FFSM
Fidelity Fundamental Small-Mid Cap ETF · Financial Services · Asset Management
Input momentum (manajer yang sebanding):
keluasan pemegang -4.8% ·
aliran saham +9.2% ·
posisi baru bersih -5.0%
· formula
Akumulasi terkonsentrasi: saham yang meningkat di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 | Baru | $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 ✦ (pasif) | 1 | Baru | $29 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Fifth Third Bancorp | $218,283 | 0.0% |
| Pnc Financial Services Group… | $7,988 | 0.0% |
| BlackRock | $29 | 0.0% |
Telah keluar
| Bank Of America Corp /De/ | $635,529 | adalah 0.0% |
| Jane Street Group, Llc | $582,312 | adalah 0.0% |
| Goldman Sachs Group | $305,795 | adalah 0.0% |
| Susquehanna International… | $217,469 | adalah 0.0% |
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 sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.