证券记录 · 已归档季度

FSMD

Fidelity Small-Mid Multifactor ETF · Financial Services · Asset Management

49.94 +0.2% 市值 $2.55B 报价延迟（FMP） · 截至 Oct 13 22:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q2 2024

39被追踪持有人

+2Δ持有人

28.04M持有股份

$1.25B报告持仓市值

+4新建仓位

−2清仓

Rising 确信度评分 55/100 2 被追踪股份持续上升的季度数 ●●○○○○ 计算方式说明 → 在研究台查询相关说明 →

动量输入（同类管理人）：持有人广度 +5.4% · 股份流向 +6.7% · 净新建仓位 +5.1% — 公式
广泛积累 — 持股数量上升且持有人增多

所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026

持股变化趋势

季度	持有人	Δ	股份	报告持仓市值	新增	清仓
Q2 2026	38	+1	27.60M	$1.46B	+1	−1
Q1 2026	39	+2	28.04M	$1.25B	+4	−2
Q4 2025	37	0	26.26M	$1.16B	+2	−2
Q3 2025	6	-1	16.23M	$714.27M	+2	−3
Q2 2025	4	+3	16.68M	$691.91M	+3	—
Q4 2024	1	+1	16.56K	$681,775	+1	—
Q2 2024	1	—	35.95K	$1.35M	—	—

持有人数量

持有人 · Q1 2026

#	管理人	股份	Δ股份	价值	其权重		持有
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	新增	$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	新增	$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	新增	$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 ✦ (被动)	2	新增	$72	0.0%	New	1	SEC ↗
39	Wells Fargo & Company/Mn	1	-100.0%	$28	0.0%	▼ Trim	2	SEC ↗

"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。

新增买入方

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%

已清仓

Jane Street Group, Llc	$3.39M	曾为 0.0%
Qube Research & Technologies…	$530	曾为 0.0%

全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 170 持有人, 42.47M 股份, $1.89B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。

常见共同持仓

该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。

UPS39共同持有人 EVR39共同持有人 LUV39共同持有人 AEP39共同持有人 TXN39共同持有人

数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。报告期: Q1 2026 · 方法论 · 通过API获取此数据

☆ FSMD

新增买入方

已清仓

FSMD