Fidelity Small-Mid MultifactFSMDETF
13F holders, Q4 2025 (December 31)161holders +14
21new positions
11sold out
2famous investors
$44.13avg. 13F price*
At the end of Q4 2025, 161 institutions reported holding Fidelity Small-Mid Multifact (FSMD) in their 13F filings, up 14 from Q3 2025. 21 opened new positions and 11 sold out. The largest holders were FMR LLC ($714.0M), Retirement Planning Group, LLC ($177.4M) and Commonwealth Equity Services, LLC ($134.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $89.4M |
| Exits | 11 | $21.1M |
All 13F filers, Q3 2025 → Q4 2025: 5,167,979 shares bought and 735,101 shares sold, net +4,432,878 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 161 holders
| FMR LLC | 0.04% | Add +0.8% | 16,180,537 | $714.0M |
| Retirement Planning Group, LLC | 5.83% | Add +5.7% | 4,020,613 | $177.4M |
| Commonwealth Equity Services, LLC | 0.18% | Add +18.7% | 3,052,013 | $134.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +181.7% | 1,956,103 | $86.3M |
| Kestra Investment Management, LLC | 1.36% | New | 1,257,283 | $55.5M |
| Bank of America Corp. | 0.00% | Reduce -8.1% | 1,135,774 | $50.1M |
| LPL Financial LLC | 0.01% | Add +8.6% | 1,099,883 | $48.5M |
| Cetera Investment Advisers | 0.03% | Add +5.9% | 604,170 | $26.7M |
| Advocacy Wealth Management, LLC | 1.01% | Add +6.9% | 545,451 | $24.1M |
| Stifel Financial Corp. | 0.02% | Add +55.2% | 522,532 | $23.1M |
| Kestra Advisory Services, LLC | 0.09% | Add +11.6% | 488,145 | $21.5M |
| Sanctuary Advisors, LLC | 0.10% | Add +1.4% | 432,625 | $19.1M |
| Atria Investments, Inc | 0.19% | Add +1.0% | 385,746 | $17.0M |
| Osaic Holdings, Inc. | 0.02% | Add +10.0% | 370,228 | $16.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.3% | 342,968 | $15.1M |
| Goldstone Financial Group, LLC | 1.65% | Add +5.8% | 335,403 | $14.8M |
| GEN Financial Management, INC. | 8.30% | New | 298,664 | $13.2M |
| Liberty Square Wealth Partners LLC | 3.27% | Add +127.7% | 259,983 | $11.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.8% | 252,244 | $11.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -10.0% | 244,617 | $10.8M |
| AssuredPartners Investment Advisors, LLC | 1.60% | Add +2.9% | 243,956 | $10.8M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +1.5% | 203,540 | $9.0M |
| Novem Group | 1.04% | Add +0.8% | 202,922 | $9.0M |
| Farther Finance Advisors, LLC | 0.09% | Add +7.8% | 194,891 | $8.6M |
| Prasad Wealth Partners, LLC | 2.24% | New | 190,174 | $8.4M |
| OneDigital Investment Advisors LLC | 0.08% | Add +58.0% | 184,236 | $8.1M |
| MML Investors Services, LLC | 0.02% | Add +21.2% | 170,255 | $7.5M |
| Provident Wealth Management, LLC | 2.17% | Add +2.1% | 166,198 | $7.3M |
| Advisory Services Network, LLC | 0.09% | Add +4.4% | 148,641 | $6.6M |
| Evergreen Private Wealth LLC | 2.22% | Add +5.6% | 127,567 | $5.6M |
| Fsa Wealth Partners, Inc. | 2.00% | Reduce -0.1% | 126,415 | $5.6M |
| Bravera Wealth | 2.77% | — | 125,093 | $5.5M |
| Sterling Manor Financial, LLC | 2.94% | Reduce -1.8% | 106,848 | $4.7M |
| Fortitude Financial, LLC | 3.56% | New | 94,950 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Add +7.3% | 87,419 | $3.9M |
| Van Hulzen Asset Management, LLC | 0.26% | Add +3.5% | 79,981 | $3.5M |
| Jane Street Group, LLC | 0.00% | Add +52.3% | 76,931 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +32.9% | 76,248 | $3.4M |
| Presper Financial Architects, LLC | 1.76% | Add +6.4% | 70,673 | $3.1M |
| Citadel Advisors | 0.00% | New | 66,601 | $2.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -47.1% | 66,414 | $2.9M |
| Smartleaf Asset Management LLC | 0.10% | Reduce -17.1% | 59,975 | $2.7M |
| Two Sigma Investments, LP | 0.00% | New | 59,800 | $2.6M |
| Laurel Wealth Planning LLC | 1.28% | Add +11.8% | 52,195 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +2.7% | 51,360 | $2.3M |
| Golden State Wealth Management, LLC | 0.24% | Reduce -2.7% | 50,995 | $2.3M |
| &partners | 0.01% | Add +12.5% | 45,837 | $2.0M |
| AE Wealth Management LLC | 0.01% | Add +436.1% | 45,802 | $2.0M |
| Trademark Financial Management, LLC | 1.05% | Add +212.4% | 43,055 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +29.7% | 42,333 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.4% | 38,998 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +2.6% | 38,444 | $1.7M |
| New Millennium Group LLC | 0.72% | Reduce -1.6% | 37,536 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Add +0.6% | 37,490 | $1.7M |
| Foundations Investment Advisors, LLC | 0.02% | Add +8.9% | 37,210 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +76.7% | 36,241 | $1.6M |
| Visionary Wealth Advisors | 0.07% | Add +12.1% | 34,396 | $1.5M |
| Strategic Blueprint, LLC | 0.09% | Add +30.8% | 34,075 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -0.1% | 33,981 | $1.5M |
| IFP Advisors, Inc | 0.03% | Add +1307.1% | 31,604 | $1.4M |
| Kuhn & Co Investment Counsel | 0.93% | Add +17.9% | 31,584 | $1.4M |
| Emerald Advisors, LLC | 0.18% | Add +323.7% | 30,720 | $1.4M |
| Hicks Capital Management LLC | 1.31% | Add +16.1% | 29,416 | $1.3M |
| Riverbend Wealth Management, LLC | 0.80% | Add +6.0% | 28,829 | $1.3M |
| Global Financial Private Client, LLC | 0.44% | Add +0.4% | 28,175 | $1.2M |
| Hilltop Holdings Inc. | 0.07% | Reduce -10.8% | 27,912 | $1.2M |
| Faithward Advisors, LLC | 0.16% | Add +33.4% | 24,939 | $1.1M |
| Spire Wealth Management | 0.03% | Add +1.6% | 22,299 | $984K |
| Roxbury Financial LLC | 0.87% | Add +9.9% | 21,975 | $970K |
| Independent Financial Group, LLC | 0.02% | Add +3.2% | 21,940 | $968K |
| SHP Wealth Management | 0.07% | — | 21,136 | $933K |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.0% | 20,827 | $919K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +8.2% | 19,820 | $875K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +43.5% | 18,508 | $841K |
| Mascagni Wealth Management, Inc. | 0.61% | Add +4.3% | 18,697 | $825K |
| Money Concepts Capital Corp. | 0.05% | New | 18,446 | $814K |
| Cedar Point Capital Partners, LLC | 0.49% | Reduce -4.4% | 17,557 | $775K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +27.5% | 17,470 | $771K |
| BG Investment Services, LLC | 0.68% | Add +19.3% | 17,417 | $769K |
| Rehmann Capital Advisory Group | 0.04% | No change | 16,961 | $748K |
| Merit Financial Group, LLC | 0.01% | Add +37.4% | 16,911 | $746K |
| Focus Financial Network, Inc. | 0.02% | Add +36.7% | 15,364 | $678K |
| Diversify Advisory Services, LLC | 0.02% | Add +7.3% | 14,207 | $658K |
| Breakwater Capital Group | 0.09% | Reduce -0.8% | 14,758 | $651K |
| Private Advisor Group, LLC | 0.00% | Reduce -24.2% | 14,713 | $649K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -3.9% | 13,885 | $638K |
| Sweeney & Michel, LLC | 0.16% | Reduce -1.4% | 11,453 | $542K |
| CoreCap Advisors, LLC | 0.02% | Add +4.6% | 11,043 | $487K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.5% | 11,036 | $487K |
| Creative Planning | 0.00% | Reduce -1.1% | 10,798 | $477K |
| Principle Wealth Partners LLC | 0.03% | Add +33.2% | 10,118 | $447K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Reduce -10.0% | 9,600 | $444K |
| Balanced Rock Investment Advisors LLC | 0.31% | Add +21.1% | 9,766 | $431K |
| World Investment Advisors | 0.01% | Add +70.1% | 9,562 | $422K |
| Mariner, LLC | 0.00% | Add +8.2% | 9,529 | $421K |
| HighTower Advisors, LLC | 0.00% | Add +40.7% | 9,291 | $410K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 9,236 | $408K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -1.4% | 8,263 | $369K |
| Stratos Investment Management, LLC | 0.01% | Reduce -2.8% | 8,147 | $360K |
| Vise Technologies, Inc. | 0.01% | New | 8,078 | $356K |
"% of holder's portfolio" is FSMD's weight in each manager's 13F, not the share of Fidelity Small-Mid Multifact the manager owns.