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 115 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $574 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
86,671
shares
|
$3.63 Million
0.0% of portfolio
|
Q1 2025
Added 155.77%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
71,412
shares
|
$2.99 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
66,731
shares
|
$2.8 Million
0.06% of portfolio
|
Q2 2025
Added 95.26%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
65,250
shares
|
$2.73 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
53,868
shares
|
$2.26 Million
0.04% of portfolio
|
Q1 2025
Added 84.57%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
52,639
shares
|
$2.21 Million
0.02% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
49,705
shares
|
$2.08 Million
1.49% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
48,056
shares
|
$2.01 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
44,586
shares
|
$1.87 Million
1.2% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
42,821
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.31%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
41,957
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Added 104.62%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
32,052
shares
|
$1.34 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
26,628
shares
|
$1.12 Million
0.93% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
24,646
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 33.45%
|
|
|
Bg Investment Services, Inc.
|
May 06, 2025 Q1 2025 |
24,194
shares
|
$1.01 Million
1.05% of portfolio
|
Q1 2025
Added 47.94%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
19,894
shares
|
$833,359
0.8% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
19,412
shares
|
$813,168
0.01% of portfolio
|
Q1 2025
Added 285.77%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
19,152
shares
|
$802,277
0.5% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
18,669
shares
|
$782,044
0.0% of portfolio
|
Q1 2025
Added 210.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
18,651
shares
|
$781,290
0.0% of portfolio
|
Q1 2025
Added 30.87%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
18,076
shares
|
$757,203
0.0% of portfolio
|
Q1 2025
Added 16.69%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
17,731
shares
|
$742,751
0.02% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
16,996
shares
|
$711,962
0.02% of portfolio
|
Q1 2025
Added 113.49%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
16,818
shares
|
$704,506
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
16,450
shares
|
$689,090
0.02% of portfolio
|
Q1 2025
New holding
|