FFSM
Fidelity Fundamental Small-Mid Cap ETF · Financial Services · Asset Management
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +5.0% ·
Aktienfluss +16.8% ·
neue Nettopositionen +4.8%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | +2 | 28.82M | $1.10B | +4 | −2 |
| Q1 2026 | 20 | -1 | 27.31M | $872.43M | +3 | −4 |
| Q4 2025 | 21 | +1 | 25.01M | $767.47M | +1 | — |
| Q3 2025 | 3 | -2 | 20.04M | $585.49M | — | −2 |
| Q2 2025 | 3 | +2 | 19.90M | $541.09M | +2 | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 23.54M | +18.2% | $722.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 23.54M | +18.2% | $722.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 1.16M | — | $35.51M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 91.41K | -30.1% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 91.41K | -30.1% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 52.35K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 20.71K | — | $635,529 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 18.97K | — | $582,312 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 17.45K | — | $535,692 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 17.45K | — | $535,692 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 17.45K | — | $535,692 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 16.07K | — | $512,647 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Creative Planning | 15.28K | — | $469,041 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 14.80K | — | $454,217 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 12.78K | — | $392,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 12.78K | — | $392,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 12.18K | — | $373,743 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 10.52K | — | $322,840 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 9.96K | Neu | $305,795 | 0.0% | New | 1 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 7.45K | — | $228,390 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 7.45K | — | $228,390 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 7.09K | — | $217,469 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 1.76K | — | $54,137 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 1.56K | — | $48,030 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1.52K | +21.4% | $46,771 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 1.52K | +21.4% | $46,771 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cwm, Llc | 394 | — | $12,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 126 | — | $3,867 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Goldman Sachs Group | $305,795 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 73 Inhaber, 31.32M Anteile, $997.86M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.