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 152 institutions that hold shares in the stock, with a total of 17.5 Million shares, which have been reported (via 13F filing form) to have a value of $753 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
125,630
shares
|
$5.41 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
120,754
shares
|
$5.2 Million
2.15% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
116,623
shares
|
$5.02 Million
0.06% of portfolio
|
Q3 2025
Added 139.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
116,003
shares
|
$5 Million
0.0% of portfolio
|
Q3 2025
Added 28.55%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
114,184
shares
|
$4.92 Million
1.55% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Manor Financial, LLC
|
Oct 08, 2025 Q3 2025 |
108,804
shares
|
$4.69 Million
3.65% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
81,448
shares
|
$3.51 Million
0.0% of portfolio
|
Q3 2025
Added 168.34%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
79,565
shares
|
$3.43 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
77,279
shares
|
$3.33 Million
0.27% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
72,388
shares
|
$3.12 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Oct 28, 2025 Q3 2025 |
66,424
shares
|
$2.86 Million
1.71% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
57,386
shares
|
$2.47 Million
0.04% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
54,221
shares
|
$2.34 Million
0.01% of portfolio
|
Q2 2025
Added 26.62%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
52,411
shares
|
$2.26 Million
0.25% of portfolio
|
Q3 2025
Added 16.54%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
50,508
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
50,016
shares
|
$2.15 Million
0.0% of portfolio
|
Q2 2025
Added 130.51%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
46,692
shares
|
$2.01 Million
1.14% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
40,741
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2025
Added 25.97%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
39,546
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
38,149
shares
|
$1.64 Million
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
37,486
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
37,262
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
34,172
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2025
Added 12.88%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
34,028
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
32,646
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2025
Added 43.66%
|
|