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Security record · archived quarter

FMDE

Fidelity Enhanced Mid Cap ETF · Financial Services · Asset Management

41.42 -0.3% mkt cap $8.09B quote delayed (FMP) · as of Oct 25 03:59 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q2 2024
40Tracked holders
+1Δ holders
51.31MShares held
$1.87BReported value
+2New positions
−1Exits
Rising Conviction score 56/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.6% · share flow +1.8% · net new positions +2.5% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 3 +1 321.97K $13.24M +1 n/a
Q2 2026 41 +3 93.41M $3.79B +4 −1
Q1 2026 39 -1 78.61M $2.83B +3 −4
Q4 2025 40 +1 51.31M $1.87B +2 −1
Q3 2025 5 +1 10.01M $361.77M +2 −1
Q2 2025 2 +1 9.29M $319.67M +1 n/a
Q2 2024 1 n/a 30.52K $898,696 n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Ameriprise Financial Inc 9.46M n/a $344.31M 0.1% n/c 1 SEC ↗ ×3
2 Fidelity (FMR) ✦ 9.23M +0.3% $335.78M 0.0% ▲ Add 3 SEC ↗ ×2
3 Northwestern Mutual Wealth… 9.19M n/a $334.38M 0.2% n/c 1 SEC ↗
4 LPL Financial LLC 4.95M n/a $179.99M 0.0% n/c 1 SEC ↗
5 Wells Fargo & Company/Mn 3.43M n/a $124.88M 0.0% n/c 1 SEC ↗ ×3
6 Raymond James Financial Inc 2.51M n/a $91.20M 0.0% n/c 1 SEC ↗ ×2
7 Commonwealth Equity Services, Llc 2.30M n/a $83.83M 0.1% n/c 1 SEC ↗
8 Osaic Holdings, Inc. 1.87M n/a $68.05M 0.1% n/c 1 SEC ↗ ×2
9 Cetera Investment Advisers 1.64M n/a $59.82M 0.1% n/c 1 SEC ↗
10 Envestnet Asset Management Inc 1.61M n/a $58.71M 0.0% n/c 1 SEC ↗
11 Mml Investors Services, Llc 741.02K n/a $26.96M 0.1% n/c 1 SEC ↗
12 Two Sigma Investments ✦ 634.40K +702.0% $23.08M 0.0% ▲ Add 2 SEC ↗
13 Morgan Stanley ✦ 608.15K +199.7% $22.12M 0.0% ▲ Add 2 SEC ↗
14 Royal Bank Of Canada 535.96K n/a $19.50M 0.0% n/c 1 SEC ↗
15 Bank Of America Corp /De/ 490.06K n/a $17.83M 0.0% n/c 1 SEC ↗ ×3
16 Baird Financial Group, Inc. 316.35K n/a $11.51M 0.0% n/c 1 SEC ↗ ×2
17 Cwm, Llc 291.45K n/a $10.60M 0.0% n/c 1 SEC ↗
18 JPMorgan Chase ✦ 255.21K -50.0% $9.28M 0.0% ▼ Trim 2 SEC ↗ ×2
19 Bank of New York Mellon Corp 245.07K n/a $8.92M 0.0% n/c 1 SEC ↗ ×2
20 UBS Group AG 233.04K n/a $8.48M 0.0% n/c 1 SEC ↗ ×2
21 Wealth Enhancement Advisory… 164.49K n/a $6.18M 0.0% n/c 1 SEC ↗
22 HighTower Advisors, LLC 144.43K n/a $5.25M 0.0% n/c 1 SEC ↗
23 Goldman Sachs Group ✦ 104.46K New $3.80M 0.0% New 1 SEC ↗
24 Jane Street Group, Llc 84.06K n/a $3.06M 0.0% n/c 1 SEC ↗
25 Citadel Advisors ✦ 74.55K New $2.71M 0.0% New 1 SEC ↗
26 Qube Research & Technologies Ltd 56.59K n/a $2.06M 0.0% n/c 1 SEC ↗
27 Stifel Financial Corp 43.47K n/a $1.58M 0.0% n/c 1 SEC ↗ ×2
28 Mariner, LLC 19.83K n/a $721,594 0.0% n/c 1 SEC ↗ ×2
29 Truist Financial Corp 17.45K n/a $634,833 0.0% n/c 1 SEC ↗
30 Creative Planning 16.14K n/a $587,192 0.0% n/c 1 SEC ↗
31 Sei Investments Co 9.61K n/a $349,720 0.0% n/c 1 SEC ↗
32 Rockefeller Capital Management L.P. 8.12K n/a $295,550 0.0% n/c 1 SEC ↗ ×2
33 Pnc Financial Services Group, Inc. 7.09K n/a $257,804 0.0% n/c 1 SEC ↗ ×2
34 Franklin Resources Inc 3.91K n/a $142,319 0.0% n/c 1 SEC ↗
35 National Bank Of Canada /Fi/ 500 n/a $18,175 0.0% n/c 1 SEC ↗
36 Assetmark, Inc 335 n/a $12,187 0.0% n/c 1 SEC ↗
37 Us Bancorp \De\ 291 n/a $10,587 0.0% n/c 1 SEC ↗
38 Bank Of Montreal /Can/ 182 n/a $6,621 0.0% n/c 1 SEC ↗
39 Russell Investments Group, Ltd. 124 n/a $4,511 0.0% n/c 1 SEC ↗
40 Fifth Third Bancorp 73 n/a $2,656 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Goldman Sachs Group $3.80M 0.0%
Citadel Advisors $2.71M 0.0%

Exited

Fisher Asset Management $355,326 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 257 holders, 101.98M shares, $3.57B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API