Who Owns FIDELITY (FSMD)? -- Institutional Holders (2026-06-30)

199 institutions reported holding $2.28B of FIDELITY (FSMD) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($851.4M), Retirement Planning Group, LLC ($294.2M), COMMONWEALTH EQUITY SERVICES, LLC ($179.5M), ENVESTNET ASSET MANAGEMENT INC ($125.2M), Kestra Investment Management, LLC ($76.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1FMR LLC$851.4M16.1MTrimmed
2Retirement Planning Group, LLC$294.2M5.6MAdded
3COMMONWEALTH EQUITY SERVICES, LLC$179.5M3.4MAdded
4ENVESTNET ASSET MANAGEMENT INC$125.2M2.4MAdded
5Kestra Investment Management, LLC$76.1M1.4MAdded
6LPL Financial LLC$72.3M1.4MAdded
7BANK OF AMERICA CORP /DE/$71.6M1.4MAdded
8Sanctuary Advisors, LLC$45.8M867,190Added
9Atria Investments, Inc$39.5M746,717Trimmed
10Advocacy Wealth Management, LLC$32.6M616,638Added
11STIFEL FINANCIAL CORP$31.5M595,405Trimmed
12Cetera Investment Advisers$29.9M565,584Trimmed
13Kestra Advisory Services, LLC$25.6M485,327Trimmed
14OneDigital Investment Advisors LLC$25.5M481,970Added
15RAYMOND JAMES FINANCIAL INC$24.4M460,977Added
16OSAIC HOLDINGS, INC.$21.5M406,742Added
17LIBERTY SQUARE WEALTH PARTNERS LLC$18.8M356,575Added
18NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$18.8M354,956Trimmed
19Goldstone Financial Group, LLC$18.7M353,428Trimmed
20GEN Financial Management, INC.$15.7M297,441Trimmed
21AssuredPartners Investment Advisors, LLC$13.1M248,292Added
22Presper Financial Architects, LLC$13.0M246,489Trimmed
23Steward Partners Investment Advisory, LLC$10.6M200,971Trimmed
24Prasad Wealth Partners, LLC$10.5M197,968Added
25MML INVESTORS SERVICES, LLC$9.9M186,664Added

Source: SEC Form 13F filings · as of 2026-06-30