Fidelity Small-Mid MultifactFSMDETF
13F holders, Q2 2026 (June 30)187holders +16
28new positions
11sold out
2famous investors
$52.85avg. 13F price*
At the end of Q2 2026, 187 institutions reported holding Fidelity Small-Mid Multifact (FSMD) in their 13F filings, up 16 from Q1 2026. 28 opened new positions and 11 sold out. The largest holders were FMR LLC ($851.4M), Retirement Planning Group, LLC ($294.2M) and Commonwealth Equity Services, LLC ($179.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Fidelity Small-Mid Multifact
- CUSIP
- 316092527
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $22.8M |
| Exits | 11 | $7.6M |
All 13F filers, Q1 2026 → Q2 2026: 2,285,625 shares bought and 1,625,852 shares sold, net +659,773 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 187 holders
| FMR LLC | 0.04% | Reduce -4.5% | 16,109,104 | $851.4M |
| Retirement Planning Group, LLC | 7.47% | Add +7.8% | 5,565,941 | $294.2M |
| Commonwealth Equity Services, LLC | 0.23% | Add +2.9% | 3,396,903 | $179.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +12.4% | 2,369,532 | $125.2M |
| Kestra Investment Management, LLC | 1.47% | Add +17.0% | 1,439,993 | $76.1M |
| LPL Financial LLC | 0.02% | Add +12.2% | 1,367,259 | $72.3M |
| Bank of America Corp. | 0.00% | Add +6.1% | 1,355,242 | $71.6M |
| Sanctuary Advisors, LLC | 0.21% | Add +3.0% | 867,190 | $45.8M |
| Atria Investments, Inc | 0.40% | Reduce -1.6% | 746,717 | $39.5M |
| Advocacy Wealth Management, LLC | 1.18% | Add +8.4% | 616,638 | $32.6M |
| Stifel Financial Corp. | 0.03% | Reduce -23.1% | 595,405 | $31.5M |
| Cetera Investment Advisers | 0.03% | Reduce -2.7% | 565,584 | $29.9M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -13.1% | 485,327 | $25.6M |
| OneDigital Investment Advisors LLC | 0.22% | Add +17.6% | 481,970 | $25.5M |
| Raymond James Financial Inc. | 0.01% | Add +6.2% | 460,977 | $24.4M |
| Osaic Holdings, Inc. | 0.03% | Add +43.0% | 406,742 | $21.5M |
| Liberty Square Wealth Partners LLC | 4.49% | Add +12.3% | 356,575 | $18.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -14.3% | 354,956 | $18.8M |
| Goldstone Financial Group, LLC | 1.71% | Reduce -1.2% | 353,428 | $18.7M |
| GEN Financial Management, INC. | 9.47% | Reduce -2.0% | 297,441 | $15.7M |
| AssuredPartners Investment Advisors, LLC | 1.27% | Add +0.4% | 248,292 | $13.1M |
| Presper Financial Architects, LLC | 6.80% | Reduce -0.1% | 246,489 | $13.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -0.9% | 200,971 | $10.6M |
| Prasad Wealth Partners, LLC | 2.52% | Add +0.3% | 197,968 | $10.5M |
| MML Investors Services, LLC | 0.02% | Add +30.2% | 186,664 | $9.9M |
| Farther Finance Advisors, LLC | 0.08% | Reduce -5.5% | 184,870 | $9.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.2% | 177,654 | $9.4M |
| Appleton Partners Inc. | 0.54% | New | 166,023 | $8.8M |
| Bravera Wealth | 3.34% | Add +9.7% | 164,967 | $8.7M |
| Provident Wealth Management, LLC | 2.22% | Reduce -0.7% | 163,496 | $8.6M |
| Advisory Services Network, LLC | 0.09% | Reduce -0.6% | 149,284 | $7.9M |
| Fsa Wealth Partners, Inc. | 1.77% | Add +3.9% | 133,818 | $7.1M |
| Evergreen Private Wealth LLC | 2.48% | Add +1.3% | 126,854 | $6.7M |
| Laurel Wealth Planning LLC | 2.29% | Add +5.5% | 98,015 | $5.2M |
| Faithward Advisors, LLC | 0.58% | Add +129.3% | 90,309 | $4.8M |
| Royal Bank of Canada | 0.00% | Add +53.7% | 88,818 | $4.7M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +4.7% | 85,829 | $4.5M |
| Trademark Financial Management, LLC | 1.85% | Add +35.3% | 85,635 | $4.5M |
| Fortitude Financial, LLC | 3.78% | Reduce -9.5% | 79,495 | $4.2M |
| Thrivent Financial for Lutherans | 0.01% | New | 73,474 | $3.9M |
| Emerald Advisors, LLC | 0.43% | Add +13.7% | 64,562 | $3.4M |
| J.W. Cole Advisors, Inc. | 0.06% | New | 62,141 | $3.3M |
| &partners | 0.01% | Add +20.9% | 61,151 | $3.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.8% | 60,138 | $3.2M |
| Novem Group | 0.31% | Reduce -0.9% | 57,696 | $3.0M |
| AE Wealth Management LLC | 0.01% | Add +4.0% | 54,633 | $2.9M |
| Two Sigma Investments, LP | 0.00% | Reduce -63.9% | 49,700 | $2.6M |
| Van Hulzen Asset Management, LLC | 0.18% | Reduce -42.1% | 46,753 | $2.5M |
| Schuylkill Financial LLC | 2.17% | — | 44,336 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +2.5% | 39,609 | $2.1M |
| Money Concepts Capital Corp. | 0.10% | Add +23.3% | 39,373 | $2.1M |
| Kuhn & Co Investment Counsel | 1.19% | No change | 38,916 | $2.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.9% | 38,238 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.06% | New | 37,294 | $2.0M |
| Strategic Blueprint, LLC | 0.10% | Add +7.7% | 36,183 | $1.9M |
| IFP Advisors, Inc | 0.03% | Add +3.4% | 34,667 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +1.6% | 34,170 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Add +13.0% | 33,431 | $1.8M |
| Visionary Wealth Advisors | 0.07% | Add +21.2% | 32,869 | $1.7M |
| Riverbend Wealth Management, LLC | 0.84% | Add +5.3% | 31,302 | $1.7M |
| Mascagni Wealth Management, Inc. | 1.02% | Add +11.9% | 31,137 | $1.6M |
| Independent Financial Group, LLC | 0.03% | Reduce -2.0% | 30,360 | $1.6M |
| Global Financial Private Client, LLC | 0.42% | Add +0.9% | 29,349 | $1.6M |
| Hicks Capital Management LLC | 1.27% | Reduce -3.5% | 29,341 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -55.9% | 27,603 | $1.5M |
| SHP Wealth Management | 0.10% | Add +8.4% | 26,986 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +3.7% | 26,377 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +60.7% | 25,255 | $1.3M |
| Nova Wealth Management, Inc. | 0.73% | Reduce -14.5% | 24,957 | $1.3M |
| BG Investment Services, LLC | 0.94% | Add +14.5% | 24,674 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +2.2% | 23,973 | $1.3M |
| Roxbury Financial LLC | 0.99% | Add +6.2% | 23,776 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +15.3% | 22,243 | $1.2M |
| Creative Planning | 0.00% | Add +42.8% | 21,921 | $1.2M |
| Spire Wealth Management | 0.03% | Reduce -19.1% | 19,868 | $1.1M |
| Capital Analysts, LLC | 0.02% | Add +50.4% | 18,555 | $980K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.2% | 18,174 | $960K |
| Bank of New York Mellon Corp | 0.00% | New | 18,018 | $952K |
| Focus Financial Network, Inc. | 0.03% | Add +1.2% | 17,034 | $900K |
| Summit Financial Wealth Advisors, LLC | 0.12% | Add +26.3% | 17,015 | $899K |
| Rehmann Capital Advisory Group | 0.04% | No change | 16,961 | $896K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 16,187 | $855K |
| Foundations Investment Advisors, LLC | 0.01% | Add +53.0% | 15,672 | $828K |
| Cedar Point Capital Partners, LLC | 0.46% | Add +1.5% | 15,224 | $805K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +26.5% | 15,175 | $783K |
| Morgan Stanley | 0.00% | Add +240.9% | 14,548 | $769K |
| Perigon Wealth Management, LLC | 0.01% | Add +133.2% | 14,360 | $759K |
| Diversify Advisory Services, LLC | 0.01% | New | 14,873 | $758K |
| Diversify Wealth Management, LLC | 0.01% | Add +5.0% | 14,873 | $758K |
| Breakwater Capital Group | 0.09% | Reduce -3.0% | 14,113 | $746K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.2% | 13,395 | $708K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -32.7% | 13,205 | $698K |
| CoreCap Advisors, LLC | 0.02% | Add +8.8% | 12,974 | $686K |
| Ameriprise Financial Inc. | 0.00% | Reduce -64.6% | 12,405 | $656K |
| Mariner, LLC | 0.00% | Add +24.3% | 12,235 | $647K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +52.3% | 12,001 | $634K |
| Chicago Partners Investment Group LLC | 0.01% | Add +8.9% | 12,185 | $622K |
| Sweeney & Michel, LLC | 0.15% | Reduce -4.1% | 11,028 | $578K |
| Balanced Rock Investment Advisors LLC | 0.36% | Add +5.0% | 10,902 | $576K |
| Principle Wealth Partners LLC | 0.03% | Add +0.8% | 10,520 | $556K |
"% of holder's portfolio" is FSMD's weight in each manager's 13F, not the share of Fidelity Small-Mid Multifact the manager owns.