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 63 institutions that hold shares in the stock, with a total of 7.16 Million shares, which have been reported (via 13F filing form) to have a value of $320 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
15,898
shares
|
$710,640
0.02% of portfolio
|
Q3 2024
Added 32.66%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
14,459
shares
|
$646,317
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
13,660
shares
|
$610,602
0.0% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
11,661
shares
|
$521,246
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
10,197
shares
|
$455,805
0.0% of portfolio
|
Q3 2024
Added 46.19%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
8,028
shares
|
$358,851
0.0% of portfolio
|
Q3 2024
Added 32.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
6,948
shares
|
$310,575
0.0% of portfolio
|
Q3 2024
Added 10.48%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
6,760
shares
|
$302,172
0.01% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,704
shares
|
$299,668
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
6,669
shares
|
$298,104
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
6,463
shares
|
$288,896
0.0% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,285
shares
|
$280,939
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
5,501
shares
|
$245,894
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
5,354
shares
|
$239,323
0.0% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
5,210
shares
|
$232,887
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
4,887
shares
|
$218,448
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
2,014
shares
|
$90,025
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,430
shares
|
$63,921
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
1,381
shares
|
$61,730
0.04% of portfolio
|
Q3 2024
Added 17.13%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
959
shares
|
$42,867
0.0% of portfolio
|
Q3 2024
Added 358.85%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
958
shares
|
$42,822
0.0% of portfolio
|
Q3 2024
Added 220.4%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
689
shares
|
$30,798
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
470
shares
|
$21,009
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
358
shares
|
$16,002
0.01% of portfolio
|
Q3 2024
Added 79.9%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
314
shares
|
$14,035
0.0% of portfolio
|
Q3 2024
New holding
|