MML Investors Services
FSMD icon

MML Investors Services’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

MML Investors Services’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 		$6.41M Sell
143,391
-26,864
-16% -$1.23M 0.02% 700
2025
Q4 		$7.51M Buy
170,255
+29,799
+21% +$1.31M 0.02% 689
2025
Q3 		$6.18M Buy
140,456
+1,314
+0.9% +$56.5K 0.02% 730
2025
Q2 		$5.77M Buy
139,142
+133,565
+2,395% +$5.27M 0.02% 732
2025
Q1 		$218K Buy
+5,577
New +$229K ﹤0.01% 2498

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 $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $8.94B AUM 20.84% 1-Year Est. Return

MML Investors Services's FSMD Position: Q1 2026 in Review

MML Investors Services reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 16% in Q1 2026, selling an estimated $1.23M and leaving 143,391 shares worth $6.41M. The position accounts for 0.02% of the portfolio, ranked #700.

MML Investors Services first reported a position in FSMD in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.51M in Q4 2025. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • MML Investors Services held 143,391 shares of Fidelity Small-Mid Multifactor ETF worth $6.41M as of Q1 2026.
  • MML Investors Services sold 26,864 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $1.23M.
  • Fidelity Small-Mid Multifactor ETF made up 0.02% of MML Investors Services's portfolio in Q1 2026, its #700 holding.
  • MML Investors Services first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2025 and has held it in 5 quarters since.
  • MML Investors Services's Fidelity Small-Mid Multifactor ETF position peaked at $7.51M in Q4 2025.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.