ETF Holders

Who owns FSMD?

Small or mid cap

Fidelity Small-Mid Multifactor ETF · Fidelity

188 institutions reported holding FSMD, worth $2.3B, in Form 13F filings for June 30, 2026.

13F holders
188
Institutional value
$2.3B
Change from prior quarter
+20.6%
+$391.1M, with price moves
New and sold-out firms
34 / 12
86 added, 49 trimmed

Top 10 institutional holders of FSMD

FirmLocationValueSharesChange
FMR LLCBoston, MA$851.4M16,109,104−754,958 shares
Retirement Planning Group, LLCLeawood, KS$294.2M5,565,941+400,546 shares
Commonwealth Equity Services, LLCWaltham, MA$179.5M3,396,903+96,787 shares
Envestnet Asset Management Inc.Berwyn, PA$125.2M2,369,532+260,764 shares
Kestra Investment Management, LLCAustin, TX$76.1M1,439,993+209,405 shares
LPL Financial LLCFort Mill, SC$72.3M1,367,259+148,606 shares
Bank of America Corp.Charlotte, NC$71.6M1,355,242+77,804 shares
Sanctuary Advisors, LLCIndianapolis, IN$45.8M867,190+25,612 shares
Atria Investments, IncCharlotte, NC$39.5M746,717−11,826 shares
Advocacy Wealth Management, LLCAtlanta, GA$32.6M616,638+47,688 shares
178 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: FSMD vs PSC, FSMD vs DON, FSMD vs XSMO, FSMD vs IVOO.

Frequently asked questions

Who owns FSMD?

188 institutional managers reported holding FSMD in Form 13F filings for June 30, 2026, worth $2.3B in total. The largest reported position was held by FMR LLC, at $851.4M.

Did institutions buy or sell FSMD last quarter?

Reported 13F value rose 20.6% from March 31, 2026, which includes price moves as well as buying and selling. 34 firms reported a new position and 12 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is FSMD ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.