Who owns Fidelity Small-Mid Multifactor ETF?
Institutional ownership of FSMD from SEC Form 13F filings across 129 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
129
13F holders
$2.01B
value, 2026 filers
75.2%
of shares outstanding (38.5M sh)
25
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of FSMD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 16.1M | $851.4M | 0.0% | 31.5% | -4.5% |
| 2 | Retirement Planning Group, LLC | 5.6M | $294.2M | 7.5% | 10.9% | +7.8% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 3.4M | $179.5M | 0.2% | 6.6% | +2.9% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 2.4M | $125.2M | 0.0% | 4.6% | +12.4% |
| 5 | LPL Financial LLC | 1.4M | $72.3M | 0.0% | 2.7% | +12.2% |
| 6 | BANK OF AMERICA CORP /DE/ | 1.4M | $71.6M | 0.0% | 2.6% | +6.1% |
| 7 | Sanctuary Advisors, LLC | 867,190 | $45.8M | 0.0% | 1.7% | +3.0% |
| 8 | Atria Investments, Inc | 746,717 | $39.5M | 0.4% | 1.5% | -1.6% |
| 9 | STIFEL FINANCIAL CORP | 595,405 | $31.5M | 0.0% | 1.2% | -23.1% |
| 10 | Cetera Investment Advisers | 565,584 | $29.9M | 0.0% | 1.1% | -2.7% |
| 11 | Kestra Advisory Services, LLC | 485,327 | $25.6M | 0.1% | 0.9% | -13.1% |
| 12 | OneDigital Investment Advisors LLC | 481,970 | $25.5M | 0.2% | 0.9% | +17.6% |
| 13 | RAYMOND JAMES FINANCIAL INC | 460,977 | $24.4M | 0.0% | 0.9% | +6.2% |
| 14 | OSAIC HOLDINGS, INC. | 406,742 | $21.5M | 0.0% | 0.8% | +43.0% |
| 15 | Cambridge Investment Research Advisors, Inc. | 355,308 | $18,778 | 0.0% | 0.7% | +100.4% |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 354,956 | $18.8M | 0.0% | 0.7% | -14.3% |
| 17 | Goldstone Financial Group, LLC | 353,428 | $18.7M | 1.7% | 0.7% | -1.2% |
| 18 | AssuredPartners Investment Advisors, LLC | 248,292 | $13.1M | 1.3% | 0.5% | +0.4% |
| 19 | Steward Partners Investment Advisory, LLC | 200,971 | $10.6M | 0.1% | 0.4% | -0.9% |
| 20 | Prasad Wealth Partners, LLC | 197,968 | $10.5M | 2.5% | 0.4% | +0.4% |
| 21 | MML INVESTORS SERVICES, LLC | 186,664 | $9.9M | 0.0% | 0.4% | +30.2% |
| 22 | Advisory Services Network, LLC | 149,284 | $7.9M | 0.1% | 0.3% | -0.6% |
| 23 | ROYAL BANK OF CANADA | 88,818 | $4.7M | 0.0% | 0.2% | +53.7% |
| 24 | KESTRA PRIVATE WEALTH SERVICES, LLC | 85,829 | $4.5M | 0.0% | 0.2% | +4.7% |
| 25 | Fortitude Financial, LLC | 79,495 | $4.2M | 3.8% | 0.2% | -9.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.