Explore more topics
Public ownership evidence

Fidelity Small-Mid Multifactor ETF (FSMD) Ownership Disclosures

Read FSMD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-296,760$264,705None
Kings Path Partners LLC2026-03-312026-08-220$2None
Rehmann Capital Advisory Group2026-06-302026-08-2116,961$896,388None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2060,138$3,178,274None
Balanced Rock Investment Advisors LLC2026-06-302026-08-1810,902$576,171None
Caitlin John, LLC2026-06-302026-08-181,500$79,275None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-188,429$445,905None
Equitable Holdings, Inc.2026-06-302026-08-1833,431$1,766,841None
Mutual Advisors, LLC2026-06-302026-08-153,945$208,511None
Foundations Investment Advisors, LLC2026-06-302026-08-1515,672$828,282None
IFG Advisory, LLC2026-06-302026-08-15151$8,000None
OSAIC HOLDINGS, INC.2026-06-302026-08-1519,666$1,039,342None
OSAIC HOLDINGS, INC.2026-06-302026-08-15387,076$20,463,086None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-154,195$221,706None
&PARTNERS2026-06-302026-08-1561,151$3,236,887None
Thrivent Financial for Lutherans2026-06-302026-08-1573,474$3,883,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-152$105None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1512,405$655,584None
MAI Capital Management2026-06-302026-08-156,517$344,405None
Curi Capital, LLC2026-06-302026-08-151,000$52,850None
Curi Capital, LLC2026-06-302026-08-153,175$167,784None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-155,392$284,954None
ROYAL BANK OF CANADA2026-06-302026-08-15619$33,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,137$60,000None
ROYAL BANK OF CANADA2026-06-302026-08-1586,623$4,578,000None
ROYAL BANK OF CANADA2026-06-302026-08-15439$23,000None
CITADEL ADVISORS LLC2026-06-302026-08-154,869$257,327None
World Investment Advisors2026-06-302026-08-153,844$203,155None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1549,700$2,626,645None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1527,603$1,458,819None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15438,448$23,171,964None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1522,529$1,190,658None
COZAD ASSET MANAGEMENT INC2026-06-302026-08-154,771$252,137None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15168$8,898None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15345$18,233None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15780,435$41,245,990None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15574,807$30,378,541None
Visionary Wealth Advisors2026-06-302026-08-1432,869$1,737,136None
Sanctuary Advisors, LLC2026-06-302026-08-14867,190$45,830,994None
Van Hulzen Asset Management, LLC2026-06-302026-08-1446,753$2,470,907None
Rockefeller Capital Management L.P.2026-06-302026-08-1438,238$2,020,921None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14200,971$10,621,332None
UBS Group AG2026-06-302026-08-143,067$162,091None
Mariner, LLC2026-06-302026-08-1412,235$646,634None
Creative Planning2026-06-302026-08-1421,921$1,158,526None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14938$49,573None
HANTZ FINANCIAL SERVICES, INC.2026-06-302026-08-14336$18,000None
VANGUARD ADVISERS INC2026-06-302026-08-14301$15,908None
MORGAN STANLEY2026-06-302026-08-14879$46,455None
MORGAN STANLEY2026-06-302026-08-1413,669$722,407None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Kings Path Partners LLC ↗Rehmann Capital Advisory Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Balanced Rock Investment Advisors LLC ↗Caitlin John, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗Mutual Advisors, LLC ↗Foundations Investment Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.