Fidelity Small-Mid MultifactFSMDETF
13F holders, Q4 2024 (December 31)90holders +25
25new positions
7sold out
1famous investor
$41.18avg. 13F price*
At the end of Q4 2024, 90 institutions reported holding Fidelity Small-Mid Multifact (FSMD) in their 13F filings, up 25 from Q3 2024. 25 opened new positions and 7 sold out. The largest holders were Retirement Planning Group, LLC ($106.3M), Commonwealth Equity Services, LLC ($72.1M) and Parcion Private Wealth LLC ($20.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $17.9M |
| Exits | 7 | $1.9M |
All 13F filers, Q3 2024 → Q4 2024: 2,376,639 shares bought and 55,966 shares sold, net +2,320,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Retirement Planning Group, LLC | 5.35% | Add +12.6% | 2,582,395 | $106.3M |
| Commonwealth Equity Services, LLC | 0.11% | Add +18.6% | 1,750,856 | $72.1M |
| Parcion Private Wealth LLC | 1.55% | Add +4.7% | 491,316 | $20.2M |
| Bank of America Corp. | 0.00% | Add +200.5% | 405,159 | $16.7M |
| Systelligence, LLC | 4.00% | Add +38.8% | 394,093 | $16.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +13.2% | 382,382 | $15.7M |
| Raymond James Financial Inc. | 0.01% | — | 359,010 | $14.8M |
| LPL Financial LLC | 0.01% | Add +188.9% | 355,489 | $14.6M |
| Stifel Financial Corp. | 0.01% | Add +4745.2% | 259,414 | $10.7M |
| Cetera Investment Advisers | 0.02% | Add +38.9% | 240,203 | $9.9M |
| Kestra Advisory Services, LLC | 0.05% | Add +15.7% | 236,395 | $9.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +30.1% | 231,107 | $9.5M |
| AssuredPartners Investment Advisors, LLC | 1.81% | — | 225,841 | $9.3M |
| Stratos Investment Management, LLC | 0.55% | Add +27.0% | 221,454 | $9.1M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -0.1% | 219,868 | $9.1M |
| Sterling Manor Financial, LLC | 5.74% | Reduce -0.5% | 200,027 | $8.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +235.2% | 156,605 | $6.4M |
| Provident Wealth Management, LLC | 2.11% | New | 153,841 | $6.3M |
| Evergreen Private Wealth LLC | 2.25% | Reduce -0.3% | 116,658 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +13.4% | 89,831 | $3.7M |
| Jane Street Group, LLC | 0.01% | New | 77,485 | $3.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +13.5% | 53,733 | $2.2M |
| Trademark Financial Management, LLC | 1.75% | Add +76.4% | 53,599 | $2.2M |
| AE Wealth Management LLC | 0.02% | Add +7.1% | 47,531 | $2.0M |
| Independent Financial Group, LLC | 0.06% | Add +98.5% | 45,460 | $1.9M |
| Independent Advisor Alliance | 0.02% | New | 35,042 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -18.4% | 33,886 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +101.8% | 29,185 | $1.2M |
| Fifth Third Securities, Inc. | 0.10% | New | 28,166 | $1.2M |
| Riverbend Wealth Management, LLC | 0.92% | — | 25,046 | $1.0M |
| Farther Finance Advisors, LLC | 0.04% | Add +55.6% | 24,738 | $1.0M |
| Roxbury Financial LLC | 0.86% | — | 20,041 | $895K |
| Goldman Sachs Group Inc. | 0.00% | New | 20,505 | $844K |
| PKS Advisory Services, LLC | 0.19% | — | 18,774 | $773K |
| Equitable Holdings, Inc. | 0.01% | Add +175.5% | 18,468 | $760K |
| Cedar Point Capital Partners, LLC | 0.51% | Add +9.1% | 18,322 | $754K |
| Rehmann Capital Advisory Group | 0.04% | No change | 16,961 | $698K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -1.3% | 16,623 | $684K |
| Citadel Advisors | 0.00% | New | 16,560 | $682K |
| BG Investment Services, LLC | 0.68% | — | 16,354 | $673K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +51.9% | 15,491 | $638K |
| Royal Bank of Canada | 0.00% | Add +4.3% | 14,252 | $587K |
| Thoroughbred Financial Services, LLC | 0.03% | New | 11,864 | $488K |
| Merit Financial Group, LLC | 0.01% | Add +0.3% | 11,694 | $481K |
| Diversified Portfolios, Inc. | 0.05% | New | 11,340 | $467K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 10,816 | $445K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +25.4% | 10,071 | $415K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 9,942 | $409K |
| Faithward Advisors, LLC | 0.06% | Add +81.0% | 8,847 | $364K |
| Kuhn & Co Investment Counsel | 0.30% | Add +37.1% | 8,616 | $355K |
| JPMorgan Chase & Co. | 0.00% | Add +21.7% | 8,454 | $348K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +17.8% | 7,961 | $328K |
| Silver Oak Securities, Incorporated | 0.03% | Add +10.0% | 7,336 | $302K |
| &partners | 0.00% | New | 6,841 | $284K |
| Mariner, LLC | 0.00% | Add +6.5% | 6,884 | $283K |
| Private Advisor Group, LLC | 0.00% | New | 6,016 | $248K |
| Uptick Partners, LLC | 0.09% | New | 5,965 | $246K |
| Creative Planning | 0.00% | New | 5,905 | $243K |
| Mgo One Seven LLC | 0.01% | New | 5,833 | $240K |
| UBS Group AG | 0.00% | Add +298.5% | 5,699 | $235K |
| HighTower Advisors, LLC | 0.00% | New | 5,578 | $230K |
| New England Private Wealth Advisors LLC | 0.04% | New | 5,574 | $229K |
| Prairie Wealth Advisors, Inc. | 0.10% | New | 5,255 | $216K |
| Sound Income Strategies, LLC | 0.01% | No change | 5,210 | $214K |
| Global Retirement Partners, LLC | 0.01% | Add +2340.1% | 5,051 | $208K |
| Foundations Investment Advisors, LLC | 0.00% | New | 5,032 | $207K |
| Eastern Bank | 0.00% | Add +115.7% | 4,345 | $179K |
| Cwm, LLC | 0.00% | New | 3,519 | $145K |
| FMR LLC | 0.00% | Add +69.3% | 3,118 | $128K |
| Nova Wealth Management, Inc. | 0.08% | — | 2,118 | $87K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | New | 2,116 | $87K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +105.4% | 1,968 | $81K |
| Principal Securities, Inc. | 0.00% | Add +88.7% | 1,810 | $75K |
| ZynergyRetirementPlanningLLC | 0.04% | No change | 1,381 | $57K |
| Noble Wealth Management PBC | 0.04% | — | 1,300 | $54K |
| Kestra Investment Management, LLC | 0.00% | New | 1,293 | $53K |
| Bank of Montreal | 0.00% | Add +74.5% | 820 | $34K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 689 | $28K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +0.3% | 315 | $13K |
| Creative Financial Designs Inc. | 0.00% | Add +0.4% | 252 | $10K |
| Russell Investments Group, Ltd. | 0.00% | New | 211 | $9K |
| Morgan Stanley | 0.00% | Add +1.2% | 84 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 62 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 50 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 44 | $2K |
| Private Trust Co. NA | 0.00% | New | 42 | $2K |
| Spire Wealth Management | 0.00% | Add +71.4% | 24 | $988 |
| Capital A Wealth Management, LLC | 0.00% | — | 20 | $823 |
| Sunbelt Securities, Inc. | 0.00% | No change | 14 | $576 |
| Sandy Spring Bank | 0.00% | New | 12 | $495 |
"% of holder's portfolio" is FSMD's weight in each manager's 13F, not the share of Fidelity Small-Mid Multifact the manager owns.