证券记录 · 已归档季度
FESM
Fidelity Enhanced Small Cap ETF · Financial Services · Asset Management
37被追踪持有人
+5Δ持有人
63.36M持有股份
$2.41B报告持仓市值
+7新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +15.6% ·
股份流向 +20.7% ·
净新建仓位 +13.5%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 26.99M | -0.6% | $1.03B | 0.1% | ▼ Trim | 4 | SEC ↗ ×3 |
| 2 | Ameriprise Financial Inc | 6.03M | +47.3% | $229.25M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 5.12M | +19.6% | $194.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 3.75M | +16.1% | $142.49M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Fifth Third Bancorp | 2.78M | 新增 | $105.81M | 0.2% | New | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 2.33M | +66.5% | $88.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 2.24M | +0.9% | $85.29M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 2.13M | +32.7% | $81.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | Cetera Investment Advisers | 1.96M | +46.8% | $74.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 1.83M | -0.7% | $67.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 1.34M | +70.2% | $50.90M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Morgan Stanley ✦ | 1.32M | +69.5% | $50.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Royal Bank Of Canada | 1.22M | +30.7% | $46.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Envestnet Asset Management Inc | 1.06M | +36.7% | $40.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 871.86K | +284.6% | $33.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Mml Investors Services, Llc | 860.28K | +0.6% | $32.69M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 377.21K | +104.8% | $14.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 357.11K | +33.5% | $13.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS Group AG | 154.01K | +200.1% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 151.71K | +57585.2% | $5.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mariner, LLC | 140.06K | +12.1% | $5.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Bank of New York Mellon Corp | 139.29K | +26.1% | $5.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | D. E. Shaw & Co. ✦ | 50.54K | 新增 | $1.92M | 0.0% | New | 1 | SEC ↗ |
| 24 | TD Waterhouse Canada Inc. | 34.04K | -0.1% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 28.40K | -5.7% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 15.49K | +39.9% | $588,723 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 13.56K | +520.7% | $515,392 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 12.62K | -46.5% | $486,910 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Brown Advisory Inc | 8.61K | 0.0% | $327,142 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Creative Planning | 7.04K | 新增 | $267,380 | 0.0% | New | 1 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 5.47K | 新增 | $208,016 | 0.0% | New | 1 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 1.11K | 新增 | $42,229 | 0.0% | New | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 702 | 0.0% | $26,676 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 683 | +67.4% | $25,939 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Us Bancorp \De\ | 524 | 新增 | $19,912 | 0.0% | New | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 190 | 新增 | $7,093 | 0.0% | New | 1 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 4 | -99.1% | $152 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Fifth Third Bancorp | $105.81M | 0.2% |
| D. E. Shaw & Co. | $1.92M | 0.0% |
| Creative Planning | $267,380 | 0.0% |
| Mercer Global Advisors Inc… | $208,016 | 0.0% |
| National Bank Of Canada /Fi/ | $42,229 | 0.0% |
| Us Bancorp \De\ | $19,912 | 0.0% |
| Jones Financial Companies Lllp | $7,093 | 0.0% |
已清仓
| Susquehanna International… | $2.32M | 曾为 0.0% |
| Citadel Advisors | $1.11M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 208 持有人, 85.24M 股份, $3.18B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据