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Independent Advisor Alliance’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Independent Advisor Alliance’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
Q1 		$2.68M Buy
+70,647
New +$2.78M 0.03% 473

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Independent Advisor Alliance's FESM Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Fidelity Enhanced Small Cap Core ETF (FESM) in Q1 2026: 70,647 shares worth $2.68M. The stake represents 0.03% of the portfolio and ranks #473 among its holdings.

208 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

  • Independent Advisor Alliance held 70,647 shares of Fidelity Enhanced Small Cap Core ETF worth $2.68M as of Q1 2026.
  • Fidelity Enhanced Small Cap Core ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Fidelity Enhanced Small Cap Core ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #473 holding.
  • 208 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.