Institutional Ownership Fidelity Covington Tr (FSMO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FSMO). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 2.69 Million shares, which have been reported (via 13F filing form) to have a value of $70.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
406,512
shares
|
$10.7 Million
3.88% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
391,045
shares
|
$10.3 Million
7.85% of portfolio
|
Q3 2025
Reduced 22.24%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
353,043
shares
|
$9.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
349,227
shares
|
$9.18 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
227,554
shares
|
$5.98 Million
0.04% of portfolio
|
Q2 2025
Added 56.01%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
159,177
shares
|
$4.18 Million
1.72% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
157,161
shares
|
$4.13 Million
0.23% of portfolio
|
Q3 2025
Added 34.55%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
139,627
shares
|
$3.67 Million
1.52% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
57,683
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Added 126.95%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
57,293
shares
|
$1.51 Million
1.06% of portfolio
|
Q3 2025
Added 86.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
42,740
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
28,608
shares
|
$752,104
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
25,783
shares
|
$677,835
0.0% of portfolio
|
Q2 2025
Added 46.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
23,088
shares
|
$606,983
0.02% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
21,895
shares
|
$575,619
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
21,040
shares
|
$553,141
0.43% of portfolio
|
Q2 2025
Added 22.13%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
18,179
shares
|
$477,925
0.0% of portfolio
|
Q2 2025
Added 48.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
17,513
shares
|
$460,416
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
15,604
shares
|
$410,229
0.0% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
13,225
shares
|
$347,685
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
13,059
shares
|
$343,321
0.0% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
13,027
shares
|
$342,479
0.0% of portfolio
|
Q2 2025
Reduced 53.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
13,026
shares
|
$342,453
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
12,784
shares
|
$336,091
0.0% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
11,394
shares
|
$299,548
0.01% of portfolio
|
Q3 2025
New holding
|