William Blair & Company
FSMD icon

William Blair & Company’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

William Blair & Company’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 		$45.2K Buy
1,010
+620
+159% +$28.4K ﹤0.01% 1704
2025
Q4 		$17.2K Buy
390
+1
+0.3% +$44 ﹤0.01% 1740
2025
Q3 		$17.1K Buy
389
+134
+53% +$5.76K ﹤0.01% 1730
2025
Q2 		$10.6K Buy
+255
New +$10.1K ﹤0.01% 1724

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 $79.5B AUM 27.1% 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 $9.98B AUM 26.5% 1-Year Est. Return

William Blair & Company's FSMD Position: Q1 2026 in Review

William Blair & Company increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 159% in Q1 2026, buying an estimated $28.4K and bringing the position to 1,010 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

William Blair & Company first reported a position in FSMD in Q2 2025 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • William Blair & Company held 1,010 shares of Fidelity Small-Mid Multifactor ETF worth $45.2K as of Q1 2026.
  • William Blair & Company bought 620 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $28.4K.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1704 holding.
  • William Blair & Company first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 4 quarters since.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.