Who owns Fidelity Small-Mid Multifactor ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FSMD from SEC Form 13F filings across 189 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.
As of the 2026-06-30 reporting period, 189 institutions disclosed 43.1M shares of Fidelity Small-Mid Multifactor ETF worth $2.28B — about 84.3% of shares outstanding; the largest disclosed holder is FMR LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
189
13F holders
$2.28B
value, 2026 filers
84.3%
of shares outstanding (43.1M sh)
35
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 | Kestra Investment Management, LLC | 1.4M | $76.1M | 1.5% | 2.8% | +17.0% |
| 6 | LPL Financial LLC | 1.4M | $72.3M | 0.0% | 2.7% | +12.2% |
| 7 | BANK OF AMERICA CORP /DE/ | 1.4M | $71.6M | 0.0% | 2.6% | +6.1% |
| 8 | Sanctuary Advisors, LLC | 867,190 | $45.8M | 0.2% | 1.7% | +3.0% |
| 9 | Atria Investments, Inc | 746,717 | $39.5M | 0.4% | 1.5% | -1.6% |
| 10 | Advocacy Wealth Management, LLC | 616,638 | $32.6M | 1.2% | 1.2% | +8.4% |
| 11 | STIFEL FINANCIAL CORP | 595,405 | $31.5M | 0.0% | 1.2% | -23.1% |
| 12 | Cetera Investment Advisers | 565,584 | $29.9M | 0.0% | 1.1% | -2.7% |
| 13 | Kestra Advisory Services, LLC | 485,327 | $25.6M | 0.1% | 0.9% | -13.1% |
| 14 | OneDigital Investment Advisors LLC | 481,970 | $25.5M | 0.2% | 0.9% | +17.6% |
| 15 | RAYMOND JAMES FINANCIAL INC | 460,977 | $24.4M | 0.0% | 0.9% | +6.2% |
| 16 | OSAIC HOLDINGS, INC. | 406,742 | $21.5M | 0.0% | 0.8% | +43.0% |
| 17 | LIBERTY SQUARE WEALTH PARTNERS LLC | 356,575 | $18.8M | 4.5% | 0.7% | +12.3% |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 354,956 | $18.8M | 0.0% | 0.7% | -14.3% |
| 19 | Goldstone Financial Group, LLC | 353,428 | $18.7M | 1.7% | 0.7% | -1.2% |
| 20 | GEN Financial Management, INC. | 297,441 | $15.7M | 9.4% | 0.6% | -2.0% |
| 21 | AssuredPartners Investment Advisors, LLC | 248,292 | $13.1M | 1.3% | 0.5% | +0.4% |
| 22 | Presper Financial Architects, LLC | 246,489 | $13.0M | 6.8% | 0.5% | -0.2% |
| 23 | Steward Partners Investment Advisory, LLC | 200,971 | $10.6M | 0.1% | 0.4% | -0.9% |
| 24 | Prasad Wealth Partners, LLC | 197,968 | $10.5M | 2.5% | 0.4% | +0.4% |
| 25 | MML INVESTORS SERVICES, LLC | 186,664 | $9.9M | 0.0% | 0.4% | +30.2% |
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.