FSMD — Fidelity Small-Mid Multifactor ETF Institutional Holders · Q3 2026
Who owns Fidelity Small-Mid Multifactor ETF (FSMD)? 7 institutions reported holding $11.69M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($8.7M), Roxbury Financial LLC ($1.2M), CoreCap Advisors, LLC ($718,079).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $8.7M | 177,677 | Trimmed |
| 2 | Roxbury Financial LLC | $1.2M | 23,459 | Trimmed |
| 3 | CoreCap Advisors, LLC | $718,079 | 14,604 | Added |
| 4 | Breakwater Capital Group | $701,366 | 14,264 | Added |
| 5 | M.E. ALLISON & CO., INC. | $300,284 | 6,107 | Hold |
| 6 | Noble Wealth Management PBC | $49,170 | 1,000 | Hold |
| 7 | TOTH FINANCIAL ADVISORY CORP | $31,715 | 645 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30