Fidelity Small-Mid MultifactFSMDETF
13F holders, Q1 2026 (March 31)171holders +10
27new positions
14sold out
2famous investors
$44.73avg. 13F price*
At the end of Q1 2026, 171 institutions reported holding Fidelity Small-Mid Multifact (FSMD) in their 13F filings, up 10 from Q4 2025. 27 opened new positions and 14 sold out. The largest holders were FMR LLC ($754.2M), Retirement Planning Group, LLC ($231.0M) and Commonwealth Equity Services, LLC ($147.6M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $12.9M |
| Exits | 14 | $6.8M |
All 13F filers, Q4 2025 → Q1 2026: 5,040,228 shares bought and 732,146 shares sold, net +4,308,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 171 holders
| FMR LLC | 0.04% | Add +4.2% | 16,864,062 | $754.2M |
| Retirement Planning Group, LLC | 7.16% | Add +28.5% | 5,165,395 | $231.0M |
| Commonwealth Equity Services, LLC | 0.21% | Add +8.1% | 3,300,116 | $147.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +7.8% | 2,108,768 | $94.3M |
| Bank of America Corp. | 0.00% | Add +12.5% | 1,277,438 | $57.1M |
| Kestra Investment Management, LLC | 0.95% | Reduce -2.1% | 1,230,588 | $55.0M |
| LPL Financial LLC | 0.01% | Add +10.8% | 1,218,653 | $54.5M |
| Sanctuary Advisors, LLC | 0.20% | Add +94.5% | 841,578 | $37.6M |
| Stifel Financial Corp. | 0.03% | Add +48.3% | 774,628 | $34.6M |
| Atria Investments, Inc | 0.38% | Add +96.6% | 758,543 | $33.9M |
| Cetera Investment Advisers | 0.03% | Reduce -3.8% | 581,286 | $26.0M |
| Advocacy Wealth Management, LLC | 1.13% | Add +4.3% | 568,950 | $25.4M |
| Kestra Advisory Services, LLC | 0.09% | Add +14.4% | 558,311 | $25.0M |
| Raymond James Financial Inc. | 0.01% | Add +72.1% | 434,130 | $19.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +20.7% | 414,021 | $18.5M |
| OneDigital Investment Advisors LLC | 0.18% | Add +122.4% | 409,665 | $18.3M |
| Goldstone Financial Group, LLC | 1.74% | Add +6.7% | 357,873 | $16.0M |
| Liberty Square Wealth Partners LLC | 3.96% | Add +22.2% | 317,635 | $14.2M |
| GEN Financial Management, INC. | 8.40% | Add +1.6% | 303,411 | $13.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -23.2% | 284,471 | $12.7M |
| AssuredPartners Investment Advisors, LLC | 1.23% | Add +1.4% | 247,373 | $11.3M |
| Presper Financial Architects, LLC | 6.56% | Add +249.3% | 246,864 | $11.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -0.4% | 202,783 | $9.1M |
| Farther Finance Advisors, LLC | 0.08% | Add +0.4% | 195,691 | $8.8M |
| Prasad Wealth Partners, LLC | 2.40% | Add +3.7% | 197,268 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -27.5% | 177,269 | $7.9M |
| Provident Wealth Management, LLC | 2.23% | Reduce -0.9% | 164,649 | $7.4M |
| Bravera Wealth | 3.03% | Add +20.2% | 150,384 | $6.7M |
| Advisory Services Network, LLC | 0.09% | Add +1.1% | 150,230 | $6.7M |
| MML Investors Services, LLC | 0.02% | Reduce -15.8% | 143,391 | $6.4M |
| Two Sigma Investments, LP | 0.01% | Add +130.3% | 137,700 | $6.2M |
| Fsa Wealth Partners, Inc. | 2.74% | Add +1.9% | 128,779 | $5.8M |
| Evergreen Private Wealth LLC | 2.26% | Reduce -1.8% | 125,215 | $5.6M |
| Independent Advisor Alliance | 0.06% | New | 123,592 | $5.5M |
| Sterling Manor Financial, LLC | 2.96% | Reduce -1.0% | 105,784 | $4.7M |
| Laurel Wealth Planning LLC | 2.19% | Add +78.0% | 92,930 | $4.2M |
| Fortitude Financial, LLC | 2.08% | Reduce -7.5% | 87,852 | $3.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.3% | 84,575 | $3.8M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +7.5% | 81,993 | $3.7M |
| Van Hulzen Asset Management, LLC | 0.27% | Add +0.9% | 80,714 | $3.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.8% | 65,238 | $2.9M |
| Trademark Financial Management, LLC | 1.39% | Add +47.0% | 63,303 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 62,583 | $2.8M |
| Novem Group | 0.30% | Reduce -71.3% | 58,208 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +12.5% | 57,799 | $2.6M |
| Emerald Advisors, LLC | 0.32% | Add +84.8% | 56,763 | $2.5M |
| AE Wealth Management LLC | 0.01% | Add +14.7% | 52,536 | $2.3M |
| &partners | 0.01% | Add +10.3% | 50,563 | $2.3M |
| Faithward Advisors, LLC | 0.25% | Add +58.0% | 39,390 | $1.8M |
| Kuhn & Co Investment Counsel | 1.12% | Add +23.2% | 38,916 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +0.6% | 38,654 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.5% | 37,160 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -44.5% | 36,972 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.1% | 35,080 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -1.0% | 33,635 | $1.5M |
| Strategic Blueprint, LLC | 0.09% | Reduce -1.4% | 33,603 | $1.5M |
| IFP Advisors, Inc | 0.03% | Add +6.1% | 33,520 | $1.5M |
| Money Concepts Capital Corp. | 0.08% | Add +73.1% | 31,926 | $1.4M |
| Independent Financial Group, LLC | 0.03% | Add +41.2% | 30,970 | $1.4M |
| Hicks Capital Management LLC | 1.36% | Add +3.4% | 30,409 | $1.4M |
| Riverbend Wealth Management, LLC | 0.83% | Add +3.1% | 29,727 | $1.3M |
| Nova Wealth Management, Inc. | 0.85% | Add +9141.5% | 29,203 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Reduce -21.1% | 29,579 | $1.3M |
| Global Financial Private Client, LLC | 0.43% | Add +3.3% | 29,090 | $1.3M |
| Mascagni Wealth Management, Inc. | 0.89% | Add +48.8% | 27,827 | $1.2M |
| Visionary Wealth Advisors | 0.05% | Reduce -21.1% | 27,126 | $1.2M |
| Hilltop Holdings Inc. | 0.11% | Reduce -4.5% | 26,659 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +28.3% | 25,434 | $1.1M |
| SHP Wealth Management | 0.08% | Add +17.8% | 24,902 | $1.1M |
| Spire Wealth Management | 0.04% | Add +10.1% | 24,543 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +12.6% | 23,453 | $1.0M |
| Roxbury Financial LLC | 0.90% | Add +1.9% | 22,390 | $1.0M |
| BG Investment Services, LLC | 0.80% | Add +23.7% | 21,548 | $964K |
| Golden State Wealth Management, LLC | 0.10% | Reduce -61.5% | 19,629 | $878K |
| Merit Financial Group, LLC | 0.01% | Add +14.1% | 19,297 | $863K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +4.2% | 18,211 | $814K |
| Rehmann Capital Advisory Group | 0.04% | No change | 16,961 | $758K |
| Focus Financial Network, Inc. | 0.03% | Add +9.6% | 16,832 | $753K |
| PNC Financial Services Group, Inc. | 0.00% | Add +383.9% | 16,057 | $718K |
| Private Advisor Group, LLC | 0.00% | Add +6.8% | 15,717 | $703K |
| Creative Planning | 0.00% | Add +42.2% | 15,354 | $687K |
| Diversify Wealth Management, LLC | 0.01% | New | 14,172 | $680K |
| Cedar Point Capital Partners, LLC | 0.44% | Reduce -14.6% | 14,996 | $671K |
| Breakwater Capital Group | 0.09% | Reduce -1.4% | 14,549 | $651K |
| Summit Financial Wealth Advisors, LLC | 0.09% | Add +97.9% | 13,471 | $602K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +18.8% | 13,112 | $586K |
| Capital Analysts, LLC | 0.01% | Add +75.8% | 12,335 | $552K |
| Sweeney & Michel, LLC | 0.16% | Add +0.4% | 11,497 | $549K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -35.2% | 11,998 | $545K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -19.4% | 11,185 | $543K |
| CoreCap Advisors, LLC | 0.02% | Add +8.0% | 11,925 | $533K |
| Principle Wealth Partners LLC | 0.03% | Add +3.2% | 10,440 | $467K |
| Balanced Rock Investment Advisors LLC | 0.33% | Add +6.4% | 10,387 | $465K |
| Foster Victor Wealth Advisors, LLC | 0.03% | No change | 9,600 | $460K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -72.5% | 10,245 | $458K |
| Mariner, LLC | 0.00% | Add +3.3% | 9,847 | $440K |
| United Capital Financial Advisors, LLC | 0.00% | Add +5.1% | 9,705 | $433K |
| Mayfair Advisory Group, LLC | 0.14% | Add +48.4% | 9,285 | $415K |
| Cwm, LLC | 0.00% | Add +24.0% | 9,188 | $411K |
| Stratos Investment Management, LLC | 0.02% | Add +10.5% | 9,001 | $403K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +10.9% | 8,901 | $398K |
| Gateway Wealth Partners, LLC | 0.01% | New | 8,580 | $384K |
| RFG Advisory, LLC | 0.01% | New | 8,287 | $371K |
| Vise Technologies, Inc. | 0.01% | No change | 8,078 | $356K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +22.3% | 7,878 | $352K |
| Brighton Jones LLC | 0.01% | New | 7,364 | $329K |
| CLG LLC | 0.08% | Reduce -0.1% | 7,221 | $323K |
| HighTower Advisors, LLC | 0.00% | Reduce -22.3% | 7,221 | $323K |
| Principal Securities, Inc. | 0.00% | Reduce -0.9% | 6,862 | $307K |
| WBH Advisory Inc. | 0.02% | New | 6,640 | $300K |
| MAI Capital Management | 0.00% | Add +46.7% | 6,392 | $286K |
| Perigon Wealth Management, LLC | 0.01% | No change | 6,158 | $275K |
| M.E. Allison & Co., Inc. | 0.18% | New | 6,100 | $273K |
| Lido Advisors, LLC | 0.00% | New | 6,050 | $271K |
| AQR Capital Management | 0.00% | Add +10.6% | 5,950 | $266K |
| Diversified Portfolios, Inc. | 0.02% | Reduce -7.6% | 5,836 | $261K |
| Curi Capital, LLC | 0.00% | New | 5,798 | $259K |
| Arkadios Wealth Advisors | 0.00% | New | 5,750 | $257K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.4% | 5,674 | $254K |
| Signature Wealth Management Group | 0.10% | New | 5,616 | $251K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.2% | 5,415 | $242K |
| LaSalle St. Investment Advisors, LLC | 0.03% | Reduce -16.8% | 5,102 | $228K |
| Savvy Advisors, Inc. | 0.01% | New | 5,035 | $225K |
| Belpointe Asset Management LLC | 0.01% | New | 5,031 | $225K |
| Cozad Asset Management Inc. | 0.02% | Reduce -4.1% | 4,743 | $212K |
| Investmark Advisory Group LLC | 0.09% | Add +1.1% | 4,667 | $209K |
| Calamos Wealth Management LLC | 0.01% | New | 4,562 | $204K |
| Calamos Advisors LLC | 0.00% | New | 4,562 | $204K |
| StoneX Group Inc. | 0.01% | New | 4,502 | $201K |
| Morgan Stanley | 0.00% | Add +273.4% | 4,268 | $191K |
| PlanVest Financial, Inc | 0.13% | — | 3,880 | $174K |
| UBS Group AG | 0.00% | No change | 3,067 | $137K |
| Sound Income Strategies, LLC | 0.01% | No change | 2,711 | $123K |
| High Point Wealth Management, LLC | 0.12% | Add +0.4% | 2,698 | $121K |
| Fifth Third Bancorp | 0.00% | Add +464.9% | 2,689 | $120K |
| Financial Consulate, Inc. | 0.01% | No change | 2,390 | $107K |
| Portfolio Resources Advisor Group, Inc. | 0.10% | Add +96.4% | 2,168 | $97K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -96.9% | 1,876 | $81K |
| Clearstead Advisors, LLC | 0.00% | New | 1,762 | $79K |
| Allworth Financial LP | 0.00% | Add +87.5% | 1,551 | $69K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -1.1% | 1,240 | $55K |
| Blair William & Co. | 0.00% | Add +159.0% | 1,010 | $45K |
| Noble Wealth Management PBC | 0.02% | No change | 1,000 | $45K |
| Creative Financial Designs Inc. | 0.00% | Add +0.4% | 979 | $44K |
| Global Assets Advisory, LLC | 0.01% | New | 777 | $42K |
| Arax Advisory Partners | 0.00% | No change | 936 | $42K |
| Root Financial Partners, LLC | 0.00% | Add +26.1% | 774 | $35K |
| Toth Financial Advisory Corp. | 0.00% | No change | 645 | $29K |
| US Bancorp \de | 0.00% | New | 584 | $26K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.3% | 569 | $25K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 547 | $24K |
| Russell Investments Group, Ltd. | 0.00% | Add +78.8% | 481 | $22K |
| Bank of Montreal | 0.00% | No change | 470 | $21K |
| Harbour Investments, Inc. | 0.00% | No change | 419 | $19K |
| Assetmark, Inc. | 0.00% | Add +3677.8% | 340 | $15K |
| Vanguard Advisers Inc. | 0.00% | — | 208 | $9K |
| Howe & Rusling Inc. | 0.00% | No change | 155 | $7K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 143 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -85.9% | 111 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 91 | $4K |
| Jones Financial Companies LLLP | 0.00% | Add +0.0% | 92 | $4K |
| Adirondack Trust Co. | 0.00% | New | 70 | $3K |
| Darwin Wealth Management, LLC | 0.00% | New | 63 | $3K |
| Abound Wealth Management | 0.00% | No change | 51 | $2K |
| Mather Group, Llc. | 0.00% | New | 49 | $2K |
| NewEdge Advisors, LLC | 0.00% | New | 46 | $2K |
| Private Trust Co. NA | 0.00% | No change | 42 | $2K |
| Rachor Investment Advisory Services, LLC | 0.00% | New | 23 | $1K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 12 | $537 |
| BlackRock, Inc. | 0.00% | New | 2 | $72 |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $28 |
"% of holder's portfolio" is FSMD's weight in each manager's 13F, not the share of Fidelity Small-Mid Multifact the manager owns.