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 |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
16,201
shares
|
$678,659
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
16,182
shares
|
$677,863
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
16,115
shares
|
$675,057
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
15,076
shares
|
$631,533
0.01% of portfolio
|
Q1 2025
Added 39.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
13,177
shares
|
$551,984
0.01% of portfolio
|
Q1 2025
Added 30.84%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
12,791
shares
|
$535,814
0.42% of portfolio
|
Q1 2025
Added 48.46%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
11,864
shares
|
$496,982
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
11,732
shares
|
$491,453
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
11,152
shares
|
$467,157
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
11,147
shares
|
$466,947
0.01% of portfolio
|
Q1 2025
Added 12.12%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
10,785
shares
|
$451,783
0.16% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
10,721
shares
|
$449,102
0.08% of portfolio
|
Q1 2025
Added 21.18%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,570
shares
|
$442,777
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,485
shares
|
$397,326
0.0% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
9,034
shares
|
$378,434
0.05% of portfolio
|
Q1 2025
Reduced 20.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
8,947
shares
|
$374,789
0.0% of portfolio
|
Q2 2025
Added 15.8%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
8,395
shares
|
$351,666
0.0% of portfolio
|
Q1 2025
Added 21.95%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
8,221
shares
|
$344,377
0.03% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,144
shares
|
$341,152
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
7,373
shares
|
$308,854
0.08% of portfolio
|
Q1 2025
Reduced 60.73%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,250
shares
|
$303,702
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
7,127
shares
|
$298,550
0.0% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
6,906
shares
|
$289,292
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6,650
shares
|
$278,568
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
6,237
shares
|
$261,267
0.0% of portfolio
|
Q1 2025
Added 216.92%
|