Fidelity Small-mid Multifact ETF (FSMD): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow FSMD for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 188

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$52.85

+18.2% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of FSMD (all 13F filers)

FMR16.1 MInvestment firm−755 K
Retirement Planning Group5.6 MWealth adviser+401 K
Commonwealth Equity Services3.4 MWealth adviser+97 K
Envestnet Asset Management2.4 MWealth adviser+261 K
Kestra Investment Management1.4 MType not verified+209 K
LPL Financial1.4 MWealth adviser+149 K
Bank of America1.4 MBank or trading desk+78 K
Sanctuary Advisors867 KType not verified+26 K
Atria Investments747 KType not verified−12 K
Advocacy Wealth Management617 KWealth adviser+48 K

Filer	Type
FMR	Investment firm	16.1 M	−755 K	$851M
Retirement Planning Group	Wealth adviser	5.6 M	+401 K	$294M
Commonwealth Equity Services	Wealth adviser	3.4 M	+97 K	$180M
Envestnet Asset Management	Wealth adviser	2.4 M	+261 K	$125M
Kestra Investment Management	Type not verified	1.4 M	+209 K	$76.1M
LPL Financial	Wealth adviser	1.4 M	+149 K	$72.3M
Bank of America	Bank or trading desk	1.4 M	+78 K	$71.6M
Sanctuary Advisors	Type not verified	867 K	+26 K	$45.8M
Atria Investments	Type not verified	747 K	−12 K	$39.5M
Advocacy Wealth Management	Wealth adviser	617 K	+48 K	$32.6M

FMR
Shares
16.1 M
Change
−755 K
See more
Type
Investment firm
Value
$851M
Retirement Planning Group
Shares
5.6 M
Change
+401 K
See more
Type
Wealth adviser
Value
$294M
Commonwealth Equity Services
Shares
3.4 M
Change
+97 K
See more
Type
Wealth adviser
Value
$180M
Envestnet Asset Management
Shares
2.4 M
Change
+261 K
See more
Type
Wealth adviser
Value
$125M
Kestra Investment Management
Shares
1.4 M
Change
+209 K
See more
Type
Type not verified
Value
$76.1M
LPL Financial
Shares
1.4 M
Change
+149 K
See more
Type
Wealth adviser
Value
$72.3M
Bank of America
Shares
1.4 M
Change
+78 K
See more
Type
Bank or trading desk
Value
$71.6M
Sanctuary Advisors
Shares
867 K
Change
+26 K
See more
Type
Type not verified
Value
$45.8M
Atria Investments
Shares
747 K
Change
−12 K
See more
Type
Type not verified
Value
$39.5M
Advocacy Wealth Management
Shares
617 K
Change
+48 K
See more
Type
Wealth adviser
Value
$32.6M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗