Who owns Fidelity sml mid factr?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 17M $754M 4% Mar 2026
 View chart
Retirement Planning Group 5.2M $231M 28% Mar 2026
 View chart
Commonwealth Equity Services 3.3M $148M 8% Mar 2026
 View chart
Envestnet Asset Management 2.1M $94M 8% Mar 2026
 View chart
Bank of America Corporation 1.3M $57M 100% Mar 2026
 View chart
Kestra Investment Management 1.2M $55M -2% Mar 2026
 View chart
LPL Financial 1.2M $55M 11% Mar 2026
 View chart
Sanctuary Advisors 842k $38M 95% Mar 2026
 View chart
Stifel Financial 775k $35M 48% Mar 2026
 View chart
Atria Investments 747k $40M -2% Jun 2026
 View chart
Cetera Investment Advisers 581k $26M -4% Mar 2026
 View chart
Advocacy Wealth Management Services 569k $25M 4% Mar 2026
 View chart
Kestra Advisory Services 485k $26M -13% Jun 2026
 View chart
Raymond James Financial 434k $19M 72% Mar 2026
 View chart
Northwestern Mutual Wealth Management Company 414k $19M 21% Mar 2026
 View chart
Resources Investment Advisors 410k $18M 122% Mar 2026
 View chart
Goldstone Financial Group 358k $16M 7% Mar 2026
 View chart
Liberty Square Wealth Partners 318k $14M 22% Mar 2026
 View chart
GEN Financial Management 297k $16M -2% Jun 2026
 View chart
Advisor Group Holdings 285k $13M -23% Mar 2026
 View chart
AssuredPartners Investment Advisors 247k $11M 1% Mar 2026
 View chart
Presper Financial Architects 247k $11M 249% Mar 2026
 View chart
Steward Partners Investment Advisory 203k $9.1M 0% Mar 2026
 View chart
Prasad Wealth Partners 197k $8.8M 4% Mar 2026
 View chart
Farther Finance Advisors 185k $9.8M -6% Jun 2026
 View chart
Cambridge Investment Research Advisors 177k $7.9M -28% Mar 2026
 View chart
Appleton Partners 166k $8.8M 100% Jun 2026
 View chart
Bravera Wealth 165k $8.7M 10% Jun 2026
 View chart
Provident Wealth Management 165k $7.4M -1% Mar 2026
 View chart
Advisory Services Network 150k $6.7M 1% Mar 2026
 View chart
Mml Investors Services 143k $6.4M -16% Mar 2026
 View chart
Two Sigma Investments 138k $6.2M 130% Mar 2026
 View chart
Financial Services Advisory 129k $5.8M 2% Mar 2026
 View chart
Evergreen Private Wealth 127k $6.7M 1% Jun 2026
 View chart
Independent Advisor Alliance 124k $5.5M 100% Mar 2026
 View chart
Sterling Manor Financial 106k $4.7M -1% Mar 2026
 View chart
Laurel Wealth Planning 93k $4.2M 78% Mar 2026
 View chart
Kestra Private Wealth Services 86k $4.5M 5% Jun 2026
 View chart
Trademark Financial Management 86k $4.5M 35% Jun 2026
 View chart
Susquehanna International 85k $3.8M -3% Mar 2026
 View chart
Van Hulzen Asset Management 81k $3.6M 1% Mar 2026
 View chart
Fortitude Financial 80k $4.2M -10% Jun 2026
 View chart
Mercer Global Advisors 65k $2.9M -2% Mar 2026
 View chart
Goldman Sachs Group 63k $2.8M 100% Mar 2026
 View chart
Novem Group 58k $2.6M -71% Mar 2026
 View chart
Royal Bank of Canada 58k $2.6M 100% Mar 2026
 View chart
Emerald Advisors 57k $2.5M 85% Mar 2026
 View chart
AE Wealth Management 53k $2.3M 15% Mar 2026
 View chart
Wiley Bros.-aintree Capital 51k $2.3M 10% Mar 2026
 View chart
Wealthcare Advisory Partners 40k $2.1M 2% Jun 2026
 View chart
Ambassador Advisors 39k $1.8M 58% Mar 2026
 View chart
Kuhn & Co Investment Counsel 39k $1.7M 23% Mar 2026
 View chart
Gladstone Institutional Advisory 37k $2.0M 100% Jun 2026
 View chart
Rockefeller Capital Management 37k $1.7M 3% Mar 2026
 View chart
Citadel Advisors 37k $1.7M -48% Mar 2026
 View chart
Ameriprise Financial 35k $1.6M -10% Mar 2026
 View chart
Great Valley Advisor Group 34k $1.5M -1% Mar 2026
 View chart
Strategic Blueprint 34k $1.5M -1% Mar 2026
 View chart
IFP Advisors 34k $1.5M 6% Mar 2026
 View chart
Money Concepts Capital Corp 32k $1.4M 73% Mar 2026
 View chart
Independent Financial Group 31k $1.4M 100% Mar 2026
 View chart
Riverbend Wealth Management 30k $1.3M 3% Mar 2026
 View chart
Equitable Holdings 30k $1.3M -21% Mar 2026
 View chart
Hicks Capital Management 29k $1.6M -4% Jun 2026
 View chart
Nova Wealth Management 29k $1.3M 9141% Mar 2026
 View chart
Global Financial Private Client 29k $1.3M 3% Mar 2026
 View chart
Mascagni Wealth Management 28k $1.2M 49% Mar 2026
 View chart
Visionary Wealth Advisors 27k $1.2M -21% Mar 2026
 View chart
Hilltop Holdings 27k $1.2M -4% Mar 2026
 View chart
Concurrent Investment Advisors 25k $1.1M 28% Mar 2026
 View chart
SHP Wealth Management 25k $1.1M 18% Mar 2026
 View chart
Spire Wealth Management 25k $1.1M 10% Mar 2026
 View chart
Roxbury Financial 24k $1.3M 6% Jun 2026
 View chart
Merit Financial Group 22k $1.2M 15% Jun 2026
 View chart
BG Investment Services 22k $964k 24% Mar 2026
 View chart
Golden State Wealth Management 20k $878k -62% Mar 2026
 View chart
Envestnet Portfolio Solutions 18k $814k 4% Mar 2026
 View chart
Focus Financial Network 17k $900k 1% Jun 2026
 View chart
Rehmann Capital Advisory 17k $759k 0% Mar 2026
 View chart
Pnc Financial Services 16k $718k 384% Mar 2026
 View chart
Private Advisor 16k $703k 7% Mar 2026
 View chart
Creative Planning 15k $687k 42% Mar 2026
 View chart
Cedar Point Capital Partners 15k $805k 2% Jun 2026
 View chart
Diversify Wealth Management 14k $680k 100% Mar 2026
 View chart
Breakwater Capital Group 14k $746k -3% Jun 2026
 View chart
Summit Financial Wealth Advisors 14k $602k 98% Mar 2026
 View chart
Stratos Wealth Partners 13k $586k 19% Mar 2026
 View chart
CoreCap Advisors 13k $686k 9% Jun 2026
 View chart
Capital Analysts 12k $552k 76% Mar 2026
 View chart
Sweeney & Michel 12k $549k 0% Mar 2026
 View chart
Chicago Partners Investment 11k $543k -19% Mar 2026
 View chart
Principle Wealth Partners 10k $467k 3% Mar 2026
 View chart
Balanced Rock Investment Advisors 10k $465k 6% Mar 2026
 View chart
Foundations Investment Advisors 10k $458k -72% Mar 2026
 View chart
Mariner Wealth Advisors 9.8k $440k 3% Mar 2026
 View chart
United Capital Financial Advisers 9.7k $433k 5% Mar 2026
 View chart
Foster Victor Wealth Advisors 9.6k $460k 0% Mar 2026
 View chart
Mayfair Advisory Group 9.3k $415k 48% Mar 2026
 View chart
CWM 9.2k $411k 24% Mar 2026
 View chart
Fundamentun 9.0k $403k 10% Mar 2026
 View chart
Huntington National Bank 8.9k $397k 68% Mar 2026
 View chart
Cullen Frost Bankers 8.9k $469k 0% Jun 2026
 View chart
CLG 8.9k $468k 23% Jun 2026
 View chart
Gateway Wealth Partners 8.6k $384k 100% Mar 2026
 View chart
RFG Advisory 8.3k $371k 100% Mar 2026
 View chart
Vise Technologies 8.1k $357k 0% Mar 2026
 View chart
Thoroughbred Financial Services 7.9k $352k 22% Mar 2026
 View chart
HighTower Advisors 7.2k $323k -22% Mar 2026
 View chart
Principal Securities 6.9k $307k -1% Mar 2026
 View chart
Wagner Bowman Management 6.6k $300k 100% Mar 2026
 View chart
MAI Wealth Advisors 6.4k $286k 47% Mar 2026
 View chart
Dynamic Advisors Solutions 6.3k $333k 16% Jun 2026
 View chart
Perigon Wealth Management 6.2k $275k 0% Mar 2026
 View chart
M.e. Allison & Co 6.1k $323k 0% Jun 2026
 View chart
Lido Advisors 6.1k $271k 100% Mar 2026
 View chart
AQR Capital Management 6.0k $266k 11% Mar 2026
 View chart
Diversified Portfolios 5.8k $261k -8% Mar 2026
 View chart
RMB Capital Management 5.8k $259k 100% Mar 2026
 View chart
Arkadios Wealth Advisors 5.8k $257k 100% Mar 2026
 View chart
New England Private Wealth Advisors 5.7k $254k 0% Mar 2026
 View chart
Signature Wealth Management Group 5.6k $251k 100% Mar 2026
 View chart
Urban Wealth Management 5.3k $279k 100% Jun 2026
 View chart
LaSalle St. Investment Advisors 5.1k $228k -17% Mar 2026
 View chart
Savvy Advisors 5.0k $225k 100% Mar 2026
 View chart
Belpointe Asset Management 5.0k $225k 100% Mar 2026
 View chart
Cozad Asset Management 4.7k $212k -4% Mar 2026
 View chart
Investmark Advisory Group 4.7k $209k 1% Mar 2026
 View chart
Calamos Wealth Management 4.6k $204k 100% Mar 2026
 View chart
Calamos Advisors 4.6k $204k 100% Mar 2026
 View chart
Intl Fcstone 4.5k $201k 100% Mar 2026
 View chart
Morgan Stanley 4.3k $191k 273% Mar 2026
 View chart
UBS Group 3.1k $137k 0% Mar 2026
 View chart
Sound Income Strategies 2.7k $123k 0% Mar 2026
 View chart
High Point Wealth Management 2.7k $121k 0% Mar 2026
 View chart
Fifth Third Bancorp 2.7k $120k 465% Mar 2026
 View chart
Financial Consulate 2.4k $126k 0% Jun 2026
 View chart
Portfolio Resources Advisor Group 2.2k $97k 100% Mar 2026
 View chart
Smartleaf Asset Management 1.9k $81k -97% Mar 2026
 View chart
Hartland & Co 1.8k $79k 100% Mar 2026
 View chart
Hanson McClain Advisors 1.6k $69k 88% Mar 2026
 View chart
Sunbelt Securities 1.2k $56k -1% Mar 2026
 View chart
William Blair $ Company 1.0k $45k 159% Mar 2026
 View chart
Noble Wealth Management PBC 1.0k $53k 0% Jun 2026
 View chart
Creative Financial Designs 982.00 $52k 0% Jun 2026
 View chart
SRS Capital Advisors 936.00 $42k 0% Mar 2026
 View chart
Global Assets Advisory 777.00 $42k 100% Mar 2026
 View chart
Root Financial Partners 774.00 $35k 26% Mar 2026
 View chart
Toth Financial Advisory Corporation 645.00 $34k 0% Jun 2026
 View chart
Glass Jacobson Investment Advisors 569.00 $26k 0% Mar 2026
 View chart
Twin Peaks Wealth Advisors 547.00 $25k 100% Mar 2026
 View chart
Russell Investments 481.00 $22k 79% Mar 2026
 View chart
Wells Fargo & Company 1.00 $28.000000 -100% Mar 2026
 View chart

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
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