Jeff Yass’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Jeff Yass’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	$222K	Sell	4,195 -80,380	-95%	-$3.97M	﹤0.01%	11722
2026 Q1	$3.78M	Sell	84,575 -2,844	-3%	-$130K	﹤0.01%	4786
2025 Q4	$3.86M	Buy	87,419 +5,971	+7%	+$262K	﹤0.01%	4454
2025 Q3	$3.58M	Buy	81,448 +51,096	+168%	+$2.2M	﹤0.01%	4644
2025 Q2	$1.26M	Sell	30,352 -56,319	-65%	-$2.22M	﹤0.01%	6858
2025 Q1	$3.39M	Buy	86,671 +52,785	+156%	+$2.17M	﹤0.01%	4393
2024 Q4	$1.4M	Sell	33,886 -7,658	-18%	-$325K	﹤0.01%	6131
2024 Q3	$1.72M	Sell	41,544 -39,054	-48%	-$1.55M	﹤0.01%	5585
2024 Q2	$3.04M	Buy	80,598 +34,258	+74%	+$1.29M	﹤0.01%	4281
2024 Q1	$1.8M	Buy	+46,340	New	+$1.7M	﹤0.01%	5583
2022 Q4	–	Sell	-7,849	Closed	-$226K	–	12817
2022 Q3	$226K	Buy	+7,849	New	+$247K	﹤0.01%	10522

Other funds holding FSMD

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Jeff Yass's FSMD Position: Q2 2026 in Review

Jeff Yass reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 95% in Q2 2026, selling an estimated $3.97M and leaving 4,195 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #11722.

Jeff Yass first reported a position in FSMD in Q3 2022 and has held it in 11 quarters since. The position peaked at $3.86M in Q4 2025. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Jeff Yass held 4,195 shares of Fidelity Small-Mid Multifactor ETF worth $222K as of Q2 2026.
Jeff Yass sold 80,380 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $3.97M.
Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11722 holding.
Jeff Yass first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2022 and has held it in 11 quarters since.
Jeff Yass's Fidelity Small-Mid Multifactor ETF position peaked at $3.86M in Q4 2025.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.