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 49 institutions that hold shares in the stock, with a total of 2.71 Million shares, which have been reported (via 13F filing form) to have a value of $71.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
11,064
shares
|
$290,872
0.01% of portfolio
|
Q2 2025
Added 803.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
10,515
shares
|
$276,439
0.0% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
8,428
shares
|
$221,572
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
7,925
shares
|
$208,348
0.0% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
7,907
shares
|
$207,875
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
7,450
shares
|
$195,860
0.0% of portfolio
|
Q4 2024
Added 49.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,891
shares
|
$181,164
0.0% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
2,869
shares
|
$75,426
0.02% of portfolio
|
Q2 2025
Added 77.43%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,780
shares
|
$73,086
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,568
shares
|
$67,512
0.0% of portfolio
|
Q2 2025
Reduced 51.46%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
2,535
shares
|
$66,645
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,520
shares
|
$66,250
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,517
shares
|
$39,881
0.0% of portfolio
|
Q2 2025
Reduced 54.5%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
878
shares
|
$23,082
0.0% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
574
shares
|
$15,090
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
393
shares
|
$10,331
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
356
shares
|
$9,359
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
202
shares
|
$5,310
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
88
shares
|
$2,313
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
71
shares
|
$1,866
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
14
shares
|
$368
0.0% of portfolio
|
Q2 2025
Reduced 87.39%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
13
shares
|
$341
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1
shares
|
$26
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|