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 99 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $456 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,810
shares
|
$69,576
0.0% of portfolio
|
Q4 2024
Added 88.74%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
1,381
shares
|
$53,085
0.04% of portfolio
|
Q3 2024
Added 17.13%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,300
shares
|
$49,972
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,293
shares
|
$49,702
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,254
shares
|
$48,203
0.0% of portfolio
|
Q1 2025
Added 8857.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
820
shares
|
$31,520
0.0% of portfolio
|
Q4 2024
Added 74.47%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
689
shares
|
$26,485
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
528
shares
|
$20,296
0.0% of portfolio
|
Q1 2025
Added 751.61%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
378
shares
|
$14,530
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
370
shares
|
$14,222
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
315
shares
|
$12,108
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
253
shares
|
$9,725
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
211
shares
|
$8,110
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
84
shares
|
$3,228
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
50
shares
|
$1,922
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
50
shares
|
$1,922
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
44
shares
|
$1,691
0.0% of portfolio
|
Q3 2024
Reduced 99.67%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
42
shares
|
$1,614
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
40
shares
|
$1,537
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
24
shares
|
$922
0.0% of portfolio
|
Q4 2024
Added 71.43%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
20
shares
|
$768
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
12
shares
|
$461
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|