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 88 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $415 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
2,582,395
shares
|
$106 Million
6.42% of portfolio
|
Q4 2024
Added 12.57%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,750,856
shares
|
$72 Million
0.11% of portfolio
|
Q4 2024
Added 18.57%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
491,316
shares
|
$20.2 Million
1.59% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
405,159
shares
|
$16.7 Million
0.0% of portfolio
|
Q4 2024
Added 200.51%
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
394,093
shares
|
$16.2 Million
4.29% of portfolio
|
Q4 2024
Added 38.8%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
382,382
shares
|
$15.7 Million
0.01% of portfolio
|
Q4 2024
Added 13.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
359,010
shares
|
$14.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
355,489
shares
|
$14.6 Million
0.01% of portfolio
|
Q4 2024
Added 188.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
262,912
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
259,414
shares
|
$10.7 Million
0.01% of portfolio
|
Q4 2024
Added 4745.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
240,203
shares
|
$9.87 Million
0.02% of portfolio
|
Q4 2024
Added 38.9%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
236,395
shares
|
$9.72 Million
0.06% of portfolio
|
Q4 2024
Added 15.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
231,107
shares
|
$9.5 Million
0.01% of portfolio
|
Q4 2024
Added 30.1%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
225,841
shares
|
$9.28 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
221,454
shares
|
$9.1 Million
0.58% of portfolio
|
Q4 2024
Added 26.97%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
219,868
shares
|
$9.04 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
200,027
shares
|
$8.22 Million
6.04% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
156,605
shares
|
$6.44 Million
0.02% of portfolio
|
Q4 2024
Added 235.17%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
153,841
shares
|
$6.32 Million
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
116,658
shares
|
$4.79 Million
2.25% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
77,880
shares
|
$3.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
77,485
shares
|
$3.18 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
53,733
shares
|
$2.21 Million
0.01% of portfolio
|
Q4 2024
Added 13.54%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
53,599
shares
|
$2.2 Million
1.75% of portfolio
|
Q4 2024
Added 76.4%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
47,531
shares
|
$1.95 Million
0.02% of portfolio
|
Q4 2024
Added 7.08%
|