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 | $851M | -4% | Jun 2026 |
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| Retirement Planning Group | 5.6M | $294M | 8% | Jun 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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| Atria Investments | 747k | $40M | -2% | 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 | 297k | $16M | -2% | Jun 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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| Farther Finance Advisors | 185k | $9.8M | -6% | Jun 2026 |
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| Cambridge Investment Research Advisors | 178k | $9.4M | 0% | Jun 2026 |
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| Appleton Partners | 166k | $8.8M | 100% | Jun 2026 |
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| Bravera Wealth | 165k | $8.7M | 10% | Jun 2026 |
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| Provident Wealth Management | 164k | $8.6M | -1% | Jun 2026 |
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| Advisory Services Network | 149k | $7.9M | -1% | Jun 2026 |
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| Financial Services Advisory | 134k | $7.1M | 4% | Jun 2026 |
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| Evergreen Private Wealth | 127k | $6.7M | 1% | Jun 2026 |
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| Sterling Manor Financial | 106k | $4.7M | -1% | Mar 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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| Kestra Private Wealth Services | 86k | $4.5M | 5% | Jun 2026 |
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| Trademark Financial Management | 86k | $4.5M | 35% | Jun 2026 |
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| Fortitude Financial | 80k | $4.2M | -10% | Jun 2026 |
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| Thrivent Financial for Lutherans | 74k | $3.9M | 100% | Jun 2026 |
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| Emerald Advisors | 65k | $3.4M | 14% | Jun 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 | 58k | $3.0M | -1% | Jun 2026 |
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| AE Wealth Management | 55k | $2.9M | 4% | Jun 2026 |
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| Two Sigma Investments | 50k | $2.6M | -64% | Jun 2026 |
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| Van Hulzen Asset Management | 47k | $2.5M | -42% | Jun 2026 |
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| Wealthcare Advisory Partners | 40k | $2.1M | 2% | Jun 2026 |
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| Money Concepts Capital Corp | 39k | $2.1M | 23% | Jun 2026 |
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| Kuhn & Co Investment Counsel | 39k | $2.1M | 0% | Jun 2026 |
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| Rockefeller Capital Management | 38k | $2.0M | 3% | Jun 2026 |
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| Gladstone Institutional Advisory | 37k | $2.0M | 100% | Jun 2026 |
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| Strategic Blueprint | 36k | $1.9M | 8% | Jun 2026 |
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| IFP Advisors | 35k | $1.8M | 3% | Jun 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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| Riverbend Wealth Management | 31k | $1.7M | 5% | Jun 2026 |
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| Mascagni Wealth Management | 31k | $1.6M | 12% | Jun 2026 |
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| Independent Financial Group | 30k | $1.6M | -2% | Jun 2026 |
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| Global Financial Private Client | 29k | $1.6M | 1% | Jun 2026 |
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| Hicks Capital Management | 29k | $1.6M | -4% | Jun 2026 |
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| Goldman Sachs Group | 28k | $1.5M | -56% | Jun 2026 |
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| SHP Wealth Management | 27k | $1.4M | 8% | Jun 2026 |
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| Concurrent Investment Advisors | 26k | $1.4M | 4% | 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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| BG Investment Services | 25k | $1.3M | 15% | Jun 2026 |
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| Jpmorgan Chase & Co | 24k | $1.3M | 100% | Jun 2026 |
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| Roxbury Financial | 24k | $1.3M | 6% | Jun 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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| Spire Wealth Management | 20k | $1.1M | -19% | Jun 2026 |
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| Capital Analysts | 19k | $980k | 50% | Jun 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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| Focus Financial Network | 17k | $900k | 1% | Jun 2026 |
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| Summit Financial Wealth Advisors | 17k | $899k | 26% | 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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| Foundations Investment Advisors | 16k | $828k | 53% | Jun 2026 |
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| Cedar Point Capital Partners | 15k | $805k | 2% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 15k | $783k | 100% | Jun 2026 |
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| Diversify Wealth Management | 15k | $758k | 5% | Jun 2026 |
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| Diversify Advisory Services | 15k | $758k | 100% | Jun 2026 |
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| Perigon Wealth Management | 14k | $759k | 133% | Jun 2026 |
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| Breakwater Capital Group | 14k | $746k | -3% | Jun 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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| CoreCap Advisors | 13k | $686k | 9% | Jun 2026 |
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| Ameriprise Financial | 12k | $656k | -65% | Jun 2026 |
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| Mariner Wealth Advisors | 12k | $647k | 24% | Jun 2026 |
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| Chicago Partners Investment | 12k | $622k | 9% | Jun 2026 |
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| Thoroughbred Financial Services | 12k | $634k | 52% | Jun 2026 |
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| Sweeney & Michel | 11k | $578k | -4% | Jun 2026 |
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| Balanced Rock Investment Advisors | 11k | $576k | 5% | Jun 2026 |
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| Mayfair Advisory Group | 11k | $539k | 14% | Jun 2026 |
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| Principle Wealth Partners | 11k | $556k | 1% | Jun 2026 |
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| Vise Technologies | 10k | $526k | 23% | 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 | $492k | 0% | Jun 2026 |
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| CWM | 9.2k | $411k | 24% | Mar 2026 |
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| Huntington National Bank | 8.9k | $469k | 0% | Jun 2026 |
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| Cullen Frost Bankers | 8.9k | $469k | 0% | Jun 2026 |
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| CLG | 8.9k | $468k | 23% | Jun 2026 |
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| United Capital Financial Advisers | 8.4k | $446k | -13% | Jun 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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| Mission Wealth Management | 6.8k | $361k | 100% | 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 | 6.3k | $333k | 16% | Jun 2026 |
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| M.e. Allison & Co | 6.1k | $323k | 0% | Jun 2026 |
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| RFG Advisory | 5.9k | $312k | -29% | Jun 2026 |
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| New England Private Wealth Advisors | 5.7k | $290k | 0% | Jun 2026 |
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| Signature Wealth Management Group | 5.6k | $251k | 100% | Mar 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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| Urban Wealth Management | 5.3k | $279k | 100% | Jun 2026 |
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| LaSalle St. Investment Advisors | 5.1k | $270k | 0% | Jun 2026 |
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| Investmark Advisory Group | 4.9k | $261k | 6% | Jun 2026 |
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| Global Retirement Partners | 4.9k | $259k | 2% | 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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| 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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| Morgan Stanley | 4.3k | $191k | 273% | Mar 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 | $218k | 100% | Jun 2026 |
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| OpenArc Corporate Advisory | 4.0k | $211k | 100% | Jun 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 | $126k | 0% | Jun 2026 |
|
| High Point Wealth Management | 2.4k | $125k | -13% | Jun 2026 |
|
| SRS Capital Advisors | 2.2k | $116k | 134% | Jun 2026 |
|
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 |
| Savvy Advisors | Mar 2026 | 5.0k | $225k |
| Calamos Advisors | Mar 2026 | 4.6k | $204k |
| Intl Fcstone | Mar 2026 | 4.5k | $201k |
| Sound Income Strategies | Mar 2026 | 2.7k | $123k |