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Fidelity sml mid factr shares owned by Gladstone Institutional Advisory

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

Historical chart of Gladstone Institutional Advisory investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity sml mid factr by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.0M 37k 52.85

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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
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Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Gladstone Institutional Advisory

Top funds holding Fidelity sml mid factr

FMR
Retirement Planning Group
Commonwealth Equity Services
Envestnet Asset Management
Bank of America Corporation
Kestra Investment Management
LPL Financial
Sanctuary Advisors
Stifel Financial
Atria Investments
Cetera Investment Advisers
Advocacy Wealth Management Services
Kestra Advisory Services
Raymond James Financial
Northwestern Mutual Wealth Management Company

View all funds holding Fidelity sml mid factr