FSMD Institutional Ownership
Fidelity Small-Mid Multifactor ETF
1W: +0.7%
1M: -1.7%
3M: -3.2%
YTD: +12.8%
1Y: +14.4%
3Y: +61.1%
5Y: +56.3%
$50.17
+0.54 (+1.09%)
Weekly Expected Move ±1.3%
$49
$50
$50
$51
$52
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FSMD
203
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
32
New Positions
88
Increased
62
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (216 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 16,109,104 | $808M | -754,958 | -4.5% | 14Q | SEC ↗ |
| 2 | Retirement Planning Group, LLC | 5,565,941 | $279M | +400,546 | +7.8% | 9Q | SEC ↗ |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 3,396,903 | $170M | +96,787 | +2.9% | 25Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 2,369,532 | $119M | +260,764 | +12.4% | 26Q | SEC ↗ |
| 5 | Kestra Investment Management, LLC | 1,439,993 | $72M | +209,405 | +17.0% | 3Q | SEC ↗ |
| 6 | LPL Financial LLC | 1,367,259 | $69M | +148,606 | +12.2% | 18Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 1,355,242 | $68M | +77,804 | +6.1% | 15Q | SEC ↗ |
| 8 | Sanctuary Advisors, LLC | 867,190 | $44M | +25,612 | +3.0% | 5Q | SEC ↗ |
| 9 | Atria Investments, Inc | 746,717 | $37M | -11,826 | -1.6% | 5Q | SEC ↗ |
| 10 | Advocacy Wealth Management, LLC | 616,638 | $31M | +47,688 | +8.4% | 6Q | SEC ↗ |
| 11 | STIFEL FINANCIAL CORP | 595,405 | $30M | -179,223 | -23.1% | 9Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 565,584 | $28M | -15,702 | -2.7% | 15Q | SEC ↗ |
| 13 | Kestra Advisory Services, LLC | 485,327 | $24M | -72,984 | -13.1% | 23Q | SEC ↗ |
| 14 | OneDigital Investment Advisors LLC | 481,970 | $24M | +72,305 | +17.6% | 5Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 460,977 | $23M | +26,847 | +6.2% | 7Q | SEC ↗ |
| 16 | OSAIC HOLDINGS, INC. | 406,742 | $20M | +122,271 | +43.0% | 26Q | SEC ↗ |
| 17 | LIBERTY SQUARE WEALTH PARTNERS LLC | 356,575 | $18M | +38,940 | +12.3% | 4Q | SEC ↗ |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 354,956 | $18M | -59,065 | -14.3% | 8Q | SEC ↗ |
| 19 | Goldstone Financial Group, LLC | 353,428 | $18M | -4,445 | -1.2% | 4Q | SEC ↗ |
| 20 | GEN Financial Management, INC. | 297,441 | $15M | -5,970 | -2.0% | 3Q | SEC ↗ |
| 21 | AssuredPartners Investment Advisors, L | 248,292 | $12M | +919 | +0.4% | 7Q | SEC ↗ |
| 22 | Presper Financial Architects, LLC | 246,489 | $12M | -375 | -0.2% | 4Q | SEC ↗ |
| 23 | Steward Partners Investment Advisory, | 200,971 | $10M | -1,812 | -0.9% | 10Q | SEC ↗ |
| 24 | Prasad Wealth Partners, LLC | 197,968 | $10M | +700 | +0.4% | 3Q | SEC ↗ |
| 25 | MML INVESTORS SERVICES, LLC | 186,664 | $9M | +43,273 | +30.2% | 6Q | SEC ↗ |
| 26 | Farther Finance Advisors, LLC | 184,870 | $9M | -10,821 | -5.5% | 10Q | SEC ↗ |
| 27 | Cambridge Investment Research Advisors | 177,654 | $9M | +385 | +0.2% | 14Q | SEC ↗ |
| 28 | APPLETON PARTNERS INC/MA NEW | 166,023 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Bravera Wealth | 164,967 | $8M | +14,583 | +9.7% | 3Q | SEC ↗ |
| 30 | Provident Wealth Management, LLC | 163,496 | $8M | -1,153 | -0.7% | 7Q | SEC ↗ |
| 31 | Advisory Services Network, LLC | 149,284 | $7M | -946 | -0.6% | 6Q | SEC ↗ |
| 32 | FSA WEALTH PARTNERS, INC. | 133,818 | $7M | +5,039 | +3.9% | 4Q | SEC ↗ |
| 33 | Evergreen Private Wealth LLC | 126,854 | $6M | +1,639 | +1.3% | 11Q | SEC ↗ |
| 34 | Sterling Manor Financial, LLC | 105,784 | $5M | -1,064 | -1.0% | 8Q | SEC ↗ |
| 35 | Laurel Wealth Planning LLC | 98,015 | $5M | +5,085 | +5.5% | 6Q | SEC ↗ |
| 36 | Faithward Advisors, LLC | 90,309 | $5M | +50,919 | +129.3% | 8Q | SEC ↗ |
| 37 | ROYAL BANK OF CANADA | 88,818 | $4M | +31,019 | +53.7% | 17Q | SEC ↗ |
| 38 | KESTRA PRIVATE WEALTH SERVICES, LLC | 85,829 | $4M | +3,836 | +4.7% | 8Q | SEC ↗ |
| 39 | Trademark Financial Management, LLC | 85,635 | $4M | +22,332 | +35.3% | 11Q | SEC ↗ |
| 40 | Fortitude Financial, LLC | 79,495 | $4M | -8,357 | -9.5% | 3Q | SEC ↗ |
| 41 | Thrivent Financial for Lutherans NEW | 73,474 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Emerald Advisors, LLC | 64,562 | $3M | +7,799 | +13.7% | 5Q | SEC ↗ |
| 43 | J.W. COLE ADVISORS, INC. NEW | 62,141 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 44 | &PARTNERS | 61,151 | $3M | +10,588 | +20.9% | 7Q | SEC ↗ |
| 45 | MERCER GLOBAL ADVISORS INC /ADV | 60,138 | $3M | -5,100 | -7.8% | 4Q | SEC ↗ |
| 46 | NOVEM GROUP | 57,696 | $3M | -512 | -0.9% | 5Q | SEC ↗ |
| 47 | AE Wealth Management LLC | 54,633 | $3M | +2,097 | +4.0% | 15Q | SEC ↗ |
| 48 | TWO SIGMA INVESTMENTS, LP | 49,700 | $2M | -88,000 | -63.9% | 3Q | SEC ↗ |
| 49 | Van Hulzen Asset Management, LLC | 46,753 | $2M | -33,961 | -42.1% | 6Q | SEC ↗ |
| 50 | Schuylkill Financial LLC NEW | 44,336 | $2M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| APPLETON PARTNERS INC/MA | 166,023 | $8M |
| Thrivent Financial for Lutherans | 73,474 | $4M |
| J.W. COLE ADVISORS, INC. | 62,141 | $3M |
| Schuylkill Financial LLC | 44,336 | $2M |
| Gladstone Institutional Advisory LL | 37,294 | $2M |
| Bank of New York Mellon Corp | 18,018 | $904K |
| Diversify Advisory Services, LLC | 14,873 | $746K |
| Savant Capital, LLC | 9,834 | $493K |
| COMMERCE BANK | 9,642 | $484K |
| MISSION WEALTH MANAGEMENT, LP | 6,837 | $343K |
| Signature Wealth Management Group | 5,616 | $282K |
| Urban Wealth Management, LLC | 5,276 | $265K |
| Global Retirement Partners, LLC | 4,901 | $246K |
| EP Wealth Advisors, LLC | 4,342 | $218K |
| Kathmere Capital Management, LLC | 4,130 | $207K |
| OpenArc Corporate Advisory, LLC | 4,000 | $201K |
| Ascent Group, LLC | 3,957 | $199K |
| Mutual Advisors, LLC | 3,945 | $198K |
| World Investment Advisors | 3,844 | $193K |
| Caitlin John, LLC | 1,500 | $75K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 123,592 | $6M |
| JANE STREET GROUP, LLC | 76,931 | $4M |
| Hilltop Holdings Inc. | 26,659 | $1M |
| SILVER OAK SECURITIES, INCORPORATED | 8,263 | $415K |
| Savvy Advisors, Inc. | 5,035 | $253K |
| Calamos Advisors LLC | 4,562 | $229K |
| StoneX Group Inc. | 4,502 | $226K |
| Sound Income Strategies, LLC | 2,711 | $136K |
| Parallel Advisors, LLC | 1,809 | $91K |
| Global Assets Advisory, LLC | 777 | $39K |
| Root Financial Partners, LLC | 774 | $39K |
| Western Wealth Management, LLC | 601 | $30K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 547 | $27K |
| SageView Advisory Group, LLC | 536 | $27K |
| HOWE & RUSLING INC | 155 | $8K |
| IFC & Insurance Marketing, Inc. | 151 | $8K |
| Clarity Asset Management, Inc. | 134 | $7K |
| Kohmann Bosshard Financial Services | 100 | $5K |
| Darwin Wealth Management, LLC | 63 | $3K |
| FLAGSHIP HARBOR ADVISORS, LLC | 42 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Retirement Planning Group, LLC | +400,546 | +7.8% | 5,565,941 |
| ENVESTNET ASSET MANAGEMENT INC | +260,764 | +12.4% | 2,369,532 |
| Kestra Investment Management, LLC | +209,405 | +17.0% | 1,439,993 |
| LPL Financial LLC | +148,606 | +12.2% | 1,367,259 |
| OSAIC HOLDINGS, INC. | +122,271 | +43.0% | 406,742 |
| COMMONWEALTH EQUITY SERVICES, LLC | +96,787 | +2.9% | 3,396,903 |
| BANK OF AMERICA CORP /DE | +77,804 | +6.1% | 1,355,242 |
| OneDigital Investment Advisors LLC | +72,305 | +17.6% | 481,970 |
| Faithward Advisors, LLC | +50,919 | +129.3% | 90,309 |
| Advocacy Wealth Management, LLC | +47,688 | +8.4% | 616,638 |
| MML INVESTORS SERVICES, LLC | +43,273 | +30.2% | 186,664 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | +38,940 | +12.3% | 356,575 |
| ROYAL BANK OF CANADA | +31,019 | +53.7% | 88,818 |
| RAYMOND JAMES FINANCIAL INC | +26,847 | +6.2% | 460,977 |
| Sanctuary Advisors, LLC | +25,612 | +3.0% | 867,190 |
| Trademark Financial Management, LLC | +22,332 | +35.3% | 85,635 |
| Bravera Wealth | +14,583 | +9.7% | 164,967 |
| &PARTNERS | +10,588 | +20.9% | 61,151 |
| MORGAN STANLEY | +10,280 | +240.9% | 14,548 |
| Private Advisor Group, LLC | +9,538 | +60.7% | 25,255 |