FSMD

Fidelity Small-Mid MultifactETF$51.07 0.00%
UnclassifiedUSCUSIP 316092527· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
122
+14 QoQ
13F Value (tracked)
$1.8B
13F Moves · latest Q
25 added
16 trimmed
Recent Filings
0

Price & smart-money activity

$51.07 0.00%5Y +57.3%
$26.78$33.64$40.50$47.36$54.222021202220232024202520262272332453443252631131171822063583093411311965
Hover for who · click for detailEnd-of-day closing prices52w $41.29 – $52.85
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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.

Top institutional holders

122 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1FMR LLC
$754.2M
16.9M
+4.2%
Added · +684K sh
Q1 2026
2Retirement Planning Group, LLC
$231.0M
5.2M
+28%
Added · +1.1M sh
Q1 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
5BANK OF AMERICA CORP /DE/
$57.1M
1.3M
+12%
Added · +142K sh
Q1 2026
6Kestra Investment Management, LLC
$55.0M
1.2M
−2.1%
Reduced · −27K sh
Q1 2026
7LPL Financial LLC
$54.5M
1.2M
+11%
Added · +119K sh
Q1 2026
8Sanctuary Advisors, LLC
$37.6M
842K
+95%
Added · +409K sh
Q1 2026
9STIFEL FINANCIAL CORP
$34.6M
775K
+48%
Added · +252K sh
Q1 2026
10Atria Investments, Inc
$33.9M
759K
+97%
Added · +373K sh
Q1 2026
11Cetera Investment Advisers
$26.0M
581K
−3.8%
Reduced · −23K sh
Q1 2026
12Advocacy Wealth Management, LLC
$25.4M
569K
+4.3%
Added · +23K sh
Q1 2026
13Kestra Advisory Services, LLC
$25.0M
558K
+14%
Added · +70K sh
Q1 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
17OSAIC HOLDINGS, INC.
$12.7M
284K
−23%
Reduced · −86K sh
Q1 2026
18Steward Partners Investment Advisory, LLC
$9.1M
203K
−0.4%
Reduced · −757 sh
Q1 2026
19Farther Finance Advisors, LLC
$8.8M
196K
+0.4%
Added · +800 sh
Q1 2026
20Advisory Services Network, LLC
$6.7M
150K
+1.1%
Added · +2K sh
Q1 2026
21MML INVESTORS SERVICES, LLC
$6.4M
143K
−16%
Reduced · −27K sh
Q1 2026
22TWO SIGMA INVESTMENTS, LP
$6.2M
138K
+130%
Added · +78K sh
Q1 2026
23SUSQUEHANNA INTERNATIONAL GROUP, LLP
$3.8M
85K
−3.3%
Reduced · −3K sh
Q1 2026
24KESTRA PRIVATE WEALTH SERVICES, LLC
$3.7M
82K
+7.5%
Added · +6K sh
Q1 2026
25Fortitude Financial, LLC
$4.2M
79K
−9.5%
Reduced · −8K sh
Q2 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.

Fund activity: latest quarter

Opened (NEW)
4
funds
Added
21
funds
Reduced
16
funds
Exited
0
funds

Institutional ownership over time

122 funds+76 since Q3 2024
061122Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $1.8B

Funds that own FSMD also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA65 funds$21.3B
ISHARES CORE S&P 500 ETFIVV65 funds$18.9B
MICROSOFT CORPMSFT65 funds$16.6B
SS SPDR S&P 500 ETF TRUST-USSPY65 funds$12.9B
ALPHABET INC-CL AGOOGL65 funds$11.3B
JPMORGAN CHASE & COJPM65 funds$7.9B
ALPHABET INC-CL CGOOG65 funds$7.2B
META PLATFORMS INC-CLASS AMETA65 funds$7.2B
VANGUARD VALUE ETFVTV65 funds$4.5B
ELI LILLY & COLLY65 funds$4.3B
COSTCO WHOLESALE CORPCOST65 funds$4.2B
WALMART INCWMT65 funds$4.2B

Ranked by how many of FSMD's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

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

Browse more

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. Every panel above is one call to the Arkolith API & MCP server.