FIDELITY SMALL-MID MULTIFACT (FSMD) Institutional Shareholders
FIDELITY SMALL-MID MULTIFACT (FSMD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.17B in FSMD holdings during the latest filing period.
Fmr Llc is currently the largest disclosed institutional shareholder of FSMD tracked by InsiderSet, reporting ownership valued at approximately $851.37M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $808.03M, representing an estimated loss of -5.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed FSMD value among the investors covered in this analysis. Major shareholders include Fmr Llc, Retirement Planning Group, Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in FIDELITY SMALL-MID MULTIFACT (FSMD).
This page ranks the largest institutional FSMD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
182
Total Reported Value
$2.17B
Largest Holder
Fmr Llc
Largest Position
$851.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.04% | 16,109,104 | $851,366,136 | $808,032,657 | -$43,333,479 | -5.09% | |
| Retirement Planning Group, Llc | 7.47% | 5,565,941 | $294,159,993 | $279,187,601 | -$14,972,392 | -5.09% | |
| Commonwealth Equity Services, Llc | 0.23% | 3,396,903 | $179,526,320 | $170,388,654 | -$9,137,666 | -5.09% | |
| Envestnet Asset Management Inc | 0.03% | 2,369,532 | $125,229,751 | $118,855,725 | -$6,374,026 | -5.09% | |
| Lpl Financial Llc | 0.02% | 1,367,259 | $72,259,629 | $68,581,711 | -$3,677,918 | -5.09% | |
| Bank Of America Corp | 0.00% | 1,355,242 | $71,624,531 | $67,978,939 | -$3,645,592 | -5.09% | |
| Sanctuary Advisors, Llc | 0.21% | 867,190 | $45,830,994 | $43,498,250 | -$2,332,744 | -5.09% | |
| Atria Investments, Inc | 0.40% | 746,717 | $39,464,016 | $37,455,325 | -$2,008,691 | -5.09% | |
| Advocacy Wealth Management, Llc | 1.18% | 616,638 | $32,589,318 | $30,930,562 | -$1,658,756 | -5.09% | |
| Stifel Financial Corp | 0.03% | 595,405 | $31,467,158 | $29,865,515 | -$1,601,643 | -5.09% | |
| Cetera Investment Advisers | 0.03% | 565,584 | $29,891,111 | $28,369,693 | -$1,521,418 | -5.09% | |
| Kestra Advisory Services, Llc | 0.08% | 485,327 | $25,649,558 | $24,344,002 | -$1,305,556 | -5.09% | |
| Onedigital Investment Advisors Llc | 0.22% | 481,970 | $25,472,128 | $24,175,615 | -$1,296,513 | -5.09% | |
| Raymond James Financial Inc | 0.01% | 460,977 | $24,362,622 | $23,122,606 | -$1,240,016 | -5.09% | |
| Osaic Holdings, Inc. | 0.03% | 406,742 | $21,502,428 | $20,402,179 | -$1,100,249 | -5.12% | |
| Liberty Square Wealth Partners Llc | 4.49% | 356,575 | $18,844,979 | $17,885,802 | -$959,177 | -5.09% | |
| Goldstone Financial Group, Llc | 1.71% | 353,428 | $18,678,695 | $17,727,948 | -$950,747 | -5.09% | |
| Gen Financial Management, Inc. | 9.41% | 297,441 | $15,719,769 | $14,919,641 | -$800,128 | -5.09% | |
| Assuredpartners Investment Advisors, Llc | 1.27% | 248,292 | $13,122,218 | $12,454,327 | -$667,891 | -5.09% | |
| Presper Financial Architects, Llc | 6.80% | 246,489 | $13,026,969 | $12,363,888 | -$663,081 | -5.09% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 200,971 | $10,621,332 | $10,080,705 | -$540,627 | -5.09% | |
| Prasad Wealth Partners, Llc | 2.52% | 197,968 | $10,462,613 | $9,930,075 | -$532,538 | -5.09% | |
| Mml Investors Services, Llc | 0.02% | 186,664 | $9,865,211 | $9,363,066 | -$502,145 | -5.09% | |
| Farther Finance Advisors, Llc | 0.08% | 184,870 | $9,770,379 | $9,273,079 | -$497,300 | -5.09% | |
| Appleton Partners Inc/Ma | 0.54% | 166,023 | $8,774,000 | $8,327,714 | -$446,286 | -5.09% | |
| Bravera Wealth | 3.34% | 164,967 | $8,718,506 | $8,274,745 | -$443,761 | -5.09% | |
| Provident Wealth Management, Llc | 2.22% | 163,496 | $8,640,762 | $8,200,959 | -$439,803 | -5.09% | |
| Advisory Services Network, Llc | 0.09% | 149,284 | $7,889,679 | $7,488,085 | -$401,594 | -5.09% | |
| Fsa Wealth Partners, Inc. | 1.77% | 133,818 | $7,072,282 | $6,712,311 | -$359,971 | -5.09% | |
| Evergreen Private Wealth Llc | 2.48% | 126,854 | $6,704,230 | $6,362,997 | -$341,233 | -5.09% | |
| Laurel Wealth Planning Llc | 2.29% | 98,015 | $5,180,093 | $4,916,432 | -$263,661 | -5.09% | |
| Faithward Advisors, Llc | 0.58% | 90,309 | $4,772,835 | $4,529,899 | -$242,936 | -5.09% | |
| Sterling Manor Financial, Llc | 2.96% | 105,784 | $4,730,661 | $5,306,125 | +$575,464 | +12.16% | |
| Royal Bank Of Canada | 0.00% | 88,818 | $4,694,000 | $4,455,111 | -$238,889 | -5.09% | |
| Kestra Private Wealth Services, Llc | 0.05% | 85,829 | $4,536,066 | $4,305,183 | -$230,883 | -5.09% | |
| Trademark Financial Management, Llc | 1.85% | 85,635 | $4,525,810 | $4,295,452 | -$230,358 | -5.09% | |
| Fortitude Financial, Llc | 3.78% | 79,495 | $4,201,288 | $3,987,469 | -$213,819 | -5.09% | |
| Thrivent Financial For Lutherans | 0.01% | 73,474 | $3,883,000 | $3,685,456 | -$197,544 | -5.09% | |
| Emerald Advisors, Llc | 0.43% | 64,562 | $3,412,128 | $3,238,430 | -$173,698 | -5.09% | |
| J.W. Cole Advisors, Inc. | 0.06% | 62,141 | $3,284,155 | $3,116,993 | -$167,162 | -5.09% | |
| &Partners | 0.01% | 61,151 | $3,236,887 | $3,067,334 | -$169,553 | -5.24% | |
| Mercer Global Advisors Inc | 0.00% | 60,138 | $3,178,274 | $3,016,522 | -$161,752 | -5.09% | |
| Novem Group | 0.31% | 57,696 | $3,049,250 | $2,894,031 | -$155,219 | -5.09% | |
| Two Sigma Investments, Lp | 0.00% | 49,700 | $2,626,645 | $2,492,952 | -$133,693 | -5.09% | |
| Van Hulzen Asset Management, Llc | 0.18% | 46,753 | $2,470,907 | $2,345,130 | -$125,777 | -5.09% | |
| Wealthcare Advisory Partners Llc | 0.04% | 39,609 | $2,093,342 | $1,986,787 | -$106,555 | -5.09% | |
| Kuhn & Co Investment Counsel | 1.19% | 38,916 | $2,056,711 | $1,952,027 | -$104,684 | -5.09% | |
| Rockefeller Capital Management L.P. | 0.00% | 38,238 | $2,020,921 | $1,918,018 | -$102,903 | -5.09% | |
| Gladstone Institutional Advisory Llc | 0.06% | 37,294 | $1,970,977 | $1,870,667 | -$100,310 | -5.09% | |
| Strategic Blueprint, Llc | 0.10% | 36,183 | $1,912,248 | $1,814,939 | -$97,309 | -5.09% |
Frequently asked questions about FSMD
Who owns the most FSMD stock?
The largest holders of FSMD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIDELITY SMALL-MID MULTIFACT (FSMD).
Is FSMD widely held by superinvestors?
Many widely followed stocks like FSMD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FSMD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.