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 141 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $686 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
3,551,494
shares
|
$155 Million
9.0% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
2,208,276
shares
|
$96.3 Million
0.12% of portfolio
|
Q2 2025
Added 20.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,116,813
shares
|
$48.7 Million
0.0% of portfolio
|
Q2 2025
Added 30.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
845,378
shares
|
$36.9 Million
0.01% of portfolio
|
Q2 2025
Added 36.18%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
686,805
shares
|
$29.9 Million
2.2% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
631,790
shares
|
$27.5 Million
0.01% of portfolio
|
Q2 2025
Added 44.27%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
441,185
shares
|
$19.2 Million
0.1% of portfolio
|
Q2 2025
Added 43.1%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
411,287
shares
|
$17.9 Million
3.51% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
407,073
shares
|
$17.7 Million
0.03% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
397,102
shares
|
$17.3 Million
0.01% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
375,662
shares
|
$16.4 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
317,046
shares
|
$13.8 Million
1.65% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
286,148
shares
|
$12.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
262,912
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
256,896
shares
|
$11.2 Million
0.03% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
247,254
shares
|
$10.8 Million
0.01% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
236,989
shares
|
$10.3 Million
2.32% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
236,855
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2025
Added 328.58%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
201,710
shares
|
$8.79 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
180,718
shares
|
$7.88 Million
0.12% of portfolio
|
Q3 2025
Added 170.82%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
167,625
shares
|
$7.31 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
162,739
shares
|
$7.09 Million
2.21% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
139,142
shares
|
$6.07 Million
0.02% of portfolio
|
Q2 2025
Added 2394.93%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
138,702
shares
|
$6.05 Million
0.1% of portfolio
|
Q2 2025
Added 112.57%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
122,952
shares
|
$5.36 Million
2.14% of portfolio
|
Q2 2025
Added 4.29%
|