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 $1.96B 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 $754.16M in its March 31, 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 $855.68M, representing an estimated gain of +13.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% 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
173
Total Reported Value
$1.96B
Largest Holder
Fmr Llc
Largest Position
$754.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
127
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% | 16,864,062 | $754,160,836 | $855,682,506 | +$101,521,670 | +13.46% | |
| Retirement Planning Group, Llc | 7.16% | 5,165,395 | $230,996,444 | $262,092,142 | +$31,095,698 | +13.46% | |
| Commonwealth Equity Services, Llc | 0.23% | 3,396,903 | $179,526,320 | $172,358,858 | -$7,167,462 | -3.99% | |
| Envestnet Asset Management Inc | 0.03% | 2,108,768 | $94,304,099 | $106,998,888 | +$12,694,789 | +13.46% | |
| Bank Of America Corp | 0.00% | 1,277,438 | $57,127,039 | $64,817,204 | +$7,690,165 | +13.46% | |
| Kestra Investment Management, Llc | 0.95% | 1,230,588 | $55,031,896 | $62,440,035 | +$7,408,139 | +13.46% | |
| Lpl Financial Llc | 0.01% | 1,218,653 | $54,498,147 | $61,834,453 | +$7,336,306 | +13.46% | |
| Atria Investments, Inc | 0.40% | 746,717 | $39,464,016 | $37,888,421 | -$1,575,595 | -3.99% | |
| Sanctuary Advisors, Llc | 0.20% | 841,578 | $37,635,376 | $42,701,668 | +$5,066,292 | +13.46% | |
| Stifel Financial Corp | 0.03% | 774,628 | $34,641,363 | $39,304,625 | +$4,663,262 | +13.46% | |
| Advocacy Wealth Management, Llc | 1.18% | 616,638 | $32,589,318 | $31,288,212 | -$1,301,106 | -3.99% | |
| Cetera Investment Advisers | 0.03% | 581,286 | $25,995,104 | $29,494,452 | +$3,499,348 | +13.46% | |
| Kestra Advisory Services, Llc | 0.08% | 485,327 | $25,649,558 | $24,625,492 | -$1,024,066 | -3.99% | |
| Raymond James Financial Inc | 0.01% | 434,130 | $19,414,273 | $22,027,756 | +$2,613,483 | +13.46% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 414,021 | $18,515,018 | $21,007,426 | +$2,492,408 | +13.46% | |
| Onedigital Investment Advisors Llc | 0.18% | 409,665 | $18,320,215 | $20,786,402 | +$2,466,187 | +13.46% | |
| Goldstone Financial Group, Llc | 1.74% | 357,873 | $16,004,095 | $18,158,476 | +$2,154,381 | +13.46% | |
| Gen Financial Management, Inc. | 9.41% | 297,441 | $15,719,769 | $15,092,156 | -$627,613 | -3.99% | |
| Liberty Square Wealth Partners Llc | 3.96% | 317,635 | $14,204,656 | $16,116,800 | +$1,912,144 | +13.46% | |
| Osaic Holdings, Inc. | 0.02% | 284,471 | $12,723,429 | $14,434,059 | +$1,710,630 | +13.44% | |
| Assuredpartners Investment Advisors, Llc | 1.23% | 247,373 | $11,260,412 | $12,551,706 | +$1,291,294 | +11.47% | |
| Presper Financial Architects, Llc | 6.56% | 246,864 | $11,039,758 | $12,525,879 | +$1,486,121 | +13.46% | |
| Prasad Wealth Partners, Llc | 2.52% | 197,968 | $10,462,613 | $10,044,896 | -$417,717 | -3.99% | |
| Farther Finance Advisors, Llc | 0.08% | 184,870 | $9,770,379 | $9,380,304 | -$390,075 | -3.99% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 202,783 | $9,068,477 | $10,289,209 | +$1,220,732 | +13.46% | |
| Bravera Wealth | 3.34% | 164,967 | $8,718,506 | $8,370,426 | -$348,080 | -3.99% | |
| Provident Wealth Management, Llc | 2.23% | 164,649 | $7,363,103 | $8,354,290 | +$991,187 | +13.46% | |
| Advisory Services Network, Llc | 0.09% | 150,230 | $6,718,266 | $7,622,670 | +$904,404 | +13.46% | |
| Evergreen Private Wealth Llc | 2.48% | 126,854 | $6,704,230 | $6,436,572 | -$267,658 | -3.99% | |
| Mml Investors Services, Llc | 0.02% | 143,391 | $6,412,430 | $7,275,659 | +$863,229 | +13.46% | |
| Two Sigma Investments, Lp | 0.01% | 137,700 | $6,157,944 | $6,986,898 | +$828,954 | +13.46% | |
| Fsa Wealth Partners, Inc. | 2.74% | 128,779 | $5,758,997 | $6,534,246 | +$775,249 | +13.46% | |
| Independent Advisor Alliance | 0.06% | 123,592 | $5,527,060 | $6,271,058 | +$743,998 | +13.46% | |
| Laurel Wealth Planning Llc | 2.29% | 98,015 | $5,180,093 | $4,973,281 | -$206,812 | -3.99% | |
| Sterling Manor Financial, Llc | 2.96% | 105,784 | $4,730,661 | $5,367,480 | +$636,819 | +13.46% | |
| Kestra Private Wealth Services, Llc | 0.05% | 85,829 | $4,536,066 | $4,354,963 | -$181,103 | -3.99% | |
| Trademark Financial Management, Llc | 1.85% | 85,635 | $4,525,810 | $4,345,120 | -$180,690 | -3.99% | |
| Fortitude Financial, Llc | 3.78% | 79,495 | $4,201,288 | $4,033,576 | -$167,712 | -3.99% | |
| Susquehanna International Group, Llp | 0.00% | 84,575 | $3,782,194 | $4,291,336 | +$509,142 | +13.46% | |
| Van Hulzen Asset Management, Llc | 0.27% | 80,714 | $3,609,537 | $4,095,428 | +$485,891 | +13.46% | |
| Emerald Advisors, Llc | 0.43% | 64,562 | $3,412,128 | $3,275,876 | -$136,252 | -3.99% | |
| J.W. Cole Advisors, Inc. | 0.06% | 62,141 | $3,284,155 | $3,153,034 | -$131,121 | -3.99% | |
| Novem Group | 0.31% | 57,696 | $3,049,250 | $2,927,495 | -$121,755 | -3.99% | |
| Mercer Global Advisors Inc | 0.00% | 65,238 | $2,917,426 | $3,310,176 | +$392,750 | +13.46% | |
| Goldman Sachs Group Inc | 0.00% | 62,583 | $2,798,712 | $3,175,461 | +$376,749 | +13.46% | |
| Royal Bank Of Canada | 0.00% | 57,799 | $2,585,000 | $2,932,721 | +$347,721 | +13.45% | |
| Ae Wealth Management Llc | 0.01% | 52,536 | $2,349,399 | $2,665,677 | +$316,278 | +13.46% | |
| &Partners | 0.01% | 50,563 | $2,291,131 | $2,565,567 | +$274,436 | +11.98% | |
| Wealthcare Advisory Partners Llc | 0.04% | 39,609 | $2,093,342 | $2,009,761 | -$83,581 | -3.99% | |
| Kuhn & Co Investment Counsel | 1.19% | 38,916 | $2,056,711 | $1,974,598 | -$82,113 | -3.99% |
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.