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Fidelity sml mid factr shares owned by CLG

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by CLG from 13F filings

Historical chart of CLG investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity sml mid factr held by CLG consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity sml mid factr by CLG

Quarter filed Position value Share count Share price at filing
2025-09-30 $318k 7.2k 44.01
2025-06-30 $299k 7.2k 41.47
2025-03-31 $270k 6.9k 39.16

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Top funds holding Fidelity sml mid factr

FMR
Retirement Planning Group
Commonwealth Equity Services
LPL Financial
Envestnet Asset Management
Cetera Investment Advisers
Advocacy Wealth Management Services
Kestra Advisory Services
Atria Investments
Stifel Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Goldstone Financial Group
Cambridge Investment Research Advisors
Raymond James Financial

View all funds holding Fidelity sml mid factr