Ken Griffin
FSMD icon

Ken Griffin’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Ken Griffin’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
Q1 		$1.65M Sell
36,972
-29,629
-44% -$1.36M ﹤0.01% 6511
2025
Q4 		$2.94M Buy
+66,601
New +$2.92M ﹤0.01% 5203
2025
Q3 		– Sell
-44,789
Closed -$1.92M – 13213
2025
Q2 		$1.86M Buy
+44,789
New +$1.77M ﹤0.01% 5831
2025
Q1 		– Sell
-16,560
Closed -$682K – 14848
2024
Q4 		$682K Buy
+16,560
New +$703K ﹤0.01% 7885
2024
Q3 		– Sell
-35,955
Closed -$1.35M – 14544
2024
Q2 		$1.35M Buy
+35,955
New +$1.35M ﹤0.01% 6041
2023
Q4 		– Sell
-76,035
Closed -$2.45M – 14610
2023
Q3 		$2.45M Buy
76,035
+15,268
+25% +$513K ﹤0.01% 4853
2023
Q2 		$2.03M Buy
60,767
+12,198
+25% +$391K ﹤0.01% 5128
2023
Q1 		$1.57M Buy
+48,569
New +$1.59M ﹤0.01% 5835
2022
Q3 		– Sell
-93,082
Closed -$2.77M – 12941
2022
Q2 		$2.77M Buy
93,082
+64,492
+226% +$2.06M ﹤0.01% 4905
2022
Q1 		$979K Buy
+28,590
New +$975K ﹤0.01% 7734
2021
Q2 		– Sell
-19,240
Closed -$626K – 13909
2021
Q1 		$626K Sell
19,240
-48,846
-72% -$1.53M ﹤0.01% 9195
2020
Q4 		$1.95M Buy
+68,086
New +$1.81M ﹤0.01% 5397
2020
Q3 		– Sell
-58,640
Closed -$1.34M – 10262
2020
Q2 		$1.34M Buy
58,640
+25,426
+77% +$545K ﹤0.01% 5290
2020
Q1 		$626K Buy
+33,214
New +$812K ﹤0.01% 6118
2019
Q4 		– Sell
-22,806
Closed -$570K – 9318
2019
Q3 		$570K Buy
+22,806
New +$571K ﹤0.01% 6528

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Ken Griffin's FSMD Position: Q1 2026 in Review

Ken Griffin reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 44% in Q1 2026, selling an estimated $1.36M and leaving 36,972 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #6511.

Ken Griffin first reported a position in FSMD in Q3 2019 and has held it in 15 quarters since. The position peaked at $2.94M in Q4 2025. 172 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Ken Griffin held 36,972 shares of Fidelity Small-Mid Multifactor ETF worth $1.65M as of Q1 2026.
  • Ken Griffin sold 29,629 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $1.36M.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #6511 holding.
  • Ken Griffin first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2019 and has held it in 15 quarters since.
  • Ken Griffin's Fidelity Small-Mid Multifactor ETF position peaked at $2.94M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.