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John Overdeck’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

John Overdeck’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 		$2.63M Sell
49,700
-88,000
-64% -$4.35M ﹤0.01% 2756
2026
Q1 		$6.16M Buy
137,700
+77,900
+130% +$3.57M 0.01% 1796
2025
Q4 		$2.64M Buy
+59,800
New +$2.62M ﹤0.01% 2238
2025
Q3 		– Sell
-52,600
Closed -$2.18M – 3734
2025
Q2 		$2.18M Buy
+52,600
New +$2.07M ﹤0.01% 1780

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
Envestnet Asset Management
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
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

John Overdeck's FSMD Position: Q2 2026 in Review

John Overdeck reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 64% in Q2 2026, selling an estimated $4.35M and leaving 49,700 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2756.

John Overdeck first reported a position in FSMD in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.16M in Q1 2026. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • John Overdeck held 49,700 shares of Fidelity Small-Mid Multifactor ETF worth $2.63M as of Q2 2026.
  • John Overdeck sold 88,000 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $4.35M.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2756 holding.
  • John Overdeck first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 4 quarters since.
  • John Overdeck's Fidelity Small-Mid Multifactor ETF position peaked at $6.16M in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.