Institutional Ownership Fidelity Covington Tr Msci Mat (FMAT)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Mat (FMAT). We have compiled data on the 126 institutions that hold shares in the stock, with a total of 3.42 Million shares, which have been reported (via 13F filing form) to have a value of $179 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,816
shares
|
$147,051
0.0% of portfolio
|
Q3 2025
Reduced 11.83%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,580
shares
|
$134,727
0.01% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,550
shares
|
$133,161
0.0% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,544
shares
|
$132,847
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
2,496
shares
|
$130,341
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,422
shares
|
$126,476
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
2,292
shares
|
$119,688
0.0% of portfolio
|
Q3 2025
Added 18.82%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,220
shares
|
$115,928
0.0% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
2,156
shares
|
$112,586
0.04% of portfolio
|
Q3 2025
Added 16.54%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,976
shares
|
$103,186
0.0% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,964
shares
|
$102,560
0.0% of portfolio
|
Q2 2025
Added 205.92%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,824
shares
|
$95,249
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,819
shares
|
$94,988
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,719
shares
|
$89,766
0.01% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,404
shares
|
$73,316
0.0% of portfolio
|
Q2 2025
Added 33.46%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,006
shares
|
$52,533
0.01% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
822
shares
|
$42,924
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
723
shares
|
$37,755
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
700
shares
|
$36,554
0.01% of portfolio
|
Q2 2018
Added 40.0%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
689
shares
|
$35,979
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
626
shares
|
$32,689
0.0% of portfolio
|
Q2 2023
Added 13.82%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
566
shares
|
$29,556
0.0% of portfolio
|
Q2 2020
Closed
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
500
shares
|
$26,110
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
445
shares
|
$23,237
0.01% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
374
shares
|
$19,530
0.0% of portfolio
|
Q3 2024
New holding
|