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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
20,426
shares
|
$890,369
0.0% of portfolio
|
Q2 2025
Added 26.75%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
19,990
shares
|
$871,364
0.81% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
18,500
shares
|
$806,415
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
17,930
shares
|
$781,568
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
17,881
shares
|
$779,432
0.52% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
17,261
shares
|
$752,406
0.01% of portfolio
|
Q2 2025
Added 14.49%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
16,819
shares
|
$733,140
0.16% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
16,450
shares
|
$717,055
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
16,201
shares
|
$706,201
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
16,182
shares
|
$705,373
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Bg Investment Services, Inc.
|
Jul 30, 2025 Q2 2025 |
16,055
shares
|
$699,837
0.88% of portfolio
|
Q2 2025
Reduced 33.64%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
15,778
shares
|
$687,763
0.0% of portfolio
|
Q2 2025
Reduced 15.49%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
13,999
shares
|
$610,216
0.1% of portfolio
|
Q2 2025
Added 30.58%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
13,783
shares
|
$600,800
0.35% of portfolio
|
Q3 2025
Added 67.96%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,197
shares
|
$575,257
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
12,980
shares
|
$565,798
0.0% of portfolio
|
Q2 2025
Reduced 75.34%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
12,308
shares
|
$536,505
0.01% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
12,029
shares
|
$524,344
0.02% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
11,816
shares
|
$515,059
0.03% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
11,239
shares
|
$489,908
0.02% of portfolio
|
Q3 2025
Added 88.04%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
10,785
shares
|
$470,118
0.16% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
10,670
shares
|
$465,105
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
10,571
shares
|
$460,789
0.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
9,738
shares
|
$424,479
0.01% of portfolio
|
Q2 2025
Reduced 12.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
9,583
shares
|
$417,722
0.0% of portfolio
|
Q2 2025
Added 14.15%
|