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 50 institutions that hold shares in the stock, with a total of 2.72 Million shares, which have been reported (via 13F filing form) to have a value of $71.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
502,919
shares
|
$13.2 Million
10.54% of portfolio
|
Q2 2025
Added 18.38%
|
|
|
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%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
364,386
shares
|
$9.58 Million
0.01% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
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 |
Jul 10, 2025 Q2 2025 |
153,131
shares
|
$4.03 Million
1.85% of portfolio
|
Q2 2025
Added 21.68%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
133,914
shares
|
$3.52 Million
1.73% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
116,808
shares
|
$3.07 Million
0.19% of portfolio
|
Q2 2025
Added 14.96%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
57,683
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Added 126.95%
|
|
|
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
|
Jul 02, 2025 Q2 2025 |
30,750
shares
|
$808,417
0.61% of portfolio
|
Q2 2025
Reduced 14.1%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
13,202
shares
|
$347,080
0.0% of portfolio
|
Q2 2025
Added 14.99%
|
|
|
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%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
11,856
shares
|
$311,694
0.25% of portfolio
|
Q2 2025
New holding
|