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 |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
124
shares
|
$5,194
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
83
shares
|
$3,476
0.0% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
50
shares
|
$2,094
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
50
shares
|
$2,094
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
44
shares
|
$1,843
0.0% of portfolio
|
Q3 2024
Reduced 99.67%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
42
shares
|
$1,759
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
40
shares
|
$1,675
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
24
shares
|
$1,005
0.0% of portfolio
|
Q4 2024
Added 71.43%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
20
shares
|
$837
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
20
shares
|
$837
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
13
shares
|
$544
0.0% of portfolio
|
Q1 2025
Reduced 93.84%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
12
shares
|
$502
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
4
shares
|
$167
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$41
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|