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 |
|---|---|---|---|---|---|
| FMR | 16M | $714M | 1% | Dec 2025 |
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| Retirement Planning Group | 5.2M | $231M | 28% | Mar 2026 |
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| Commonwealth Equity Services | 3.3M | $148M | 8% | Mar 2026 |
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| Envestnet Asset Management | 2.1M | $94M | 8% | Mar 2026 |
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| Bank of America Corporation | 1.3M | $57M | 100% | Mar 2026 |
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| Kestra Investment Management | 1.2M | $55M | -2% | Mar 2026 |
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| LPL Financial | 1.2M | $55M | 11% | Mar 2026 |
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| Sanctuary Advisors | 842k | $38M | 95% | Mar 2026 |
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| Stifel Financial | 775k | $35M | 48% | Mar 2026 |
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| Atria Investments | 759k | $34M | 97% | Mar 2026 |
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| Cetera Investment Advisers | 581k | $26M | -4% | Mar 2026 |
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| Advocacy Wealth Management Services | 569k | $25M | 4% | Mar 2026 |
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| Kestra Advisory Services | 558k | $25M | 14% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 414k | $19M | 21% | Mar 2026 |
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| Resources Investment Advisors | 410k | $18M | 122% | Mar 2026 |
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| Advisor Group Holdings | 370k | $16M | 10% | Dec 2025 |
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| Goldstone Financial Group | 358k | $16M | 7% | Mar 2026 |
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| Liberty Square Wealth Partners | 318k | $14M | 22% | Mar 2026 |
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| GEN Financial Management | 303k | $14M | 2% | Mar 2026 |
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| Raymond James Financial | 252k | $11M | -4% | Dec 2025 |
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| AssuredPartners Investment Advisors | 247k | $11M | 1% | Mar 2026 |
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| Presper Financial Architects | 247k | $11M | 249% | Mar 2026 |
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| Steward Partners Investment Advisory | 203k | $9.1M | 0% | Mar 2026 |
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| Prasad Wealth Partners | 197k | $8.8M | 4% | Mar 2026 |
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| Farther Finance Advisors | 196k | $8.8M | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 177k | $7.9M | -28% | Mar 2026 |
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| Provident Wealth Management | 165k | $7.4M | -1% | Mar 2026 |
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| Bravera Wealth | 150k | $6.7M | 20% | Mar 2026 |
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| Advisory Services Network | 149k | $6.6M | 4% | Dec 2025 |
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| Mml Investors Services | 143k | $6.4M | -16% | Mar 2026 |
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| Two Sigma Investments | 138k | $6.2M | 130% | Mar 2026 |
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| Financial Services Advisory | 129k | $5.8M | 2% | Mar 2026 |
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| Evergreen Private Wealth | 125k | $5.6M | -2% | Mar 2026 |
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| Independent Advisor Alliance | 124k | $5.5M | 100% | Mar 2026 |
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| Sterling Manor Financial | 106k | $4.7M | -1% | Mar 2026 |
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| Laurel Wealth Planning | 93k | $4.2M | 78% | Mar 2026 |
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| Fortitude Financial | 88k | $3.9M | -7% | Mar 2026 |
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| Susquehanna International | 87k | $3.9M | 7% | Dec 2025 |
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| Kestra Private Wealth Services | 82k | $3.7M | 8% | Mar 2026 |
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| Van Hulzen Asset Management | 80k | $3.5M | 3% | Dec 2025 |
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| Mercer Global Advisors | 65k | $2.9M | -2% | Mar 2026 |
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| Trademark Financial Management | 63k | $2.8M | 47% | Mar 2026 |
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| Goldman Sachs Group | 63k | $2.8M | 100% | Mar 2026 |
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| Novem Group | 58k | $2.6M | -71% | Mar 2026 |
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| Royal Bank of Canada | 58k | $2.6M | 16% | Mar 2026 |
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| Emerald Advisors | 57k | $2.5M | 85% | Mar 2026 |
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| AE Wealth Management | 53k | $2.3M | 15% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 46k | $2.0M | 13% | Dec 2025 |
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| Ambassador Advisors | 39k | $1.8M | 58% | Mar 2026 |
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| Kuhn & Co Investment Counsel | 39k | $1.7M | 23% | Mar 2026 |
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| Wealthcare Advisory Partners | 39k | $1.7M | 1% | Mar 2026 |
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| New Millennium Group | 38k | $1.7M | -2% | Dec 2025 |
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| Rockefeller Capital Management | 37k | $1.7M | 3% | Mar 2026 |
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| Citadel Advisors | 37k | $1.7M | -48% | Mar 2026 |
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| Ameriprise Financial | 35k | $1.6M | -10% | Mar 2026 |
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| Great Valley Advisor Group | 34k | $1.5M | -1% | Mar 2026 |
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| Strategic Blueprint | 34k | $1.5M | -1% | Mar 2026 |
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| IFP Advisors | 34k | $1.5M | 6% | Mar 2026 |
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| Money Concepts Capital Corp | 32k | $1.4M | 73% | Mar 2026 |
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| Independent Financial Group | 31k | $1.4M | 46% | Mar 2026 |
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| Hicks Capital Management | 30k | $1.4M | 3% | Mar 2026 |
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| Riverbend Wealth Management | 30k | $1.3M | 3% | Mar 2026 |
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| Equitable Holdings | 30k | $1.3M | -21% | Mar 2026 |
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| Nova Wealth Management | 29k | $1.3M | 9141% | Mar 2026 |
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| Global Financial Private Client | 29k | $1.3M | 3% | Mar 2026 |
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| Hilltop Holdings | 28k | $1.2M | -11% | Dec 2025 |
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| Mascagni Wealth Management | 28k | $1.2M | 49% | Mar 2026 |
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| Visionary Wealth Advisors | 27k | $1.2M | -21% | Mar 2026 |
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| Concurrent Investment Advisors | 25k | $1.1M | 28% | Mar 2026 |
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| SHP Wealth Management | 25k | $1.1M | 18% | Mar 2026 |
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| Spire Wealth Management | 25k | $1.1M | 10% | Mar 2026 |
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| Roxbury Financial | 22k | $1.0M | 2% | Mar 2026 |
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| BG Investment Services | 22k | $964k | 24% | Mar 2026 |
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| Golden State Wealth Management | 20k | $878k | -62% | Mar 2026 |
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| Merit Financial Group | 19k | $863k | 14% | Mar 2026 |
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| Envestnet Portfolio Solutions | 18k | $814k | 4% | Mar 2026 |
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| Rehmann Capital Advisory | 17k | $759k | 0% | Mar 2026 |
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| Focus Financial Network | 17k | $753k | 10% | Mar 2026 |
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| Pnc Financial Services | 16k | $718k | 384% | Mar 2026 |
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| Private Advisor | 16k | $703k | 7% | Mar 2026 |
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| Creative Planning | 15k | $687k | 42% | Mar 2026 |
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| Cedar Point Capital Partners | 15k | $671k | -15% | Mar 2026 |
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| Breakwater Capital Group | 15k | $651k | -1% | Mar 2026 |
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| Diversify Wealth Management | 14k | $680k | 100% | Mar 2026 |
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| Summit Financial Wealth Advisors | 14k | $602k | 98% | Mar 2026 |
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| Stratos Wealth Partners | 13k | $586k | 19% | Mar 2026 |
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| Capital Analysts | 12k | $552k | 76% | Mar 2026 |
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| CoreCap Advisors | 12k | $533k | 8% | Mar 2026 |
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| Sweeney & Michel | 12k | $549k | 0% | Mar 2026 |
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| Chicago Partners Investment | 11k | $543k | -19% | Mar 2026 |
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| Principle Wealth Partners | 10k | $467k | 3% | Mar 2026 |
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| Balanced Rock Investment Advisors | 10k | $465k | 6% | Mar 2026 |
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| Foundations Investment Advisors | 10k | $458k | -72% | Mar 2026 |
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| Mariner Wealth Advisors | 9.8k | $440k | 3% | Mar 2026 |
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| United Capital Financial Advisers | 9.7k | $433k | 5% | Mar 2026 |
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| Foster Victor Wealth Advisors | 9.6k | $460k | 0% | Mar 2026 |
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| Mayfair Advisory Group | 9.3k | $415k | 48% | Mar 2026 |
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| Fundamentun | 9.0k | $403k | 10% | Mar 2026 |
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| Cullen Frost Bankers | 8.9k | $398k | 11% | Mar 2026 |
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| Gateway Wealth Partners | 8.6k | $384k | 100% | Mar 2026 |
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| RFG Advisory | 8.3k | $371k | 100% | Mar 2026 |
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| Vise Technologies | 8.1k | $357k | 0% | Mar 2026 |
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| Thoroughbred Financial Services | 7.9k | $352k | 22% | Mar 2026 |
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| CWM | 7.4k | $327k | -8% | Dec 2025 |
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| CLG | 7.2k | $319k | 0% | Dec 2025 |
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| HighTower Advisors | 7.2k | $323k | -22% | Mar 2026 |
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| Principal Securities | 6.9k | $307k | -1% | Mar 2026 |
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| Wagner Bowman Management | 6.6k | $300k | 100% | Mar 2026 |
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| MAI Wealth Advisors | 6.4k | $286k | 47% | Mar 2026 |
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| Perigon Wealth Management | 6.2k | $275k | 0% | Mar 2026 |
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| M.e. Allison & Co | 6.1k | $273k | 100% | Mar 2026 |
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| Lido Advisors | 6.1k | $271k | 100% | Mar 2026 |
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| AQR Capital Management | 6.0k | $266k | 11% | Mar 2026 |
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| Diversified Portfolios | 5.8k | $261k | -8% | Mar 2026 |
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| RMB Capital Management | 5.8k | $259k | 100% | Mar 2026 |
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| Arkadios Wealth Advisors | 5.8k | $257k | 100% | Mar 2026 |
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| New England Private Wealth Advisors | 5.7k | $254k | 0% | Mar 2026 |
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| Signature Wealth Management Group | 5.6k | $251k | 100% | Mar 2026 |
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| Dynamic Advisors Solutions | 5.4k | $242k | -1% | Mar 2026 |
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| Huntington National Bank | 5.3k | $233k | 0% | Dec 2025 |
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| LaSalle St. Investment Advisors | 5.1k | $228k | -17% | Mar 2026 |
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| Savvy Advisors | 5.0k | $225k | 100% | Mar 2026 |
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| Belpointe Asset Management | 5.0k | $225k | 100% | Mar 2026 |
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| Global Retirement Partners | 4.8k | $211k | -6% | Dec 2025 |
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| Cozad Asset Management | 4.7k | $212k | -4% | Mar 2026 |
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| Investmark Advisory Group | 4.7k | $209k | 1% | Mar 2026 |
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| Calamos Wealth Management | 4.6k | $204k | 100% | Mar 2026 |
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| Calamos Advisors | 4.6k | $204k | 100% | Mar 2026 |
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| Intl Fcstone | 4.5k | $201k | 100% | Mar 2026 |
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| Morgan Stanley | 4.3k | $191k | 273% | Mar 2026 |
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| UBS Group | 3.1k | $137k | 0% | Mar 2026 |
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| Sound Income Strategies | 2.7k | $123k | 0% | Mar 2026 |
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| High Point Wealth Management | 2.7k | $121k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 2.7k | $120k | 465% | Mar 2026 |
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| Financial Consulate | 2.4k | $107k | 0% | Mar 2026 |
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| Portfolio Resources Advisor Group | 2.2k | $97k | 100% | Mar 2026 |
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| Smartleaf Asset Management | 1.9k | $81k | -97% | Mar 2026 |
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| Hartland & Co | 1.8k | $79k | 100% | Mar 2026 |
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| Sunbelt Securities | 1.2k | $56k | -1% | Mar 2026 |
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| Atlantic Trust | 1.1k | $49k | 0% | Dec 2025 |
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| William Blair $ Company | 1.0k | $45k | 159% | Mar 2026 |
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| Noble Wealth Management PBC | 1.0k | $45k | 0% | Mar 2026 |
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| Creative Financial Designs | 979.00 | $44k | 0% | Mar 2026 |
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| SRS Capital Advisors | 936.00 | $42k | 0% | Mar 2026 |
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| Brian McDonald | 876.00 | $39k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 827.00 | $37k | 7% | Dec 2025 |
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| Global Assets Advisory | 777.00 | $42k | 100% | Mar 2026 |
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| Root Financial Partners | 774.00 | $35k | 26% | Mar 2026 |
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| Toth Financial Advisory Corporation | 645.00 | $29k | 0% | Mar 2026 |
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| Western Wealth Management | 601.00 | $27k | 100% | Mar 2026 |
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| EverSource Wealth Advisors | 111.00 | $5.0k | -86% | Mar 2026 |
|
| Wells Fargo & Company | 1.00 | $28.000000 | -100% | Mar 2026 |
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Who sold out of Fidelity sml mid factr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Dec 2025 | 77k | $3.4M |
| J.w. Cole Advisors | Dec 2025 | 42k | $1.9M |
| Jpmorgan Chase & Co | Sep 2025 | 25k | $1.1M |
| Wealth Enhancement Advisory Services | Dec 2025 | 19k | $841k |
| Diversify Advisory Services | Dec 2025 | 14k | $658k |
| Pensionmark Financial Group | Dec 2025 | 9.6k | $422k |
| Silver Oak Securities | Dec 2025 | 8.3k | $369k |
| Parallel Advisors | Dec 2025 | 1.8k | $80k |