FSMD Institutional Ownership & Shareholders
FIDELITY SMALL-MID MULTIFACT (FSMD) is currently held by 184 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.11B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $809.48M, representing an estimated loss of -4.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% 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
184
Total Reported Value
$2.11B
Largest Holder
Fmr Llc
Largest Position
$851.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
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 | $809,482,476 | -$41,883,660 | -4.92% | |
| Retirement Planning Group, Llc | 7.06% | 5,764,974 | $283,463,753 | $289,689,944 | +$6,226,191 | +2.20% | |
| Commonwealth Equity Services, Llc | 0.21% | 3,348,994 | $164,670,043 | $168,286,949 | +$3,616,906 | +2.20% | |
| Envestnet Asset Management Inc | 0.03% | 2,369,532 | $125,229,751 | $119,068,983 | -$6,160,768 | -4.92% | |
| Lpl Financial Llc | 0.02% | 1,367,259 | $72,259,629 | $68,704,765 | -$3,554,864 | -4.92% | |
| Bank Of America Corp | 0.00% | 1,355,242 | $71,624,531 | $68,100,911 | -$3,523,621 | -4.92% | |
| Kestra Advisory Services, Llc | 0.13% | 959,448 | $47,176,048 | $48,212,262 | +$1,036,214 | +2.20% | |
| Sanctuary Advisors, Llc | 0.21% | 867,190 | $45,830,994 | $43,576,298 | -$2,254,697 | -4.92% | |
| Advocacy Wealth Management, Llc | 1.18% | 616,638 | $32,589,318 | $30,986,060 | -$1,603,259 | -4.92% | |
| Stifel Financial Corp | 0.03% | 595,405 | $31,467,158 | $29,919,101 | -$1,548,057 | -4.92% | |
| Cetera Investment Advisers | 0.03% | 565,584 | $29,891,111 | $28,420,596 | -$1,470,515 | -4.92% | |
| Onedigital Investment Advisors Llc | 0.22% | 481,970 | $25,472,128 | $24,218,993 | -$1,253,136 | -4.92% | |
| Raymond James Financial Inc | 0.01% | 460,977 | $24,362,622 | $23,164,094 | -$1,198,528 | -4.92% | |
| Osaic Holdings, Inc. | 0.03% | 406,742 | $21,502,428 | $20,438,786 | -$1,063,643 | -4.95% | |
| Liberty Square Wealth Partners Llc | 4.49% | 356,575 | $18,844,979 | $17,917,894 | -$927,085 | -4.92% | |
| Goldstone Financial Group, Llc | 1.71% | 353,428 | $18,678,695 | $17,759,757 | -$918,938 | -4.92% | |
| Gen Financial Management, Inc. | 7.68% | 288,911 | $14,205,733 | $14,517,778 | +$312,045 | +2.20% | |
| Assuredpartners Investment Advisors, Llc | 1.27% | 248,292 | $13,122,218 | $12,476,673 | -$645,545 | -4.92% | |
| Presper Financial Architects, Llc | 6.80% | 246,489 | $13,026,969 | $12,386,072 | -$640,897 | -4.92% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 200,971 | $10,621,332 | $10,098,793 | -$522,539 | -4.92% | |
| Prasad Wealth Partners, Llc | 2.52% | 197,968 | $10,462,613 | $9,947,892 | -$514,721 | -4.92% | |
| Mml Investors Services, Llc | 0.02% | 186,664 | $9,865,211 | $9,379,866 | -$485,345 | -4.92% | |
| Farther Finance Advisors, Llc | 0.06% | 177,677 | $8,736,400 | $8,928,269 | +$191,869 | +2.20% | |
| Bravera Wealth | 3.34% | 164,967 | $8,718,506 | $8,289,592 | -$428,914 | -4.92% | |
| Advisory Services Network, Llc | 0.09% | 149,284 | $7,889,679 | $7,501,521 | -$388,158 | -4.92% | |
| Fsa Wealth Partners, Inc. | 1.79% | 134,163 | $6,596,794 | $6,741,691 | +$144,897 | +2.20% | |
| Evergreen Private Wealth Llc | 2.31% | 128,217 | $6,304,442 | $6,442,904 | +$138,462 | +2.20% | |
| Provident Wealth Management, Llc | 2.08% | 119,308 | $5,866,382 | $5,995,227 | +$128,845 | +2.20% | |
| Sterling Manor Financial, Llc | 2.90% | 101,813 | $5,006,112 | $5,116,103 | +$109,991 | +2.20% | |
| Faithward Advisors, Llc | 0.58% | 90,309 | $4,772,835 | $4,538,027 | -$234,808 | -4.92% | |
| Royal Bank Of Canada | 0.00% | 88,818 | $4,694,000 | $4,463,105 | -$230,896 | -4.92% | |
| Laurel Wealth Planning Llc | 2.03% | 94,972 | $4,669,774 | $4,772,343 | +$102,569 | +2.20% | |
| Kestra Private Wealth Services, Llc | 0.05% | 90,794 | $4,464,363 | $4,562,399 | +$98,036 | +2.20% | |
| Trademark Financial Management, Llc | 1.75% | 87,626 | $4,308,570 | $4,403,207 | +$94,637 | +2.20% | |
| Fortitude Financial, Llc | 1.88% | 81,415 | $4,003,176 | $4,091,104 | +$87,928 | +2.20% | |
| Thrivent Financial For Lutherans | 0.01% | 73,474 | $3,883,000 | $3,692,069 | -$190,932 | -4.92% | |
| J.W. Cole Advisors, Inc. | 0.06% | 62,141 | $3,284,155 | $3,122,585 | -$161,570 | -4.92% | |
| Emerald Advisors, Llc | 0.42% | 66,713 | $3,280,285 | $3,352,328 | +$72,043 | +2.20% | |
| &Partners | 0.01% | 61,151 | $3,236,887 | $3,072,838 | -$164,049 | -5.07% | |
| Mercer Global Advisors Inc | 0.00% | 60,138 | $3,178,274 | $3,021,935 | -$156,340 | -4.92% | |
| Novem Group | 0.28% | 57,090 | $2,807,097 | $2,868,773 | +$61,676 | +2.20% | |
| Two Sigma Investments, Lp | 0.00% | 49,700 | $2,626,645 | $2,497,425 | -$129,220 | -4.92% | |
| Concurrent Investment Advisors, Llc | 0.02% | 51,955 | $2,554,646 | $2,610,739 | +$56,093 | +2.20% | |
| Van Hulzen Asset Management, Llc | 0.18% | 46,753 | $2,470,907 | $2,349,338 | -$121,569 | -4.92% | |
| Atria Investments, Inc | 0.02% | 47,390 | $2,330,166 | $2,381,348 | +$51,182 | +2.20% | |
| Rockefeller Capital Management L.P. | 0.00% | 38,238 | $2,020,921 | $1,921,460 | -$99,462 | -4.92% | |
| Gladstone Institutional Advisory Llc | 0.06% | 37,294 | $1,970,977 | $1,874,024 | -$96,954 | -4.92% | |
| Kuhn & Co Investment Counsel | 1.07% | 39,883 | $1,961,048 | $2,004,121 | +$43,073 | +2.20% | |
| Strategic Blueprint, Llc | 0.09% | 37,544 | $1,846,046 | $1,886,586 | +$40,540 | +2.20% | |
| Great Valley Advisor Group, Inc. | 0.03% | 34,170 | $1,805,874 | $1,717,043 | -$88,832 | -4.92% |
Frequently asked questions about FSMD
Who are the largest institutional holders of FSMD?
The largest institutional holders of FSMD reported in the latest SEC Form 13F filings include Fmr Llc, Retirement Planning Group, Llc, Commonwealth Equity Services, Llc, Envestnet Asset Management Inc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported FSMD position.
What is FSMD institutional ownership?
This page tracks FSMD positions reported by institutional investment managers through SEC Form 13F. FIDELITY SMALL-MID MULTIFACT (FSMD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FSMD?
InsiderSet currently tracks 184 institutional managers reporting FSMD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FSMD shareholders.
How much FSMD stock do institutions own?
Institutional investment managers disclosed approximately $2.11B in FSMD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FSMD institutional ownership last updated?
The latest FSMD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FSMD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FSMD position after the reporting date.
Are institutions buying or selling FSMD?
Institutional buying and selling can be analyzed by comparing FSMD positions across consecutive 13F reporting periods. InsiderSet's FSMD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FSMD ownership changes.
How has FSMD institutional ownership changed over time?
InsiderSet tracks FSMD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.