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 54 institutions that hold shares in the stock, with a total of 5.64 Million shares, which have been reported (via 13F filing form) to have a value of $233 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
13,349
shares
|
$547,575
0.02% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
11,984
shares
|
$491,583
0.02% of portfolio
|
Q2 2024
Added 883.1%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
11,628
shares
|
$476,980
0.01% of portfolio
|
Q2 2024
Added 15.82%
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 02, 2024 Q2 2024 |
8,567
shares
|
$351,418
0.19% of portfolio
|
Q2 2024
New holding
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
6,975
shares
|
$286,114
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
6,463
shares
|
$265,112
0.0% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
6,292
shares
|
$258,097
0.01% of portfolio
|
Q2 2024
Added 17.41%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
6,289
shares
|
$257,974
0.0% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
6,067
shares
|
$248,868
0.0% of portfolio
|
Q2 2024
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
5,450
shares
|
$223,559
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
5,210
shares
|
$213,714
0.02% of portfolio
|
Q1 2024
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,430
shares
|
$58,658
0.0% of portfolio
|
Q2 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
1,218
shares
|
$49,962
0.0% of portfolio
|
Q2 2024
Added 5.91%
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jul 25, 2024 Q2 2024 |
1,179
shares
|
$48,362
0.03% of portfolio
|
Q2 2024
New holding
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
470
shares
|
$19,279
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
427
shares
|
$17,515
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
305
shares
|
$12,511
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
299
shares
|
$12,264
0.0% of portfolio
|
Q2 2024
New holding
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
233
shares
|
$9,557
0.0% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
209
shares
|
$8,573
0.0% of portfolio
|
Q1 2024
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
207
shares
|
$8,491
0.0% of portfolio
|
Q1 2024
New holding
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
200
shares
|
$8,204
0.0% of portfolio
|
Q2 2024
New holding
|
|
Live Oak Investment Partners
Austin, TX |
Jul 16, 2024 Q2 2024 |
199
shares
|
$8,162
0.01% of portfolio
|
Q2 2024
Added 13.07%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
85
shares
|
$3,486
0.0% of portfolio
|
Q1 2024
Added 1.22%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
25
shares
|
$1,025
0.0% of portfolio
|
Q2 2024
New holding
|