Fidelity Small-Mid MultifactFSMDETF
13F holders, Q3 2025 (September 30)147holders +11
26new positions
11sold out
1famous investor
$44.01avg. 13F price*
At the end of Q3 2025, 147 institutions reported holding Fidelity Small-Mid Multifact (FSMD) in their 13F filings, up 11 from Q2 2025. 26 opened new positions and 11 sold out. The largest holders were FMR LLC ($706.6M), Retirement Planning Group, LLC ($167.4M) and Commonwealth Equity Services, LLC ($113.2M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Fidelity Small-Mid Multifact
- CUSIP
- 316092527
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $47.9M |
| Exits | 11 | $5.5M |
All 13F filers, Q2 2025 → Q3 2025: 2,944,559 shares bought and 1,184,802 shares sold, net +1,759,757 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 147 holders
| FMR LLC | 0.04% | Reduce -3.2% | 16,054,633 | $706.6M |
| Retirement Planning Group, LLC | 5.81% | Add +7.1% | 3,803,734 | $167.4M |
| Commonwealth Equity Services, LLC | 0.15% | Add +16.4% | 2,571,529 | $113.2M |
| Bank of America Corp. | 0.00% | Add +10.7% | 1,236,233 | $54.4M |
| LPL Financial LLC | 0.01% | Add +19.8% | 1,013,121 | $44.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.9% | 694,527 | $30.6M |
| Cetera Investment Advisers | 0.03% | Add +40.1% | 570,405 | $25.1M |
| Advocacy Wealth Management, LLC | 0.97% | Reduce -25.7% | 510,396 | $22.5M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -0.9% | 437,347 | $19.2M |
| Sanctuary Advisors, LLC | 0.11% | Add +9.0% | 426,768 | $18.8M |
| Atria Investments, Inc | 0.19% | Add +1.7% | 381,973 | $16.8M |
| Stifel Financial Corp. | 0.01% | Add +36.2% | 336,768 | $14.8M |
| Osaic Holdings, Inc. | 0.02% | Add +42.1% | 336,519 | $14.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +13.8% | 325,704 | $14.3M |
| Goldstone Financial Group, LLC | 1.65% | New | 317,046 | $14.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +5.8% | 271,903 | $12.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -33.9% | 262,315 | $11.5M |
| Systelligence, LLC | 2.16% | Reduce -37.2% | 258,345 | $11.4M |
| AssuredPartners Investment Advisors, LLC | 2.32% | Add +4.0% | 236,989 | $10.4M |
| Novem Group | 1.06% | Add +20.1% | 201,398 | $8.9M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -0.6% | 200,444 | $8.8M |
| Farther Finance Advisors, LLC | 0.12% | Add +170.8% | 180,718 | $8.0M |
| Provident Wealth Management, LLC | 2.17% | Add +0.9% | 162,739 | $7.2M |
| Advisory Services Network, LLC | 0.09% | Add +2.6% | 142,319 | $6.3M |
| MML Investors Services, LLC | 0.02% | Add +0.9% | 140,456 | $6.2M |
| Fsa Wealth Partners, Inc. | 2.15% | New | 126,585 | $5.6M |
| Mercer Global Advisors Inc. | 0.01% | New | 125,630 | $5.5M |
| Evergreen Private Wealth LLC | 2.15% | Reduce -1.8% | 120,754 | $5.3M |
| OneDigital Investment Advisors LLC | 0.05% | Add +139.1% | 116,623 | $5.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +28.6% | 116,003 | $5.1M |
| Liberty Square Wealth Partners LLC | 1.55% | New | 114,184 | $5.0M |
| Sterling Manor Financial, LLC | 3.02% | Reduce -2.5% | 108,804 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Add +168.3% | 81,448 | $3.6M |
| Thrivent Financial for Lutherans | 0.01% | New | 79,565 | $3.5M |
| Van Hulzen Asset Management, LLC | 0.25% | Add +5.5% | 77,279 | $3.4M |
| Smartleaf Asset Management LLC | 0.20% | New | 72,388 | $3.2M |
| Presper Financial Architects, LLC | 1.70% | New | 66,424 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +4.0% | 57,386 | $2.5M |
| Golden State Wealth Management, LLC | 0.25% | Add +16.5% | 52,411 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -29.2% | 50,508 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +16.3% | 50,016 | $2.2M |
| Laurel Wealth Planning LLC | 1.09% | Reduce -6.2% | 46,692 | $2.1M |
| &partners | 0.01% | Add +26.0% | 40,741 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | New | 39,546 | $1.7M |
| New Millennium Group LLC | 0.77% | New | 38,149 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +1.1% | 37,486 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +6.8% | 37,262 | $1.6M |
| Foundations Investment Advisors, LLC | 0.02% | Add +12.9% | 34,172 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +1.1% | 34,028 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +43.7% | 32,646 | $1.4M |
| Hilltop Holdings Inc. | 0.07% | Reduce -1.3% | 31,285 | $1.4M |
| Visionary Wealth Advisors | 0.06% | Add +2.5% | 30,695 | $1.4M |
| Global Financial Private Client, LLC | 0.44% | Add +73.2% | 28,056 | $1.2M |
| Riverbend Wealth Management, LLC | 0.84% | Add +0.5% | 27,188 | $1.2M |
| Kuhn & Co Investment Counsel | 0.93% | Add +11.8% | 26,798 | $1.2M |
| Strategic Blueprint, LLC | 0.05% | Add +40.8% | 26,047 | $1.1M |
| Hicks Capital Management LLC | 1.82% | New | 25,338 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +33.2% | 24,785 | $1.1M |
| Spire Wealth Management | 0.03% | Add +7.4% | 21,947 | $966K |
| Independent Financial Group, LLC | 0.02% | No change | 21,268 | $936K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.4% | 20,511 | $903K |
| Roxbury Financial LLC | 0.81% | Add +0.5% | 19,990 | $880K |
| Private Advisor Group, LLC | 0.00% | Add +23.1% | 19,419 | $855K |
| Faithward Advisors, LLC | 0.12% | Add +33.5% | 18,690 | $823K |
| Cedar Point Capital Partners, LLC | 0.53% | Add +2.7% | 18,360 | $808K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +6.2% | 18,323 | $806K |
| Mascagni Wealth Management, Inc. | 0.61% | New | 17,930 | $789K |
| Rehmann Capital Advisory Group | 0.04% | New | 16,961 | $746K |
| Breakwater Capital Group | 0.10% | Reduce -8.0% | 14,885 | $655K |
| BG Investment Services, LLC | 0.63% | Reduce -9.1% | 14,601 | $643K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -12.2% | 14,450 | $633K |
| Trademark Financial Management, LLC | 0.35% | Add +68.0% | 13,783 | $607K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -34.1% | 13,702 | $603K |
| Diversify Advisory Services, LLC | 0.02% | Add +10.1% | 13,241 | $572K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +9.3% | 12,920 | $568K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +44.2% | 12,899 | $563K |
| Merit Financial Group, LLC | 0.01% | Add +3.5% | 12,308 | $542K |
| Focus Financial Network, Inc. | 0.02% | Add +88.0% | 11,239 | $495K |
| Sweeney & Michel, LLC | 0.17% | Add +7.7% | 11,618 | $492K |
| Creative Planning | 0.00% | New | 10,919 | $481K |
| Foster Victor Wealth Advisors, LLC | 0.03% | New | 10,670 | $471K |
| RFG Advisory, LLC | 0.01% | Add +0.0% | 10,575 | $465K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +8.5% | 10,565 | $465K |
| CoreCap Advisors, LLC | 0.02% | Add +37.1% | 10,555 | $465K |
| Sunbelt Securities, Inc. | 0.03% | Add +74900.0% | 10,500 | $462K |
| United Capital Financial Advisors, LLC | 0.00% | Add +13.6% | 9,236 | $406K |
| Mariner, LLC | 0.00% | Reduce -8.1% | 8,809 | $388K |
| AE Wealth Management LLC | 0.00% | Reduce -34.2% | 8,544 | $376K |
| Diversified Portfolios, Inc. | 0.03% | Reduce -0.8% | 8,496 | $374K |
| Stratos Investment Management, LLC | 0.02% | Add +17.1% | 8,378 | $369K |
| Silver Oak Securities, Incorporated | 0.03% | Add +1.9% | 8,377 | $369K |
| Cwm, LLC | 0.00% | Add +18.1% | 8,087 | $356K |
| Balanced Rock Investment Advisors LLC | 0.26% | Add +5.6% | 8,063 | $355K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +13.3% | 7,846 | $345K |
| Principle Wealth Partners LLC | 0.02% | Add +22.5% | 7,596 | $334K |
| Emerald Advisors, LLC | 0.04% | No change | 7,250 | $319K |
| CLG LLC | 0.09% | Add +0.3% | 7,227 | $318K |
| Principal Securities, Inc. | 0.00% | Add +8.7% | 6,656 | $293K |
| AQR Capital Management | 0.00% | New | 6,604 | $291K |
| HighTower Advisors, LLC | 0.00% | Add +18.7% | 6,603 | $291K |
"% of holder's portfolio" is FSMD's weight in each manager's 13F, not the share of Fidelity Small-Mid Multifact the manager owns.