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 94 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $411 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
35,042
shares
|
$1.3 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
34,175
shares
|
$1.27 Million
0.03% of portfolio
|
Q1 2025
Added 38.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
33,886
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.43%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
29,185
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Added 101.85%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
28,166
shares
|
$1.05 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
25,046
shares
|
$932,212
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
21,544
shares
|
$801,867
0.86% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
20,505
shares
|
$763,196
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
18,774
shares
|
$698,768
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
18,468
shares
|
$687,378
0.01% of portfolio
|
Q4 2024
Added 175.48%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
18,322
shares
|
$681,944
0.51% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
16,623
shares
|
$618,708
0.02% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
16,560
shares
|
$616,363
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bg Investment Services, Inc.
|
Feb 11, 2025 Q4 2024 |
16,354
shares
|
$608,695
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
15,491
shares
|
$576,575
0.0% of portfolio
|
Q4 2024
Added 51.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
14,252
shares
|
$530,459
0.0% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
11,864
shares
|
$441,578
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
11,732
shares
|
$436,665
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
11,340
shares
|
$422,074
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
10,816
shares
|
$402,571
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
10,800
shares
|
$401,976
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,570
shares
|
$393,415
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
10,071
shares
|
$374,842
0.0% of portfolio
|
Q4 2024
Added 25.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
9,942
shares
|
$370,041
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
8,847
shares
|
$329,285
0.07% of portfolio
|
Q4 2024
Added 81.03%
|