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Global Retirement Partners’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Global Retirement Partners’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 		$5.1M Buy
+105,564
New +$4.64M 0.08% 236
2025
Q4 		$5.18M Buy
137,069
+2,270
+2% +$84.7K 0.09% 201
2025
Q3 		$4.93M Buy
134,799
+7,274
+6% +$250K 0.11% 169
2025
Q2 		$4.08M Buy
+127,525
New +$3.79M 0.1% 190

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Retirement Partners's FESM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Fidelity Enhanced Small Cap Core ETF (FESM) in Q2 2026: 105,564 shares worth $5.1M. The stake represents 0.08% of the portfolio and ranks #236 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FESM as recently as Q4 2025.

Global Retirement Partners first reported a position in FESM in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.18M in Q4 2025. 256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

  • Global Retirement Partners held 105,564 shares of Fidelity Enhanced Small Cap Core ETF worth $5.1M as of Q2 2026.
  • Fidelity Enhanced Small Cap Core ETF was a new Global Retirement Partners position in Q2 2026.
  • Fidelity Enhanced Small Cap Core ETF made up 0.08% of Global Retirement Partners's portfolio in Q2 2026, its #236 holding.
  • Global Retirement Partners first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and has held it in 4 quarters since.
  • Global Retirement Partners's Fidelity Enhanced Small Cap Core ETF position peaked at $5.18M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.