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 		– Sell
-5,000
Closed -$221K – 13385
2025
Q4 		$221K Sell
5,000
-400
-7% -$17.5K ﹤0.01% 10824
2025
Q3 		$238K Buy
+5,400
New +$232K ﹤0.01% 10870

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.