FFSM
Fidelity Fundamental Small-Mid Cap ETF · Financial Services · Asset Management
Input momentum (manajer yang sebanding):
keluasan pemegang +5.0% ·
aliran saham +16.8% ·
posisi baru bersih +4.8%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Goldman Sachs Group | $305,795 | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 73 pemegang, 31.32M saham, $997.86M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.