Institutional Ownership Fidelity Covington Tr Small Mi (FSMD)
This table provides information about the institutional ownership of Fidelity Covington Tr Small Mi (FSMD). We have compiled data on the 152 institutions that hold shares in the stock, with a total of 17.5 Million shares, which have been reported (via 13F filing form) to have a value of $753 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
3,803,734
shares
|
$164 Million
8.22% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,571,529
shares
|
$111 Million
0.15% of portfolio
|
Q3 2025
Added 16.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,236,233
shares
|
$53.2 Million
0.0% of portfolio
|
Q3 2025
Added 10.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,013,121
shares
|
$43.6 Million
0.01% of portfolio
|
Q3 2025
Added 19.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
694,527
shares
|
$29.9 Million
0.01% of portfolio
|
Q3 2025
Added 9.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
570,405
shares
|
$24.6 Million
0.03% of portfolio
|
Q3 2025
Added 40.12%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
510,396
shares
|
$22 Million
1.17% of portfolio
|
Q3 2025
Reduced 25.69%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
437,347
shares
|
$18.8 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
381,973
shares
|
$16.5 Million
0.21% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
336,768
shares
|
$14.5 Million
0.01% of portfolio
|
Q3 2025
Added 36.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
336,519
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2025
Added 42.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
325,704
shares
|
$14 Million
0.01% of portfolio
|
Q3 2025
Added 13.82%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
317,046
shares
|
$13.7 Million
1.65% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
271,903
shares
|
$11.7 Million
0.03% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
262,912
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
262,315
shares
|
$11.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 33.94%
|
|
|
Systelligence, LLC
|
Nov 13, 2025 Q3 2025 |
258,345
shares
|
$11.1 Million
2.56% of portfolio
|
Q3 2025
Reduced 37.19%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
236,989
shares
|
$10.2 Million
2.32% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
201,398
shares
|
$8.67 Million
1.04% of portfolio
|
Q3 2025
Added 20.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
200,444
shares
|
$8.63 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
180,718
shares
|
$7.78 Million
0.12% of portfolio
|
Q3 2025
Added 170.82%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
162,739
shares
|
$7.01 Million
2.21% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
142,319
shares
|
$6.13 Million
0.1% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
140,456
shares
|
$6.05 Million
0.02% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
126,585
shares
|
$5.45 Million
2.18% of portfolio
|
Q3 2025
New holding
|
|