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Fidelity Small-Mid Multifactor ETF (FSMD) Institutional Ownership

$42.04 -0.46 (-1.08%)
As of 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)
78
Total
Institutional Inflows
(last 12 months)
$396.12M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$15.05M
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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
7/7/2025Roxbury 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%
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%
4/29/2025Concurrent Investment Advisors LLC15,076$590K0.0%+39.4%0.041%
4/29/2025Silver Oak Securities Incorporated8,515$330K0.0%+16.1%0.023%
4/28/2025Sterling 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%
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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%
4/23/2025Riverbend Wealth Management LLC26,628$1.04M0.9%+6.3%0.094%
4/23/2025Systelligence LLC395,443$15.49M3.7%+0.3%1.402%
4/23/2025AssuredPartners 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%
4/21/2025Provident Wealth Management LLC161,042$6.31M2.2%+4.7%0.571%
4/21/2025CLG LLC6,906$270K0.1%N/A0.024%
4/21/2025Envestnet Portfolio Solutions Inc.18,076$708K0.0%+16.7%0.064%
4/16/2025Wealth Enhancement Advisory Services LLC7,726$303K0.0%N/A0.027%
4/14/2025Farther 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%
4/9/2025RFG Advisory LLC10,570$414K0.0%N/A0.037%
4/9/2025Roxbury Financial LLC21,544$882K0.9%+7.5%0.076%
4/9/2025Sweeney & 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%
2/14/2025MGO 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%
2/13/2025Envestnet Asset Management Inc.382,382$15.74M0.0%+13.2%4.552%
2/12/2025Thoroughbred Financial Services LLC11,864$488K0.0%N/A0.141%
2/12/2025AssuredPartners 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%
2/10/2025Envestnet 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%
2/10/2025Farther 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%
2/7/2025Riverbend 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%
2/5/2025Noble Wealth Management PBC1,300$54K0.0%N/A0.015%
2/4/2025Provident Wealth Management LLC153,841$6.33M2.1%N/A1.831%
2/3/2025Parcion Private Wealth LLC491,316$20.23M1.5%+4.7%5.849%
2/3/2025Concurrent Investment Advisors LLC10,816$445K0.0%N/A0.129%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
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%
1/31/2025Systelligence 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%
1/30/2025Principal Securities Inc.1,810$75K0.0%+88.7%0.022%
1/30/2025Roxbury Financial LLC20,041$895K0.9%N/A0.239%
1/30/2025Trademark Financial Management LLC53,599$2.21M1.8%+76.4%0.638%
(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, 91 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 ($71.69M), Advocacy Wealth Management Services LLC ($28.17M), LPL Financial LLC ($24.31M), Envestnet Asset Management Inc. ($17.15M), Bank of America Corp DE ($16.68M), and Systelligence LLC ($15.49M).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 88 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 ($3.48M), 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 ($395.44K).

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

Institutional investors have bought a total of 9,979,959 shares in the last 24 months. This purchase volume represents approximately $396.12M in transactions.

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

Of the 12 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 ($86.52K), Steward Partners Investment Advisory LLC ($14.84K), PKS Advisory Services LLC ($11.40K), Avantax Advisory Services Inc. ($10.91K), and Fifth Third Securities Inc. ($9.05K).

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

Institutional investors have sold a total of 383,728 shares in the last 24 months. This volume of shares sold represents approximately $15.05M in transactions.


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