FFSM
Fidelity Fundamental Small-Mid Cap ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.0% ·
aandelenstroom +16.8% ·
netto nieuwe posities +4.8%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Nieuw | $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 ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $305,795 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 73 houders, 31.32M aandelen, $997.86M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.