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 138 institutions that hold shares in the stock, with a total of 15.1 Million shares, which have been reported (via 13F filing form) to have a value of $653 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
|
$154 Million
9.0% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
2,208,276
shares
|
$95.8 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
|
$48.5 Million
0.0% of portfolio
|
Q2 2025
Added 30.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
845,378
shares
|
$36.7 Million
0.01% of portfolio
|
Q2 2025
Added 36.18%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
686,805
shares
|
$29.8 Million
2.2% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
631,790
shares
|
$27.4 Million
0.01% of portfolio
|
Q2 2025
Added 44.27%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
441,185
shares
|
$19.1 Million
0.1% of portfolio
|
Q2 2025
Added 43.1%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
411,287
shares
|
$17.8 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
|
$17.2 Million
0.01% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
375,662
shares
|
$16.3 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
286,148
shares
|
$12.4 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
|
$11.4 Million
0.01% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
256,896
shares
|
$11.1 Million
0.03% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
247,254
shares
|
$10.7 Million
0.01% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
227,826
shares
|
$9.89 Million
2.31% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
201,710
shares
|
$8.75 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
167,625
shares
|
$7.27 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
161,237
shares
|
$7 Million
2.21% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
155,604
shares
|
$6.75 Million
5.8% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
139,142
shares
|
$6.04 Million
0.02% of portfolio
|
Q2 2025
Added 2394.93%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
122,952
shares
|
$5.34 Million
2.14% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
111,628
shares
|
$4.84 Million
3.79% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
90,242
shares
|
$3.92 Million
0.0% of portfolio
|
Q2 2025
Added 115.08%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
73,228
shares
|
$3.18 Million
0.27% of portfolio
|
Q2 2025
Added 2.54%
|