FSMD

Fidelity Small-Mid MultifactETF
UnclassifiedUSCUSIP 316092527◍ Confluence graph
Tracked 13F Holders
176
-40 QoQ
13F Value (tracked)
$2.0B
13F Moves · latest Q
30 added
12 trimmed
Recent Filings
0

Who owns FSMD?

176 tracked 13F filers

176 tracked 13F filers disclose a position in FSMD as of the latest SEC 13F filings, a combined $2.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1FMR LLC
$754.2M
16.9M
+4.2%
Added · +684K sh
Q1 2026
2Retirement Planning Group, LLC
$294.2M
5.6M
+7.8%
Added · +401K sh
Q2 2026
3COMMONWEALTH EQUITY SERVICES, LLC
$147.6M
3.3M
+8.1%
Added · +248K sh
Q1 2026
4ENVESTNET ASSET MANAGEMENT INC
$94.3M
2.1M
+7.8%
Added · +153K sh
Q1 2026
5Kestra Investment Management, LLC
$76.1M
1.4M
+17%
Added · +209K sh
Q2 2026
6BANK OF AMERICA CORP /DE/
$57.1M
1.3M
+12%
Added · +142K sh
Q1 2026
7LPL Financial LLC
$54.5M
1.2M
+11%
Added · +119K sh
Q1 2026
8Sanctuary Advisors, LLC
$45.8M
867K
+3.0%
Added · +26K sh
Q2 2026
9STIFEL FINANCIAL CORP
$34.6M
775K
+48%
Added · +252K sh
Q1 2026
10Atria Investments, Inc
$39.5M
747K
−1.6%
Reduced · −12K sh
Q2 2026
11Advocacy Wealth Management, LLC
$32.6M
617K
+8.4%
Added · +48K sh
Q2 2026
12Cetera Investment Advisers
$26.0M
581K
−3.8%
Reduced · −23K sh
Q1 2026
13Kestra Advisory Services, LLC
$25.6M
485K
−13%
Reduced · −73K sh
Q2 2026
14RAYMOND JAMES FINANCIAL INC
$19.4M
434K
+72%
Added · +182K sh
Q1 2026
15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$18.5M
414K
+21%
Added · +71K sh
Q1 2026
16OneDigital Investment Advisors LLC
$18.3M
410K
+122%
Added · +225K sh
Q1 2026
17LIBERTY SQUARE WEALTH PARTNERS LLC
$18.8M
357K
+12%
Added · +39K sh
Q2 2026
18Goldstone Financial Group, LLC
$18.7M
353K
−1.2%
Reduced · −4K sh
Q2 2026
19GEN Financial Management, INC.
$15.7M
297K
−2.0%
Reduced · −6K sh
Q2 2026
20OSAIC HOLDINGS, INC.
$12.7M
284K
−23%
Reduced · −86K sh
Q1 2026
21AssuredPartners Investment Advisors, LLC
$13.1M
248K
+0.4%
Added · +919 sh
Q2 2026
22Presper Financial Architects, LLC
$13.0M
246K
−0.1%
Reduced · −375 sh
Q2 2026
23Steward Partners Investment Advisory, LLC
$10.6M
201K
−0.9%
Reduced · −2K sh
Q2 2026
24Prasad Wealth Partners, LLC
$10.5M
198K
+0.3%
Added · +700 sh
Q2 2026
25Farther Finance Advisors, LLC
$8.8M
196K
+0.4%
Added · +800 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FSMD being bought or sold by institutions?

Last quarter, 3 funds opened a new position in FSMD and 27 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
27
funds
Reduced
12
funds
Exited
0
funds

Funds that own FSMD also own

CompanyCo-held byCombined value
APPLE INCAAPL85 funds$18.3B
NVIDIA CORPNVDA84 funds$23.0B
MICROSOFT CORPMSFT84 funds$12.9B
AMAZON.COM INCAMZN82 funds$11.7B
ALPHABET INC-CL AGOOGL82 funds$8.8B
INVESCO QQQ TRUST SERIES 1QQQ81 funds$3.7B
ISHARES CORE S&P 500 ETFIVV80 funds$8.4B
META PLATFORMS INC-CLASS AMETA80 funds$5.7B
BERKSHIRE HATHAWAY INC-CL BBRK/B80 funds$4.0B
ALPHABET INC-CL CGOOG79 funds$6.4B
VANGUARD S&P 500 ETFVOO79 funds$5.5B
TESLA INCTSLA79 funds$4.7B

Ranked by how many of FSMD's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

121 funds+65 since Q3 2024
081161Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $750.6M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for FSMD

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Ask your agent what changed in FSMD

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FSMD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FSMD.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FSMD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.