证券记录 · 已归档季度
FFSM
Fidelity Fundamental Small-Mid Cap ETF · Financial Services · Asset Management
20被追踪持有人
-1Δ持有人
27.31M持有股份
$872.43M报告持仓市值
+3新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -4.8% ·
股份流向 +9.2% ·
净新建仓位 -5.0%
— 公式
集中积累 — 持股数量上升但持有人减少
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) ✦ | 25.62M | +8.9% | $818.67M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Commonwealth Equity Services, Llc | 1.21M | +4.8% | $38.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 126.84K | +142.3% | $4.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 103.75K | +13.5% | $3.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Wealth Enhancement Advisory… | 98.15K | +510.9% | $3.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 61.64K | +316.5% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | National Bank Of Canada /Fi/ | 17.93K | +140.6% | $574,059 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Creative Planning | 15.35K | +0.4% | $490,422 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Truist Financial Corp | 11.06K | -9.2% | $353,336 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 10.69K | +1.6% | $341,629 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 8.25K | -52.7% | $263,510 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Fifth Third Bancorp | 6.83K | 新增 | $218,283 | 0.0% | New | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 6.79K | -46.9% | $217,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 2.51K | +65.0% | $80,291 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Northwestern Mutual Wealth… | 1.57K | +0.3% | $50,162 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Cwm, Llc | 401 | +1.8% | $12,815 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 250 | 新增 | $7,988 | 0.0% | New | 1 | SEC ↗ |
| 18 | UBS Group AG | 223 | -87.4% | $7,125 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Assetmark, Inc | 126 | 0.0% | $4,037 | 0.0% | Held | 2 | SEC ↗ |
| 20 | BlackRock ✦ (被动) | 1 | 新增 | $29 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Fifth Third Bancorp | $218,283 | 0.0% |
| Pnc Financial Services Group… | $7,988 | 0.0% |
| BlackRock | $29 | 0.0% |
已清仓
| Bank Of America Corp /De/ | $635,529 | 曾为 0.0% |
| Jane Street Group, Llc | $582,312 | 曾为 0.0% |
| Goldman Sachs Group | $305,795 | 曾为 0.0% |
| Susquehanna International… | $217,469 | 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): 73 持有人, 31.32M 股份, $997.86M 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
该证券的被追踪持有人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