Fidelity Small-Mid MultifactFSMDETF
13F holders, Q1 2024 (March 31)39holders
$38.86avg. 13F price*
At the end of Q1 2024, 39 institutions reported holding Fidelity Small-Mid Multifact (FSMD) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($40.6M), Kestra Advisory Services, LLC ($14.3M) and Raymond James Financial Services Advisors, Inc. ($9.2M).
- Company
- Fidelity Small-Mid Multifact
- CUSIP
- 316092527
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $13.9M |
| Exits | 1 | $34K |
Ownership 39 holders
| Commonwealth Equity Services, LLC | 0.07% | Add +13.4% | 1,045,565 | $40.6M |
| Kestra Advisory Services, LLC | 0.10% | Add +5.0% | 367,237 | $14.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | New | 237,952 | $9.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.5% | 229,675 | $8.9M |
| Osaic Holdings, Inc. | 0.02% | Add +45.6% | 195,339 | $7.6M |
| Cetera Investment Advisers | 0.01% | Add +96.2% | 162,545 | $6.3M |
| Evergreen Private Wealth LLC | 2.22% | Add +15.1% | 114,030 | $4.4M |
| Bank of America Corp. | 0.00% | Add +3.3% | 74,585 | $2.9M |
| LPL Financial LLC | 0.00% | Add +86.0% | 66,752 | $2.6M |
| Lincoln National Corp. | 0.03% | Add +4.9% | 50,883 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | New | 46,340 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | New | 41,072 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +54.0% | 35,163 | $1.4M |
| Trademark Financial Management, LLC | 1.11% | Add +490.5% | 34,371 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +1.4% | 32,609 | $1.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -16.0% | 31,520 | $1.2M |
| Rehmann Capital Advisory Group | 0.06% | Reduce -1.2% | 20,527 | $798K |
| Cedar Point Capital Partners, LLC | 0.42% | Add +8.6% | 14,157 | $550K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.3% | 14,021 | $545K |
| Royal Bank of Canada | 0.00% | Reduce -0.7% | 13,651 | $530K |
| Harbour Investments, Inc. | 0.02% | Reduce -2.3% | 13,474 | $524K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +2.4% | 11,859 | $461K |
| Jane Street Group, LLC | 0.00% | New | 11,521 | $448K |
| Merit Financial Group, LLC | 0.01% | No change | 10,040 | $377K |
| JPMorgan Chase & Co. | 0.00% | Add +3.0% | 6,620 | $257K |
| Mariner, LLC | 0.00% | New | 6,480 | $252K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,359 | $208K |
| Sound Income Strategies, LLC | 0.02% | New | 5,210 | $202K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,219 | $47K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,150 | $45K |
| Clarity Asset Management, Inc. | 0.03% | Reduce -91.0% | 1,037 | $40K |
| FMR LLC | 0.00% | Reduce -60.6% | 850 | $33K |
| Cwm, LLC | 0.00% | No change | 857 | $33K |
| Principal Securities, Inc. | 0.00% | New | 209 | $8K |
| Global Retirement Partners, LLC | 0.00% | New | 207 | $8K |
| Morgan Stanley | 0.00% | Add +1.2% | 83 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 55 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 14 | $544 |
| Spire Wealth Management | 0.00% | New | 13 | $505 |
"% of holder's portfolio" is FSMD's weight in each manager's 13F, not the share of Fidelity Small-Mid Multifact the manager owns.