Fidelity Small-Mid MultifactFSMDETF
13F holders, Q2 2025 (June 30)136holders +27
39new positions
12sold out
2famous investors
$41.47avg. 13F price*
At the end of Q2 2025, 136 institutions reported holding Fidelity Small-Mid Multifact (FSMD) in their 13F filings, up 27 from Q1 2025. 39 opened new positions and 12 sold out. The largest holders were FMR LLC ($687.5M), Retirement Planning Group, LLC ($147.3M) and Commonwealth Equity Services, LLC ($91.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Fidelity Small-Mid Multifact
- CUSIP
- 316092527
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $54.3M |
| Exits | 12 | $23.5M |
All 13F filers, Q1 2025 → Q2 2025: 10,730,607 shares bought and 1,084,834 shares sold, net +9,645,773 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 136 holders
| FMR LLC | 0.04% | Add +82.9% | 16,578,869 | $687.5M |
| Retirement Planning Group, LLC | 6.27% | Add +2.1% | 3,551,494 | $147.3M |
| Commonwealth Equity Services, LLC | 0.12% | Add +20.6% | 2,208,276 | $91.6M |
| Bank of America Corp. | 0.00% | Add +30.6% | 1,116,813 | $46.3M |
| LPL Financial LLC | 0.01% | Add +36.2% | 845,378 | $35.1M |
| Advocacy Wealth Management, LLC | 1.75% | Reduce -4.5% | 686,805 | $28.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +44.3% | 631,790 | $26.2M |
| Kestra Advisory Services, LLC | 0.09% | Add +43.1% | 441,185 | $18.3M |
| Systelligence, LLC | 3.15% | Add +4.0% | 411,287 | $17.1M |
| Cetera Investment Advisers | 0.03% | Add +8.5% | 407,073 | $16.9M |
| Raymond James Financial Inc. | 0.01% | Add +7.9% | 397,102 | $16.5M |
| Sanctuary Advisors, LLC | 0.10% | New | 391,616 | $16.2M |
| Atria Investments, Inc | 0.18% | New | 375,662 | $15.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -12.0% | 286,148 | $11.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +3.0% | 256,896 | $10.7M |
| Stifel Financial Corp. | 0.01% | Add +11.2% | 247,254 | $10.3M |
| Osaic Holdings, Inc. | 0.02% | Add +26.5% | 236,855 | $9.8M |
| AssuredPartners Investment Advisors, LLC | 2.31% | Reduce -7.6% | 227,826 | $9.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -1.8% | 201,710 | $8.4M |
| Novem Group | 0.88% | New | 167,625 | $7.0M |
| Provident Wealth Management, LLC | 2.19% | Add +0.1% | 161,237 | $6.7M |
| Advisory Services Network, LLC | 0.09% | Add +112.6% | 138,702 | $5.8M |
| MML Investors Services, LLC | 0.02% | Add +2394.9% | 139,142 | $5.8M |
| Evergreen Private Wealth LLC | 2.14% | Add +4.3% | 122,952 | $5.1M |
| Sterling Manor Financial, LLC | 3.09% | Reduce -2.5% | 111,628 | $4.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +115.1% | 90,242 | $3.7M |
| Van Hulzen Asset Management, LLC | 0.25% | Add +2.5% | 73,228 | $3.0M |
| Jane Street Group, LLC | 0.00% | Reduce -56.8% | 71,309 | $3.0M |
| Farther Finance Advisors, LLC | 0.06% | Add +95.3% | 66,731 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +2.4% | 55,152 | $2.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +26.6% | 54,221 | $2.2M |
| Two Sigma Investments, LP | 0.00% | New | 52,600 | $2.2M |
| Laurel Wealth Planning LLC | 1.17% | Add +11.7% | 49,798 | $2.1M |
| OneDigital Investment Advisors LLC | 0.02% | New | 48,778 | $2.0M |
| Golden State Wealth Management, LLC | 0.23% | New | 44,974 | $1.9M |
| Citadel Advisors | 0.00% | New | 44,789 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +130.5% | 42,993 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.04% | New | 37,068 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +41.6% | 34,905 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +89.9% | 33,669 | $1.4M |
| &partners | 0.01% | Add +353.8% | 32,341 | $1.3M |
| Hilltop Holdings Inc. | 0.08% | Reduce -1.2% | 31,681 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.0% | 30,352 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Add +55.9% | 30,272 | $1.3M |
| Visionary Wealth Advisors | 0.06% | New | 29,947 | $1.2M |
| Riverbend Wealth Management, LLC | 0.85% | Add +1.6% | 27,058 | $1.1M |
| Kuhn & Co Investment Counsel | 0.75% | Add +87.4% | 23,974 | $994K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +33.7% | 22,725 | $942K |
| Independent Financial Group, LLC | 0.02% | Reduce -37.8% | 21,268 | $882K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +15.0% | 20,795 | $862K |
| Spire Wealth Management | 0.03% | Add +85058.3% | 20,438 | $848K |
| Rockefeller Capital Management L.P. | 0.00% | Add +26.8% | 20,426 | $847K |
| Roxbury Financial LLC | 0.80% | Reduce -7.7% | 19,894 | $825K |
| JPMorgan Chase & Co. | 0.00% | Add +96.2% | 18,613 | $772K |
| Strategic Blueprint, LLC | 0.04% | New | 18,500 | $767K |
| Cedar Point Capital Partners, LLC | 0.52% | Reduce -6.6% | 17,881 | $742K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +14.5% | 17,261 | $716K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 16,450 | $700K |
| Montag & Caldwell, LLC | 0.15% | Add +0.0% | 16,819 | $697K |
| Global Financial Private Client, LLC | 0.25% | New | 16,201 | $672K |
| Breakwater Capital Group | 0.11% | New | 16,182 | $671K |
| BG Investment Services, LLC | 0.83% | Reduce -33.6% | 16,055 | $666K |
| Private Advisor Group, LLC | 0.00% | Reduce -15.5% | 15,778 | $654K |
| Faithward Advisors, LLC | 0.09% | Add +30.6% | 13,999 | $581K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.1% | 13,197 | $547K |
| AE Wealth Management LLC | 0.00% | Reduce -75.3% | 12,980 | $538K |
| Diversify Advisory Services, LLC | 0.02% | Add +7.9% | 12,029 | $514K |
| Merit Financial Group, LLC | 0.01% | Add +1.4% | 11,898 | $493K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -0.4% | 11,816 | $490K |
| Sweeney & Michel, LLC | 0.16% | Reduce -0.1% | 10,785 | $453K |
| RFG Advisory, LLC | 0.01% | Add +0.0% | 10,571 | $438K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -12.6% | 9,738 | $404K |
| Mariner, LLC | 0.00% | Add +14.2% | 9,583 | $397K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +15.8% | 8,947 | $380K |
| Diversified Portfolios, Inc. | 0.03% | Reduce -5.2% | 8,564 | $355K |
| Renaissance Technologies | 0.00% | New | 8,300 | $344K |
| Summit Wealth Group LLC / Co. | 0.09% | — | 8,263 | $343K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -3.5% | 8,221 | $341K |
| Trademark Financial Management, LLC | 0.21% | Reduce -83.5% | 8,206 | $340K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.1% | 8,134 | $337K |
| Morgan Stanley | 0.00% | Add +9566.3% | 8,023 | $333K |
| CoreCap Advisors, LLC | 0.01% | Add +15.7% | 7,696 | $319K |
| Balanced Rock Investment Advisors LLC | 0.25% | New | 7,636 | $317K |
| Emerald Advisors, LLC | 0.04% | New | 7,250 | $301K |
| CLG LLC | 0.09% | Add +4.3% | 7,204 | $299K |
| Stratos Investment Management, LLC | 0.01% | Reduce -94.4% | 7,156 | $297K |
| PKS Advisory Services, LLC | 0.07% | Reduce -3.5% | 7,119 | $295K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +11.1% | 6,926 | $287K |
| Cwm, LLC | 0.00% | Add +94.5% | 6,845 | $284K |
| Principle Wealth Partners LLC | 0.02% | New | 6,200 | $257K |
| Principal Securities, Inc. | 0.00% | Add +238.3% | 6,124 | $254K |
| Cozad Asset Management Inc. | 0.02% | New | 6,021 | $250K |
| Focus Financial Network, Inc. | 0.01% | New | 5,977 | $248K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.4% | 5,615 | $237K |
| BKM Wealth Management, LLC | 0.09% | New | 5,587 | $232K |
| UBS Group AG | 0.00% | Reduce -6.5% | 5,574 | $231K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.3% | 5,561 | $231K |
| Prairie Wealth Advisors, Inc. | 0.10% | Add +0.5% | 5,431 | $225K |
| Uptick Partners, LLC | 0.06% | Reduce -10.2% | 5,358 | $222K |
| Global Retirement Partners, LLC | 0.01% | — | 5,072 | $210K |
| Hoxton Planning & Management, LLC | 0.07% | New | 4,910 | $204K |
| Parallel Advisors, LLC | 0.00% | New | 3,842 | $159K |
| Nova Wealth Management, Inc. | 0.11% | Add +19.9% | 3,704 | $154K |
| First Horizon Advisors, Inc. | 0.00% | New | 2,926 | $121K |
| Sound Income Strategies, LLC | 0.01% | Reduce -50.0% | 2,605 | $108K |
| IFP Advisors, Inc | 0.00% | Add +116.7% | 1,144 | $47K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,116 | $46K |
| Arax Advisory Partners | 0.00% | New | 936 | $39K |
| Comerica Bank | 0.00% | New | 876 | $36K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 787 | $33K |
| Allworth Financial LP | 0.00% | Add +80.7% | 683 | $28K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +78.7% | 563 | $23K |
| Jones Financial Companies LLLP | 0.00% | New | 562 | $23K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 543 | $23K |
| Ameritas Advisory Services, LLC | 0.00% | New | 470 | $19K |
| Bank of Montreal | 0.00% | Reduce -42.7% | 470 | $19K |
| Harbour Investments, Inc. | 0.00% | Add +852.3% | 419 | $17K |
| Blair William & Co. | 0.00% | New | 255 | $11K |
| Creative Financial Designs Inc. | 0.00% | No change | 253 | $11K |
| Wells Fargo & Company | 0.00% | Add +19700.0% | 198 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 187 | $8K |
| Howe & Rusling Inc. | 0.00% | New | 155 | $6K |
| Clarity Asset Management, Inc. | 0.00% | New | 138 | $6K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 124 | $5K |
| Qube Research & Technologies Ltd | 0.00% | New | 77 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | Add +50.0% | 75 | $3K |
| Abound Wealth Management | 0.00% | No change | 50 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | New | 48 | $2K |
| MAI Capital Management | 0.00% | New | 42 | $2K |
| Private Trust Co. NA | 0.00% | No change | 42 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 40 | $2K |
| Kings Path Partners LLC | 0.00% | New | 20 | $831 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -98.9% | 14 | $576 |
| Russell Investments Group, Ltd. | 0.00% | No change | 13 | $539 |
| Atlantic Union Bankshares Corp | 0.00% | New | 12 | $498 |
| Dogwood Wealth Management LLC | 0.00% | New | 4 | $168 |
"% of holder's portfolio" is FSMD's weight in each manager's 13F, not the share of Fidelity Small-Mid Multifact the manager owns.