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Fidelity Small-Mid Multifactor ETF (FSMD) Institutional Ownership

$39.28 +0.86 (+2.24%)
As of 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD)

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$333.56M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$13.54M
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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
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%
5/2/2025Evergreen 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%
4/30/2025 Stratos Wealth Partners LTD.11,147$437K0.0%+12.1%0.030%
4/30/2025 Stratos Investment Management LLC128,627$5.04M0.3%-41.9%0.351%
4/29/2025 Envestnet 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%
4/25/2025 Trademark Financial Management LLC49,705$1.95M1.5%-7.3%0.176%
4/24/2025 Laurel Wealth Planning LLC44,586$1.75M1.2%N/A0.158%
4/24/2025 Sunbelt 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%
4/23/2025 Systelligence LLC395,443$15.49M3.7%+0.3%1.402%
4/23/2025 AssuredPartners Investment Advisors LLC246,659$9.66M1.9%+9.2%0.875%
4/22/2025 Diversified Portfolios Inc.9,034$354K0.0%-20.3%0.032%
4/22/2025 Cambridge 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%
4/21/2025 CLG 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%
4/10/2025 Retirement 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%
2/18/2025 Retirement 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%
2/14/2025MGO 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%
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%
2/13/2025 Envestnet Asset Management Inc.382,382$15.74M0.0%+13.2%4.552%
2/12/2025Thoroughbred Financial Services LLC11,864$488K0.0%N/A0.141%
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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%
2/10/2025 Envestnet Portfolio Solutions Inc.15,491$638K0.0%+51.9%0.184%
2/10/2025Commonwealth Equity Services LLC1,750,856$72.08M0.1%+18.6%20.844%
2/10/2025Avantax Advisory Services Inc.53,733$2.21M0.0%+13.5%0.640%
2/10/2025 Farther Finance Advisors LLC24,738$1.02M0.0%+55.6%0.295%
2/7/2025HighTower Advisors LLC5,578$230K0.0%N/A0.066%
2/7/2025New England Private Wealth Advisors LLC5,574$229K0.0%N/A0.066%
2/7/2025 Riverbend Wealth Management LLC25,046$1.03M0.9%N/A0.298%
2/7/2025Independent Advisor Alliance35,042$1.44M0.0%N/A0.417%
2/7/2025Evergreen Private Wealth LLC116,658$4.80M2.3%-0.3%1.389%
2/6/2025Raymond James Financial Inc.359,010$14.78M0.0%N/A4.274%
2/6/2025Cullen Frost Bankers Inc.1,968$81K0.0%+105.4%0.023%
2/6/2025Steward Partners Investment Advisory LLC219,868$9.05M0.1%-0.1%2.617%
2/5/2025 Noble Wealth Management PBC1,300$54K0.0%N/A0.015%
2/4/2025 Provident Wealth Management LLC153,841$6.33M2.1%N/A1.831%
2/3/2025Parcion Private Wealth LLC491,316$20.23M1.5%+4.7%5.849%
2/3/2025 Concurrent Investment Advisors LLC10,816$445K0.0%N/A0.129%
2/3/2025Private Advisor Group LLC6,016$248K0.0%N/A0.072%
1/31/2025Global Retirement Partners LLC5,051$208K0.0%+2,340.1%0.060%
1/31/2025Kestra Investment Management LLC1,293$53K0.0%N/A0.015%
1/31/2025Atria Wealth Solutions Inc.10,071$415K0.0%+25.4%0.120%
1/31/2025 Systelligence LLC394,093$16.23M4.0%+38.8%4.692%
1/31/2025J.W. Cole Advisors Inc.7,961$328K0.0%+17.8%0.095%
1/30/2025Kuhn & Co Investment Counsel8,616$355K0.3%+37.1%0.103%
1/30/2025 Principal Securities Inc.1,810$75K0.0%+88.7%0.022%
1/30/2025 Roxbury Financial LLC20,041$895K0.9%N/A0.239%
1/30/2025 Trademark Financial Management LLC53,599$2.21M1.8%+76.4%0.638%
1/29/2025 Diversified Portfolios Inc.11,340$467K0.1%N/A0.135%
1/28/2025Kestra Private Wealth Services LLC29,185$1.20M0.0%+101.8%0.347%
1/28/2025 Prairie Wealth Advisors Inc.5,255$216K0.1%N/A0.063%
1/27/2025 Silver Oak Securities Incorporated7,336$302K0.0%+10.0%0.087%
1/27/2025 Stratos Investment Management LLC221,454$9.12M0.5%+27.0%2.636%
1/27/2025 Stratos Wealth Partners LTD.9,942$409K0.0%N/A0.118%
1/24/2025 Holistic Planning LLC5,965$246K0.1%N/A0.071%
1/24/2025 Sterling Manor Financial LLC200,027$8.24M5.7%-0.5%2.381%
1/23/2025 Fifth Third Securities Inc.28,166$1.16M0.1%N/A0.335%
1/22/2025Foundations Investment Advisors LLC5,032$207K0.0%N/A0.060%
1/17/2025Cedar Point Capital Partners LLC18,322$754K0.5%+9.1%0.218%
1/13/2025Eastern Bank4,345$179K0.0%+115.7%0.052%
12/26/2024JPMorgan Chase & Co.6,948$288K0.0%+10.5%0.083%
11/25/2024Wilmington Savings Fund Society FSB689$29K0.0%N/A0.008%
11/18/2024 Rehmann Capital Advisory Group16,961$702K0.0%-17.4%0.202%
11/13/2024FMR LLC1,842$76K0.0%+126.6%0.022%
11/5/2024 Systelligence LLC283,919$11.75M2.9%N/A3.380%
10/31/2024 Trademark Financial Management LLC30,385$1.26M1.0%-13.9%0.362%
10/29/2024Cedar Point Capital Partners LLC16,793$695K0.5%+6.1%0.200%
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A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when publisher Brett Aitken turns to Whitney Tilson—a man CNBC once dubbed “The Prophet.” Tilson just released a new prediction that runs counter to what mainstream finance is telling you.

Market chaos? Hear Tilson’s take now
10/29/2024 Farther Finance Advisors LLC15,898$658K0.0%+32.7%0.189%
10/24/2024 Sterling Manor Financial LLC201,041$8.32M5.6%+6.9%2.393%
10/24/2024J.W. Cole Advisors Inc.6,760$280K0.0%+7.4%0.080%
10/23/2024Parcion Private Wealth LLC469,066$19.42M1.6%N/A5.584%
10/22/2024Eastern Bank2,014$83K0.0%N/A0.024%
10/18/2024Commonwealth Equity Services LLC1,476,600$61.13M0.1%+25.2%17.579%
10/18/2024 Stratos Investment Management LLC174,411$7.22M0.5%+5.6%2.076%
10/18/2024 Stratos Wealth Advisors LLC22,722$941K0.0%+14.6%0.271%
10/10/2024 Retirement Planning Group LLC2,294,135$94.98M5.2%+8.4%27.311%
8/22/2024Cetera Investment Advisers164,160$6.19M0.0%+1.0%1.954%
(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, 82 institutional investors and hedge funds held shares of Fidelity Small-Mid Multifactor ETF. The most heavily invested institutionals were Retirement Planning Group LLC ($136.20M), Commonwealth Equity Services LLC ($72.08M), Envestnet Asset Management Inc. ($17.15M), Bank of America Corp DE ($16.68M), Systelligence LLC ($15.49M), Raymond James Financial Inc. ($14.78M), and LPL Financial LLC ($14.64M).Learn more on FSMD's institutional investors.

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

Of the 78 institutional investors that purchased Fidelity Small-Mid Multifactor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Retirement Planning Group LLC ($3.48M), Commonwealth Equity Services LLC ($1.10M), Raymond James Financial Inc. ($718.02K), Parcion Private Wealth LLC ($491.32K), Systelligence LLC ($395.44K), Bank of America Corp DE ($270.34K), and Stifel Financial Corp ($254.06K).

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

Institutional investors have bought a total of 9,184,463 shares in the last 24 months. This purchase volume represents approximately $362.70M in transactions.

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

Of the 16 institutional investors that sold Fidelity Small-Mid Multifactor ETF 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), IFP Advisors Inc ($103.80K), Stratos Investment Management LLC ($92.83K), Sterling Manor Financial LLC ($86.52K), Osaic Holdings Inc. ($10.70K), Fifth Third Securities Inc. ($9.05K), and Trademark Financial Management LLC ($8.78K).

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

Institutional investors have sold a total of 474,240 shares in the last 24 months. This volume of shares sold represents approximately $17.85M in transactions.


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This page (NYSEARCA:FSMD) was last updated on 5/3/2025 by MarketBeat.com Staff
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