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Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
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Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Institutional Conviction Index
Stock index based on fund manager consensus updated each quarter
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English
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한국어
繁體中文
Sonoma Allocations’s
Fidelity Enhanced Small Cap Core ETF
FESM
Stock Holding History
Sonoma Allocations’s Portfolio
FESM Stock Details
FESM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q3
–
Hold
0
–
–
–
74
Other funds holding FESM
Fidelity Investments
Boston, Massachusetts
$2.32T AUM
44.66%
1-Year Est. Return
LPL Financial
San Diego, California
$468B AUM
17.69%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$192B AUM
13.66%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$115B AUM
18.52%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$375B AUM
21.05%
1-Year Est. Return
Capital Analysts LLC
Fort Washington, Pennsylvania
$4.61B AUM
11.09%
1-Year Est. Return
Morgan Stanley
New York
$1.96T AUM
27.49%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$77B AUM
19.24%
1-Year Est. Return
Prime Capital Investment Advisors
Overland Park, Kansas
$10.2B AUM
17.74%
1-Year Est. Return
Fifth Third Bancorp
Cincinnati, Ohio
$61.2B AUM
25.19%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Institutional Conviction Index
Stock index based on fund manager consensus updated each quarter
Theme
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