 56.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $476.2K 17.5K shares |
$234.7K 8.4K shares | |
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $215.0K 7.9K shares |
Geneos Wealth Management Inc. RIA/Wealth | $101.2K 3.7K shares |
UBS Group AG Institution | $68.5K 2.5K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $2.4K 88.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in FFSM as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FFSM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
8.63% $11.4M | |
Evernest Financial Advisors, LLC RIA/Wealth | 3.32% $11.8M |
SK Wealth Management, LLC RIA/Wealth | 1.76% $4.6M |
Wealth Quarterback LLC RIA/Wealth | 1.58% $4.1M |
M MFA Wealth Services RIA/Wealth | 1.47% $2.1M |
Dentgroup LLC RIA/Wealth | 1.08% $1.7M |
HICKS CAPITAL MANAGEMENT LLC RIA/Wealth | 0.50% $302.3K |
RFG Advisory Group, LLC RIA/Wealth | 0.37% $11.4M |
SAX WEALTH ADVISORS, LLC RIA/Wealth | 0.25% $4.6M |
 Bay Capital Advisors, LLC RIA/Wealth | 0.18% $280.1K |