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 9.1M $355M 290562% Mar 2025
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Retirement Planning Group 3.5M $136M 35% Mar 2025
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Commonwealth Equity Services 1.8M $72M 5% Mar 2025
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Advocacy Wealth Management Services 719k $28M 100% Mar 2025
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LPL Financial 621k $24M 75% Mar 2025
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Envestnet Asset Management 438k $17M 15% Mar 2025
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Systelligence 395k $16M 0% Mar 2025
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Cetera Investment Advisers 375k $15M 56% Mar 2025
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Raymond James Financial 368k $14M 2% Mar 2025
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Parcion Private Wealth 350k $14M -29% Mar 2025
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Northwestern Mutual Wealth Management Company 325k $13M 41% Mar 2025
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Cambridge Investment Research Advisors 249k $9.8M 59% Mar 2025
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AssuredPartners Investment Advisors 247k $9.7M 100% Mar 2025
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Stifel Financial 222k $8.7M -14% Mar 2025
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Steward Partners Investment Advisory 205k $8.0M -7% Mar 2025
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Advisor Group Holdings 187k $7.3M 108% Mar 2025
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Jane Street 165k $6.5M 113% Mar 2025
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Provident Wealth Management 161k $6.3M 5% Mar 2025
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Fortitude Financial 156k $6.1M 100% Mar 2025
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Fundamentun 129k $5.0M -42% Mar 2025
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Evergreen Private Wealth 118k $4.6M 1% Mar 2025
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Sterling Manor Financial 112k $4.6M -3% Jun 2025
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Susquehanna International 87k $3.4M 156% Mar 2025
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Van Hulzen Asset Management 71k $2.8M 100% Mar 2025
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Farther Finance Advisors 67k $2.8M 95% Jun 2025
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Advisory Services Network 65k $2.6M 100% Mar 2025
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Kestra Private Wealth Services 54k $2.1M 85% Mar 2025
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AE Wealth Management 53k $2.1M 11% Mar 2025
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Trademark Financial Management 50k $1.9M -7% Mar 2025
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Per Stirling Capital Management 48k $1.9M 100% Mar 2025
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Laurel Wealth Planning 45k $1.7M 100% Mar 2025
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Goldman Sachs Group 42k $1.6M 105% Mar 2025
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Hilltop Holdings 32k $1.3M 100% Mar 2025
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Riverbend Wealth Management 27k $1.0M 6% Mar 2025
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BG Investment Services 24k $947k 48% Mar 2025
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Roxbury Financial 20k $825k -8% Jun 2025
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Foundations Investment Advisors 19k $760k 286% Mar 2025
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Cedar Point Capital Partners 19k $750k 5% Mar 2025
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Fifth Third Securities 19k $748k -32% Mar 2025
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Private Advisor 19k $731k 210% Mar 2025
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Royal Bank of Canada 19k $730k 31% Mar 2025
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Envestnet Portfolio Solutions 18k $708k 17% Mar 2025
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Great Valley Advisor Group 18k $694k 7% Mar 2025
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J.w. Cole Advisors 17k $666k 113% Mar 2025
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Rehmann Capital Advisory 17k $664k 0% Mar 2025
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Montag & Caldwell 17k $659k 100% Mar 2025
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Chicago Partners Investment 17k $645k 100% Mar 2025
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Global Financial Private Client 16k $672k 100% Jun 2025
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Breakwater Capital Group 16k $671k 100% Jun 2025
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Rockefeller Capital Management 16k $631k 100% Mar 2025
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Concurrent Investment Advisors 15k $590k 39% Mar 2025
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Atria Wealth Solutions 13k $516k 31% Mar 2025
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Kuhn & Co Investment Counsel 13k $501k 48% Mar 2025
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Merit Financial Group 12k $459k 0% Mar 2025
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Diversify Advisory Services 11k $429k 100% Mar 2025
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Stratos Wealth Partners 11k $437k 12% Mar 2025
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Sweeney & Michel 11k $453k 0% Jun 2025
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Ambassador Advisors 11k $420k 21% Mar 2025
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RFG Advisory 11k $414k 100% Mar 2025
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Jpmorgan Chase & Co 9.5k $372k 12% Mar 2025
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Diversified Portfolios 9.0k $354k -20% Mar 2025
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Wealth Enhancement Advisory Services 8.9k $380k 16% Jun 2025
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Mariner Wealth Advisors 8.4k $329k 22% Mar 2025
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Silver Oak Securities 8.2k $341k -3% Jun 2025
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United Capital Financial Advisers 8.1k $319k 100% Mar 2025
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CLG 6.9k $270k 100% Mar 2025
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CoreCap Advisors 6.7k $260k 100% Mar 2025
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Cullen Frost Bankers 6.2k $244k 217% Mar 2025
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Focus Financial Network 6.0k $248k 100% Jun 2025
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Holistic Planning 6.0k $234k 0% Mar 2025
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UBS Group 6.0k $234k 5% Mar 2025
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New England Private Wealth Advisors 5.6k $219k 0% Mar 2025
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HighTower Advisors 5.6k $218k 0% Mar 2025
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Mml Investors Services 5.6k $218k 100% Mar 2025
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Prairie Wealth Advisors 5.4k $212k 3% Mar 2025
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Sound Income Strategies 5.2k $204k 0% Mar 2025
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Huntington National Bank 4.3k $167k 100% Mar 2025
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Parallel Advisors 3.8k $159k 100% Jun 2025
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Nova Wealth Management 3.7k $154k 20% Jun 2025
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CWM 3.5k $138k 0% Mar 2025
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Principal Securities 1.8k $75k 0% Mar 2025
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ZynergyRetirementPlanning 1.4k $57k 0% Mar 2025
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Noble Wealth Management PBC 1.3k $51k 0% Mar 2025
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Sunbelt Securities 1.3k $49k 8857% Mar 2025
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Bryn Mawr Trust 689.00 $27k 0% Mar 2025
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IFP Advisors 528.00 $21k 752% Mar 2025
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Hanson McClain Advisors 378.00 $14k 100% Mar 2025
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Iron Horse Wealth Management 370.00 $15k 100% Mar 2025
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Glass Jacobson Investment Advisors 315.00 $13k 0% Mar 2025
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Tower Research Capital 257.00 $10k 100% Mar 2025
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Creative Financial Designs 253.00 $9.9k 0% Mar 2025
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Semmax Financial Advisors 124.00 $4.9k 100% Mar 2025
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Abound Wealth Management 50.00 $2.1k 0% Jun 2025
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Pnc Financial Services 50.00 $2.0k 0% Mar 2025
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Harbour Investments 44.00 $1.7k 0% Mar 2025
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Private Trust Co Na 42.00 $1.6k 0% Mar 2025
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GPS Wealth Strategies Group 40.00 $1.6k 100% Mar 2025
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Spire Wealth Management 24.00 $940.000800 0% Mar 2025
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Kings Path Partners 20.00 $831.000000 100% Jun 2025
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Capital A Wealth Management 20.00 $783.000000 0% Mar 2025
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Russell Investments 13.00 $508.999400 -94% Mar 2025
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Sandy Spring Bank 12.00 $470.000400 0% Mar 2025
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Wells Fargo & Company 1.00 $34.000000 100% Mar 2025
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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 Dec 2024 35k $1.4M
Citadel Advisors Dec 2024 17k $682k
Creative Planning Dec 2024 5.9k $243k
We Are One Seven Dec 2024 5.8k $240k
Eastern Bank Dec 2024 4.3k $179k
Kestra Investment Management Dec 2024 1.3k $53k
Live Oak Investment Partners Dec 2024 378.00 $16k