Fidelity Small-Mid MultifactFSMDETF
13F holders, Q2 2026 (June 30)187holders +16
28new positions
11sold out
2famous investors
$52.85avg. 13F price*
At the end of Q2 2026, 187 institutions reported holding Fidelity Small-Mid Multifact (FSMD) in their 13F filings, up 16 from Q1 2026. 28 opened new positions and 11 sold out. The largest holders were FMR LLC ($851.4M), Retirement Planning Group, LLC ($294.2M) and Commonwealth Equity Services, LLC ($179.5M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $22.8M |
| Exits | 11 | $7.6M |
All 13F filers, Q1 2026 → Q2 2026: 2,285,625 shares bought and 1,625,852 shares sold, net +659,773 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 187 holders
| FMR LLC | 0.04% | Reduce -4.5% | 16,109,104 | $851.4M |
| Retirement Planning Group, LLC | 7.47% | Add +7.8% | 5,565,941 | $294.2M |
| Commonwealth Equity Services, LLC | 0.23% | Add +2.9% | 3,396,903 | $179.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +12.4% | 2,369,532 | $125.2M |
| Kestra Investment Management, LLC | 1.47% | Add +17.0% | 1,439,993 | $76.1M |
| LPL Financial LLC | 0.02% | Add +12.2% | 1,367,259 | $72.3M |
| Bank of America Corp. | 0.00% | Add +6.1% | 1,355,242 | $71.6M |
| Sanctuary Advisors, LLC | 0.21% | Add +3.0% | 867,190 | $45.8M |
| Atria Investments, Inc | 0.40% | Reduce -1.6% | 746,717 | $39.5M |
| Advocacy Wealth Management, LLC | 1.18% | Add +8.4% | 616,638 | $32.6M |
| Stifel Financial Corp. | 0.03% | Reduce -23.1% | 595,405 | $31.5M |
| Cetera Investment Advisers | 0.03% | Reduce -2.7% | 565,584 | $29.9M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -13.1% | 485,327 | $25.6M |
| OneDigital Investment Advisors LLC | 0.22% | Add +17.6% | 481,970 | $25.5M |
| Raymond James Financial Inc. | 0.01% | Add +6.2% | 460,977 | $24.4M |
| Osaic Holdings, Inc. | 0.03% | Add +43.0% | 406,742 | $21.5M |
| Liberty Square Wealth Partners LLC | 4.49% | Add +12.3% | 356,575 | $18.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -14.3% | 354,956 | $18.8M |
| Goldstone Financial Group, LLC | 1.71% | Reduce -1.2% | 353,428 | $18.7M |
| GEN Financial Management, INC. | 9.47% | Reduce -2.0% | 297,441 | $15.7M |
| AssuredPartners Investment Advisors, LLC | 1.27% | Add +0.4% | 248,292 | $13.1M |
| Presper Financial Architects, LLC | 6.80% | Reduce -0.1% | 246,489 | $13.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -0.9% | 200,971 | $10.6M |
| Prasad Wealth Partners, LLC | 2.52% | Add +0.3% | 197,968 | $10.5M |
| MML Investors Services, LLC | 0.02% | Add +30.2% | 186,664 | $9.9M |
| Farther Finance Advisors, LLC | 0.08% | Reduce -5.5% | 184,870 | $9.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.2% | 177,654 | $9.4M |
| Appleton Partners Inc. | 0.54% | New | 166,023 | $8.8M |
| Bravera Wealth | 3.34% | Add +9.7% | 164,967 | $8.7M |
| Provident Wealth Management, LLC | 2.22% | Reduce -0.7% | 163,496 | $8.6M |
| Advisory Services Network, LLC | 0.09% | Reduce -0.6% | 149,284 | $7.9M |
| Fsa Wealth Partners, Inc. | 1.77% | Add +3.9% | 133,818 | $7.1M |
| Evergreen Private Wealth LLC | 2.48% | Add +1.3% | 126,854 | $6.7M |
| Laurel Wealth Planning LLC | 2.29% | Add +5.5% | 98,015 | $5.2M |
| Faithward Advisors, LLC | 0.58% | Add +129.3% | 90,309 | $4.8M |
| Royal Bank of Canada | 0.00% | Add +53.7% | 88,818 | $4.7M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +4.7% | 85,829 | $4.5M |
| Trademark Financial Management, LLC | 1.85% | Add +35.3% | 85,635 | $4.5M |
| Fortitude Financial, LLC | 3.78% | Reduce -9.5% | 79,495 | $4.2M |
| Thrivent Financial for Lutherans | 0.01% | New | 73,474 | $3.9M |
| Emerald Advisors, LLC | 0.43% | Add +13.7% | 64,562 | $3.4M |
| J.W. Cole Advisors, Inc. | 0.06% | New | 62,141 | $3.3M |
| &partners | 0.01% | Add +20.9% | 61,151 | $3.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.8% | 60,138 | $3.2M |
| Novem Group | 0.31% | Reduce -0.9% | 57,696 | $3.0M |
| AE Wealth Management LLC | 0.01% | Add +4.0% | 54,633 | $2.9M |
| Two Sigma Investments, LP | 0.00% | Reduce -63.9% | 49,700 | $2.6M |
| Van Hulzen Asset Management, LLC | 0.18% | Reduce -42.1% | 46,753 | $2.5M |
| Schuylkill Financial LLC | 2.17% | — | 44,336 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +2.5% | 39,609 | $2.1M |
| Money Concepts Capital Corp. | 0.10% | Add +23.3% | 39,373 | $2.1M |
| Kuhn & Co Investment Counsel | 1.19% | No change | 38,916 | $2.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.9% | 38,238 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.06% | New | 37,294 | $2.0M |
| Strategic Blueprint, LLC | 0.10% | Add +7.7% | 36,183 | $1.9M |
| IFP Advisors, Inc | 0.03% | Add +3.4% | 34,667 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +1.6% | 34,170 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Add +13.0% | 33,431 | $1.8M |
| Visionary Wealth Advisors | 0.07% | Add +21.2% | 32,869 | $1.7M |
| Riverbend Wealth Management, LLC | 0.84% | Add +5.3% | 31,302 | $1.7M |
| Mascagni Wealth Management, Inc. | 1.02% | Add +11.9% | 31,137 | $1.6M |
| Independent Financial Group, LLC | 0.03% | Reduce -2.0% | 30,360 | $1.6M |
| Global Financial Private Client, LLC | 0.42% | Add +0.9% | 29,349 | $1.6M |
| Hicks Capital Management LLC | 1.27% | Reduce -3.5% | 29,341 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -55.9% | 27,603 | $1.5M |
| SHP Wealth Management | 0.10% | Add +8.4% | 26,986 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +3.7% | 26,377 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +60.7% | 25,255 | $1.3M |
| Nova Wealth Management, Inc. | 0.73% | Reduce -14.5% | 24,957 | $1.3M |
| BG Investment Services, LLC | 0.94% | Add +14.5% | 24,674 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +2.2% | 23,973 | $1.3M |
| Roxbury Financial LLC | 0.99% | Add +6.2% | 23,776 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +15.3% | 22,243 | $1.2M |
| Creative Planning | 0.00% | Add +42.8% | 21,921 | $1.2M |
| Spire Wealth Management | 0.03% | Reduce -19.1% | 19,868 | $1.1M |
| Capital Analysts, LLC | 0.02% | Add +50.4% | 18,555 | $980K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.2% | 18,174 | $960K |
| Bank of New York Mellon Corp | 0.00% | New | 18,018 | $952K |
| Focus Financial Network, Inc. | 0.03% | Add +1.2% | 17,034 | $900K |
| Summit Financial Wealth Advisors, LLC | 0.12% | Add +26.3% | 17,015 | $899K |
| Rehmann Capital Advisory Group | 0.04% | No change | 16,961 | $896K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 16,187 | $855K |
| Foundations Investment Advisors, LLC | 0.01% | Add +53.0% | 15,672 | $828K |
| Cedar Point Capital Partners, LLC | 0.46% | Add +1.5% | 15,224 | $805K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +26.5% | 15,175 | $783K |
| Morgan Stanley | 0.00% | Add +240.9% | 14,548 | $769K |
| Perigon Wealth Management, LLC | 0.01% | Add +133.2% | 14,360 | $759K |
| Diversify Advisory Services, LLC | 0.01% | New | 14,873 | $758K |
| Diversify Wealth Management, LLC | 0.01% | Add +5.0% | 14,873 | $758K |
| Breakwater Capital Group | 0.09% | Reduce -3.0% | 14,113 | $746K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.2% | 13,395 | $708K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -32.7% | 13,205 | $698K |
| CoreCap Advisors, LLC | 0.02% | Add +8.8% | 12,974 | $686K |
| Ameriprise Financial Inc. | 0.00% | Reduce -64.6% | 12,405 | $656K |
| Mariner, LLC | 0.00% | Add +24.3% | 12,235 | $647K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +52.3% | 12,001 | $634K |
| Chicago Partners Investment Group LLC | 0.01% | Add +8.9% | 12,185 | $622K |
| Sweeney & Michel, LLC | 0.15% | Reduce -4.1% | 11,028 | $578K |
| Balanced Rock Investment Advisors LLC | 0.36% | Add +5.0% | 10,902 | $576K |
| Principle Wealth Partners LLC | 0.03% | Add +0.8% | 10,520 | $556K |
| Mayfair Advisory Group, LLC | 0.16% | Add +14.0% | 10,582 | $539K |
| Vise Technologies, Inc. | 0.01% | Add +23.3% | 9,959 | $526K |
| Savant Capital, LLC | 0.00% | New | 9,834 | $520K |
| Commerce Bank | 0.00% | New | 9,642 | $510K |
| Foster Victor Wealth Advisors, LLC | 0.03% | No change | 9,600 | $492K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -0.4% | 8,864 | $468K |
| CLG LLC | 0.10% | Add +22.6% | 8,854 | $468K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -13.2% | 8,429 | $446K |
| Principal Securities, Inc. | 0.01% | Add +19.8% | 8,220 | $434K |
| Stratos Investment Management, LLC | 0.02% | Reduce -11.7% | 7,950 | $420K |
| Brighton Jones LLC | 0.01% | Add +3.5% | 7,620 | $403K |
| WBH Advisory Inc. | 0.03% | Add +7.7% | 7,150 | $378K |
| Arkadios Wealth Advisors | 0.01% | Add +23.0% | 7,070 | $374K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.1% | 7,066 | $373K |
| Mission Wealth Management, LP | 0.00% | New | 6,837 | $361K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -21.6% | 6,725 | $355K |
| NewEdge Advisors, LLC | 0.00% | Add +14095.6% | 6,530 | $345K |
| MAI Capital Management | 0.00% | Add +2.0% | 6,517 | $344K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +16.4% | 6,304 | $333K |
| M.E. Allison & Co., Inc. | 0.19% | Add +0.1% | 6,107 | $323K |
| RFG Advisory, LLC | 0.00% | Reduce -28.7% | 5,907 | $312K |
| Diversified Portfolios, Inc. | 0.02% | Reduce -4.8% | 5,554 | $294K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.3% | 5,692 | $290K |
| AQR Capital Management | 0.00% | Reduce -9.4% | 5,392 | $285K |
| Urban Wealth Management, LLC | 0.24% | New | 5,276 | $279K |
| LaSalle St. Investment Advisors, LLC | 0.03% | Add +0.2% | 5,113 | $270K |
| Investmark Advisory Group LLC | 0.10% | Add +5.7% | 4,935 | $261K |
| Global Retirement Partners, LLC | 0.00% | — | 4,901 | $259K |
| Citadel Advisors | 0.00% | Reduce -86.8% | 4,869 | $257K |
| Cozad Asset Management Inc. | 0.02% | Add +0.6% | 4,771 | $252K |
| Belpointe Asset Management LLC | 0.01% | Reduce -6.5% | 4,705 | $249K |
| Lido Advisors, LLC | 0.00% | Reduce -23.3% | 4,643 | $245K |
| Calamos Wealth Management LLC | 0.01% | No change | 4,562 | $241K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,342 | $229K |
| Susquehanna International Group, LLP | 0.00% | Reduce -95.0% | 4,195 | $222K |
| Curi Capital, LLC | 0.00% | Reduce -28.0% | 4,175 | $221K |
| Kathmere Capital Management, LLC | 0.01% | New | 4,130 | $218K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 4,000 | $211K |
| Ascent Group, LLC | 0.01% | New | 3,957 | $209K |
| Mutual Advisors, LLC | 0.00% | New | 3,945 | $209K |
| World Investment Advisors | 0.00% | New | 3,844 | $203K |
| PlanVest Financial, Inc | 0.12% | Reduce -10.4% | 3,475 | $184K |
| UBS Group AG | 0.00% | No change | 3,067 | $162K |
| BlackRock, Inc. | 0.00% | Add +127850.0% | 2,559 | $135K |
| Fifth Third Bancorp | 0.00% | Reduce -7.7% | 2,483 | $131K |
| Financial Consulate, Inc. | 0.01% | No change | 2,390 | $126K |
| High Point Wealth Management, LLC | 0.10% | Reduce -12.6% | 2,357 | $125K |
| Arax Advisory Partners | 0.00% | Add +134.0% | 2,190 | $116K |
| Portfolio Resources Advisor Group, Inc. | 0.10% | No change | 2,168 | $115K |
| Allworth Financial LP | 0.00% | Add +28.1% | 1,986 | $105K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,876 | $98K |
| Assetmark, Inc. | 0.00% | Add +342.4% | 1,504 | $80K |
| Caitlin John, LLC | 0.04% | New | 1,500 | $79K |
| Blair William & Co. | 0.00% | Add +20.2% | 1,214 | $64K |
| Clearstead Advisors, LLC | 0.00% | Reduce -35.0% | 1,146 | $61K |
| Noble Wealth Management PBC | 0.02% | No change | 1,000 | $53K |
| Creative Financial Designs Inc. | 0.00% | Add +0.3% | 982 | $52K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +930.8% | 938 | $50K |
| Toth Financial Advisory Corp. | 0.00% | No change | 645 | $34K |
| Dunhill Financial, LLC | 0.01% | New | 609 | $32K |
| US Bancorp \de | 0.00% | Add +3.6% | 605 | $32K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 578 | $31K |
| Wells Fargo & Company | 0.00% | Add +51200.0% | 513 | $27K |
| Bank of Montreal | 0.00% | No change | 470 | $25K |
| Asset Dedication, LLC | 0.00% | New | 469 | $25K |
| Harbour Investments, Inc. | 0.00% | No change | 419 | $22K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -31.8% | 388 | $21K |
| Hantz Financial Services, Inc. | 0.00% | New | 336 | $18K |
| Vanguard Advisers Inc. | 0.00% | Add +44.7% | 301 | $16K |
| Harborfront Financial Group LLC | 0.04% | — | 184 | $10K |
| IFG Advisory, LLC | 0.00% | New | 151 | $8K |
| Godfrey Financial Associates, Inc. | 0.01% | Reduce -5.6% | 135 | $7K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -75.9% | 116 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 111 | $6K |
| Westside Investment Management, Inc. | 0.00% | New | 91 | $5K |
| Adirondack Trust Co. | 0.00% | No change | 70 | $4K |
| Private Wealth Asset Management, LLC | 0.00% | New | 59 | $3K |
| Abound Wealth Management | 0.00% | No change | 51 | $3K |
| Mather Group, Llc. | 0.00% | No change | 49 | $3K |
| Private Trust Co. NA | 0.00% | No change | 42 | $2K |
| Parkside Financial Bank & Trust | 0.00% | New | 33 | $2K |
| Mosley Wealth Management | 0.00% | New | 33 | $2K |
| Aspect Partners, LLC | 0.00% | New | 25 | $1K |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 23 | $1K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 12 | $635 |
| AdvisorNet Financial, Inc | 0.00% | New | 8 | $423 |
| Jones Financial Companies LLLP | 0.00% | Reduce -97.8% | 2 | $105 |
"% of holder's portfolio" is FSMD's weight in each manager's 13F, not the share of Fidelity Small-Mid Multifact the manager owns.