Rockefeller Capital Management
FSMD icon

Rockefeller Capital Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Rockefeller Capital Management’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 		$2.02M Buy
38,238
+1,078
+3% +$53.3K ﹤0.01% 1370
2026
Q1 		$1.66M Buy
37,160
+919
+3% +$42.1K ﹤0.01% 1388
2025
Q4 		$1.6M Buy
36,241
+15,730
+77% +$689K ﹤0.01% 1353
2025
Q3 		$903K Buy
20,511
+85
+0.4% +$3.65K ﹤0.01% 1464
2025
Q2 		$847K Buy
20,426
+4,311
+27% +$170K ﹤0.01% 1389
2025
Q1 		$631K Buy
+16,115
New +$662K ﹤0.01% 1412

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

Rockefeller Capital Management's FSMD Position: Q2 2026 in Review

Rockefeller Capital Management increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 2.9% in Q2 2026, buying an estimated $53.3K and bringing the position to 38,238 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Rockefeller Capital Management first reported a position in FSMD in Q1 2025 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Rockefeller Capital Management held 38,238 shares of Fidelity Small-Mid Multifactor ETF worth $2.02M as of Q2 2026.
  • Rockefeller Capital Management bought 1,078 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $53.3K.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1370 holding.
  • Rockefeller Capital Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2025 and has held it in 6 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.