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 $851M -4% Jun 2026
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Retirement Planning Group 5.8M $284M 4% Sep 2026
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Commonwealth Equity Services 3.4M $180M 3% Jun 2026
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Envestnet Asset Management 2.4M $125M 12% Jun 2026
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Kestra Investment Management 1.4M $76M 17% Jun 2026
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LPL Financial 1.4M $72M 12% Jun 2026
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Bank of America Corporation 1.4M $72M 6% Jun 2026
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Sanctuary Advisors 867k $46M 3% Jun 2026
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Advocacy Wealth Management Services 617k $33M 8% Jun 2026
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Stifel Financial 595k $32M -23% Jun 2026
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Cetera Investment Advisers 566k $30M -3% Jun 2026
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Kestra Advisory Services 485k $26M -13% Jun 2026
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Resources Investment Advisors 482k $26M 18% Jun 2026
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Raymond James Financial 461k $24M 6% Jun 2026
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Advisor Group Holdings 407k $22M 43% Jun 2026
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Liberty Square Wealth Partners 357k $19M 12% Jun 2026
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Northwestern Mutual Wealth Management Company 355k $19M -14% Jun 2026
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Goldstone Financial Group 353k $19M -1% Jun 2026
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GEN Financial Management 289k $14M -3% Sep 2026
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AssuredPartners Investment Advisors 248k $13M 0% Jun 2026
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Presper Financial Architects 247k $13M 0% Jun 2026
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Steward Partners Investment Advisory 201k $11M -1% Jun 2026
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Prasad Wealth Partners 198k $11M 0% Jun 2026
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Mml Investors Services 187k $9.9M 30% Jun 2026
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Appleton Partners 181k $8.9M 9% Sep 2026
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Farther Finance Advisors 178k $8.7M -4% Sep 2026
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Cambridge Investment Research Advisors 178k $9.4M 0% Jun 2026
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Bravera Wealth 165k $8.7M 10% Jun 2026
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Advisory Services Network 149k $7.9M -1% Jun 2026
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Financial Services Advisory 134k $6.6M 0% Sep 2026
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Evergreen Private Wealth 128k $6.3M 1% Sep 2026
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Provident Wealth Management 119k $5.9M -27% Sep 2026
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Sterling Manor Financial 102k $5.0M -4% Sep 2026
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Laurel Wealth Planning 98k $5.2M 5% Jun 2026
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Ambassador Advisors 90k $4.8M 129% Jun 2026
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Royal Bank of Canada 89k $4.7M 54% Jun 2026
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Trademark Financial Management 88k $4.3M 2% Sep 2026
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Kestra Private Wealth Services 86k $4.5M 5% Jun 2026
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Fortitude Financial 81k $4.0M 2% Sep 2026
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Thrivent Financial for Lutherans 74k $3.9M 100% Jun 2026
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Emerald Advisors 67k $3.3M 3% Sep 2026
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J.w. Cole Advisors 62k $3.3M 100% Jun 2026
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Wiley Bros.-aintree Capital 61k $3.2M 21% Jun 2026
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Mercer Global Advisors 60k $3.2M -8% Jun 2026
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Novem Group 57k $2.8M -1% Sep 2026
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AE Wealth Management 55k $2.9M 4% Jun 2026
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Concurrent Investment Advisors 52k $2.6M 97% Sep 2026
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Two Sigma Investments 50k $2.6M -64% Jun 2026
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Atria Investments 47k $2.3M -94% Sep 2026
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Van Hulzen Asset Management 47k $2.5M -42% Jun 2026
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Kuhn & Co Investment Counsel 40k $2.0M 2% Sep 2026
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Money Concepts Capital Corp 39k $2.1M 23% Jun 2026
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Rockefeller Capital Management 38k $2.0M 3% Jun 2026
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Strategic Blueprint 38k $1.8M 4% Sep 2026
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Gladstone Institutional Advisory 37k $2.0M 100% Jun 2026
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Riverbend Wealth Management 37k $1.8M 17% Sep 2026
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Mascagni Wealth Management 36k $1.8M 15% Sep 2026
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IFP Advisors 35k $1.7M 0% Sep 2026
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Great Valley Advisor Group 34k $1.8M 2% Jun 2026
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Equitable Holdings 33k $1.8M 13% Jun 2026
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Visionary Wealth Advisors 33k $1.7M 21% Jun 2026
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Wealthcare Advisory Partners 31k $1.5M -21% Sep 2026
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Independent Financial Group 31k $1.5M 1% Sep 2026
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Global Financial Private Client 30k $1.5M 1% Sep 2026
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Hicks Capital Management 29k $1.6M 0% Sep 2026
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Goldman Sachs Group 28k $1.5M -56% Jun 2026
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BG Investment Services 27k $1.3M 10% Sep 2026
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SHP Wealth Management 27k $1.4M 8% Jun 2026
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Private Advisor 25k $1.3M 61% Jun 2026
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Nova Wealth Management 25k $1.3M -15% Jun 2026
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Jpmorgan Chase & Co 24k $1.3M 100% Jun 2026
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Spire Wealth Management 24k $1.2M 20% Sep 2026
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Roxbury Financial 24k $1.2M -1% Sep 2026
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Merit Financial Group 22k $1.2M 15% Jun 2026
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Creative Planning 22k $1.2M 43% Jun 2026
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Summit Financial Wealth Advisors 21k $1.0M 21% Sep 2026
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Wealth Enhancement Advisory Services 20k $1.0M 33% Sep 2026
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Capital Analysts 19k $980k 50% Jun 2026
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Focus Financial Network 18k $901k 8% Sep 2026
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Envestnet Portfolio Solutions 18k $961k 0% Jun 2026
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Bank of New York Mellon 18k $952k 100% Jun 2026
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Rehmann Capital Advisory 17k $896k 0% Jun 2026
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Pnc Financial Services 16k $856k 1% Jun 2026
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Cedar Point Capital Partners 16k $778k 4% Sep 2026
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Foundations Investment Advisors 16k $828k 53% Jun 2026
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Perigon Wealth Management 15k $722k 2% Sep 2026
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Diversify Advisory Services 15k $728k -2% Sep 2026
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Diversify Wealth Management 15k $728k -2% Sep 2026
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CoreCap Advisors 15k $718k 13% Sep 2026
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Breakwater Capital Group 14k $701k 1% Sep 2026
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Stratos Wealth Partners 13k $708k 2% Jun 2026
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Golden State Wealth Management 13k $698k -33% Jun 2026
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Ameriprise Financial 12k $656k -65% Jun 2026
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Chicago Partners Investment 12k $615k 1% Sep 2026
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Mariner Wealth Advisors 12k $647k 24% Jun 2026
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Vise Technologies 12k $601k 23% Sep 2026
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Thoroughbred Financial Services 12k $634k 52% Jun 2026
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Sweeney & Michel 11k $544k 0% Sep 2026
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Balanced Rock Investment Advisors 11k $576k 5% Jun 2026
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Mayfair Advisory Group 11k $529k 2% Sep 2026
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Principle Wealth Partners 11k $556k 1% Jun 2026
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Savant Capital Management 9.8k $520k 100% Jun 2026
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Commerce Bank N A 9.6k $510k 100% Jun 2026
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Foster Victor Wealth Advisors 9.6k $474k 0% Sep 2026
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Cullen Frost Bankers 9.5k $469k 8% Sep 2026
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Huntington National Bank 8.9k $469k 0% Jun 2026
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CLG 8.8k $434k 0% Sep 2026
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United Capital Financial Advisers 8.4k $446k -13% Jun 2026
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Kingswood Wealth Advisors 8.2k $406k 100% Sep 2026
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Principal Securities 8.2k $434k 20% Jun 2026
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Fundamentun 8.0k $420k -12% Jun 2026
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Brighton Jones 7.6k $403k 100% Jun 2026
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Wagner Bowman Management 7.2k $378k 8% Jun 2026
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Arkadios Wealth Advisors 7.1k $374k 23% Jun 2026
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HighTower Advisors 7.1k $374k -2% Jun 2026
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Gateway Wealth Partners 6.7k $355k -22% Jun 2026
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Goss Wealth Management 6.5k $345k 14096% Jun 2026
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MAI Wealth Advisors 6.5k $344k 2% Jun 2026
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Dynamic Advisors Solutions 6.4k $314k 1% Sep 2026
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M.e. Allison & Co 6.1k $300k 0% Sep 2026
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RFG Advisory 5.9k $312k -29% Jun 2026
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New England Private Wealth Advisors 5.7k $281k 0% Sep 2026
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Diversified Portfolios 5.6k $294k -5% Jun 2026
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AQR Capital Management 5.4k $285k -9% Jun 2026
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LaSalle St. Investment Advisors 5.1k $270k 0% Jun 2026
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Investmark Advisory Group 5.0k $244k 0% Sep 2026
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Global Retirement Partners 4.9k $259k 100% Jun 2026
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Citadel Advisors 4.9k $257k -87% Jun 2026
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Cozad Asset Management 4.8k $252k 1% Jun 2026
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Belpointe Asset Management 4.7k $249k -6% Jun 2026
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Urban Wealth Management 4.7k $231k -11% Sep 2026
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Lido Advisors 4.6k $245k -23% Jun 2026
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Calamos Wealth Management 4.6k $241k 0% Jun 2026
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EP Wealth Advisors 4.3k $230k 100% Jun 2026
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Susquehanna International 4.2k $222k -95% Jun 2026
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RMB Capital Management 4.2k $221k -28% Jun 2026
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Kathmere Capital Management 4.1k $203k 0% Sep 2026
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Ascent Group 4.0k $209k 100% Jun 2026
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Mutual Advisors 3.9k $209k 100% Jun 2026
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Pensionmark Financial Group 3.8k $203k 100% Jun 2026
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UBS Group 3.1k $162k 0% Jun 2026
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BlackRock 2.6k $135k 127850% Jun 2026
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Fifth Third Bancorp 2.5k $131k -8% Jun 2026
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Financial Consulate 2.4k $118k 0% Sep 2026
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High Point Wealth Management 2.4k $125k -13% Jun 2026
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SRS Capital Advisors 2.2k $116k 134% Jun 2026
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Portfolio Resources Advisor Group 2.2k $107k 0% Sep 2026
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Hanson McClain Advisors 2.0k $105k 28% Jun 2026
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Smartleaf Asset Management 1.9k $98k 0% Jun 2026
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Root Financial Partners 1.8k $89k 100% Sep 2026
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Who sold out of Fidelity sml mid factr?

Fund or Company Name Date Sold Shares Held Valued At
Independent Advisor Alliance Mar 2026 124k $5.5M
Hilltop Holdings Mar 2026 27k $1.2M
Mission Wealth Management Jun 2026 6.8k $361k
Savvy Advisors Mar 2026 5.0k $225k
Calamos Advisors Mar 2026 4.6k $204k
Intl Fcstone Mar 2026 4.5k $201k
OpenArc Corporate Advisory Jun 2026 4.0k $211k