Fidelity Emrg MRKT MultifactFDEMETF

13F holders, Q3 2024 (September 30)
26holders +4
9new positions
4sold out
$27.05avg. 13F price*

At the end of Q3 2024, 26 institutions reported holding Fidelity Emrg MRKT Multifact (FDEM) in their 13F filings, up 4 from Q2 2024. 9 opened new positions and 4 sold out. The largest holders were Commonwealth Equity Services, LLC ($20.5M), Sunbelt Securities, Inc. ($2.2M) and Merkkuri Wealth Advisors LLC ($1.7M).

Company
Fidelity Emrg MRKT Multifact
CUSIP
316092543
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 15Q1 2024Q2 2024: 22Q2 2024Q3 2024: 26Q3 2024Q4 2024: 37Q4 2024Q1 2025: 37Q1 2025Q2 2025: 45Q2 2025Q3 2025: 49Q3 2025Q4 2025: 71Q4 2025Q1 2026: 77Q1 2026Q2 2026: 79Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions9$2.2M
Exits4$2.5M

All 13F filers, Q2 2024 → Q3 2024: 230,720 shares bought and 220,681 shares sold, net +10,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 26 holders

Commonwealth Equity Services, LLC 0.03% Add +12.9% 759,655 $20.5M
Sunbelt Securities, Inc. 0.22% Add +4.5% 83,147 $2.2M
Merkkuri Wealth Advisors LLC 1.30% Add +14.2% 61,031 $1.7M
Osaic Holdings, Inc. 0.00% Add +1151.0% 39,007 $1.1M
Kestra Advisory Services, LLC 0.01% Reduce -6.7% 37,369 $1.0M
McAdam, LLC 0.05% New 33,567 $908K
Goldman Sachs Group Inc. 0.00% New 32,054 $867K
Jane Street Group, LLC 0.00% Reduce -63.5% 22,293 $603K
Envestnet Asset Management Inc. 0.00% Add +66.7% 15,462 $418K
Cambridge Investment Research Advisors, Inc. 0.00% Add +14.4% 14,743 $399K
New Insight Wealth Advisors 0.21% Reduce -3.4% 14,737 $399K
Farther Finance Advisors, LLC 0.01% Add +27.4% 12,766 $345K
Waverly Advisors, LLC 0.01% New 12,000 $325K
Dentgroup LLC 0.23% Reduce -78.6% 11,311 $306K
JPMorgan Chase & Co. 0.00% Reduce -78.8% 11,103 $300K
MML Investors Services, LLC 0.00% Add +9.0% 10,114 $274K
Harbour Investments, Inc. 0.00% Add +11.4% 3,279 $89K
Morgan Stanley 0.00% Add +319200.0% 3,193 $86K
Comerica Bank 0.00% New 1,610 $44K
FMR LLC 0.00% Add +151.8% 1,108 $30K
Larson Financial Group LLC 0.00% New 961 $26K
Glass Jacobson Investment Advisors llc 0.00% New 548 $15K
CoreCap Advisors, LLC 0.00% New 420 $11K
Clarity Asset Management, Inc. 0.01% Add +1.0% 304 $8K
Spire Wealth Management 0.00% Add +0.4% 240 $6K
Tradewinds Capital Management, LLC 0.00% New 14 $373

"% of holder's portfolio" is FDEM's weight in each manager's 13F, not the share of Fidelity Emrg MRKT Multifact the manager owns.