FFSM
Fidelity Fundamental Small-Mid Cap ETF · Financial Services · Asset Management
Señales de momentum (gestores comparables):
amplitud de titulares -4.8% ·
flujo de acciones +9.2% ·
nuevas posiciones netas -5.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 25.62M | +8.9% | $818.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 25.62M | +8.9% | $818.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 1.21M | +4.8% | $38.74M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 126.84K | +142.3% | $4.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 103.75K | +13.5% | $3.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 103.75K | +13.5% | $3.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 98.15K | +510.9% | $3.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 61.64K | +316.5% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | National Bank Of Canada /Fi/ | 17.93K | +140.6% | $574,059 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | National Bank Of Canada /Fi/ | 17.93K | +140.6% | $574,059 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Creative Planning | 15.35K | +0.4% | $490,422 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 11.06K | -9.2% | $353,336 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 10.69K | +1.6% | $341,629 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 8.25K | -52.7% | $263,510 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 8.25K | -52.7% | $263,510 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 6.83K | Nuevo | $218,283 | 0.0% | New | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 6.79K | -46.9% | $217,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 2.51K | +65.0% | $80,291 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 2.51K | +65.0% | $80,291 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 1.57K | +0.3% | $50,162 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cwm, Llc | 401 | +1.8% | $12,815 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 250 | Nuevo | $7,988 | 0.0% | New | 1 | SEC ↗ |
| 23 | UBS Group AG | 223 | -87.4% | $7,125 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Assetmark, Inc | 126 | 0.0% | $4,037 | 0.0% | Held | 2 | SEC ↗ |
| 25 | BlackRock ✦ (pasivo) | 1 | Nuevo | $29 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Fifth Third Bancorp | $218,283 | 0.0% |
| Pnc Financial Services Group… | $7,988 | 0.0% |
| BlackRock | $29 | 0.0% |
Posición cerrada
| Bank Of America Corp /De/ | $635,529 | era 0.0% |
| Jane Street Group, Llc | $582,312 | era 0.0% |
| Goldman Sachs Group | $305,795 | era 0.0% |
| Susquehanna International… | $217,469 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 73 tenedores, 31.32M acciones, $997.86M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.