FIDELITY SMALL-MID MULTIFACT FSMD
$51.63
-1.3% 52w: $39.89 – $52.85
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data39.8946.3752.85
Jun 20, 2025 Jul 2, 2026
Institutional holders
169
+9 QoQ
13F value
$1.90B
+12.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$221K calls / — puts
Institutional value by quarter
Number of holders
Who owns FSMD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FMR LLC | Long only active | 16.9M | $754.2M | 0.0% | +4.2% |
| Retirement Planning Group, LLC | Wealth advisor | 5.2M | $231.0M | 7.2% | +28.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 3.3M | $147.6M | 0.2% | +8.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.1M | $94.3M | 0.0% | +7.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.3M | $57.1M | 0.0% | +12.5% |
| Kestra Investment Management, LLC | Wealth advisor | 1.2M | $55.0M | 0.9% | -2.1% |
| LPL Financial LLC | Bank broker | 1.2M | $54.5M | 0.0% | +10.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 841.6K | $37.6M | 0.2% | +94.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 774.6K | $34.6M | 0.0% | +48.2% |
| Atria Investments, Inc | Wealth advisor | 758.5K | $33.9M | 0.4% | +96.6% |
| Cetera Investment Advisers | Wealth advisor | 581.3K | $26.0M | 0.0% | -3.8% |
| Advocacy Wealth Management, LLC | Wealth advisor | 569.0K | $25.4M | 1.1% | +4.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 558.3K | $25.0M | 0.1% | +14.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 434.1K | $19.4M | 0.0% | +72.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 414.0K | $18.5M | 0.0% | +20.7% |
| OneDigital Investment Advisors LLC | Wealth advisor | 409.7K | $18.3M | 0.2% | +122.4% |
| Goldstone Financial Group, LLC | Wealth advisor | 357.9K | $16.0M | 1.7% | +6.7% |
| LIBERTY SQUARE WEALTH PARTNERS LLC | Wealth advisor | 317.6K | $14.2M | 4.0% | +22.2% |
| GEN Financial Management, INC. | Wealth advisor | 303.4K | $13.6M | 8.4% | +1.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 284.5K | $12.7M | 0.0% | -23.2% |
| AssuredPartners Investment Advisors, LLC | Wealth advisor | 247.4K | $11.3M | 1.2% | +1.4% |
| Presper Financial Architects, LLC | Wealth advisor | 246.9K | $11.0M | 6.6% | +249.3% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 202.8K | $9.1M | 0.0% | -0.4% |
| Farther Finance Advisors, LLC | Wealth advisor | 195.7K | $8.8M | 0.1% | +0.4% |
| Prasad Wealth Partners, LLC | Wealth advisor | 197.3K | $8.8M | 2.4% | +3.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 177.3K | $7.9M | 0.0% | -27.5% |
| Provident Wealth Management, LLC | Wealth advisor | 164.6K | $7.4M | 2.2% | -0.9% |
| Bravera Wealth | Wealth advisor | 150.4K | $6.7M | 3.0% | +20.2% |
| Advisory Services Network, LLC | Diversified mechanical | 150.2K | $6.7M | 0.1% | +1.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 143.4K | $6.4M | 0.0% | -15.8% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 137.7K | $6.2M | 0.0% | +130.3% |
| FSA WEALTH PARTNERS, INC. | Wealth advisor | 128.8K | $5.8M | 2.7% | +1.9% |
| Evergreen Private Wealth LLC | Other | 125.2K | $5.6M | 2.3% | -1.8% |
| Independent Advisor Alliance | Wealth advisor | 123.6K | $5.5M | 0.1% | New |
| Sterling Manor Financial, LLC | Wealth advisor | 105.8K | $4.7M | 3.0% | -1.0% |
| Laurel Wealth Planning LLC | Wealth advisor | 92.9K | $4.2M | 2.2% | +78.0% |
| Fortitude Financial, LLC | Wealth advisor | 87.9K | $3.9M | 2.1% | -7.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 84.6K | $3.8M | 0.0% | -3.3% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 82.0K | $3.7M | 0.0% | +7.5% |
| Van Hulzen Asset Management, LLC | Other | 80.7K | $3.6M | 0.3% | +0.9% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 65.2K | $2.9M | 0.0% | -1.8% |
| Trademark Financial Management, LLC | Wealth advisor | 63.3K | $2.8M | 1.4% | +47.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 62.6K | $2.8M | 0.0% | New |
| NOVEM GROUP | Wealth advisor | 58.2K | $2.6M | 0.3% | -71.3% |
| ROYAL BANK OF CANADA | Bank broker | 57.8K | $2.6M | 0.0% | +12.5% |
| Emerald Advisors, LLC ★2 | Fundamental diversified | 56.8K | $2.5M | 0.3% | +84.8% |
| AE Wealth Management LLC | Wealth advisor | 52.5K | $2.3M | 0.0% | +14.7% |
| &PARTNERS | Diversified mechanical | 50.6K | $2.3M | 0.0% | +10.3% |
| Faithward Advisors, LLC | Other | 39.4K | $1.8M | 0.3% | +57.9% |
| Kuhn & Co Investment Counsel | Other | 38.9K | $1.7M | 1.1% | +23.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.