Security record · archived quarter
FSMD
Fidelity Small-Mid Multifactor ETF · Financial Services · Asset Management
39Tracked holders
+2Δ holders
28.04MShares held
$1.25BReported value
+4New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +5.4% ·
share flow +6.7% ·
net new positions +5.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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 | New | $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 | New | $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 | New | $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 ✦ (passive) | 2 | New | $72 | 0.0% | New | 1 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 1 | -100.0% | $28 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| 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% |
Exited
| Jane Street Group, Llc | $3.39M | was 0.0% |
| Qube Research & Technologies… | $530 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 170 holders, 42.47M shares, $1.89B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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