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 |
|---|---|---|---|---|---|
|
Sterling Manor Financial, LLC
|
Oct 08, 2025 Q3 2025 |
108,804
shares
|
$4.74 Million
3.65% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
90,242
shares
|
$3.93 Million
0.0% of portfolio
|
Q2 2025
Added 115.08%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
73,228
shares
|
$3.19 Million
0.27% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
71,309
shares
|
$3.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 56.79%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
55,152
shares
|
$2.4 Million
0.03% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
54,221
shares
|
$2.36 Million
0.01% of portfolio
|
Q2 2025
Added 26.62%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
52,600
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
48,778
shares
|
$2.13 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
46,692
shares
|
$2.04 Million
1.14% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
44,974
shares
|
$1.96 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
44,789
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
42,993
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Added 130.51%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
37,068
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
34,905
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Added 41.63%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
33,669
shares
|
$1.47 Million
0.03% of portfolio
|
Q2 2025
Added 89.89%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
32,341
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Added 353.78%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
31,681
shares
|
$1.38 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
30,352
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 64.98%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
30,272
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2025
Added 55.94%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
29,947
shares
|
$1.31 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
27,058
shares
|
$1.18 Million
0.85% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
23,974
shares
|
$1.05 Million
0.75% of portfolio
|
Q2 2025
Added 87.43%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
22,725
shares
|
$990,582
0.02% of portfolio
|
Q2 2025
Added 33.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
20,795
shares
|
$906,454
0.0% of portfolio
|
Q2 2025
Added 15.04%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
20,438
shares
|
$890,892
0.03% of portfolio
|
Q2 2025
Added 85058.33%
|