Who owns Fidelity sml mid factr?
- Ticker: FSMD
- CUSIP Number: 316092527
Tip: Access positions for across all investors
Analyze quarterly positions in Fidelity sml mid factr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Fidelity sml mid factr stock
Who bought or sold Fidelity sml mid factr this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| Retirement Planning Group | 3.5M | $136M | 35% | Mar 2025 |
|
| Commonwealth Equity Services | 1.8M | $72M | 19% | Dec 2024 |
|
| Parcion Private Wealth | 491k | $20M | 5% | Dec 2024 |
|
| Bank of America Corporation | 405k | $17M | 201% | Dec 2024 |
|
| Systelligence | 394k | $16M | 39% | Dec 2024 |
|
| Envestnet Asset Management | 382k | $16M | 13% | Dec 2024 |
|
| Raymond James Financial | 359k | $15M | 100% | Dec 2024 |
|
| LPL Financial | 356k | $15M | 189% | Dec 2024 |
|
| Stifel Financial | 259k | $11M | 4745% | Dec 2024 |
|
| Cetera Investment Advisers | 240k | $9.9M | 39% | Dec 2024 |
|
| Kestra Advisory Services | 236k | $9.7M | 16% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 231k | $9.5M | 30% | Dec 2024 |
|
| Fundamentun | 222k | $9.1M | 27% | Dec 2024 |
|
| Steward Partners Investment Advisory | 220k | $9.1M | 0% | Dec 2024 |
|
| Sterling Manor Financial | 200k | $8.2M | -1% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 157k | $6.4M | 235% | Dec 2024 |
|
| Provident Wealth Management | 154k | $6.3M | 100% | Dec 2024 |
|
| Evergreen Private Wealth | 117k | $4.8M | 0% | Dec 2024 |
|
| Advisor Group Holdings | 78k | $3.2M | -2% | Dec 2024 |
|
| Jane Street | 78k | $3.2M | 100% | Dec 2024 |
|
| H D Vest Advisory Services | 54k | $2.2M | 14% | Dec 2024 |
|
| Trademark Financial Management | 54k | $2.2M | 76% | Dec 2024 |
|
| AE Wealth Management | 48k | $2.0M | 7% | Dec 2024 |
|
| Independent Advisor Alliance | 35k | $1.4M | 100% | Dec 2024 |
|
| Farther Finance Advisors | 34k | $1.3M | 38% | Mar 2025 |
|
| Susquehanna International | 34k | $1.4M | -18% | Dec 2024 |
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| Kestra Private Wealth Services | 29k | $1.2M | 102% | Dec 2024 |
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| Fifth Third Securities | 28k | $1.2M | 100% | Dec 2024 |
|
| Riverbend Wealth Management | 25k | $1.0M | 100% | Dec 2024 |
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| Roxbury Financial | 22k | $882k | 7% | Mar 2025 |
|
| Goldman Sachs Group | 21k | $844k | 100% | Dec 2024 |
|
| Equitable Holdings | 19k | $760k | 175% | Dec 2024 |
|
| Cedar Point Capital Partners | 18k | $754k | 9% | Dec 2024 |
|
| Rehmann Capital Advisory | 17k | $698k | 0% | Dec 2024 |
|
| Great Valley Advisor Group | 17k | $684k | -1% | Dec 2024 |
|
| Citadel Advisors | 17k | $682k | 100% | Dec 2024 |
|
| BG Investment Services | 16k | $673k | 100% | Dec 2024 |
|
| Envestnet Portfolio Solutions | 16k | $638k | 52% | Dec 2024 |
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| Royal Bank of Canada | 14k | $587k | 4% | Dec 2024 |
|
| Thoroughbred Financial Services | 12k | $488k | 100% | Dec 2024 |
|
| Merit Financial Group | 12k | $459k | 0% | Mar 2025 |
|
| Diversified Portfolios | 11k | $467k | 100% | Dec 2024 |
|
| Concurrent Investment Advisors | 11k | $445k | 100% | Dec 2024 |
|
| Sweeney & Michel | 11k | $374k | 100% | Mar 2025 |
|
| RFG Advisory | 11k | $414k | 100% | Mar 2025 |
|
| Atria Wealth Solutions | 10k | $415k | 25% | Dec 2024 |
|
| Stratos Wealth Partners | 9.9k | $409k | 100% | Dec 2024 |
|
| Ambassador Advisors | 8.8k | $364k | 81% | Dec 2024 |
|
| Kuhn & Co Investment Counsel | 8.6k | $355k | 37% | Dec 2024 |
|
| Jpmorgan Chase & Co | 8.5k | $348k | 22% | Dec 2024 |
|
| J.w. Cole Advisors | 8.0k | $328k | 18% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 7.7k | $303k | 100% | Mar 2025 |
|
| Silver Oak Securities | 7.3k | $302k | 10% | Dec 2024 |
|
| Mariner Wealth Advisors | 6.9k | $283k | 7% | Dec 2024 |
|
| Wiley Bros.-aintree Capital | 6.8k | $284k | 100% | Dec 2024 |
|
| Private Advisor | 6.0k | $248k | 100% | Dec 2024 |
|
| Holistic Planning | 6.0k | $246k | 100% | Dec 2024 |
|
| Creative Planning | 5.9k | $243k | 100% | Dec 2024 |
|
| We Are One Seven | 5.8k | $240k | 100% | Dec 2024 |
|
| UBS Group | 5.7k | $235k | 299% | Dec 2024 |
|
| HighTower Advisors | 5.6k | $230k | 100% | Dec 2024 |
|
| New England Private Wealth Advisors | 5.6k | $230k | 100% | Dec 2024 |
|
| Prairie Wealth Advisors | 5.3k | $216k | 100% | Dec 2024 |
|
| Sound Income Strategies | 5.2k | $215k | 0% | Dec 2024 |
|
| Global Retirement Partners | 5.1k | $208k | 2340% | Dec 2024 |
|
| Foundations Investment Advisors | 5.0k | $207k | 100% | Dec 2024 |
|
| Eastern Bank | 4.3k | $179k | 116% | Dec 2024 |
|
| CWM | 3.5k | $145k | 100% | Dec 2024 |
|
| FMR | 3.1k | $128k | 69% | Dec 2024 |
|
| Cullen Frost Bankers | 2.0k | $81k | 105% | Dec 2024 |
|
| Principal Securities | 1.8k | $75k | 89% | Dec 2024 |
|
| ZynergyRetirementPlanning | 1.4k | $57k | 0% | Dec 2024 |
|
| Noble Wealth Management PBC | 1.3k | $51k | 0% | Mar 2025 |
|
| Kestra Investment Management | 1.3k | $53k | 100% | Dec 2024 |
|
| Bank Of Montreal | 820.00 | $34k | 74% | Dec 2024 |
|
| Bryn Mawr Trust | 689.00 | $28k | 0% | Dec 2024 |
|
| Live Oak Investment Partners | 378.00 | $16k | 6% | Dec 2024 |
|
| Glass Jacobson Investment Advisors | 315.00 | $13k | 0% | Dec 2024 |
|
| Creative Financial Designs | 252.00 | $10k | 0% | Dec 2024 |
|
| Russell Investments | 211.00 | $8.7k | 100% | Dec 2024 |
|
| Morgan Stanley | 84.00 | $3.5k | 1% | Dec 2024 |
|
| IFP Advisors | 62.00 | $2.6k | 0% | Dec 2024 |
|
| Pnc Financial Services | 50.00 | $2.1k | 0% | Dec 2024 |
|
| Harbour Investments | 44.00 | $1.8k | 0% | Dec 2024 |
|
| Private Trust Co Na | 42.00 | $1.7k | 100% | Dec 2024 |
|
| GPS Wealth Strategies Group | 40.00 | $1.6k | 100% | Mar 2025 |
|
| Spire Wealth Management | 24.00 | $988.000800 | 71% | Dec 2024 |
|
| Capital A Wealth Management | 20.00 | $823.000000 | 100% | Dec 2024 |
|
| Sunbelt Securities | 14.00 | $576.000600 | 0% | Dec 2024 |
|
| Sandy Spring Bank | 12.00 | $495.000000 | 100% | Dec 2024 |
|
Who sold out of Fidelity sml mid factr?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Stratos Wealth Advisors | Sep 2024 | 23k | $941k |
| Advisory Services Network | Sep 2024 | 18k | $674k |
| Financial Partners Group | Sep 2024 | 5.5k | $228k |
| Claris Advisors, Llc / Mo / | Sep 2024 | 200.00 | $8.3k |
| Mascoma Wealth Management | Sep 2024 | 43.00 | $1.8k |
| Clarity Asset Management | Sep 2024 | 24.00 | $979.999200 |
| Hanson McClain Advisors | Sep 2024 | 12.00 | $497.000400 |