Fidelity Small-Mid MultifactFSMDETF
13F holders, Q2 2024 (June 30)54holders +15
17new positions
4sold out
1famous investor
$37.54avg. 13F price*
At the end of Q2 2024, 54 institutions reported holding Fidelity Small-Mid Multifact (FSMD) in their 13F filings, up 15 from Q1 2024. 17 opened new positions and 4 sold out. The largest holders were Retirement Planning Group, LLC ($79.7M), Commonwealth Equity Services, LLC ($44.4M) and Kestra Advisory Services, LLC ($14.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Small-Mid Multifact
- CUSIP
- 316092527
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $96.9M |
| Exits | 4 | $2.5M |
All 13F filers, Q1 2024 → Q2 2024: 2,951,655 shares bought and 195,711 shares sold, net +2,755,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Retirement Planning Group, LLC | 5.07% | New | 2,116,506 | $79.7M |
| Commonwealth Equity Services, LLC | 0.07% | Add +12.8% | 1,178,938 | $44.4M |
| Kestra Advisory Services, LLC | 0.08% | Add +12.7% | 413,744 | $14.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +30.8% | 300,425 | $11.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +6.5% | 253,327 | $9.5M |
| Sterling Manor Financial, LLC | 5.39% | New | 187,982 | $7.1M |
| Stratos Investment Management, LLC | 0.52% | New | 165,199 | $6.2M |
| Cetera Investment Advisers | 0.01% | Add +1.0% | 164,160 | $6.2M |
| Evergreen Private Wealth LLC | 2.15% | Add +1.7% | 115,978 | $4.4M |
| LPL Financial LLC | 0.00% | Add +35.9% | 90,717 | $3.4M |
| Bank of America Corp. | 0.00% | Add +16.0% | 86,516 | $3.3M |
| Susquehanna International Group, LLP | 0.01% | Add +73.9% | 80,598 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -60.0% | 78,106 | $2.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +11.1% | 45,619 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +14.3% | 40,198 | $1.5M |
| AE Wealth Management LLC | 0.01% | Add +17.5% | 38,314 | $1.4M |
| Citadel Advisors | 0.00% | New | 35,955 | $1.4M |
| Trademark Financial Management, LLC | 1.08% | Add +2.6% | 35,271 | $1.3M |
| Rehmann Capital Advisory Group | 0.06% | No change | 20,527 | $773K |
| Stratos Wealth Advisors, LLC | 0.04% | New | 19,834 | $747K |
| Advisory Services Network, LLC | 0.01% | Reduce -43.3% | 17,881 | $674K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.3% | 17,009 | $641K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +42.1% | 16,847 | $635K |
| Cedar Point Capital Partners, LLC | 0.45% | Add +11.8% | 15,822 | $596K |
| Royal Bank of Canada | 0.00% | Add +14.3% | 15,607 | $588K |
| Old Mission Capital LLC | 0.01% | New | 14,868 | $560K |
| Harbour Investments, Inc. | 0.02% | Reduce -0.9% | 13,349 | $503K |
| Farther Finance Advisors, LLC | 0.02% | Add +883.1% | 11,984 | $449K |
| Merit Financial Group, LLC | 0.01% | Add +15.8% | 11,628 | $438K |
| Birchcreek Wealth Management, LLC | 0.18% | New | 8,567 | $323K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 6,975 | $263K |
| Mariner, LLC | 0.00% | Reduce -0.3% | 6,463 | $244K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +17.4% | 6,292 | $237K |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.0% | 6,289 | $237K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 6,067 | $229K |
| Stifel Financial Corp. | 0.00% | New | 5,450 | $205K |
| Sound Income Strategies, LLC | 0.01% | No change | 5,210 | $196K |
| UBS Group AG | 0.00% | New | 1,430 | $54K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.9% | 1,218 | $46K |
| ZynergyRetirementPlanningLLC | 0.03% | — | 1,179 | $44K |
| FMR LLC | 0.00% | Reduce -4.3% | 813 | $31K |
| Bank of Montreal | 0.00% | New | 470 | $18K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 427 | $16K |
| Mather Group, Llc. | 0.00% | New | 305 | $12K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 299 | $11K |
| International Assets Investment Management, LLC | 0.00% | New | 233 | $9K |
| Principal Securities, Inc. | 0.00% | No change | 209 | $8K |
| Global Retirement Partners, LLC | 0.00% | No change | 207 | $8K |
| ORG Partners LLC | 0.00% | New | 200 | $7K |
| Morgan Stanley | 0.00% | Add +2.4% | 85 | $3K |
| AdvisorNet Financial, Inc | 0.00% | New | 25 | $942 |
| Clarity Asset Management, Inc. | 0.00% | Reduce -97.7% | 24 | $889 |
| Sunbelt Securities, Inc. | 0.00% | No change | 14 | $528 |
| Spire Wealth Management | 0.00% | Add +7.7% | 14 | $528 |
"% of holder's portfolio" is FSMD's weight in each manager's 13F, not the share of Fidelity Small-Mid Multifact the manager owns.