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Security record

FMDE

Fidelity Enhanced Mid Cap ETF · Financial Services · Asset Management

41.53 +1.0% mkt cap $7.47B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q2 2024
41Tracked holders
+3Δ holders
93.41MShares held
$3.79BReported value
+4New positions
−1Exits
Strongly Rising Conviction score 74/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +7.9% · share flow +19.3% · net new positions +7.3% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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 —
Q2 2024 1 — 30.52K $898,696 — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wells Fargo & Company/Mn 24.06M +14.9% $976.16M 0.2% ▲ Add 3 SEC ↗ ×5
2 Northwestern Mutual Wealth… 13.27M +20.3% $538.61M 0.3% ▲ Add 3 SEC ↗
3 Ameriprise Financial Inc 12.57M +3.1% $509.93M 0.1% ▲ Add 3 SEC ↗ ×4
4 Fidelity (FMR) ✦ 10.27M +4.8% $416.89M 0.0% ▲ Add 5 SEC ↗ ×2
5 LPL Financial LLC 6.41M +11.1% $260.16M 0.1% ▲ Add 3 SEC ↗
6 Commonwealth Equity Services, Llc 3.85M +21.4% $156.19M 0.2% ▲ Add 3 SEC ↗
7 Raymond James Financial Inc 3.84M +13.6% $155.63M 0.0% ▲ Add 3 SEC ↗ ×3
8 Cetera Investment Advisers 2.94M +43.8% $119.25M 0.1% ▲ Add 3 SEC ↗
9 Citadel Advisors ✦ 2.93M New $118.75M 0.1% New 1 SEC ↗
10 Osaic Holdings, Inc. 2.68M +35.4% $108.86M 0.1% ▲ Add 3 SEC ↗ ×3
11 Envestnet Asset Management Inc 1.98M +9.5% $80.48M 0.0% ▲ Add 3 SEC ↗
12 Morgan Stanley ✦ 1.88M +43.1% $76.40M 0.0% ▲ Add 4 SEC ↗ ×3
13 Royal Bank Of Canada 1.30M +22.1% $52.76M 0.0% ▲ Add 3 SEC ↗ ×3
14 Mml Investors Services, Llc 1.08M +28.1% $43.95M 0.1% ▲ Add 3 SEC ↗
15 Bank Of America Corp /De/ 740.19K +17.2% $30.04M 0.0% ▲ Add 3 SEC ↗ ×3
16 UBS Group AG 662.34K +16.6% $26.88M 0.0% ▲ Add 3 SEC ↗
17 Two Sigma Investments ✦ 499.80K New $20.28M 0.0% New 1 SEC ↗
18 HighTower Advisors, LLC 405.64K +109.1% $16.46M 0.0% ▲ Add 3 SEC ↗
19 Baird Financial Group, Inc. 387.19K +6.7% $15.71M 0.0% ▲ Add 3 SEC ↗
20 Bank of New York Mellon Corp 383.71K +22.8% $15.57M 0.0% ▲ Add 3 SEC ↗ ×3
21 Wealth Enhancement Advisory… 298.53K +83.4% $12.11M 0.0% ▲ Add 3 SEC ↗
22 JPMorgan Chase ✦ 296.46K +2.3% $12.01M 0.0% ▲ Add 4 SEC ↗ ×3
23 Stifel Financial Corp 203.47K +157.3% $8.26M 0.0% ▲ Add 3 SEC ↗
24 Susquehanna International Group, Llp 105.55K +193.2% $4.28M 0.0% ▲ Add 2 SEC ↗
25 Jones Financial Companies Lllp 89.17K +8087.8% $3.60M 0.0% ▲ Add 2 SEC ↗
26 Fifth Third Bancorp 78.84K +1.8% $3.20M 0.0% ▲ Add 3 SEC ↗
27 Pnc Financial Services Group, Inc. 35.64K +75.3% $1.45M 0.0% ▲ Add 3 SEC ↗ ×2
28 AQR Capital Management ✦ 31.26K New $1.27M 0.0% New 1 SEC ↗
29 Creative Planning 26.71K +55.3% $1.08M 0.0% ▲ Add 3 SEC ↗
30 Truist Financial Corp 17.94K +22.0% $727,848 0.0% ▲ Add 3 SEC ↗ ×2
31 Renaissance Technologies ✦ 13.90K New $564,062 0.0% New 1 SEC ↗
32 Qube Research & Technologies Ltd 13.89K +169.8% $563,534 0.0% ▲ Add 3 SEC ↗
33 Rockefeller Capital Management L.P. 12.41K +52.6% $503,691 0.0% ▲ Add 3 SEC ↗ ×2
34 Mariner, LLC 11.90K +78.8% $482,989 0.0% ▲ Add 3 SEC ↗ ×2
35 Sei Investments Co 10.25K +6.6% $415,870 0.0% ▲ Add 3 SEC ↗
36 Mercer Global Advisors Inc /Adv 9.79K +60.9% $397,479 0.0% ▲ Add 2 SEC ↗
37 Us Bancorp \De\ 6.33K +1039.2% $257,034 0.0% ▲ Add 3 SEC ↗
38 Franklin Resources Inc 3.91K 0.0% $158,749 0.0% Held 3 SEC ↗
39 Russell Investments Group, Ltd. 526 +2668.4% $21,345 0.0% ▲ Add 3 SEC ↗
40 Assetmark, Inc 213 +51.1% $8,644 0.0% ▲ Add 3 SEC ↗
41 Bank Of Montreal /Can/ 182 0.0% $7,386 0.0% Held 3 SEC ↗

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

New buyers

Citadel Advisors $118.75M 0.1%
Two Sigma Investments $20.28M 0.0%
AQR Capital Management $1.27M 0.0%
Renaissance Technologies $564,062 0.0%

Exited

Jane Street Group, Llc $6.25M 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: Q2 2026 · Methodology · Get this via the API