FSMD
Fidelity Small-Mid Multifactor ETF · Financial Services · Asset Management
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +5.4% ·
pay akışı +6.7% ·
net yeni pozisyonlar +5.1%
— formül
Geniş birikim — daha fazla hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 16.86M | +4.2% | $754.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 3.30M | +8.1% | $147.58M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 2.11M | +7.8% | $94.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.28M | +12.5% | $57.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 1.22M | +10.8% | $54.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Stifel Financial Corp | 774.63K | +48.2% | $34.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 581.29K | -3.8% | $26.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 434.13K | +72.1% | $19.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Northwestern Mutual Wealth… | 414.02K | +20.7% | $18.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 284.47K | -23.2% | $12.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Mml Investors Services, Llc | 143.39K | -15.8% | $6.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 137.70K | +130.3% | $6.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 84.58K | -3.2% | $3.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 65.24K | -1.8% | $2.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 62.58K | Yeni | $2.80M | 0.0% | New | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 57.80K | +12.5% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | Rockefeller Capital Management L.P. | 37.16K | +2.5% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 36.97K | -44.5% | $1.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 35.08K | -10.1% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 23.45K | +12.6% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 16.06K | +383.9% | $718,069 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Creative Planning | 15.35K | +42.2% | $686,636 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 12.00K | -35.2% | $544,711 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mariner, LLC | 9.85K | +3.3% | $440,374 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cwm, Llc | 9.19K | +24.0% | $410,904 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 7.22K | -22.3% | $322,913 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Lido Advisors, LLC | 6.05K | Yeni | $270,635 | 0.0% | New | 1 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 5.95K | +10.6% | $266,097 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 4.27K | +273.4% | $190,913 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 30 | UBS Group AG | 3.07K | 0.0% | $137,156 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 2.69K | +464.9% | $120,256 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Blair William & Co/Il | 1.01K | +159.0% | $45,186 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Us Bancorp \De\ | 584 | Yeni | $26,116 | 0.0% | New | 1 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 481 | +78.8% | $21,510 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 470 | 0.0% | $21,018 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 340 | +3677.8% | $15,205 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 92 | — | $4,039 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | BlackRock ✦ (pasif) | 2 | Yeni | $72 | 0.0% | New | 1 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 1 | -100.0% | $28 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Goldman Sachs Group | $2.80M | 0.0% |
| Lido Advisors, LLC | $270,635 | 0.0% |
| Us Bancorp \De\ | $26,116 | 0.0% |
| BlackRock | $72 | 0.0% |
Çıkıldı
| Jane Street Group, Llc | $3.39M | idi 0.0% |
| Qube Research & Technologies… | $530 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 170 sahipler, 42.47M hisseler, $1.89B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.