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 |
|---|---|---|---|---|---|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
8,263
shares
|
$358,614
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
8,221
shares
|
$356,791
0.03% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
8,206
shares
|
$356,140
0.21% of portfolio
|
Q2 2025
Reduced 83.49%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
8,134
shares
|
$353,015
0.0% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
8,023
shares
|
$348,198
0.0% of portfolio
|
Q2 2025
Added 9566.27%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
7,696
shares
|
$334,006
0.01% of portfolio
|
Q2 2025
Added 15.73%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
7,636
shares
|
$331,402
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
7,373
shares
|
$319,988
0.08% of portfolio
|
Q1 2025
Reduced 60.73%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,250
shares
|
$314,650
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
7,204
shares
|
$312,653
0.09% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
7,156
shares
|
$310,570
0.01% of portfolio
|
Q2 2025
Reduced 94.44%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
6,926
shares
|
$300,588
0.0% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
6,845
shares
|
$297,073
0.0% of portfolio
|
Q2 2025
Added 94.52%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
6,200
shares
|
$269,080
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,124
shares
|
$265,781
0.0% of portfolio
|
Q2 2025
Added 238.34%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
6,021
shares
|
$261,311
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
5,980
shares
|
$259,532
0.0% of portfolio
|
Q2 2025
Added 40.15%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
5,977
shares
|
$259,401
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
5,615
shares
|
$243,691
0.04% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
5,587
shares
|
$242,475
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
5,574
shares
|
$241,911
0.0% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
5,561
shares
|
$241,347
0.0% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
5,431
shares
|
$235,705
0.1% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
5,358
shares
|
$232,537
0.06% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
5,072
shares
|
$220,124
0.01% of portfolio
|
Q2 2025
Added 0.42%
|