Institutional Ownership Fidelity Covington Tr Small Mi (FSMD)
This table provides information about the institutional ownership of Fidelity Covington Tr Small Mi (FSMD). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $426 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
3,478,053
shares
|
$134 Million
8.93% of portfolio
|
Q1 2025
Added 34.68%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,750,856
shares
|
$67.3 Million
0.11% of portfolio
|
Q4 2024
Added 18.57%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
491,316
shares
|
$18.9 Million
1.59% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
437,937
shares
|
$16.8 Million
0.01% of portfolio
|
Q1 2025
Added 14.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
405,159
shares
|
$15.6 Million
0.0% of portfolio
|
Q4 2024
Added 200.51%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
395,443
shares
|
$15.2 Million
4.15% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
359,010
shares
|
$13.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
355,489
shares
|
$13.7 Million
0.01% of portfolio
|
Q4 2024
Added 188.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
262,912
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
259,414
shares
|
$9.97 Million
0.01% of portfolio
|
Q4 2024
Added 4745.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
249,372
shares
|
$9.59 Million
0.03% of portfolio
|
Q1 2025
Added 59.24%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
246,659
shares
|
$9.48 Million
1.86% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
240,203
shares
|
$9.23 Million
0.02% of portfolio
|
Q4 2024
Added 38.9%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
236,395
shares
|
$9.09 Million
0.06% of portfolio
|
Q4 2024
Added 15.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
231,107
shares
|
$8.88 Million
0.01% of portfolio
|
Q4 2024
Added 30.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
219,868
shares
|
$8.45 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
161,042
shares
|
$6.19 Million
2.18% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
128,627
shares
|
$4.94 Million
0.29% of portfolio
|
Q1 2025
Reduced 41.92%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
117,890
shares
|
$4.53 Million
2.16% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Sterling Manor Financial, LLC
|
Apr 28, 2025 Q1 2025 |
114,526
shares
|
$4.4 Million
3.9% of portfolio
|
Q1 2025
Reduced 42.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
77,880
shares
|
$2.99 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
77,485
shares
|
$2.98 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
53,733
shares
|
$2.07 Million
0.01% of portfolio
|
Q4 2024
Added 13.54%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
49,705
shares
|
$1.91 Million
1.49% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
47,531
shares
|
$1.83 Million
0.02% of portfolio
|
Q4 2024
Added 7.08%
|