Mariner
FSMD icon

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

Mariner’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 		$647K Buy
12,235
+2,388
+24% +$118K ﹤0.01% 2290
2026
Q1 		$440K Buy
9,847
+318
+3% +$14.6K ﹤0.01% 2584
2025
Q4 		$421K Buy
9,529
+720
+8% +$31.6K ﹤0.01% 2577
2025
Q3 		$388K Sell
8,809
-774
-8% -$33.3K ﹤0.01% 2621
2025
Q2 		$397K Buy
9,583
+1,188
+14% +$46.8K ﹤0.01% 2506
2025
Q1 		$329K Buy
8,395
+1,511
+22% +$62.1K ﹤0.01% 2543
2024
Q4 		$283K Buy
6,884
+421
+7% +$17.9K ﹤0.01% 2680
2024
Q3 		$268K Hold
6,463
– – ﹤0.01% 2675
2024
Q2 		$244K Sell
6,463
-17
-0.3% -$640 ﹤0.01% 2624
2024
Q1 		$252K Buy
+6,480
New +$238K ﹤0.01% 2591

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

Mariner's FSMD Position: Q2 2026 in Review

Mariner increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 24% in Q2 2026, buying an estimated $118K and bringing the position to 12,235 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Mariner first reported a position in FSMD in Q1 2024 and has held it in 10 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Mariner held 12,235 shares of Fidelity Small-Mid Multifactor ETF worth $647K as of Q2 2026.
  • Mariner bought 2,388 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $118K.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2290 holding.
  • Mariner first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2024 and has held it in 10 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.