Who Owns FSMD?
FIDELITY SMALL-MID MULTIFACTOR ETF — Institutional Ownership & 13F Holdings
$48.94
+0.99 (+2.06%)
Market Cap
$2.2B
Shares Outstanding
44,086,193
Institutional Holders
103
Total Inst. Value
$737.1M
% of Float Held
—
QoQ Holder Change
+71
Institutional data as of Q1 2025
New Positions
31
Closed Positions
10
Increased
46
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | FMR LLC | $354.9M | 9,062,831 |
| 2 | Retirement Planning Group, LLC | $136.2M | 3,478,053 |
| 3 | BANK OF AMERICA CORP /DE/ | $33.5M | 855,005 |
| 4 | Advocacy Wealth Management, LLCNew | $28.2M | 719,447 |
| 5 | Systelligence, LLC | $15.5M | 395,443 |
| 6 | Cetera Investment Advisers | $14.7M | 375,075 |
| 7 | RAYMOND JAMES FINANCIAL INC | $14.4M | 367,918 |
| 8 | Parcion Private Wealth LLC | $13.7M | 349,831 |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12.7M | 325,129 |
| 10 | Cambridge Investment Research Advisors, Inc. | $9.8M | 249,372 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| FMR LLC | +9.1M | $354.9M |
| Retirement Planning Group, LLC | +896K | $136.2M |
| BANK OF AMERICA CORP /DE/ | +450K | $33.5M |
| Advocacy Wealth Management, LLCNew | +719K | $28.2M |
| Systelligence, LLC | +1K | $15.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Parcion Private Wealth LLC | -141K | $13.7M |
| Stratos Investment Management, LLC | -93K | $5.0M |
| STIFEL FINANCIAL CORP | -37K | $8.7M |
| Steward Partners Investment Advisory, LLC | -15K | $8.0M |
| PKS Advisory Services, LLC | -11K | $289K |
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Frequently Asked Questions
How many institutional investors hold FSMD?
As of Q1 2025, 103 institutional investors report holding FSMD (FIDELITY SMALL-MID MULTIFACTOR ETF) in their 13F filings.
Which hedge fund owns the most FSMD?
The largest institutional holder of FSMD is FMR LLC with $354.9M in shares.
Are institutions buying or selling FSMD?
This quarter, 31 institutions opened new positions in FSMD and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.