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Fidelity Small-Mid Multifactor ETF (FSMD) Institutional Ownership

$49.63 +0.46 (+0.94%)
Closing price 04:10 PM Eastern
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$49.60 -0.04 (-0.07%)
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Institutional Ownership Changes (13F Filings) for Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD)

Number of
Institutional Buyers
(last 12 months)
123
Total
Institutional Inflows
(last 12 months)
$365.68M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$30.25M
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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
10/1/2026Roxbury Financial LLC23,459$1.15M0.9%-1.3%0.046%
9/23/2026Envestnet Asset Management Inc.2,369,532$125.23M0.0%+12.4%4.730%
9/9/2026Van Hulzen Asset Management LLC46,753$2.47M0.2%-42.1%0.095%
9/9/2026Capital Analysts LLC18,555$980K0.0%+50.4%0.038%
9/9/2026RFG Advisory LLC5,907$312K0.0%-28.7%0.012%
9/9/2026NewEdge Advisors LLC6,530$345K0.0%+14,095.7%0.013%
9/9/2026IFP Advisors Inc34,667$1.83M0.0%+3.4%0.070%
9/8/2026Allworth Financial LP1,986$105K0.0%+28.0%0.004%
9/2/2026Citadel Advisors LLC4,869$257K0.0%-86.8%0.010%
8/22/2026Schuylkill Financial LLC44,336$2.34M2.1%N/A0.090%
8/22/2026Concurrent Investment Advisors LLC26,377$1.39M0.0%+3.7%0.053%
7/10/2026Wealthcare Advisory Partners LLC39,609$2.09M0.0%+2.5%0.081%
7/9/2026Fortitude Financial LLC79,495$4.20M3.8%-9.5%0.162%
7/9/2026Focus Financial Network Inc.17,034$900K0.0%+1.2%0.035%
7/9/2026Breakwater Capital Group14,113$746K0.1%-3.0%0.029%
7/7/2026Dynamic Advisor Solutions LLC6,304$333K0.0%+16.4%0.013%
7/7/2026CoreCap Advisors LLC12,974$686K0.0%+8.8%0.026%
7/1/2026Roxbury Financial LLC23,776$1.26M1.0%+6.2%0.049%
5/28/2026Cozad Asset Management Inc.4,743$212K0.0%-4.1%0.010%
5/26/2026Summit Financial Wealth Advisors LLC13,471$602K0.1%+97.9%0.028%
5/19/2026Western Wealth Management LLC601$27K0.0%N/A0.001%
5/19/2026Mascagni Wealth Management Inc.27,827$1.24M0.9%+48.8%0.057%
5/19/2026Bank of America Corp DE1,277,438$57.13M0.0%+12.5%2.639%
5/19/2026Arkadios Wealth Advisors5,750$257K0.0%N/A0.012%
5/18/2026Royal Bank of Canada57,799$2.59M0.0%+12.5%0.119%
5/15/2026Gateway Wealth Partners LLC8,580$384K0.0%N/A0.018%
5/14/2026Hilltop Holdings Inc.26,659$1.19M0.1%-4.5%0.055%
5/14/2026Lido Advisors LLC6,050$271K0.0%N/A0.013%
5/13/2026Cetera Investment Advisers581,286$26.00M0.0%-3.8%1.201%
5/8/2026PNC Financial Services Group Inc.16,057$718K0.0%+383.9%0.033%
5/7/2026Liberty Square Wealth Partners LLC317,635$14.21M4.0%+22.2%0.656%
5/6/2026Independent Financial Group LLC29,133$1.30M0.0%N/A0.060%
5/5/2026Sanctuary Advisors LLC841,578$37.64M0.2%+94.5%1.739%
5/4/2026Calamos Wealth Management LLC4,562$204K0.0%N/A0.009%
5/4/2026Calamos Advisors LLC4,562$204K0.0%N/A0.009%
5/4/2026Retirement Planning Group LLC5,165,395$231.00M7.2%+28.5%10.672%
5/4/2026Chicago Partners Investment Group LLC11,185$543K0.0%-19.4%0.023%
5/2/2026Global Assets Advisory LLC777$35K0.0%N/A0.002%
5/2/2026Diversify Wealth Management LLC14,172$680K0.0%N/A0.029%
5/1/2026Fifth Third Bancorp2,689$120K0.0%+464.9%0.006%
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4/30/2026Kestra Advisory Services LLC558,311$24.97M0.1%+14.4%1.156%
4/30/2026Money Concepts Capital Corp31,926$1.43M0.1%+73.1%0.066%
4/29/2026Evergreen Private Wealth LLC125,215$5.60M2.3%-1.8%0.259%
4/28/2026WBH Advisory Inc.6,640$300K0.0%N/A0.014%
4/27/2026Private Advisor Group LLC15,717$703K0.0%+6.8%0.033%
4/27/2026Trademark Financial Management LLC63,303$2.83M1.4%+47.0%0.131%
4/27/2026Prasad Wealth Partners LLC197,268$8.82M2.4%+3.7%0.409%
4/23/2026Riverbend Wealth Management LLC29,727$1.33M0.8%+3.1%0.062%
4/22/2026Mayfair Advisory Group LLC9,285$415K0.1%+48.4%0.019%
4/20/2026Kestra Private Wealth Services LLC81,993$3.67M0.0%+7.5%0.170%
4/20/2026Breakwater Capital Group14,549$651K0.1%-1.4%0.030%
4/20/2026Global Financial Private Client LLC29,090$1.30M0.4%+3.2%0.060%
4/20/2026RFG Advisory LLC8,287$371K0.0%N/A0.017%
4/18/2026Faithward Advisors LLC39,390$1.76M0.2%+57.9%0.082%
4/17/2026Provident Wealth Management LLC164,649$7.36M2.2%-0.9%0.342%
4/17/2026Roxbury Financial LLC22,390$1.00M0.9%+1.9%0.046%
3/17/2026Rockefeller Capital Management L.P.36,241$1.60M0.0%+76.7%0.082%
3/13/2026World Investment Advisors9,562$422K0.0%+70.1%0.022%
3/4/2026SHP Wealth Management21,136$933K0.1%N/A0.048%
2/20/2026Sunbelt Securities Inc.1,254$55K0.0%-88.1%0.003%
2/18/2026Mercer Global Advisors Inc. ADV66,414$2.93M0.0%-47.1%0.150%
2/17/2026AQR Capital Management LLC5,382$238K0.0%-18.5%0.012%
2/17/2026Cetera Investment Advisers604,170$26.66M0.0%+5.9%1.364%
2/17/2026Hilltop Holdings Inc.27,912$1.23M0.1%-10.8%0.063%
2/17/2026Equitable Holdings Inc.37,490$1.65M0.0%+0.6%0.085%
2/17/2026Osaic Holdings Inc.370,228$16.34M0.0%+10.0%0.836%
2/17/2026Advisory Services Network LLC148,641$6.56M0.1%+4.4%0.336%
2/17/2026&PARTNERS45,837$2.02M0.0%+12.5%0.103%
2/17/2026Royal Bank of Canada51,360$2.27M0.0%+2.7%0.116%
2/17/2026Faithward Advisors LLC24,939$1.10M0.2%+33.4%0.056%
2/16/2026Portfolio Resources Advisor Group Inc.1,104$49K0.0%N/A0.002%
2/16/2026MML Investors Services LLC170,255$7.51M0.0%+21.2%0.384%
2/16/2026Mariner LLC9,529$421K0.0%+8.2%0.022%
2/13/2026Kestra Advisory Services LLC488,145$21.54M0.1%+11.6%1.102%
2/13/2026Visionary Wealth Advisors34,396$1.52M0.1%+12.1%0.078%
2/13/2026Stifel Financial Corp522,532$23.06M0.0%+55.2%1.180%
2/13/2026Balanced Rock Investment Advisors LLC9,766$431K0.3%+21.1%0.022%
2/13/2026Smartleaf Asset Management LLC59,975$2.68M0.1%-17.1%0.135%
2/13/2026Golden State Wealth Management LLC50,995$2.25M0.2%-2.7%0.115%
2/13/2026Wells Fargo & Company MN2,787$123K0.0%+1,783.1%0.006%
2/12/2026Jane Street Group LLC76,931$3.40M0.0%+52.3%0.174%
2/12/2026Commonwealth Equity Services LLC3,052,013$134.69M0.2%+18.7%6.889%
2/12/2026Steward Partners Investment Advisory LLC203,540$8.98M0.0%+1.5%0.459%
2/12/2026Principal Securities Inc.6,924$306K0.0%+4.0%0.016%
2/11/2026Cedar Point Capital Partners LLC17,557$775K0.5%-4.4%0.040%
2/11/2026Capital Analysts LLC7,015$310K0.0%+374.9%0.016%
2/11/2026Advocacy Wealth Management LLC545,451$24.07M1.0%+6.9%1.231%
2/11/2026LPL Financial LLC1,099,883$48.54M0.0%+8.6%2.483%
2/11/2026Liberty Square Wealth Partners LLC259,983$11.47M3.3%+127.7%0.587%
2/11/2026Mascagni Wealth Management Inc.18,697$825K0.6%+4.3%0.042%
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2/11/2026J.W. Cole Advisors Inc.42,333$1.87M0.0%+29.7%0.096%
2/11/2026Vise Technologies Inc.8,078$356K0.0%N/A0.018%
2/10/2026Northwestern Mutual Wealth Management Co.342,968$15.14M0.0%+5.3%0.774%
2/10/2026Foundations Investment Advisors LLC37,210$1.64M0.0%+8.9%0.084%
2/10/2026Thoroughbred Financial Services LLC6,443$284K0.0%-50.1%0.015%
2/9/2026Kestra Investment Management LLC1,257,283$55.48M1.4%N/A2.838%
2/9/2026Kuhn & Co Investment Counsel31,584$1.39M0.9%+17.9%0.071%
2/6/2026New Millennium Group LLC37,536$1.66M0.7%-1.6%0.085%
2/6/2026Principle Wealth Partners LLC10,118$447K0.0%+33.2%0.023%
2/6/2026Van Hulzen Asset Management LLC79,981$3.53M0.3%+3.5%0.181%


FSMD Institutional Ownership - Frequently Asked Questions

During the previous two years, 165 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), Envestnet Asset Management Inc. ($125.23M), Bank of America Corp DE ($57.13M), Kestra Investment Management LLC ($55.48M), LPL Financial LLC ($48.54M), and Sanctuary Advisors LLC ($37.64M).Learn more on Fidelity Small-Mid Multifactor ETF's institutional investors.

Of the 161 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 Envestnet Asset Management Inc. ($617.57K).

Institutional investors have bought a total of 8,201,567 shares in the last 24 months. This purchase volume represents approximately $365.68M in transactions.

Of the 35 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), Van Hulzen Asset Management LLC ($33.96K), Citadel Advisors LLC ($32.10K), and Cetera Investment Advisers ($22.88K).

Institutional investors have sold a total of 670,608 shares in the last 24 months. This volume of shares sold represents approximately $30.25M 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 10/1/2026. New 13F filings are added each quarter as they're published.
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