Security record · archived quarter
FMDE
Fidelity Enhanced Mid Cap ETF · Financial Services · Asset Management
39Tracked holders
-1Δ holders
78.61MShares held
$2.83BReported value
+3New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -2.5% ·
share flow +30.0% ·
net new positions -2.6%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 20.93M | +509.8% | $752.68M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Ameriprise Financial Inc | 12.19M | +28.8% | $438.47M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Northwestern Mutual Wealth… | 11.04M | +20.1% | $396.84M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 9.80M | +6.2% | $352.36M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 5.77M | +16.7% | $207.59M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 3.38M | +34.7% | $121.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 3.17M | +37.6% | $114.04M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 2.04M | +24.2% | $73.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 1.98M | +5.9% | $71.23M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Envestnet Asset Management Inc | 1.81M | +12.2% | $65.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.32M | +116.3% | $47.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 1.06M | +98.6% | $38.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Mml Investors Services, Llc | 845.58K | +14.1% | $30.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 631.53K | +28.9% | $22.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | UBS Group AG | 567.99K | +143.7% | $20.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 362.81K | +14.7% | $13.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 312.51K | +27.5% | $11.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Cwm, Llc | 295.30K | +1.3% | $10.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 289.91K | +13.6% | $10.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | HighTower Advisors, LLC | 194.02K | +34.3% | $6.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 173.87K | +106.8% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 162.75K | -1.1% | $5.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 79.07K | +81.9% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 77.43K | +105968.5% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 36.00K | New | $1.29M | 0.0% | New | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 20.33K | +186.9% | $731,178 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Creative Planning | 17.20K | +6.5% | $618,469 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Truist Financial Corp | 14.70K | -15.7% | $528,721 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Sei Investments Co | 9.61K | 0.0% | $345,680 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 8.13K | +0.1% | $292,428 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Mariner, LLC | 6.66K | -66.4% | $239,344 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 6.09K | New | $218,891 | 0.0% | New | 1 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 5.15K | -90.9% | $185,122 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Franklin Resources Inc | 3.91K | 0.0% | $140,676 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 1.09K | New | $38,365 | 0.0% | New | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 556 | +91.1% | $19,994 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 182 | 0.0% | $6,545 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Assetmark, Inc | 141 | -57.9% | $5,070 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 19 | -84.7% | $683 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $1.29M | 0.0% |
| Mercer Global Advisors Inc… | $218,891 | 0.0% |
| Jones Financial Companies Lllp | $38,365 | 0.0% |
Exited
| Two Sigma Investments | $23.08M | was 0.0% |
| Goldman Sachs Group | $3.80M | was 0.0% |
| Citadel Advisors | $2.71M | was 0.0% |
| National Bank Of Canada /Fi/ | $18,175 | 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: Q1 2026 ·
Methodology ·
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