Skip to main content
Equibles
FSMD logo

FSMD · Fidelity Small-Mid Multifactor ETF ETF

Alerts for FSMD

Use FSMD with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$51.48 +0.12 (+0.23%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $259,070
Total Shares: 4,902

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2025
Top Holder
99.3%
Dec 2020 → Jun 2026 · range 25.9% – 100.0%
−0.7 pts
Top 5
100.0%
Dec 2020 → Jun 2026 · range 71.6% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2020 → Jun 2026 · range 95.1% – 100.0%
0.0 pts
HHI
9,866
Dec 2020 → Jun 2026 · range 1,416 – 10,000
Highly concentrated−134

Quarterly Activity

vs Mar 31, 2025
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +1
Institutional value: -2.1%
Shares held: -27.5%

Top New Positions

vs Mar 31, 2025
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 4,869 $257,326
Parkside Financial Bank & Trust 33 $1,744

Top Sold-Out Positions

vs Mar 31, 2025
Institution Previously Held Last Value (USD) Open
B. Riley Wealth Advisors, Inc. 6,760 $264,721
Filter: New 2 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 2 of 2
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC FSMD $257,326 99.33% 4,869
Parkside Financial Bank & Trust FSMD $1,744 0.67% 33