OneDigital Investment Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

OneDigital Investment Advisors’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	$25.5M	Buy	481,970 +72,305	+18%	+$3.58M	0.22%	92
2026 Q1	$18.3M	Buy	409,665 +225,429	+122%	+$10.3M	0.18%	114
2025 Q4	$8.13M	Buy	184,236 +67,613	+58%	+$2.96M	0.08%	196
2025 Q3	$5.13M	Buy	116,623 +67,845	+139%	+$2.92M	0.05%	250
2025 Q2	$2.02M	Buy	+48,778	New	+$1.92M	0.02%	427

Other funds holding FSMD

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

OneDigital Investment Advisors's FSMD Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 18% in Q2 2026, buying an estimated $3.58M and bringing the position to 481,970 shares worth $25.5M. The position accounts for 0.22% of the portfolio, ranked #92.

OneDigital Investment Advisors first reported a position in FSMD in Q2 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

OneDigital Investment Advisors held 481,970 shares of Fidelity Small-Mid Multifactor ETF worth $25.5M as of Q2 2026.
OneDigital Investment Advisors bought 72,305 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $3.58M.
Fidelity Small-Mid Multifactor ETF made up 0.22% of OneDigital Investment Advisors's portfolio in Q2 2026, its #92 holding.
OneDigital Investment Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 5 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.