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Fidelity Small-Mid Multifactor ETF (FSMD) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD)

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$324.97M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$16.50M
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FSMD Institutional Buying and Selling by Quarter

Fidelity Small-Mid Multifactor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/30/2025Retirement Planning Group LLC3,551,494$147.28M6.3%+2.1%9.297%
7/30/2025Cullen Frost Bankers Inc.6,926$287K0.0%+11.0%0.018%
7/30/2025BG Investment Services Inc.16,055$666K0.8%-33.6%0.042%
7/29/2025 BKM Wealth Management LLC5,587$232K0.1%N/A0.015%
7/29/2025Systelligence LLC411,287$17.06M3.2%+4.0%1.077%
7/29/2025Stratos Wealth Partners LTD.9,738$404K0.0%-12.6%0.025%
7/29/2025 AssuredPartners Investment Advisors LLC227,826$9.45M2.3%-7.6%0.596%
7/29/2025 Riverbend Wealth Management LLC27,058$1.12M0.8%+1.6%0.071%
7/28/2025 Uptick Partners LLC5,358$222K0.1%-10.2%0.014%
7/25/2025 Envestnet Portfolio Solutions Inc.20,795$862K0.0%+15.0%0.054%
7/25/2025 CWM LLC6,845$284K0.0%+94.5%0.018%
7/25/2025 Concurrent Investment Advisors LLC17,261$716K0.0%+14.5%0.045%
7/24/2025 IFP Advisors Inc1,144$47K0.0%+116.7%0.003%
7/22/2025 Wealthcare Advisory Partners LLC37,068$1.54M0.0%N/A0.098%
7/17/2025 Emerald Advisors LLC7,250$301K0.0%N/A0.019%
7/17/2025 Sound Income Strategies LLC2,605$108K0.0%-50.0%0.007%
7/16/2025 Evergreen Private Wealth LLC122,952$5.10M2.1%+4.3%0.324%
7/16/2025 Novem Group167,625$6.95M0.9%N/A0.441%
7/11/2025 Farther Finance Advisors LLC66,731$2.77M0.1%+95.3%0.177%
7/11/2025 Silver Oak Securities Incorporated8,221$341K0.0%-3.5%0.022%
7/10/2025 Global Financial Private Client LLC16,201$672K0.3%N/A0.043%
7/10/2025 Wealth Enhancement Advisory Services LLC8,947$380K0.0%+15.8%0.024%
7/10/2025 Focus Financial Network Inc.5,977$248K0.0%N/A0.016%
7/9/2025 Breakwater Capital Group16,182$671K0.1%N/A0.043%
7/9/2025 Sterling Manor Financial LLC111,628$4.63M3.1%-2.5%0.295%
7/8/2025 Parallel Advisors LLC3,842$159K0.0%N/A0.010%
7/7/2025 Roxbury Financial LLC19,894$825K0.8%-7.7%0.053%
7/7/2025 Nova Wealth Management Inc.3,704$154K0.1%+19.9%0.010%
6/11/2025Fortitude Financial LLC155,604$6.09M5.8%N/A0.417%
5/29/2025 Nova Wealth Management Inc.3,088$121K0.1%+45.8%0.008%
5/19/2025Jane Street Group LLC165,027$6.46M0.0%+113.0%0.451%
5/16/2025Faithward Advisors LLC10,721$420K0.1%+21.2%0.029%
5/16/2025Goldman Sachs Group Inc.41,957$1.64M0.0%+104.6%0.111%
5/15/2025Royal Bank of Canada18,651$730K0.0%+30.9%0.051%
5/14/2025Per Stirling Capital Management LLC.48,056$1.88M0.3%N/A0.131%
5/14/2025PKS Advisory Services LLC7,373$289K0.1%-60.7%0.020%
5/14/2025Cedar Point Capital Partners LLC19,152$750K0.5%+4.5%0.052%
5/14/2025Northwestern Mutual Wealth Management Co.325,129$12.73M0.0%+40.7%0.888%
5/14/2025Van Hulzen Asset Management LLC71,412$2.80M0.3%N/A0.195%
5/14/2025Kestra Advisory Services LLC308,299$12.07M0.1%+30.4%0.842%
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5/13/2025Steward Partners Investment Advisory LLC205,322$8.04M0.1%-6.6%0.561%
5/13/2025Raymond James Financial Inc.367,918$14.41M0.0%+2.5%1.005%
5/9/2025 Chicago Partners Investment Group LLC16,450$645K0.0%N/A0.045%
5/9/2025 Atria Wealth Solutions Inc.13,177$516K0.0%+30.8%0.036%
5/9/2025Commonwealth Equity Services LLC1,830,636$71.69M0.1%+4.6%5.002%
5/7/2025Foundations Investment Advisors LLC19,412$760K0.0%+285.8%0.053%
5/7/2025LPL Financial LLC620,790$24.31M0.0%+74.6%1.696%
5/6/2025Cetera Investment Advisers375,075$14.69M0.0%+56.1%1.025%
5/6/2025Avantax Advisory Services Inc.42,821$1.68M0.0%-20.3%0.117%
5/6/2025BG Investment Services Inc.24,194$947K1.0%+47.9%0.066%
5/6/2025AE Wealth Management LLC52,639$2.06M0.0%+10.7%0.144%
5/6/2025Advocacy Wealth Management Services LLC719,447$28.17M1.9%N/A1.966%
5/5/2025Kestra Private Wealth Services LLC53,868$2.11M0.0%+84.6%0.147%
5/5/2025Private Advisor Group LLC18,669$731K0.0%+210.3%0.051%
5/5/2025Diversify Advisory Services LLC11,152$429K0.0%N/A0.030%
5/2/2025Cullen Frost Bankers Inc.6,237$244K0.0%+216.9%0.017%
5/2/2025Parcion Private Wealth LLC349,831$13.70M1.1%-28.8%0.956%
5/2/2025 Evergreen Private Wealth LLC117,890$4.62M2.2%+1.1%0.322%
5/1/2025 Fifth Third Securities Inc.19,112$748K0.1%-32.1%0.052%
4/30/2025Stratos Wealth Partners LTD.11,147$437K0.0%+12.1%0.030%
4/30/2025Stratos Investment Management LLC128,627$5.04M0.3%-41.9%0.351%
4/29/2025Envestnet Asset Management Inc.437,937$17.15M0.0%+14.5%1.197%
4/29/2025 Concurrent Investment Advisors LLC15,076$590K0.0%+39.4%0.041%
4/29/2025 Silver Oak Securities Incorporated8,515$330K0.0%+16.1%0.023%
4/28/2025 Sterling Manor Financial LLC114,526$4.49M3.2%-42.7%0.313%
4/25/2025Trademark Financial Management LLC49,705$1.95M1.5%-7.3%0.176%
4/24/2025Laurel Wealth Planning LLC44,586$1.75M1.2%N/A0.158%
4/24/2025Sunbelt Securities Inc.1,254$49K0.0%+8,857.1%0.004%
4/23/2025 Riverbend Wealth Management LLC26,628$1.04M0.9%+6.3%0.094%
4/23/2025Systelligence LLC395,443$15.49M3.7%+0.3%1.402%
4/23/2025 AssuredPartners Investment Advisors LLC246,659$9.66M1.9%+9.2%0.875%
4/22/2025Diversified Portfolios Inc.9,034$354K0.0%-20.3%0.032%
4/22/2025Cambridge Investment Research Advisors Inc.249,372$9.77M0.0%+59.2%0.884%
4/21/2025 Provident Wealth Management LLC161,042$6.31M2.2%+4.7%0.571%
4/21/2025CLG LLC6,906$270K0.1%N/A0.024%
4/21/2025 Envestnet Portfolio Solutions Inc.18,076$708K0.0%+16.7%0.064%
4/16/2025 Wealth Enhancement Advisory Services LLC7,726$303K0.0%N/A0.027%
4/14/2025 Farther Finance Advisors LLC34,175$1.34M0.0%+38.1%0.121%
4/10/2025Retirement Planning Group LLC3,478,053$136.20M6.4%+34.7%12.334%
4/9/2025 RFG Advisory LLC10,570$414K0.0%N/A0.037%
4/9/2025 Roxbury Financial LLC21,544$882K0.9%+7.5%0.076%
4/9/2025 Sweeney & Michel LLC10,800$423K0.2%N/A0.038%
2/18/2025Retirement Planning Group LLC2,582,395$106.32M5.4%+12.6%30.743%
2/17/2025Cetera Investment Advisers240,203$9.89M0.0%+38.9%2.860%
2/17/2025Citadel Advisors LLC16,560$682K0.0%N/A0.197%
2/17/2025Bank of America Corp DE405,159$16.68M0.0%+200.5%4.823%
2/14/2025Jane Street Group LLC77,485$3.19M0.0%N/A0.922%
2/14/2025 MGO One Seven LLC5,833$240K0.0%N/A0.069%
2/14/2025Stifel Financial Corp259,414$10.68M0.0%+4,745.2%3.088%
2/13/2025Mariner LLC6,884$283K0.0%+6.5%0.082%
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2/13/2025Raymond James Financial Inc.359,010$14.78M0.0%N/A4.274%
2/13/2025Faithward Advisors LLC8,847$364K0.1%+81.0%0.105%
2/13/2025Bank of Montreal Can820$34K0.0%+74.5%0.010%
2/13/2025Envestnet Asset Management Inc.382,382$15.74M0.0%+13.2%4.552%
2/12/2025Thoroughbred Financial Services LLC11,864$488K0.0%N/A0.141%
2/12/2025 AssuredPartners Investment Advisors LLC225,841$9.30M1.8%N/A2.689%
2/12/2025JPMorgan Chase & Co.8,454$348K0.0%+21.7%0.101%
2/12/2025BG Investment Services Inc.16,354$673K0.7%N/A0.195%
2/12/2025PKS Advisory Services LLC18,774$773K0.2%N/A0.224%
2/11/2025LPL Financial LLC355,489$14.64M0.0%+188.9%4.232%
(Data available from 1/1/2016 forward)

FSMD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FSMD shares?

During the previous two years, 101 institutional investors and hedge funds held shares of Fidelity Small-Mid Multifactor ETF. The most heavily invested institutionals were Retirement Planning Group LLC ($147.28M), Commonwealth Equity Services LLC ($71.69M), Advocacy Wealth Management Services LLC ($28.17M), LPL Financial LLC ($24.31M), Envestnet Asset Management Inc. ($17.15M), Systelligence LLC ($17.06M), and Bank of America Corp DE ($16.68M).Learn more on Fidelity Small-Mid Multifactor ETF's institutional investors.

Which institutional investors have been buying Fidelity Small-Mid Multifactor ETF's stock?

Of the 98 institutional investors that purchased Fidelity Small-Mid Multifactor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Retirement Planning Group LLC ($3.55M), Commonwealth Equity Services LLC ($1.17M), Raymond James Financial Inc. ($726.93K), Advocacy Wealth Management Services LLC ($719.45K), LPL Financial LLC ($502.29K), Parcion Private Wealth LLC ($491.32K), and Systelligence LLC ($411.29K).

How much institutional buying is happening at Fidelity Small-Mid Multifactor ETF?

Institutional investors have bought a total of 8,051,641 shares in the last 24 months. This purchase volume represents approximately $324.97M in transactions.

Which of Fidelity Small-Mid Multifactor ETF's major shareholders have been selling company stock?

Of the 18 institutional investors that sold Fidelity Small-Mid Multifactor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Parcion Private Wealth LLC ($141.49K), Stratos Investment Management LLC ($92.83K), Sterling Manor Financial LLC ($89.41K), AssuredPartners Investment Advisors LLC ($18.83K), Steward Partners Investment Advisory LLC ($14.84K), PKS Advisory Services LLC ($11.40K), and Avantax Advisory Services Inc. ($10.91K).

How much institutional selling is happening at Fidelity Small-Mid Multifactor ETF?

Institutional investors have sold a total of 418,513 shares in the last 24 months. This volume of shares sold represents approximately $16.50M in transactions.


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This page (NYSEARCA:FSMD) was last updated on 7/30/2025 by MarketBeat.com Staff
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