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 67 institutions that hold shares in the stock, with a total of 7.26 Million shares, which have been reported (via 13F filing form) to have a value of $310 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
16,847
shares
|
$718,524
0.02% of portfolio
|
Q2 2024
Added 42.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
15,898
shares
|
$678,049
0.02% of portfolio
|
Q3 2024
Added 32.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
13,660
shares
|
$582,599
0.0% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
11,694
shares
|
$498,749
0.01% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
11,340
shares
|
$483,651
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
10,197
shares
|
$434,902
0.0% of portfolio
|
Q3 2024
Added 46.19%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
9,942
shares
|
$424,026
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
8,028
shares
|
$342,394
0.0% of portfolio
|
Q3 2024
Added 32.32%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
7,336
shares
|
$312,880
0.03% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
6,948
shares
|
$296,332
0.0% of portfolio
|
Q3 2024
Added 10.48%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
6,760
shares
|
$288,314
0.01% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,704
shares
|
$285,925
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
6,463
shares
|
$275,646
0.0% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,285
shares
|
$268,055
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
5,965
shares
|
$254,407
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
5,354
shares
|
$228,348
0.0% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
5,255
shares
|
$224,125
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
5,210
shares
|
$222,206
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,032
shares
|
$214,614
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
4,887
shares
|
$208,430
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
4,345
shares
|
$185,314
0.0% of portfolio
|
Q4 2024
Added 115.74%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,430
shares
|
$60,989
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
1,381
shares
|
$58,899
0.04% of portfolio
|
Q3 2024
Added 17.13%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
959
shares
|
$40,901
0.0% of portfolio
|
Q3 2024
Added 358.85%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
958
shares
|
$40,858
0.0% of portfolio
|
Q3 2024
Added 220.4%
|