Go Pro
→ SPCX Warning - and Worst News for Stocks in 50 Years (From TradeSmith) (Ad)tc pixel Free FSMD Stock Alerts

Fidelity Small-Mid Multifactor ETF (FSMD) Institutional Ownership

$50.92 -0.10 (-0.20%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
131
Total
Institutional Inflows
(last 12 months)
$425.08M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$38.27M
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.
Skip Chart & View Institutional Buying and Selling Data

FSMD Institutional Buying and Selling by Quarter

Fidelity Small-Mid Multifactor ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Wealthcare Advisory Partners LLC39,609$2.09M0.0%+2.5%0.081%
7/9/2026 Fortitude Financial LLC79,495$4.20M3.8%-9.5%0.162%
7/9/2026 Focus Financial Network Inc.17,034$900K0.0%+1.2%0.035%
7/9/2026 Breakwater Capital Group14,113$746K0.1%-3.0%0.029%
7/7/2026 Dynamic Advisor Solutions LLC6,304$333K0.0%+16.4%0.013%
7/7/2026 CoreCap Advisors LLC12,974$686K0.0%+8.8%0.026%
7/1/2026 Roxbury Financial LLC23,776$1.26M1.0%+6.2%0.049%
5/28/2026Cozad Asset Management Inc.4,743$212K0.0%-4.1%0.010%
5/26/2026 Summit 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%
5/6/2026 Independent 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%
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%
4/29/2026 Evergreen 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%
4/23/2026 Riverbend 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%
4/20/2026 Breakwater Capital Group14,549$651K0.1%-1.4%0.030%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
4/20/2026 Global Financial Private Client LLC29,090$1.30M0.4%+3.2%0.060%
4/20/2026 RFG 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%
4/17/2026 Roxbury 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%
2/13/2026 Golden 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%
2/11/2026 J.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%
2/6/2026Global Retirement Partners LLC4,782$211K0.0%-6.1%0.011%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
2/6/2026 IFP Advisors Inc31,604$1.40M0.0%+1,307.1%0.071%
2/6/2026Creative Financial Designs Inc. ADV975$43K0.0%+283.9%0.002%
2/6/2026HighTower Advisors LLC9,291$410K0.0%+40.7%0.021%
2/6/2026 Envestnet Portfolio Solutions Inc.17,470$771K0.0%+27.5%0.039%
2/5/2026 Hicks Capital Management LLC29,416$1.30M1.3%+16.1%0.066%
2/5/2026Northwestern Mutual Wealth Management Co.202,496$8.94M0.0%-37.8%0.457%
2/5/2026Presper Financial Architects LLC70,673$3.12M1.8%+6.4%0.160%
2/5/2026BG Investment Services LLC17,417$769K0.7%+19.3%0.039%
2/5/2026Atria Investments Inc385,746$17.02M0.2%+1.0%0.871%
2/4/2026World Investment Advisors9,562$422K0.0%+70.1%0.022%


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 ($2.01M), 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 9,721,652 shares in the last 24 months. This purchase volume represents approximately $425.08M in transactions.

Of the 40 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), Northwestern Mutual Wealth Management Co. ($162.19K), Raymond James Financial Inc. ($134.79K), Jane Street Group LLC ($93.72K), Mercer Global Advisors Inc. ADV ($59.22K), AE Wealth Management LLC ($44.10K), and Trademark Financial Management LLC ($41.50K).

Institutional investors have sold a total of 882,941 shares in the last 24 months. This volume of shares sold represents approximately $38.27M in transactions.


Related Companies

This page (NYSEARCA:FSMD) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel