Gladstone Institutional Advisory’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Gladstone Institutional Advisory’s Portfolio FESM Stock Details FESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$282K	Buy	+5,833	New	+$256K	0.01%	758

Other funds holding FESM

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Gladstone Institutional Advisory's FESM Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Fidelity Enhanced Small Cap Core ETF (FESM) in Q2 2026: 5,833 shares worth $282K. The stake represents 0.01% of the portfolio and ranks #758 among its holdings.

88 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

Gladstone Institutional Advisory held 5,833 shares of Fidelity Enhanced Small Cap Core ETF worth $282K as of Q2 2026.
Fidelity Enhanced Small Cap Core ETF was a new Gladstone Institutional Advisory position in Q2 2026.
Fidelity Enhanced Small Cap Core ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #758 holding.
88 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.