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Fidelity Small-Mid Multifactor ETF (FSMD) Institutional Ownership

$43.86 -0.12 (-0.26%)
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Institutional Ownership Changes (13F Filings) for Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD)

Number of
Institutional Buyers
(last 12 months)
102
Total
Institutional Inflows
(last 12 months)
$388.54M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$26.95M
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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
9/4/2025Osaic Holdings Inc.236,855$9.83M0.0%+26.5%0.617%
8/19/2025Advisory Services Network LLC138,702$5.81M0.1%+112.6%0.361%
8/15/2025Visionary Wealth Advisors29,947$1.24M0.1%N/A0.078%
8/15/2025MML Investors Services LLC139,142$5.77M0.0%+2,394.9%0.362%
8/15/2025Great Valley Advisor Group Inc.33,669$1.40M0.0%+89.9%0.088%
8/15/2025Balanced Rock Investment Advisors LLC7,636$317K0.2%N/A0.020%
8/15/2025Bank of America Corp DE1,116,813$46.31M0.0%+30.6%2.908%
8/14/2025CLG LLC7,204$299K0.1%+4.3%0.019%
8/14/2025Jane Street Group LLC71,309$2.96M0.0%-56.8%0.186%
8/14/2025Raymond James Financial Inc.397,102$16.47M0.0%+7.9%1.034%
8/14/2025Diversify Advisory Services LLC12,029$514K0.0%+7.9%0.031%
8/14/2025Faithward Advisors LLC13,999$581K0.1%+30.6%0.036%
8/13/2025EverSource Wealth Advisors LLC787$33K0.0%N/A0.002%
8/13/2025Van Hulzen Asset Management LLC73,228$3.04M0.3%+2.5%0.191%
8/13/2025Advocacy Wealth Management Services LLC686,805$28.48M1.7%-4.5%1.789%
8/13/2025Kuhn & Co Investment Counsel23,974$994K0.8%+87.4%0.062%
8/13/2025Northwestern Mutual Wealth Management Co.286,148$11.87M0.0%-12.0%0.745%
8/12/2025J.W. Cole Advisors Inc.22,725$942K0.0%+33.7%0.059%
8/12/2025Steward Partners Investment Advisory LLC201,710$8.37M0.1%-1.8%0.525%
8/12/2025Global Retirement Partners LLC5,072$210K0.0%N/A0.013%
8/12/2025Cozad Asset Management Inc.6,021$250K0.0%N/A0.016%
8/12/2025JPMorgan Chase & Co.18,613$772K0.0%+96.2%0.048%
8/12/2025PKS Advisory Services LLC7,119$295K0.1%-3.4%0.019%
8/11/2025Diversified Portfolios Inc.8,564$355K0.0%-5.2%0.022%
8/8/2025Rockefeller Capital Management L.P.20,426$847K0.0%+26.8%0.053%
8/8/2025Avantax Advisory Services Inc.54,221$2.25M0.0%+26.6%0.142%
8/8/2025Cetera Investment Advisers407,073$16.88M0.0%+8.5%1.066%
8/8/2025Foundations Investment Advisors LLC30,272$1.26M0.0%+55.9%0.079%
8/7/2025Allworth Financial LP683$28K0.0%+80.7%0.002%
8/6/2025AE Wealth Management LLC12,980$538K0.0%-75.3%0.034%
8/6/2025Golden State Wealth Management LLC44,974$1.87M0.2%N/A0.118%
8/6/2025Commonwealth Equity Services LLC2,208,276$91.58M0.1%+20.6%5.781%
8/6/2025First Horizon Advisors Inc.2,926$121K0.0%N/A0.008%
8/4/2025Atria Investments Inc375,662$15.58M0.2%N/A0.983%
8/4/2025Spire Wealth Management20,438$848K0.0%+85,058.3%0.054%
8/1/2025Cedar Point Capital Partners LLC17,881$742K0.5%-6.6%0.047%
8/1/2025Envestnet Asset Management Inc.631,790$26.20M0.0%+44.3%1.654%
7/31/2025Trademark Financial Management LLC8,206$340K0.2%-83.5%0.021%
7/30/2025Strategic Blueprint LLC18,500$767K0.0%N/A0.048%
7/30/2025Principle Wealth Partners LLC6,200$257K0.0%N/A0.016%
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%
7/29/2025BKM 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%
7/29/2025AssuredPartners Investment Advisors LLC227,826$9.45M2.3%-7.6%0.596%
7/29/2025Riverbend Wealth Management LLC27,058$1.12M0.8%+1.6%0.071%
7/28/2025Uptick Partners LLC5,358$222K0.1%-10.2%0.014%
7/25/2025Envestnet Portfolio Solutions Inc.20,795$862K0.0%+15.0%0.054%
7/25/2025CWM LLC6,845$284K0.0%+94.5%0.018%
7/25/2025Concurrent Investment Advisors LLC17,261$716K0.0%+14.5%0.045%
7/24/2025IFP Advisors Inc1,144$47K0.0%+116.7%0.003%
7/22/2025Wealthcare Advisory Partners LLC37,068$1.54M0.0%N/A0.098%
7/17/2025Emerald Advisors LLC7,250$301K0.0%N/A0.019%
7/17/2025Sound Income Strategies LLC2,605$108K0.0%-50.0%0.007%
7/16/2025Evergreen Private Wealth LLC122,952$5.10M2.1%+4.3%0.324%
7/16/2025Novem Group167,625$6.95M0.9%N/A0.441%
7/11/2025Farther Finance Advisors LLC66,731$2.77M0.1%+95.3%0.177%
7/11/2025Silver Oak Securities Incorporated8,221$341K0.0%-3.5%0.022%
7/10/2025Global Financial Private Client LLC16,201$672K0.3%N/A0.043%
7/10/2025Wealth Enhancement Advisory Services LLC8,947$380K0.0%+15.8%0.024%
7/10/2025Focus Financial Network Inc.5,977$248K0.0%N/A0.016%
7/9/2025Breakwater Capital Group16,182$671K0.1%N/A0.043%
7/9/2025Sterling Manor Financial LLC111,628$4.63M3.1%-2.5%0.295%
7/8/2025Parallel Advisors LLC3,842$159K0.0%N/A0.010%
7/7/2025Roxbury Financial LLC19,894$825K0.8%-7.7%0.053%
7/7/2025Nova Wealth Management Inc.3,704$154K0.1%+19.9%0.010%
6/11/2025Fortitude Financial LLC155,604$6.09M5.8%N/A0.417%
5/29/2025Nova 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%
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%
5/9/2025Chicago Partners Investment Group LLC16,450$645K0.0%N/A0.045%
5/9/2025Atria 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%
5/2/2025Evergreen Private Wealth LLC117,890$4.62M2.2%+1.1%0.322%
5/1/2025Fifth 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%
(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, 114 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 ($91.58M), Bank of America Corp DE ($46.31M), Advocacy Wealth Management Services LLC ($28.48M), Envestnet Asset Management Inc. ($26.20M), LPL Financial LLC ($24.31M), and Systelligence LLC ($17.06M).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 111 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 ($1.49M), Raymond James Financial Inc. ($756.11K), Advocacy Wealth Management Services LLC ($719.45K), Bank of America Corp DE ($532.15K), LPL Financial LLC ($497.73K), and Parcion Private Wealth LLC ($491.32K).

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

Institutional investors have bought a total of 9,563,456 shares in the last 24 months. This purchase volume represents approximately $388.54M in transactions.

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

Of the 23 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), Jane Street Group LLC ($93.72K), Stratos Investment Management LLC ($92.83K), Sterling Manor Financial LLC ($89.41K), Trademark Financial Management LLC ($50.28K), AE Wealth Management LLC ($39.66K), and Northwestern Mutual Wealth Management Co. ($38.98K).

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

Institutional investors have sold a total of 670,619 shares in the last 24 months. This volume of shares sold represents approximately $26.95M in transactions.


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This page (NYSEARCA:FSMD) was last updated on 9/10/2025 by MarketBeat.com Staff
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