Institutional Ownership Fidelity Covington Tr (FSMO)
This table provides information about the institutional ownership of Fidelity Covington Tr (FSMO). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 3.03 Million shares, which have been reported (via 13F filing form) to have a value of $79.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
768,423
shares
|
$20.2 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
502,919
shares
|
$13.2 Million
10.54% of portfolio
|
Q2 2025
Added 18.38%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
394,676
shares
|
$10.4 Million
4.07% of portfolio
|
Q1 2025
Added 11.18%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
354,722
shares
|
$9.33 Million
0.01% of portfolio
|
Q1 2025
Added 96.33%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
153,131
shares
|
$4.03 Million
1.85% of portfolio
|
Q2 2025
Added 21.68%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
145,859
shares
|
$3.83 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
139,436
shares
|
$3.67 Million
2.11% of portfolio
|
Q1 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
101,605
shares
|
$2.67 Million
0.19% of portfolio
|
Q1 2025
Added 89.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
79,804
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
42,740
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
30,750
shares
|
$808,417
0.61% of portfolio
|
Q2 2025
Reduced 14.1%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
28,608
shares
|
$752,104
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
27,843
shares
|
$731,992
0.0% of portfolio
|
Q1 2025
Added 257.97%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
25,417
shares
|
$668,212
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
22,656
shares
|
$595,626
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
21,853
shares
|
$574,515
0.02% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
17,591
shares
|
$462,467
0.0% of portfolio
|
Q1 2025
Reduced 28.14%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
17,228
shares
|
$452,924
0.36% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
15,604
shares
|
$410,229
0.0% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
13,225
shares
|
$347,685
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
12,978
shares
|
$341,191
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
12,709
shares
|
$334,119
0.0% of portfolio
|
Q1 2025
Added 16.92%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
12,233
shares
|
$321,605
0.0% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
11,856
shares
|
$311,694
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
11,481
shares
|
$301,835
0.0% of portfolio
|
Q1 2025
Added 6.83%
|