13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
FESM

FIDELITY ENHANCED SMALL CAP

217 institutions still hold FIDELITY ENHANCED SMALL CAP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 31609a206·217 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.2%
vs prior quarter
13F value held
$2.7B
49.0% inst. owned
of float
Holders
217
+18 QoQ
filers reporting
Activity
+65 / −67
+826 added · −714 reduced
this quarter
Concentration
38.44%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

217 institutions reported FESM in Q1 2026. FMR LLC leads at 38.4% of the visible book. +18 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$1.0B27.0M0.05%Q1 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$229M6.0M0.05%Q1 202603
LPL Financial LLC
CIK 0001403438
$195M5.1M0.05%Q1 202604
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$142M3.7M0.09%Q1 202605
Prime Capital Investment Advisors, LLC
CIK 0001731446
$118M3.1M1.37%Q1 202606
FIFTH THIRD BANCORP
CIK 0000035527
$106M2.8M0.19%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$89M2.3M0.03%Q1 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$85M2.2M0.12%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$81M2.1M0.02%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$75M2.0M0.08%Q1 202611
Dynasty Wealth Management, LLC
CIK 0001727599
$69M1.8M0.60%Q1 202612
JPMORGAN CHASE & CO
CIK 0000019617
$67M1.8M0.00%Q1 202613
Quotient Wealth Partners, LLC
CIK 0002004904
$67M1.8M1.75%Q1 202614
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$53M1.4M0.45%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$51M1.3M0.07%Q1 202616
MORGAN STANLEY
CIK 0000895421
$50M1.3M0.00%Q1 202617
ROYAL BANK OF CANADA
CIK 0001000275
$46M1.2M0.01%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$40M1.1M0.01%Q1 202619
Calamos Advisors LLC
CIK 0001316507
$40M1.1M0.14%Q1 202620
Calamos Wealth Management LLC
CIK 0001455258
$38M1.0M1.32%Q1 2026
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