13FBOX
FIDELITY FUNDAMENTAL SMALL-MID CAP ETF · 13F 机构持仓分析
期权收益计算器 机构排行
F

FIDELITY FUNDAMENTAL SMALL-MID CAP ETF

FFSM
持有机构数
84
机构合计市值 (Q2 2026)
$12.86亿
机构合计股数 (Q2 2026)
3,370.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+254.2万股
62 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-26.2万股
24 · 10 清仓 · ≈
⚖️ 净额
+227.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$12.86亿
持有机构数
84
新买入
19
加仓
43
减仓
14
清仓
10
持股不变
8
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
富达投资FMR LLC
0.04%0.04%#33$10.20亿2,668.2万股$8.19亿2,562.4万股+105.8万股+4.13%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.06%0.05%#28$4,827.1万126.3万股$3,873.9万121.2万股+5.1万股+4.19%加仓
RFG顾问RFG Advisory, LLC
0.45%0.49%#14$2,901.5万75.9万股$2,694.0万84.3万股-8.4万股-9.94%减仓
KOM Wealth Management Group, LLC
9.66%9.05%#1$1,598.8万41.8万股$1,326.7万41.5万股+3,195股+0.77%加仓
Acumen Wealth Advisors, LLC
3.22%#4$1,518.4万39.7万股$00股+39.7万股新买入
Keenan, LLC
8.32%7.8%#2$1,177.7万30.8万股$925.0万29.0万股+1.8万股+6.26%加仓
MAI资本管理MAI Capital Management
0.04%0.05%#34$1,174.0万30.7万股$958.5万30.0万股+7,230股+2.41%加仓
Evernest Financial Advisors, LLC
1.97%1.99%#6$943.5万24.7万股$960.2万27.2万股-2.5万股-9.25%减仓
Gaddis Premier Wealth Advisors LLC
5.6%5.06%#3$921.6万24.1万股$686.5万21.5万股+2.6万股+12.25%加仓
NOVEM GROUP
0.88%0.75%#12$868.4万22.7万股$656.9万20.6万股+2.2万股+10.55%加仓
Menora Mivtachim控股MENORA MIVTACHIM HOLDINGS LTD.
0.03%0.03%#37$837.3万21.9万股$700.1万21.9万股00.00%持仓不变
PRECEDENT WEALTH PARTNERS, LLC
1.38%#10$829.8万21.7万股$00股+21.7万股新买入
SK Wealth Management, LLC
1.65%1.57%#9$734.4万19.5万股$565.9万17.4万股+2.1万股+11.81%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#52$693.7万18.2万股$405.2万12.7万股+5.5万股+43.14%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#56$691.4万18.1万股$00股+18.1万股新买入
SAX WEALTH 顾问SAX WEALTH ADVISORS, LLC
0.24%0.29%#19$584.6万18.3万股$592.0万19.3万股-9,902股-5.13%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#45$516.6万13.5万股$196.9万6.2万股+7.4万股+119.36%加仓
Buska Wealth Management, LLC
1.75%0.58%#7$486.2万12.7万股$144.7万4.5万股+8.2万股+180.86%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#40$485.1万13.2万股$318.0万9.8万股+3.3万股+33.99%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#64$475.6万12.6万股$319.9万10.4万股+2.2万股+21.39%加仓
Advyzon Investment Management, LLC
0.32%0.26%#16$440.0万11.5万股$289.4万9.1万股+2.5万股+27.14%加仓
Clarity Retirement & Wealth, LLC
2.98%2.83%#5$431.5万11.3万股$351.5万11.0万股+2,906股+2.64%加仓
Retirement Planning 集团Retirement Planning Group, LLC
0.11%0.1%#24$420.7万11.0万股$331.1万10.4万股+6,451股+6.22%加仓
MFA Wealth Services
1.7%1.58%#8$284.8万7.5万股$238.8万7.5万股-213股-0.28%减仓
信安证券PRINCIPAL SECURITIES, INC.
0.03%0.03%#36$277.0万7.2万股$184.1万5.8万股+1.5万股+25.79%加仓
DAHRING {-} CUSMANO LLC
1.36%1.1%#11$258.6万6.8万股$178.6万5.6万股+1.2万股+21.04%加仓
Sigma Planning Corp
0.06%0.03%#29$226.0万5.9万股$120.9万3.8万股+2.1万股+56.36%加仓
Per Stirling Capital Management, LLC.
0.2%0.2%#21$206.6万5.4万股$184.7万5.8万股-3,726股-6.45%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%<0.01%#43$157.8万4.1万股$97.7万3.1万股+1.1万股+35.07%加仓
CMG Global Holdings, LLC
0.54%#13$127.6万3.3万股$00股+3.3万股新买入
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%#54$116.9万3.1万股$00股+3.1万股新买入
PFG Advisors
0.05%#32$106.0万2.8万股$00股+2.8万股新买入
Pines Wealth Management, LLC
0.3%0.2%#17$105.7万2.8万股$62.9万2.0万股+7,980股+40.54%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
<0.01%<0.01%#44$99.8万2.6万股$66.5万2.1万股+5,300股+25.46%加仓
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
0.24%#18$90.8万2.4万股$00股+2.4万股新买入
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#39$90.1万2.4万股$75.6万2.4万股-83股-0.35%减仓
SUMMIT WEALTH GROUP LLC / CO
0.06%0.03%#27$77.9万2.0万股$31.5万9,867股+1.1万股+106.53%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#61$72.7万1.9万股$49.0万1.5万股+3,664股+23.87%加仓
BAM Wealth Management, LLC
0.43%0.43%#15$68.8万1.8万股$57.0万1.8万股+171股+0.96%加仓
加拿大国家银行NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#57$67.3万1.8万股$57.4万1.8万股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#55$64.6万1.7万股$26.4万8,247股+8,645股+104.83%加仓
CreativeOne Wealth, LLC
0.01%0.01%#38$59.4万1.6万股$47.7万1.5万股+616股+4.13%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
<0.01%<0.01%#46$50.7万1.3万股$44.2万1.4万股-550股-3.98%减仓
Wealth Quarterback LLC
0.15%0.17%#23$47.3万1.2万股$42.3万1.3万股-859股-6.49%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#58$44.3万1.2万股$34.2万1.1万股+907股+8.48%加仓
Bay Capital Advisors, LLC
0.22%0.19%#20$40.8万1.1万股$31.2万9,761股+920股+9.43%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#59$40.1万1.0万股$35.3万1.1万股-564股-5.10%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#50$39.7万1.0万股$31.2万9,637股+757股+7.86%加仓
共同顾问Mutual Advisors, LLC
0.01%0.01%#42$37.4万9,799股$31.3万9,789股+10股+0.10%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%<0.01%#48$31.3万8,190股$31.0万9,706股-1,516股-15.62%减仓

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