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 41 institutions that hold shares in the stock, with a total of 3.01 Million shares, which have been reported (via 13F filing form) to have a value of $79.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
768,423
shares
|
$20.2 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
424,825
shares
|
$11.2 Million
9.73% of portfolio
|
Q1 2025
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
394,676
shares
|
$10.4 Million
4.07% of portfolio
|
Q1 2025
Added 11.18%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
354,722
shares
|
$9.33 Million
0.01% of portfolio
|
Q1 2025
Added 96.33%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
145,859
shares
|
$3.83 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
142,594
shares
|
$3.75 Million
0.81% of portfolio
|
Q1 2025
Reduced 23.27%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
139,436
shares
|
$3.67 Million
2.11% of portfolio
|
Q1 2025
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Apr 22, 2025 Q1 2025 |
125,849
shares
|
$3.31 Million
1.55% of portfolio
|
Q1 2025
Added 49.04%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
101,605
shares
|
$2.67 Million
0.19% of portfolio
|
Q1 2025
Added 89.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
79,804
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
35,797
shares
|
$941,103
0.76% of portfolio
|
Q1 2025
Reduced 22.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
27,843
shares
|
$731,992
0.0% of portfolio
|
Q1 2025
Added 257.97%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
25,417
shares
|
$668,212
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
22,656
shares
|
$595,626
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
21,853
shares
|
$574,515
0.02% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
17,591
shares
|
$462,467
0.0% of portfolio
|
Q1 2025
Reduced 28.14%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
17,228
shares
|
$452,924
0.36% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
16,292
shares
|
$428,316
0.0% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
13,225
shares
|
$347,685
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
12,978
shares
|
$341,191
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
12,709
shares
|
$334,119
0.0% of portfolio
|
Q1 2025
Added 16.92%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
12,233
shares
|
$321,605
0.0% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
11,481
shares
|
$301,835
0.0% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
10,613
shares
|
$279,015
0.0% of portfolio
|
Q1 2025
Added 0.61%
|