Fidelity Emrg MRKT MultifactFDEMETF

13F holders, Q1 2025 (March 31)
37holders
5new positions
5sold out
1famous investor
$25.55avg. 13F price*

At the end of Q1 2025, 37 institutions reported holding Fidelity Emrg MRKT Multifact (FDEM) in their 13F filings, unchanged from Q4 2024. 5 opened new positions and 5 sold out. The largest holders were Commonwealth Equity Services, LLC ($22.0M), Pasadena Private Wealth, LLC ($15.3M) and McAdam, LLC ($8.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions5$15.6M
Exits5$3.4M

All 13F filers, Q4 2024 → Q1 2025: 1,040,654 shares bought and 258,134 shares sold, net +782,520 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

Commonwealth Equity Services, LLC 0.03% Add +3.4% 861,735 $22.0M
Pasadena Private Wealth, LLC 2.96% New 599,514 $15.3M
McAdam, LLC 0.51% Add +64.9% 321,746 $8.2M
Salus Financial Advisors, LLC 5.23% Add +18.2% 270,552 $6.9M
Kestra Advisory Services, LLC 0.02% Add +20.0% 156,436 $4.0M
Osaic Holdings, Inc. 0.01% Reduce -42.0% 104,212 $2.7M
Sunbelt Securities, Inc. 0.23% Add +1.7% 100,951 $2.6M
MML Investors Services, LLC 0.01% Add +553.5% 71,364 $1.8M
Merkkuri Wealth Advisors LLC 1.32% Reduce -1.7% 60,495 $1.5M
RFG Advisory, LLC 0.04% Add +301.0% 53,794 $1.4M
Old Mission Capital LLC 0.03% Add +88.8% 51,907 $1.3M
JPMorgan Chase & Co. 0.00% Add +160.7% 41,710 $1.1M
Envestnet Asset Management Inc. 0.00% Add +70.9% 39,945 $1.0M
Dentgroup LLC 0.75% Add +140.7% 39,335 $1.0M
Stratos Wealth Advisors, LLC 0.04% Reduce -3.2% 29,780 $761K
Farther Finance Advisors, LLC 0.01% Add +19.5% 22,465 $576K
Citadel Advisors 0.00% Reduce -68.6% 20,456 $523K
New Insight Wealth Advisors 0.23% Add +21.1% 19,649 $502K
Cambridge Investment Research Advisors, Inc. 0.00% Add +8.9% 17,188 $439K
Dahring | Cusmano LLC 0.31% Add +28.5% 14,114 $361K
Waverly Advisors, LLC 0.00% No change 12,000 $307K
LPL Financial LLC 0.00% New 8,279 $212K
FMR LLC 0.00% Add +287.4% 5,667 $145K
Harbour Investments, Inc. 0.00% Add +1.0% 3,331 $85K
Principal Securities, Inc. 0.00% No change 2,508 $63K
Ball & Co Wealth Management Inc. 0.07% Reduce -6.3% 2,501 $63K
UBS Group AG 0.00% New 1,612 $41K
Comerica Bank 0.00% No change 1,610 $41K
Larson Financial Group LLC 0.00% Add +0.6% 1,291 $33K
Morgan Stanley 0.00% Add +73.7% 820 $21K
CoreCap Advisors, LLC 0.00% Reduce -0.8% 365 $9K
Clarity Asset Management, Inc. 0.01% Add +0.6% 323 $8K
Spire Wealth Management 0.00% No change 241 $6K
Northwestern Mutual Wealth Management Co. 0.00% New 185 $5K
Plante Moran Financial Advisors, LLC 0.00% New 58 $1K
Tradewinds Capital Management, LLC 0.00% Add +14.3% 16 $412
Wells Fargo & Company 0.00% Add +0.0% 1 $17

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