Who owns Fidelity sml mid factr?

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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
FMR 16M $707M -3% Sep 2025
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Retirement Planning Group 3.8M $167M 7% Sep 2025
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Commonwealth Equity Services 2.6M $113M 16% Sep 2025
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LPL Financial 1.0M $45M 20% Sep 2025
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Envestnet Asset Management 695k $31M 10% Sep 2025
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Cetera Investment Advisers 570k $25M 40% Sep 2025
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Advocacy Wealth Management Services 510k $23M -26% Sep 2025
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Kestra Advisory Services 437k $19M -1% Sep 2025
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Atria Investments 382k $17M 2% Sep 2025
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Stifel Financial 337k $15M 36% Sep 2025
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Advisor Group Holdings 337k $15M 42% Sep 2025
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Northwestern Mutual Wealth Management Company 326k $14M 14% Sep 2025
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Goldstone Financial Group 317k $14M 100% Sep 2025
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Cambridge Investment Research Advisors 272k $12M 6% Sep 2025
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Raymond James Financial 262k $12M -34% Sep 2025
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Systelligence 258k $11M -37% Sep 2025
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AssuredPartners Investment Advisors 237k $10M 4% Sep 2025
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Novem Group 201k $8.9M 20% Sep 2025
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Steward Partners Investment Advisory 200k $8.8M -1% Sep 2025
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Farther Finance Advisors 181k $8.0M 171% Sep 2025
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Provident Wealth Management 163k $7.2M 1% Sep 2025
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Advisory Services Network 142k $6.3M 3% Sep 2025
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Mml Investors Services 141k $6.2M 1% Sep 2025
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Financial Services Advisory 127k $5.6M 100% Sep 2025
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Mercer Global Advisors 126k $5.5M 100% Sep 2025
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Evergreen Private Wealth 121k $5.3M -2% Sep 2025
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Resources Investment Advisors 117k $5.1M 139% Sep 2025
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Goldman Sachs Group 116k $5.1M 176% Sep 2025
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Liberty Square Wealth Partners 114k $5.0M 100% Sep 2025
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Sterling Manor Financial 109k $4.8M -3% Sep 2025
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Susquehanna International 81k $3.6M 168% Sep 2025
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Thrivent Financial for Lutherans 80k $3.5M 100% Sep 2025
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Van Hulzen Asset Management 77k $3.4M 6% Sep 2025
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Smartleaf Asset Management 72k $3.2M 100% Sep 2025
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Presper Financial Architects 66k $2.9M 100% Sep 2025
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Kestra Private Wealth Services 57k $2.5M 4% Sep 2025
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H D Vest Advisory Services 54k $2.2M 27% Jun 2025
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Golden State Wealth Management 52k $2.3M 17% Sep 2025
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Jane Street 51k $2.2M -29% Sep 2025
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Royal Bank of Canada 50k $2.2M 16% Sep 2025
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Laurel Wealth Planning 47k $2.1M -6% Sep 2025
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Wiley Bros.-aintree Capital 41k $1.8M 26% Sep 2025
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Ameriprise Financial 40k $1.7M 100% Sep 2025
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New Millennium Group 38k $1.7M 100% Sep 2025
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Wealthcare Advisory Partners 38k $1.6M 1% Sep 2025
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Equitable Holdings 37k $1.6M 7% Sep 2025
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Foundations Investment Advisors 34k $1.5M 13% Sep 2025
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Great Valley Advisor Group 34k $1.5M 1% Sep 2025
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J.w. Cole Advisors 33k $1.4M 44% Sep 2025
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Hilltop Holdings 31k $1.4M -1% Sep 2025
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Visionary Wealth Advisors 31k $1.4M 2% Sep 2025
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Global Financial Private Client 28k $1.2M 73% Sep 2025
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Riverbend Wealth Management 27k $1.2M 0% Sep 2025
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Kuhn & Co Investment Counsel 27k $1.2M 12% Sep 2025
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Strategic Blueprint 26k $1.1M 41% Sep 2025
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Hicks Capital Management 25k $1.1M 100% Sep 2025
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Jpmorgan Chase & Co 25k $1.1M 161% Sep 2025
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Spire Wealth Management 22k $966k 7% Sep 2025
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Rockefeller Capital Management 21k $903k 0% Sep 2025
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Roxbury Financial 20k $880k 0% Sep 2025
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Private Advisor 19k $855k 23% Sep 2025
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Ambassador Advisors 19k $823k 34% Sep 2025
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Cedar Point Capital Partners 18k $808k 3% Sep 2025
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Concurrent Investment Advisors 18k $806k 6% Sep 2025
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Mascagni Wealth Management 18k $789k 100% Sep 2025
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Rehmann Capital Advisory 17k $747k 100% Sep 2025
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Montag & Caldwell 17k $698k 0% Jun 2025
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Breakwater Capital Group 15k $655k -8% Sep 2025
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BG Investment Services 15k $643k -9% Sep 2025
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Chicago Partners Investment 15k $633k -12% Sep 2025
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Trademark Financial Management 14k $607k 68% Sep 2025
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Envestnet Portfolio Solutions 14k $603k -34% Sep 2025
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Diversify Advisory Services 13k $572k 10% Sep 2025
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Atria Wealth Solutions 13k $547k 0% Jun 2025
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Thoroughbred Financial Services 13k $568k 9% Sep 2025
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Wealth Enhancement Advisory Services 13k $563k 44% Sep 2025
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Merit Financial Group 12k $542k 3% Sep 2025
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Sweeney & Michel 12k $492k 8% Sep 2025
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Focus Financial Network 11k $495k 88% Sep 2025
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Creative Planning 11k $481k 100% Sep 2025
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Foster Victor Wealth Advisors 11k $471k 100% Sep 2025
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RFG Advisory 11k $465k 0% Sep 2025
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Stratos Wealth Partners 11k $465k 8% Sep 2025
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CoreCap Advisors 11k $465k 37% Sep 2025
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Sunbelt Securities 11k $462k 74900% Sep 2025
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United Capital Financial Advisers 9.2k $407k 14% Sep 2025
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Mariner Wealth Advisors 8.8k $388k -8% Sep 2025
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AE Wealth Management 8.5k $376k -34% Sep 2025
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Diversified Portfolios 8.5k $374k -1% Sep 2025
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Fundamentun 8.4k $369k 17% Sep 2025
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Silver Oak Securities 8.4k $369k 2% Sep 2025
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CWM 8.1k $356k 18% Sep 2025
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Balanced Rock Investment Advisors 8.1k $355k 6% Sep 2025
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Morgan Stanley 8.0k $333k 100% Jun 2025
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Cullen Frost Bankers 7.8k $345k 13% Sep 2025
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Principle Wealth Partners 7.6k $334k 23% Sep 2025
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Emerald Advisors 7.3k $319k 0% Sep 2025
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CLG 7.2k $318k 0% Sep 2025
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Principal Securities 6.7k $293k 9% Sep 2025
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AQR Capital Management 6.6k $291k 100% Sep 2025
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HighTower Advisors 6.6k $291k 19% Sep 2025
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Perigon Wealth Management 6.0k $262k 100% Sep 2025
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Cozad Asset Management 5.8k $255k -4% Sep 2025
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UBS Group 5.7k $251k 2% Sep 2025
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New England Private Wealth Advisors 5.6k $248k 0% Sep 2025
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Pensionmark Financial Group 5.6k $247k 100% Sep 2025
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Citadel Advisors 5.4k $238k -88% Sep 2025
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BKM Wealth Management 5.4k $237k -4% Sep 2025
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Huntington National Bank 5.3k $233k -12% Sep 2025
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Global Retirement Partners 5.1k $224k 0% Sep 2025
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Hoxton Planning & Management 4.9k $216k 0% Sep 2025
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Pnc Financial Services 3.3k $147k 4359% Sep 2025
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FTB Advisors 2.9k $121k 100% Jun 2025
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Sontag Advisory 2.8k $123k 100% Sep 2025
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Sound Income Strategies 2.6k $113k 0% Sep 2025
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Financial Consulate 2.4k $105k 100% Sep 2025
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IFP Advisors 2.2k $99k 96% Sep 2025
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Ameritas Advisory Services 2.0k $89k 330% Sep 2025
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Parallel Advisors 1.8k $80k -53% Sep 2025
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Capital Analysts 1.5k $65k 100% Sep 2025
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Atlantic Trust 1.1k $49k 0% Sep 2025
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SRS Capital Advisors 935.00 $41k 0% Sep 2025
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Brian McDonald 876.00 $39k 0% Sep 2025
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EverSource Wealth Advisors 787.00 $35k 0% Sep 2025
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Hanson McClain Advisors 772.00 $34k 13% Sep 2025
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BlackRock 620.00 $27k 100% Sep 2025
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Root Financial Partners 614.00 $27k 100% Sep 2025
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Glass Jacobson Investment Advisors 565.00 $25k 0% Sep 2025
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Bank Of Montreal 470.00 $20k 100% Jun 2025
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MAI Wealth Advisors 439.00 $19k 945% Sep 2025
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Harbour Investments 419.00 $18k 0% Sep 2025
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Hantz Financial Services 392.00 $17k 100% Sep 2025
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William Blair $ Company 389.00 $17k 53% Sep 2025
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Nova Wealth Management 288.00 $13k -92% Sep 2025
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Creative Financial Designs 254.00 $11k 0% Sep 2025
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GPS Wealth Strategies Group 186.00 $8.2k 365% Sep 2025
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Bell Investment Advisors 150.00 $6.6k 100% Sep 2025
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Wells Fargo & Company 148.00 $6.5k -25% Sep 2025
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Clarity Asset Management 134.00 $5.9k -3% Sep 2025
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Kathleen S. Wright Associates 126.00 $5.5k 100% Sep 2025
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Semmax Financial Advisors 124.00 $5.2k 0% Jun 2025
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Russell Investments 114.00 $5.0k 777% Sep 2025
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O'shaughnessy Asset Management 91.00 $4.0k -51% Sep 2025
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Abound Wealth Management 51.00 $2.2k 2% Sep 2025
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Private Trust Co Na 42.00 $1.8k 0% Sep 2025
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Kings Path Partners 20.00 $831.000000 100% Jun 2025
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Union Bankshares 12.00 $528.999600 0% Sep 2025
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Qube Research & Technologies 12.00 $528.000000 -84% Sep 2025
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Assetmark 9.00 $396.000000 100% Sep 2025
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Dogwood Wealth Management 4.00 $176.000000 0% Sep 2025
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Who sold out of Fidelity sml mid factr?

Fund or Company Name Date Sold Shares Held Valued At
Two Sigma Investments Jun 2025 53k $2.2M
Renaissance Technologies Jun 2025 8.3k $344k
Summit Wealth Group Llc / Co Jun 2025 8.3k $343k
Prairie Wealth Advisors Jun 2025 5.4k $225k
Holistic Planning Jun 2025 5.4k $222k
Jones Financial Companies, L.L Jun 2025 562.00 $23k
Twin Peaks Wealth Advisors Jun 2025 543.00 $23k
Iron Horse Wealth Management Mar 2025 370.00 $15k
Howe and Rusling Jun 2025 155.00 $6.4k
Frazier Financial Advisors Jun 2025 48.00 $2.0k
Capital A Wealth Management Mar 2025 20.00 $783.000000