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Fidelity Small-Mid Multifact (FSMD)

CUSIP: 316092527 | NYSE | 292 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Retirement Planning Group, LLC5,764,974
7.1% of portfolio›$283.5M
Commonwealth Equity Services, LLC3,348,994
0.2% of portfolio›$164.7M
Kestra Investment Management, LLC1,539,359
1.4% of portfolio›$75.7M
Kestra Advisory Services, LLC959,448
0.1% of portfolio›$47.2M
GEN Financial Management, Inc.288,911
7.7% of portfolio›$14.2M
Appleton Partners Inc180,461
1.3% of portfolio›$8.9M
Farther Finance Advisors, LLC177,677
0.1% of portfolio›$8.7M
FSA Wealth Partners, Inc.134,163
1.8% of portfolio›$6.6M
Evergreen Private Wealth LLC128,217
2.3% of portfolio›$6.3M
Provident Wealth Management, LLC119,308
2.1% of portfolio›$5.9M
Sterling Manor Financial, LLC101,813
2.9% of portfolio›$5.0M
Laurel Wealth Planning LLC94,972
2.0% of portfolio›$4.7M
Kestra Private Wealth Services, LLC90,794
0.0% of portfolio›$4.5M
Trademark Financial Management, LLC87,626
1.7% of portfolio›$4.3M
Fortitude Financial, LLC81,415
1.9% of portfolio›$4.0M
Cambridge Investment Research Advisors, Inc.72,486
0.0% of portfolio›$3.6M
Emerald Advisors, LLC66,713
0.4% of portfolio›$3.3M
J.W. Cole Advisors, Inc.61,979
0.1% of portfolio›$3.0M
Novem Group57,090
0.3% of portfolio›$2.8M
Concurrent Investment Advisors, LLC51,955
0.0% of portfolio›$2.6M
Atria Investments, Inc47,390
0.0% of portfolio›$2.3M
Schuylkill Financial LLC43,069
2.1% of portfolio›$2.1M
Kuhn & Co Investment Counsel39,883
1.1% of portfolio›$2.0M
Strategic Blueprint, LLC37,544
0.1% of portfolio›$1.8M
Riverbend Wealth Management, LLC36,480
0.8% of portfolio›$1.8M
Mascagni Wealth Management, Inc.35,766
1.1% of portfolio›$1.8M
IFP Advisors, Inc34,591
0.0% of portfolio›$1.7M
Thrivent Financial for Lutherans33,272
0.0% of portfolio›$1.7M
Wealthcare Advisory Partners LLC31,211
0.0% of portfolio›$1.5M
Visionary Wealth Advisors30,621
0.1% of portfolio›$1.5M
Independent Financial Group, LLC30,593
0.0% of portfolio›$1.5M
Global Financial Private Client, LLC29,594
0.4% of portfolio›$1.5M
Hicks Capital Management LLC29,341
1.3% of portfolio›$1.6M
BG Investment Services, LLC27,231
0.2% of portfolio›$1.3M
Creative Planning25,761
0.0% of portfolio›$1.3M
Bank of New York Mellon Corp23,927
0.0% of portfolio›$1.2M
Spire Wealth Management23,830
0.0% of portfolio›$1.2M
Roxbury Financial LLC23,459
0.9% of portfolio›$1.2M
Summit Financial Wealth Advisors, LLC20,568
0.1% of portfolio›$1.0M
Wealth Enhancement Advisory Services, LLC20,214
0.0% of portfolio›$1.0M
Focus Financial Network, Inc.18,327
0.0% of portfolio›$901.2K
Cedar Point Capital Partners, LLC15,820
0.4% of portfolio›$777.8K
Perigon Wealth Management, LLC14,688
0.0% of portfolio›$722.2K
Diversify Wealth Management, LLC14,615
0.0% of portfolio›$727.9K
Diversify Advisory Services, LLC14,615
0.0% of portfolio›$727.9K
CoreCap Advisors, LLC14,604
0.0% of portfolio›$718.1K
Breakwater Capital Group14,264
0.1% of portfolio›$701.4K
RFG Advisory, LLC12,698
0.0% of portfolio›$624.4K
Chicago Partners Investment Group LLC12,355
0.0% of portfolio›$615.4K
Golden State Wealth Management, LLC12,239
0.1% of portfolio›$601.8K
Vise Technologies, Inc.12,221
0.0% of portfolio›$600.9K
Sweeney & Michel, LLC11,069
0.1% of portfolio›$544.3K
Mayfair Advisory Group, LLC10,759
0.2% of portfolio›$529.0K
Principle Wealth Partners LLC10,525
0.0% of portfolio›$517.6K
US Bancorp \de\9,710
0.0% of portfolio›$477.4K
Foster Victor Wealth Advisors, LLC9,600
0.0% of portfolio›$473.7K
Cullen T Bankers, Inc.9,539
0.0% of portfolio›$469.0K
CLG LLC8,832
0.1% of portfolio›$434.3K
Brighton Jones LLC8,765
0.0% of portfolio›$431.0K
Kingswood Wealth Advisors, LLC8,249
0.0% of portfolio›$405.6K
WBH Advisory Inc7,150
0.0% of portfolio›$351.6K
Dynamic Advisor Solutions LLC6,391
0.0% of portfolio›$314.3K
M.E. Allison & Co., Inc.6,107
0.2% of portfolio›$300.3K
New England Private Wealth Advisors LLC5,713
0.0% of portfolio›$280.9K
Lido Advisors, LLC5,662
0.0% of portfolio›$278.4K
PCG Asset Management, LLC5,630
0.2% of portfolio›$276.8K
Calamos Wealth Management LLC5,014
0.0% of portfolio›$246.5K
Investmark Advisory Group LLC4,951
0.1% of portfolio›$243.5K
Urban Wealth Management, LLC4,698
0.2% of portfolio›$231.0K
Diversified Portfolios, Inc.4,571
0.0% of portfolio›$224.8K
Kathmere Capital Management, LLC4,130
0.0% of portfolio›$203.1K
Financial Consulate, Inc2,390
0.0% of portfolio›$117.5K
High Point Wealth Management, LLC2,366
0.1% of portfolio›$116.3K
Portfolio Resources Advisor Group, Inc.2,168
0.1% of portfolio›$106.6K
Root Financial Partners, LLC1,814
0.0% of portfolio›$89.2K
Assetmark, Inc1,504
0.0% of portfolio›$74.0K
Noble Wealth Management PBC1,000
0.0% of portfolio›$49.2K
Creative Financial Designs Inc925
0.0% of portfolio›$45.5K
Toth Financial Advisory Corp645
0.0% of portfolio›$31.7K
Cassaday & Co Wealth Management LLC578
0.0% of portfolio›$28.4K
Fifth Third Bancorp350
0.0% of portfolio›$17.2K
Glass Jacobson Investment Advisors llc311
0.0% of portfolio›$15.3K
Center for Financial Planning, Inc.206
0.0% of portfolio›$10.1K
Latitude Advisors, LLC112
0.0% of portfolio›$5.5K
EverSource Wealth Advisors, LLC111
0.0% of portfolio›$5.5K
Capital Investment Advisory Services, LLC109
0.0% of portfolio›$5.4K
Buck Wealth Strategies, LLC109
0.0% of portfolio›$5.4K
Key Capital Management, Inc108
0.0% of portfolio›$5.3K
Westside Investment Management, Inc.91
0.0% of portfolio›$4.5K
Adirondack Trust Co70
0.0% of portfolio›$3.4K
Abound Wealth Management51
0.0% of portfolio›$2.5K
Mather Group, Llc.49
0.0% of portfolio›$2.4K
Private Trust Co NA42
0.0% of portfolio›$2.1K
Parkside Financial Bank & Trust33
0.0% of portfolio›$1.6K
Mosley Wealth Management33
0.0% of portfolio›$1.6K
Ascentis Wealth Management, LLC31
0.0% of portfolio›$1.5K
Aspect Partners, LLC25
0.0% of portfolio›$1.2K
Rachor Investment Advisory Services, LLC23
0.0% of portfolio›$1.1K
Ashton Thomas Private Wealth, LLC8
0.0% of portfolio›$393
Kings Path Partners LLC0
0.0% of portfolio›$2
StyleTurnoverLocationFiled
Retirement Planning Group, LLC
5,764,974$283.5M7.1%ETFVery LowLeawood, KS2026-10-19
Commonwealth Equity Services, LLC
3,348,994$164.7M0.2%ETFLowWaltham, MA2026-11-02
Kestra Investment Management, LLC
1,539,359$75.7M1.4%ETFMediumAustin, TX2026-11-04
Kestra Advisory Services, LLC
959,448$47.2M0.1%CoreLowAustin, TX2026-11-02
GEN Financial Management, Inc.
288,911$14.2M7.7%ETFLowPlymouth, MN2026-10-13
Appleton Partners Inc
180,461$8.9M1.3%GrowthLowBoston, MA2026-10-30
Farther Finance Advisors, LLC
177,677$8.7M0.1%IndexLowSan Francisco, CA2026-10-08
FSA Wealth Partners, Inc.
134,163$6.6M1.8%ETFHighRockville, MD2026-10-26
Evergreen Private Wealth LLC
128,217$6.3M2.3%CoreLowGreenwood Village, CO2026-10-30
Provident Wealth Management, LLC
119,308$5.9M2.1%ETFVery LowBrentwood, TN2026-10-20
Sterling Manor Financial, LLC
101,813$5.0M2.9%ETFLowSaratoga Springs, NY2026-10-21
Laurel Wealth Planning LLC
94,972$4.7M2.0%ETFLowEdina, MN2026-11-02
Kestra Private Wealth Services, LLC
90,794$4.5M0.0%GrowthLowAustin, TX2026-10-30
Trademark Financial Management, LLC
87,626$4.3M1.7%ETFMediumBloomington, MN2026-10-23
Fortitude Financial, LLC
81,415$4.0M1.9%ETFHighSpokane, WA2026-10-19
Cambridge Investment Research Advisors, Inc.
72,486$3.6M0.0%ETFLowFairfield, IA2026-11-02
Emerald Advisors, LLC
66,713$3.3M0.4%GrowthVery LowBellevue, WA2026-10-13
J.W. Cole Advisors, Inc.
61,979$3.0M0.1%IndexLowTampa, FL2026-11-05
Novem Group
57,090$2.8M0.3%ETFMediumRochester, NY2026-10-19
Concurrent Investment Advisors, LLC
51,955$2.6M0.0%GrowthMediumTampa, FL2026-10-16
Atria Investments, Inc
47,390$2.3M0.0%CoreMediumCharlotte, NC2026-10-15
Schuylkill Financial LLC
43,069$2.1M2.1%ETFN/AWyomissing, PA2026-10-21
Kuhn & Co Investment Counsel
39,883$2.0M1.1%CoreLowChicago, IL2026-10-29
Strategic Blueprint, LLC
37,544$1.8M0.1%ETFLowAtlanta, GA2026-10-22
Riverbend Wealth Management, LLC
36,480$1.8M0.8%GrowthLowMyrtle Beach, SC2026-10-15
Mascagni Wealth Management, Inc.
35,766$1.8M1.1%ETFLowClinton, MS2026-10-23
IFP Advisors, Inc
34,591$1.7M0.0%GrowthLowTampa, FL2026-10-16
Thrivent Financial for Lutherans
33,272$1.7M0.0%GARPMediumMinneapolis, MN2026-11-05
Wealthcare Advisory Partners LLC
31,211$1.5M0.0%ETFLowWest Chester, PA2026-10-21
Visionary Wealth Advisors
30,621$1.5M0.1%ETFLowO'Fallon, IL2026-11-04
Independent Financial Group, LLC
30,593$1.5M0.0%GrowthLowSan Diego, CA2026-10-13
Global Financial Private Client, LLC
29,594$1.5M0.4%GrowthLowSarasota, FL2026-10-15
Hicks Capital Management LLC
29,341$1.6M1.3%ETFVery LowColumbus, OH2026-10-20
BG Investment Services, LLC
27,231$1.3M0.2%GrowthVery LowHagatna, GU2026-10-23
Creative Planning
25,761$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Bank of New York Mellon Corp
23,927$1.2M0.0%CoreLowNew York, NY2026-11-05
Spire Wealth Management
23,830$1.2M0.0%GrowthMediumMclean, VA2026-10-30
Roxbury Financial LLC
23,459$1.2M0.9%CoreVery LowMount Arlington, NJ2026-10-01
Summit Financial Wealth Advisors, LLC
20,568$1.0M0.1%ETFLowLafayette, LA2026-10-15
Wealth Enhancement Advisory Services, LLC
20,214$1.0M0.0%CoreLowPlymouth, MN2026-10-13
Focus Financial Network, Inc.
18,327$901.2K0.0%ETFLowMinneapolis, MN2026-10-14
Cedar Point Capital Partners, LLC
15,820$777.8K0.4%ETFMediumCedar Rapids, IA2026-10-29
Perigon Wealth Management, LLC
14,688$722.2K0.0%GrowthLowSan Francisco, CA2026-10-22
Diversify Wealth Management, LLC
14,615$727.9K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
14,615$727.9K0.0%GrowthLowSandy, UT2026-10-20
CoreCap Advisors, LLC
14,604$718.1K0.0%ETFMediumSouthfield, MI2026-10-08
Breakwater Capital Group
14,264$701.4K0.1%ETFLowParamus, NJ2026-10-09
RFG Advisory, LLC
12,698$624.4K0.0%ETFMediumBirmingham, AL2026-11-03
Chicago Partners Investment Group LLC
12,355$615.4K0.0%GARPLowChicago, IL2026-10-27
Golden State Wealth Management, LLC
12,239$601.8K0.1%ETFMediumSanta Ana, CA2026-11-02
Vise Technologies, Inc.
12,221$600.9K0.0%IndexLowNew York, NY2026-10-29
Sweeney & Michel, LLC
11,069$544.3K0.1%ETFVery LowChico, CA2026-10-16
Mayfair Advisory Group, LLC
10,759$529.0K0.2%ETFLowBirmingham, AL2026-10-20
Principle Wealth Partners LLC
10,525$517.6K0.0%CoreVery LowMadison, CT2026-11-02
US Bancorp \de\
9,710$477.4K0.0%IndexLowMinneapolis, MN2026-11-05
Foster Victor Wealth Advisors, LLC
9,600$473.7K0.0%CoreMediumGreenville, SC2026-10-21
Cullen T Bankers, Inc.
9,539$469.0K0.0%GrowthLowSan Antonio, TX2026-10-28
CLG LLC
8,832$434.3K0.1%ETFMediumLong Beach, CA2026-10-13
Brighton Jones LLC
8,765$431.0K0.0%CoreVery LowSeattle, WA2026-11-03
Kingswood Wealth Advisors, LLC
8,249$405.6K0.0%GrowthLowSan Diego, CA2026-10-23
WBH Advisory Inc
7,150$351.6K0.0%ETFLowBaltimore, MD2026-11-05
Dynamic Advisor Solutions LLC
6,391$314.3K0.0%ETFLowPhoenix, AZ2026-10-13
M.E. Allison & Co., Inc.
6,107$300.3K0.2%CoreLowSan Antonio, TX2026-10-09
New England Private Wealth Advisors LLC
5,713$280.9K0.0%ETFVery LowWellesley, MA2026-10-19
Lido Advisors, LLC
5,662$278.4K0.0%GrowthLowLos Angeles, CA2026-11-04
PCG Asset Management, LLC
5,630$276.8K0.2%ETFVery LowGladstone, NJ2026-11-05
Calamos Wealth Management LLC
5,014$246.5K0.0%GrowthMediumNaperville, IL2026-11-02
Investmark Advisory Group LLC
4,951$243.5K0.1%ETFVery LowShelton, CT2026-10-27
Urban Wealth Management, LLC
4,698$231.0K0.2%GrowthMediumLakewood, CA2026-10-21
Diversified Portfolios, Inc.
4,571$224.8K0.0%ETFLowBloomfield Hills, MI2026-11-04
Kathmere Capital Management, LLC
4,130$203.1K0.0%ETFLowWayne, PA2026-10-20
Financial Consulate, Inc
2,390$117.5K0.0%ETFLowHunt Valley, MD2026-10-23
High Point Wealth Management, LLC
2,366$116.3K0.1%ETFLowChester, NJ2026-11-05
Portfolio Resources Advisor Group, Inc.
2,168$106.6K0.1%ETFMediumCoral Gables, FL2026-10-20
Root Financial Partners, LLC
1,814$89.2K0.0%ETFMediumEncinitas, CA2026-10-21
Assetmark, Inc
1,504$74.0K0.0%ETFLowConcord, CA2026-10-21
Noble Wealth Management PBC
1,000$49.2K0.0%YieldMediumGreenwood Village, CO2026-10-01
Creative Financial Designs Inc
925$45.5K0.0%ETFMediumKokomo, IN2026-11-04
Toth Financial Advisory Corp
645$31.7K0.0%CoreLowLeesburg, VA2026-10-08
Cassaday & Co Wealth Management LLC
578$28.4K0.0%ETFVery LowMclean, VA2026-10-27
Fifth Third Bancorp
350$17.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Glass Jacobson Investment Advisors llc
311$15.3K0.0%ETFLowOwings Mills, MD2026-10-26
Center for Financial Planning, Inc.
206$10.1K0.0%ETFLowSouthfied, MI2026-10-26
Latitude Advisors, LLC
112$5.5K0.0%ETFLowYorkville, IL2026-10-27
EverSource Wealth Advisors, LLC
111$5.5K0.0%CoreMediumBirmingham, AL2026-11-04
Capital Investment Advisory Services, LLC
109$5.4K0.0%CoreMediumRaleigh, NC2026-10-30
Buck Wealth Strategies, LLC
109$5.4K0.0%ValueMediumDenver, CO2026-10-28
Key Capital Management, Inc
108$5.3K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Westside Investment Management, Inc.
91$4.5K0.0%GrowthLowSanta Monica, CA2026-11-02
Adirondack Trust Co
70$3.4K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Abound Wealth Management
51$2.5K0.0%ETFVery LowFranklin, TN2026-10-26
Mather Group, Llc.
49$2.4K0.0%ETFMediumChicago, IL2026-10-14
Private Trust Co NA
42$2.1K0.0%CoreLowCleveland, OH2026-10-20
Parkside Financial Bank & Trust
33$1.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Mosley Wealth Management
33$1.6K0.0%ETFHighAnaheim, CA2026-10-16
Ascentis Wealth Management, LLC
31$1.5K0.0%Agg GrowthLowDallas, TX2026-11-03
Aspect Partners, LLC
25$1.2K0.0%ETFMediumFairfax, VA2026-10-20
Rachor Investment Advisory Services, LLC
23$1.1K0.0%ETFVery LowLinden, MI2026-10-29
Ashton Thomas Private Wealth, LLC
8$3930.0%CoreMediumScottsdale, AZ2026-11-03
Kings Path Partners LLC
0$20.0%ETFVery LowSugar Land, TX2026-10-21