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 |
|---|---|---|---|---|---|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
4,910
shares
|
$213,094
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,842
shares
|
$166,742
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
3,704
shares
|
$160,753
0.11% of portfolio
|
Q2 2025
Added 19.95%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,926
shares
|
$126,988
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,605
shares
|
$113,057
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
1,381
shares
|
$59,935
0.04% of portfolio
|
Q3 2024
Added 17.13%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,300
shares
|
$56,420
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,144
shares
|
$49,649
0.0% of portfolio
|
Q2 2025
Added 116.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
936
shares
|
$40,622
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
876
shares
|
$38,018
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
787
shares
|
$34,155
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
683
shares
|
$29,642
0.0% of portfolio
|
Q2 2025
Added 80.69%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
563
shares
|
$24,434
0.01% of portfolio
|
Q2 2025
Added 78.73%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
562
shares
|
$24,390
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
543
shares
|
$23,566
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
470
shares
|
$20,398
0.0% of portfolio
|
Q2 2025
Reduced 42.68%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
470
shares
|
$20,398
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
419
shares
|
$18,184
0.0% of portfolio
|
Q2 2025
Added 852.27%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
255
shares
|
$11,067
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
253
shares
|
$10,980
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
198
shares
|
$8,593
0.0% of portfolio
|
Q2 2025
Added 19700.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
187
shares
|
$8,115
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
138
shares
|
$5,989
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
124
shares
|
$5,381
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
77
shares
|
$3,341
0.0% of portfolio
|
Q2 2025
New holding
|