Fidelity Small-Mid Multifactor ETF (FSMD) Institutional Ownership

$51.36 +0.32 (+0.63%)

As of 09/3/2026 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 121
Total Institutional Inflows (last 12 months): $351.15M

Number of Institutional Sellers (last 12 months): 32
Total Institutional Outflows (last 12 months): $28.31M

Get FSMD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity Small-Mid Multifactor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

FSMD Institutional Buying and Selling by Quarter

Fidelity Small-Mid Multifactor ETF Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/2/2026	Citadel Advisors LLC	4,869	$257K	0.0%	-86.8%	0.010%
8/22/2026	Schuylkill Financial LLC	44,336	$2.34M	2.1%	N/A	0.090%
8/22/2026	Concurrent Investment Advisors LLC	26,377	$1.39M	0.0%	+3.7%	0.053%
7/10/2026	Wealthcare Advisory Partners LLC	39,609	$2.09M	0.0%	+2.5%	0.081%
7/9/2026	Fortitude Financial LLC	79,495	$4.20M	3.8%	-9.5%	0.162%
7/9/2026	Focus Financial Network Inc.	17,034	$900K	0.0%	+1.2%	0.035%
7/9/2026	Breakwater Capital Group	14,113	$746K	0.1%	-3.0%	0.029%
7/7/2026	Dynamic Advisor Solutions LLC	6,304	$333K	0.0%	+16.4%	0.013%
7/7/2026	CoreCap Advisors LLC	12,974	$686K	0.0%	+8.8%	0.026%
7/1/2026	Roxbury Financial LLC	23,776	$1.26M	1.0%	+6.2%	0.049%
Get the Latest News and Ratings for FSMD and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Fidelity Small-Mid Multifactor ETF and its competitors with MarketBeat's FREE daily newsletter.
5/28/2026	Cozad Asset Management Inc.	4,743	$212K	0.0%	-4.1%	0.010%
5/26/2026	Summit Financial Wealth Advisors LLC	13,471	$602K	0.1%	+97.9%	0.028%
5/19/2026	Western Wealth Management LLC	601	$27K	0.0%	N/A	0.001%
5/19/2026	Mascagni Wealth Management Inc.	27,827	$1.24M	0.9%	+48.8%	0.057%
5/19/2026	Bank of America Corp DE	1,277,438	$57.13M	0.0%	+12.5%	2.639%
5/19/2026	Arkadios Wealth Advisors	5,750	$257K	0.0%	N/A	0.012%
5/18/2026	Royal Bank of Canada	57,799	$2.59M	0.0%	+12.5%	0.119%
5/15/2026	Gateway Wealth Partners LLC	8,580	$384K	0.0%	N/A	0.018%
5/14/2026	Hilltop Holdings Inc.	26,659	$1.19M	0.1%	-4.5%	0.055%
5/14/2026	Lido Advisors LLC	6,050	$271K	0.0%	N/A	0.013%
5/13/2026	Cetera Investment Advisers	581,286	$26.00M	0.0%	-3.8%	1.201%
5/8/2026	PNC Financial Services Group Inc.	16,057	$718K	0.0%	+383.9%	0.033%
5/7/2026	Liberty Square Wealth Partners LLC	317,635	$14.21M	4.0%	+22.2%	0.656%
5/6/2026	Independent Financial Group LLC	29,133	$1.30M	0.0%	N/A	0.060%
5/5/2026	Sanctuary Advisors LLC	841,578	$37.64M	0.2%	+94.5%	1.739%
5/4/2026	Calamos Wealth Management LLC	4,562	$204K	0.0%	N/A	0.009%
5/4/2026	Calamos Advisors LLC	4,562	$204K	0.0%	N/A	0.009%
5/4/2026	Retirement Planning Group LLC	5,165,395	$231.00M	7.2%	+28.5%	10.672%
5/4/2026	Chicago Partners Investment Group LLC	11,185	$543K	0.0%	-19.4%	0.023%
5/2/2026	Global Assets Advisory LLC	777	$35K	0.0%	N/A	0.002%
5/2/2026	Diversify Wealth Management LLC	14,172	$680K	0.0%	N/A	0.029%
5/1/2026	Fifth Third Bancorp	2,689	$120K	0.0%	+464.9%	0.006%
4/30/2026	Kestra Advisory Services LLC	558,311	$24.97M	0.1%	+14.4%	1.156%
4/30/2026	Money Concepts Capital Corp	31,926	$1.43M	0.1%	+73.1%	0.066%
4/29/2026	Evergreen Private Wealth LLC	125,215	$5.60M	2.3%	-1.8%	0.259%
4/28/2026	WBH Advisory Inc.	6,640	$300K	0.0%	N/A	0.014%
4/27/2026	Private Advisor Group LLC	15,717	$703K	0.0%	+6.8%	0.033%
4/27/2026	Trademark Financial Management LLC	63,303	$2.83M	1.4%	+47.0%	0.131%
4/27/2026	Prasad Wealth Partners LLC	197,268	$8.82M	2.4%	+3.7%	0.409%
4/23/2026	Riverbend Wealth Management LLC	29,727	$1.33M	0.8%	+3.1%	0.062%
How Long Does $2.5M Last in Retirement? (Ad) Having $2.5 million saved puts you ahead of most Americans, but how long it lasts depends on the decisions you make with it. Using the 4% rule as a benchmark, that balance could translate to about $100,000 in year one, adjusted upward for inflation each year after. But the 4% rule has potential downsides and may not fit every portfolio. A financial advisor can help size and structure a retirement budget around your income sources, taxes, and goals. SmartAsset's free quiz matches nearly 50,000 people each month with vetted fiduciary advisors. Take the free quiz to get matched with a fiduciary advisor
4/22/2026	Mayfair Advisory Group LLC	9,285	$415K	0.1%	+48.4%	0.019%
4/20/2026	Kestra Private Wealth Services LLC	81,993	$3.67M	0.0%	+7.5%	0.170%
4/20/2026	Breakwater Capital Group	14,549	$651K	0.1%	-1.4%	0.030%
4/20/2026	Global Financial Private Client LLC	29,090	$1.30M	0.4%	+3.2%	0.060%
4/20/2026	RFG Advisory LLC	8,287	$371K	0.0%	N/A	0.017%
4/18/2026	Faithward Advisors LLC	39,390	$1.76M	0.2%	+57.9%	0.082%
4/17/2026	Provident Wealth Management LLC	164,649	$7.36M	2.2%	-0.9%	0.342%
4/17/2026	Roxbury Financial LLC	22,390	$1.00M	0.9%	+1.9%	0.046%
3/17/2026	Rockefeller Capital Management L.P.	36,241	$1.60M	0.0%	+76.7%	0.082%
3/13/2026	World Investment Advisors	9,562	$422K	0.0%	+70.1%	0.022%
3/4/2026	SHP Wealth Management	21,136	$933K	0.1%	N/A	0.048%
2/20/2026	Sunbelt Securities Inc.	1,254	$55K	0.0%	-88.1%	0.003%
2/18/2026	Mercer Global Advisors Inc. ADV	66,414	$2.93M	0.0%	-47.1%	0.150%
2/17/2026	AQR Capital Management LLC	5,382	$238K	0.0%	-18.5%	0.012%
2/17/2026	Cetera Investment Advisers	604,170	$26.66M	0.0%	+5.9%	1.364%
2/17/2026	Hilltop Holdings Inc.	27,912	$1.23M	0.1%	-10.8%	0.063%
2/17/2026	Equitable Holdings Inc.	37,490	$1.65M	0.0%	+0.6%	0.085%
2/17/2026	Osaic Holdings Inc.	370,228	$16.34M	0.0%	+10.0%	0.836%
2/17/2026	Advisory Services Network LLC	148,641	$6.56M	0.1%	+4.4%	0.336%
2/17/2026	&PARTNERS	45,837	$2.02M	0.0%	+12.5%	0.103%
2/17/2026	Royal Bank of Canada	51,360	$2.27M	0.0%	+2.7%	0.116%
2/17/2026	Faithward Advisors LLC	24,939	$1.10M	0.2%	+33.4%	0.056%
2/16/2026	Portfolio Resources Advisor Group Inc.	1,104	$49K	0.0%	N/A	0.002%
2/16/2026	MML Investors Services LLC	170,255	$7.51M	0.0%	+21.2%	0.384%
2/16/2026	Mariner LLC	9,529	$421K	0.0%	+8.2%	0.022%
2/13/2026	Kestra Advisory Services LLC	488,145	$21.54M	0.1%	+11.6%	1.102%
2/13/2026	Visionary Wealth Advisors	34,396	$1.52M	0.1%	+12.1%	0.078%
2/13/2026	Stifel Financial Corp	522,532	$23.06M	0.0%	+55.2%	1.180%
2/13/2026	Balanced Rock Investment Advisors LLC	9,766	$431K	0.3%	+21.1%	0.022%
2/13/2026	Smartleaf Asset Management LLC	59,975	$2.68M	0.1%	-17.1%	0.135%
2/13/2026	Golden State Wealth Management LLC	50,995	$2.25M	0.2%	-2.7%	0.115%
2/13/2026	Wells Fargo & Company MN	2,787	$123K	0.0%	+1,783.1%	0.006%
2/12/2026	Jane Street Group LLC	76,931	$3.40M	0.0%	+52.3%	0.174%
2/12/2026	Commonwealth Equity Services LLC	3,052,013	$134.69M	0.2%	+18.7%	6.889%
2/12/2026	Steward Partners Investment Advisory LLC	203,540	$8.98M	0.0%	+1.5%	0.459%
2/12/2026	Principal Securities Inc.	6,924	$306K	0.0%	+4.0%	0.016%
2/11/2026	Cedar Point Capital Partners LLC	17,557	$775K	0.5%	-4.4%	0.040%
2/11/2026	Capital Analysts LLC	7,015	$310K	0.0%	+374.9%	0.016%
2/11/2026	Advocacy Wealth Management LLC	545,451	$24.07M	1.0%	+6.9%	1.231%
2/11/2026	LPL Financial LLC	1,099,883	$48.54M	0.0%	+8.6%	2.483%
2/11/2026	Liberty Square Wealth Partners LLC	259,983	$11.47M	3.3%	+127.7%	0.587%
2/11/2026	Mascagni Wealth Management Inc.	18,697	$825K	0.6%	+4.3%	0.042%
2/11/2026	J.W. Cole Advisors Inc.	42,333	$1.87M	0.0%	+29.7%	0.096%
2/11/2026	Vise Technologies Inc.	8,078	$356K	0.0%	N/A	0.018%
2/10/2026	Northwestern Mutual Wealth Management Co.	342,968	$15.14M	0.0%	+5.3%	0.774%
2/10/2026	Foundations Investment Advisors LLC	37,210	$1.64M	0.0%	+8.9%	0.084%
2/10/2026	Thoroughbred Financial Services LLC	6,443	$284K	0.0%	-50.1%	0.015%
2/9/2026	Kestra Investment Management LLC	1,257,283	$55.48M	1.4%	N/A	2.838%
2/9/2026	Kuhn & Co Investment Counsel	31,584	$1.39M	0.9%	+17.9%	0.071%
2/6/2026	New Millennium Group LLC	37,536	$1.66M	0.7%	-1.6%	0.085%
The 2026 beginners Guide to Gold IRAs (Ad) Gold trades near record highs while silver just topped $81 an ounce for the first time ever. Thousands of Americans use Gold IRAs to diversify retirement savings amid rising national debt. The free 2026 Beginner's Guide to Gold IRAs covers top advantages, penalty free 401k rollovers, and simple steps to get started. Download the free Beginner's Guide to Gold IRAs now
2/6/2026	Principle Wealth Partners LLC	10,118	$447K	0.0%	+33.2%	0.023%
2/6/2026	Van Hulzen Asset Management LLC	79,981	$3.53M	0.3%	+3.5%	0.181%
2/6/2026	Global Retirement Partners LLC	4,782	$211K	0.0%	-6.1%	0.011%
2/6/2026	IFP Advisors Inc	31,604	$1.40M	0.0%	+1,307.1%	0.071%
2/6/2026	Creative Financial Designs Inc. ADV	975	$43K	0.0%	+283.9%	0.002%
2/6/2026	HighTower Advisors LLC	9,291	$410K	0.0%	+40.7%	0.021%
2/6/2026	Envestnet Portfolio Solutions Inc.	17,470	$771K	0.0%	+27.5%	0.039%
2/5/2026	Hicks Capital Management LLC	29,416	$1.30M	1.3%	+16.1%	0.066%
2/5/2026	Northwestern Mutual Wealth Management Co.	202,496	$8.94M	0.0%	-37.8%	0.457%
2/5/2026	Presper Financial Architects LLC	70,673	$3.12M	1.8%	+6.4%	0.160%

FSMD Institutional Ownership - Frequently Asked Questions

During the previous two years, 164 institutional investors and hedge funds held shares of Fidelity Small-Mid Multifactor ETF. The most heavily invested institutionals were Retirement Planning Group LLC ($231.00M), Commonwealth Equity Services LLC ($134.69M), Bank of America Corp DE ($57.13M), Kestra Investment Management LLC ($55.48M), LPL Financial LLC ($48.54M), Sanctuary Advisors LLC ($37.64M), and Envestnet Asset Management Inc. ($30.57M).Learn more on Fidelity Small-Mid Multifactor ETF's institutional investors.

Of the 160 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 ($3.05M), Commonwealth Equity Services LLC ($1.87M), Kestra Investment Management LLC ($1.26M), Bank of America Corp DE ($793.23K), Raymond James Financial Inc. ($756.11K), Advocacy Wealth Management Services LLC ($719.45K), and LPL Financial LLC ($584.49K).

Institutional investors have bought a total of 7,926,517 shares in the last 24 months. This purchase volume represents approximately $351.15M in transactions.

Of the 32 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: Advocacy Wealth Management LLC ($176.41K), Raymond James Financial Inc. ($134.79K), Northwestern Mutual Wealth Management Co. ($123.21K), Mercer Global Advisors Inc. ADV ($59.22K), Citadel Advisors LLC ($32.10K), Cetera Investment Advisers ($22.88K), and Smartleaf Asset Management LLC ($12.41K).

Institutional investors have sold a total of 633,950 shares in the last 24 months. This volume of shares sold represents approximately $28.31M in transactions.

Related Companies

Institutional ownership data for NYSEARCA:FSMD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.

From Our Partners

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Fidelity Small-Mid Multifactor ETF (FSMD) Institutional Ownership

FSMD Institutional Buying and Selling by Quarter

Fidelity Small-Mid Multifactor ETF Major Shareholders & Ownership History

FSMD Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Fidelity Small-Mid Multifactor ETF (FSMD) Institutional Ownership

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

FSMD Institutional Buying and Selling by Quarter

Fidelity Small-Mid Multifactor ETF Major Shareholders & Ownership History

FSMD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FSMD shares?

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

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

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

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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools