Fidelity Small-Mid MultifactFSMDETF
13F holders, Q1 2025 (March 31)109holders +19
24new positions
6sold out
$39.16avg. 13F price*
At the end of Q1 2025, 109 institutions reported holding Fidelity Small-Mid Multifact (FSMD) in their 13F filings, up 19 from Q4 2024. 24 opened new positions and 6 sold out. The largest holders were FMR LLC ($354.9M), Retirement Planning Group, LLC ($136.2M) and Commonwealth Equity Services, LLC ($71.7M).
- Company
- Fidelity Small-Mid Multifact
- CUSIP
- 316092527
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $49.0M |
| Exits | 6 | $2.8M |
All 13F filers, Q4 2024 → Q1 2025: 12,875,931 shares bought and 490,431 shares sold, net +12,385,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| FMR LLC | 0.02% | Add +290561.7% | 9,062,831 | $354.9M |
| Retirement Planning Group, LLC | 6.39% | Add +34.7% | 3,478,053 | $136.2M |
| Commonwealth Equity Services, LLC | 0.10% | Add +4.6% | 1,830,636 | $71.7M |
| Bank of America Corp. | 0.00% | Add +111.0% | 855,005 | $33.5M |
| Advocacy Wealth Management, LLC | 1.92% | New | 719,447 | $28.2M |
| LPL Financial LLC | 0.01% | Add +74.6% | 620,790 | $24.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.5% | 437,937 | $17.1M |
| Systelligence, LLC | 3.72% | Add +0.3% | 395,443 | $15.5M |
| Cetera Investment Advisers | 0.03% | Add +56.1% | 375,075 | $14.7M |
| Raymond James Financial Inc. | 0.01% | Add +2.5% | 367,918 | $14.4M |
| Parcion Private Wealth LLC | 1.12% | Reduce -28.8% | 349,831 | $13.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +40.7% | 325,129 | $12.7M |
| Kestra Advisory Services, LLC | 0.06% | Add +30.4% | 308,299 | $12.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +59.2% | 249,372 | $9.8M |
| AssuredPartners Investment Advisors, LLC | 1.86% | Add +9.2% | 246,659 | $9.7M |
| Stifel Financial Corp. | 0.01% | Reduce -14.3% | 222,263 | $8.7M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -6.6% | 205,322 | $8.0M |
| Osaic Holdings, Inc. | 0.02% | Add +108.4% | 187,194 | $7.3M |
| Jane Street Group, LLC | 0.01% | Add +113.0% | 165,027 | $6.5M |
| Provident Wealth Management, LLC | 2.17% | Add +4.7% | 161,042 | $6.3M |
| Fortitude Financial, LLC | 5.80% | New | 155,604 | $6.1M |
| Stratos Investment Management, LLC | 0.27% | Reduce -41.9% | 128,627 | $5.0M |
| Evergreen Private Wealth LLC | 2.16% | Add +1.1% | 117,890 | $4.6M |
| Sterling Manor Financial, LLC | 3.20% | Reduce -42.7% | 114,526 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | Add +155.8% | 86,671 | $3.4M |
| Van Hulzen Asset Management, LLC | 0.26% | New | 71,412 | $2.8M |
| Advisory Services Network, LLC | 0.05% | New | 65,250 | $2.6M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +84.6% | 53,868 | $2.1M |
| AE Wealth Management LLC | 0.02% | Add +10.8% | 52,639 | $2.1M |
| Trademark Financial Management, LLC | 1.49% | Reduce -7.3% | 49,705 | $1.9M |
| Per Stirling Capital Management, LLC. | 0.27% | New | 48,056 | $1.9M |
| Laurel Wealth Planning LLC | 1.16% | New | 44,586 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -20.3% | 42,821 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +104.6% | 41,957 | $1.6M |
| Farther Finance Advisors, LLC | 0.03% | Add +38.1% | 34,175 | $1.3M |
| Independent Financial Group, LLC | 0.05% | Reduce -24.8% | 34,178 | $1.3M |
| Hilltop Holdings Inc. | 0.08% | New | 32,052 | $1.3M |
| Riverbend Wealth Management, LLC | 0.93% | Add +6.3% | 26,628 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +33.5% | 24,646 | $965K |
| BG Investment Services, LLC | 1.02% | Add +47.9% | 24,194 | $947K |
| Roxbury Financial LLC | 0.86% | Add +7.5% | 21,544 | $882K |
| Foundations Investment Advisors, LLC | 0.01% | Add +285.8% | 19,412 | $760K |
| Cedar Point Capital Partners, LLC | 0.50% | Add +4.5% | 19,152 | $750K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -32.1% | 19,112 | $748K |
| Private Advisor Group, LLC | 0.00% | Add +210.3% | 18,669 | $731K |
| Royal Bank of Canada | 0.00% | Add +30.9% | 18,651 | $730K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +16.7% | 18,076 | $708K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +6.7% | 17,731 | $694K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +113.5% | 16,996 | $666K |
| Rehmann Capital Advisory Group | 0.04% | No change | 16,961 | $664K |
| Montag & Caldwell, LLC | 0.15% | New | 16,818 | $659K |
| Chicago Partners Investment Group LLC | 0.02% | New | 16,450 | $645K |
| Rockefeller Capital Management L.P. | 0.00% | New | 16,115 | $631K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +39.4% | 15,076 | $590K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +30.8% | 13,177 | $516K |
| Kuhn & Co Investment Counsel | 0.42% | Add +48.5% | 12,791 | $501K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 11,864 | $464K |
| Merit Financial Group, LLC | 0.01% | Add +0.3% | 11,732 | $459K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +12.1% | 11,147 | $437K |
| Diversify Advisory Services, LLC | 0.03% | New | 11,152 | $429K |
| Faithward Advisors, LLC | 0.07% | Add +21.2% | 10,721 | $420K |
| RFG Advisory, LLC | 0.01% | New | 10,570 | $414K |
| Sweeney & Michel, LLC | 0.16% | — | 10,800 | $374K |
| JPMorgan Chase & Co. | 0.00% | Add +12.2% | 9,485 | $371K |
| Diversified Portfolios, Inc. | 0.04% | Reduce -20.3% | 9,034 | $354K |
| Silver Oak Securities, Incorporated | 0.03% | Add +16.1% | 8,515 | $330K |
| Mariner, LLC | 0.00% | Add +21.9% | 8,395 | $329K |
| United Capital Financial Advisors, LLC | 0.00% | New | 8,144 | $319K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,726 | $303K |
| PKS Advisory Services, LLC | 0.08% | Reduce -60.7% | 7,373 | $289K |
| &partners | 0.00% | Add +4.2% | 7,127 | $277K |
| CLG LLC | 0.09% | New | 6,906 | $270K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 6,760 | $265K |
| CoreCap Advisors, LLC | 0.01% | New | 6,650 | $260K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +216.9% | 6,237 | $244K |
| Uptick Partners, LLC | 0.08% | No change | 5,965 | $234K |
| UBS Group AG | 0.00% | Add +4.6% | 5,963 | $234K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.4% | 5,595 | $219K |
| HighTower Advisors, LLC | 0.00% | No change | 5,578 | $218K |
| MML Investors Services, LLC | 0.00% | New | 5,577 | $218K |
| Prairie Wealth Advisors, Inc. | 0.10% | Add +2.9% | 5,405 | $212K |
| Sound Income Strategies, LLC | 0.01% | No change | 5,210 | $204K |
| Cwm, LLC | 0.00% | No change | 3,519 | $138K |
| Nova Wealth Management, Inc. | 0.10% | Add +45.8% | 3,088 | $121K |
| Principal Securities, Inc. | 0.00% | No change | 1,810 | $75K |
| ZynergyRetirementPlanningLLC | 0.04% | No change | 1,381 | $57K |
| Noble Wealth Management PBC | 0.03% | No change | 1,300 | $51K |
| Sunbelt Securities, Inc. | 0.00% | Add +8857.1% | 1,254 | $49K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Reduce -42.3% | 1,221 | $48K |
| Bank of Montreal | 0.00% | No change | 820 | $32K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 689 | $27K |
| IFP Advisors, Inc | 0.00% | Add +751.6% | 528 | $21K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 370 | $14K |
| Allworth Financial LP | 0.00% | New | 378 | $14K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 315 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 257 | $10K |
| Creative Financial Designs Inc. | 0.00% | Add +0.4% | 253 | $10K |
| Semmax Financial Advisors Inc. | 0.00% | New | 124 | $5K |
| Morgan Stanley | 0.00% | Reduce -1.2% | 83 | $3K |
| Abound Wealth Management | 0.00% | New | 50 | $2K |
"% of holder's portfolio" is FSMD's weight in each manager's 13F, not the share of Fidelity Small-Mid Multifact the manager owns.