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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
5,977
shares
|
$250,376
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
5,965
shares
|
$249,873
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,963
shares
|
$249,790
0.0% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
5,595
shares
|
$234,374
0.03% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
5,578
shares
|
$233,662
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
5,577
shares
|
$233,620
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
5,405
shares
|
$226,415
0.1% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,051
shares
|
$211,586
0.01% of portfolio
|
Q4 2024
Added 2340.1%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
4,267
shares
|
$178,744
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,842
shares
|
$160,941
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
3,704
shares
|
$155,160
0.11% of portfolio
|
Q2 2025
Added 19.95%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,519
shares
|
$147,410
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,605
shares
|
$109,123
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,810
shares
|
$75,820
0.0% of portfolio
|
Q4 2024
Added 88.74%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
1,381
shares
|
$57,850
0.04% of portfolio
|
Q3 2024
Added 17.13%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,300
shares
|
$54,457
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,254
shares
|
$52,530
0.0% of portfolio
|
Q1 2025
Added 8857.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
820
shares
|
$34,349
0.0% of portfolio
|
Q4 2024
Added 74.47%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
689
shares
|
$28,862
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
528
shares
|
$22,117
0.0% of portfolio
|
Q1 2025
Added 751.61%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
378
shares
|
$15,834
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
370
shares
|
$15,499
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
315
shares
|
$13,195
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
257
shares
|
$10,765
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
253
shares
|
$10,598
0.0% of portfolio
|
Q1 2025
Added 0.4%
|