Envestnet Asset Management
FSMD icon

Envestnet Asset Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Envestnet Asset Management’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$125M Buy
2,369,532
+260,764
+12% +$12.9M 0.03% 490
2026
Q1 		$94.3M Buy
2,108,768
+152,665
+8% +$7M 0.03% 558
2025
Q4 		$86.3M Buy
1,956,103
+1,261,576
+182% +$55.3M 0.03% 540
2025
Q3 		$30.6M Buy
694,527
+62,737
+10% +$2.7M 0.01% 1028
2025
Q2 		$26.2M Buy
631,790
+193,853
+44% +$7.64M 0.01% 1080
2025
Q1 		$17.1M Buy
437,937
+55,555
+15% +$2.28M 0.01% 1305
2024
Q4 		$15.7M Buy
382,382
+44,662
+13% +$1.9M 0.01% 1335
2024
Q3 		$14M Buy
337,720
+37,295
+12% +$1.48M ﹤0.01% 1412
2024
Q2 		$11.3M Buy
300,425
+70,750
+31% +$2.66M ﹤0.01% 1478
2024
Q1 		$8.93M Buy
229,675
+9,955
+5% +$366K ﹤0.01% 1603
2023
Q4 		$7.96M Sell
219,720
-2,414
-1% -$79.7K ﹤0.01% 1582
2023
Q3 		$7.17M Sell
222,134
-3,284
-1% -$110K ﹤0.01% 1589
2023
Q2 		$7.54M Sell
225,418
-3,322
-1% -$107K ﹤0.01% 1468
2023
Q1 		$7.38M Buy
228,740
+8,493
+4% +$278K ﹤0.01% 1419
2022
Q4 		$6.9M Buy
220,247
+61,421
+39% +$1.93M ﹤0.01% 1414
2022
Q3 		$4.56M Buy
158,826
+9,338
+6% +$294K ﹤0.01% 1566
2022
Q2 		$4.44M Buy
149,488
+34,634
+30% +$1.11M ﹤0.01% 1582
2022
Q1 		$3.93M Buy
114,854
+53,283
+87% +$1.82M ﹤0.01% 1748
2021
Q4 		$2.21M Sell
61,571
-33,610
-35% -$1.18M ﹤0.01% 2100
2021
Q3 		$3.19M Buy
95,181
+5,288
+6% +$179K ﹤0.01% 1795
2021
Q2 		$3.05M Buy
89,893
+1,754
+2% +$59.2K ﹤0.01% 1799
2021
Q1 		$2.87M Sell
88,139
-6,902
-7% -$216K ﹤0.01% 1730
2020
Q4 		$2.73M Buy
95,041
+6,913
+8% +$184K ﹤0.01% 1581
2020
Q3 		$2.09M Buy
88,128
+12,220
+16% +$292K ﹤0.01% 1603
2020
Q2 		$1.74M Buy
75,908
+27,980
+58% +$600K ﹤0.01% 1657
2020
Q1 		$903K Buy
+47,928
New +$1.17M ﹤0.01% 1879

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management's FSMD Position: Q2 2026 in Review

Envestnet Asset Management increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 12% in Q2 2026, buying an estimated $12.9M and bringing the position to 2,369,532 shares worth $125M. The position accounts for 0.03% of the portfolio, ranked #490.

Envestnet Asset Management first reported a position in FSMD in Q1 2020 and has held it in 26 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Envestnet Asset Management held 2,369,532 shares of Fidelity Small-Mid Multifactor ETF worth $125M as of Q2 2026.
  • Envestnet Asset Management bought 260,764 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $12.9M.
  • Fidelity Small-Mid Multifactor ETF made up 0.03% of Envestnet Asset Management's portfolio in Q2 2026, its #490 holding.
  • Envestnet Asset Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2020 and has held it in 26 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.