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 54 institutions that hold shares in the stock, with a total of 3.26 Million shares, which have been reported (via 13F filing form) to have a value of $85.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
12,744
shares
|
$335,039
0.0% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
11,705
shares
|
$307,724
0.0% of portfolio
|
Q2 2025
Reduced 53.21%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
11,394
shares
|
$299,548
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
10,814
shares
|
$284,300
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
10,517
shares
|
$276,491
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Nov 03, 2025 Q3 2025 |
10,348
shares
|
$272,048
0.49% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
9,755
shares
|
$256,458
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
9,588
shares
|
$252,068
0.18% of portfolio
|
Q3 2025
Reduced 19.13%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
7,976
shares
|
$209,689
0.0% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
7,450
shares
|
$195,860
0.0% of portfolio
|
Q4 2024
Added 49.0%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
7,000
shares
|
$184,030
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
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
|
Oct 16, 2025 Q3 2025 |
3,215
shares
|
$84,522
0.03% of portfolio
|
Q3 2025
Added 12.06%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,780
shares
|
$73,086
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,615
shares
|
$68,748
0.0% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
2,535
shares
|
$66,645
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,254
shares
|
$32,967
0.0% of portfolio
|
Q3 2025
Added 42.82%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
574
shares
|
$15,090
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
394
shares
|
$10,358
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
356
shares
|
$9,359
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
71
shares
|
$1,866
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
56
shares
|
$1,472
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
51
shares
|
$1,340
0.0% of portfolio
|
Q3 2025
Added 264.29%
|
|